Ambarella (NASDAQ:AMBA) VP Chi-Hong Ju Sells 4,729 Shares

Ambarella, Inc. (NASDAQ:AMBA) VP Chi-Hong Ju sold 4,729 shares of the company’s stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $52.77, for a total value of $249,549.33. Following the sale, the vice president owned 164,166 shares of the company’s stock, valued at $8,663,039.82. This represents a 2.80% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink.

Chi-Hong Ju also recently made the following trade(s):

• On Thursday, March 19th, Chi-Hong Ju sold 2,155 shares of Ambarella stock. The shares were sold at an average price of $54.14, for a total value of $116,671.70.
• On Monday, January 5th, Chi-Hong Ju sold 7,728 shares of Ambarella stock. The stock was sold at an average price of $75.58, for a total value of $584,082.24.
• On Tuesday, December 30th, Chi-Hong Ju sold 3,765 shares of Ambarella stock. The stock was sold at an average price of $70.32, for a total value of $264,754.80.

Ambarella Stock Performance

AMBA opened at $55.86 on Friday. Ambarella, Inc. has a 1 year low of $38.86 and a 1 year high of $96.69. The firm has a 50 day moving average price of $62.88 and a 200 day moving average price of $74.49. The company has a market cap of $2.40 billion, a PE ratio of -31.38 and a beta of 1.95.

Ambarella (NASDAQ:AMBA) last announced its quarterly earnings results on Thursday, February 26th. The semiconductor company reported $0.13 earnings per share for the quarter, beating analysts’ consensus estimates of $0.10 by $0.03. Ambarella had a negative net margin of 19.42% and a negative return on equity of 12.24%. The firm had revenue of $100.87 million for the quarter, compared to analysts’ expectations of $100.17 million. During the same period in the previous year, the company posted $0.11 earnings per share. Ambarella’s revenue was up 20.1% compared to the same quarter last year. On average, sell-side analysts predict that Ambarella, Inc. will post -2.81 earnings per share for the current year.

Key Stories Impacting Ambarella

Here are the key news stories impacting Ambarella this week:

• Positive Sentiment: Management outlined plans to expand Ambarella’s Edge AI business at the Cantor Fitzgerald conference, reinforcing a move into higher‑value, on‑device AI workloads that could drive design wins across cameras, ADAS, robotics and IoT. Ambarella (AMBA) to Expand Its Edge AI Business
• Positive Sentiment: Product and roadmap messaging at Embedded World (agentic AI at the edge) showcased use cases and potential design‑win pathways that support medium‑term revenue upside. Embedded World 2026: Ambarella makes the case for agentic AI at the edge
• Positive Sentiment: Broader industry coverage on edge‑AI adoption (more on‑device processing across IoT) supports TAM expansion for Ambarella’s chips and software, a thematic tailwind behind investor interest. Edge AI shifts more processing onto devices across IoT systems
• Neutral Sentiment: Recent short‑interest reports show anomalous/zero values (NaN/0) in filings and thus don’t provide a reliable signal about bearish positioning or squeeze risk at this time.
• Negative Sentiment: Clustered insider selling between March 17–19: CEO Feng‑Ming Wang, CFO, VPs and other insiders sold shares at roughly $52–$54 per share (individual filings total hundreds of thousands to >$1M). While insiders retain large stakes, the concentrated disposition can pressure sentiment and contribute to near‑term weakness. Ambarella CEO Feng‑Ming Wang Sells 18,976 Shares

Wall Street Analyst Weigh In

AMBA has been the subject of a number of research reports. Bank of America upped their price target on shares of Ambarella from $90.00 to $92.00 and gave the stock a “neutral” rating in a research report on Wednesday, November 26th. Stifel Nicolaus restated a “buy” rating and set a $100.00 price objective (up from $90.00) on shares of Ambarella in a research note on Wednesday, November 26th. Wall Street Zen downgraded Ambarella from a “buy” rating to a “hold” rating in a research report on Saturday, December 27th. Roth Mkm reiterated a “neutral” rating on shares of Ambarella in a research note on Wednesday, November 26th. Finally, Rosenblatt Securities raised their target price on Ambarella from $100.00 to $115.00 and gave the company a “buy” rating in a report on Wednesday, November 26th. Two investment analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $96.00.

Institutional Investors Weigh In On Ambarella

A number of large investors have recently added to or reduced their stakes in AMBA. Price T Rowe Associates Inc. MD increased its stake in Ambarella by 2,312.6% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 864,610 shares of the semiconductor company’s stock worth $61,250,000 after buying an additional 828,773 shares during the period. UBS Group AG lifted its holdings in Ambarella by 379.3% in the 3rd quarter. UBS Group AG now owns 821,747 shares of the semiconductor company’s stock worth $67,811,000 after buying an additional 650,306 shares in the last quarter. Squarepoint Ops LLC purchased a new position in Ambarella in the 2nd quarter valued at about $36,810,000. Barclays PLC boosted its position in Ambarella by 121.7% in the 3rd quarter. Barclays PLC now owns 775,113 shares of the semiconductor company’s stock valued at $63,962,000 after buying an additional 425,546 shares during the last quarter. Finally, Balyasny Asset Management L.P. grew its stake in shares of Ambarella by 894.7% during the second quarter. Balyasny Asset Management L.P. now owns 459,562 shares of the semiconductor company’s stock valued at $30,361,000 after acquiring an additional 413,362 shares in the last quarter. 82.09% of the stock is owned by institutional investors and hedge funds.

Ambarella Company Profile

Ambarella, Inc is a global semiconductor company headquartered in Santa Clara, California, specializing in video compression, image processing and computer vision technologies. The company designs low-power, high-definition system-on-chip (SoC) solutions that enable the capture, processing and streaming of video in a variety of embedded applications. Ambarella’s platforms combine advanced video encoding, multi-core central processing units and hardware accelerators to deliver high-resolution imaging with low power consumption.

Ambarella’s product portfolio caters to multiple markets, including security and surveillance, automotive vision, wearable cameras, drones and robotics.