Ambarella (NASDAQ:AMBA) Insider Chan Lee Sells 6,729 Shares

Ambarella, Inc. (NASDAQ:AMBA) insider Chan Lee sold 6,729 shares of the stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $52.77, for a total transaction of $355,089.33. Following the completion of the sale, the insider directly owned 156,370 shares in the company, valued at approximately $8,251,644.90. This trade represents a 4.13% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website.

Ambarella Trading Up 3.5%

Ambarella stock traded up $1.90 during midday trading on Thursday, reaching $55.86. 1,145,403 shares of the stock traded hands, compared to its average volume of 1,066,787. Ambarella, Inc. has a fifty-two week low of $38.86 and a fifty-two week high of $96.69. The firm has a market cap of $2.40 billion, a price-to-earnings ratio of -31.38 and a beta of 1.95. The firm has a fifty day moving average price of $62.88 and a two-hundred day moving average price of $74.49.

Ambarella (NASDAQ:AMBA) last released 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. The company had revenue of $100.87 million for the quarter, compared to analysts’ expectations of $100.17 million. Ambarella had a negative return on equity of 12.24% and a negative net margin of 19.42%.The business’s revenue for the quarter was up 20.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.11 earnings per share. Analysts anticipate that Ambarella, Inc. will post -2.81 earnings per share for the current year.

Trending Headlines about Ambarella

Here are the key news stories impacting Ambarella this week:

• Positive Sentiment: Company showcased agentic AI and edge processing use cases at Embedded World, reinforcing Ambarella’s positioning in high-growth edge-AI vision chips and software — a potential catalyst for revenue growth if design wins follow. Embedded World 2026: Ambarella makes the case for agentic AI at the edge
• Positive Sentiment: Broader industry coverage highlights the ongoing shift of compute to edge devices (Edge AI / IoT), which supports Ambarella’s market opportunity for computer-vision and AI accelerator IP. This narrative can support multiple-quarter revenue upside if Ambarella converts momentum into wins. Edge AI shifts more processing onto devices across IoT systems
• Neutral Sentiment: Sector-level strength around AI chips (e.g., coverage noting Intel and chip valuations rising) is boosting sentiment for semiconductor names generally, which can lift AMBA even if company-specific catalysts are mixed. Intel Tops Valuation List as AI Hype Lifts Chip Stocks
• Neutral Sentiment: Reported short-interest entries for March show anomalous/zero values and NaN changes (likely a data glitch). Given the unreliable figures, short-interest is not a clear near-term driver based on the current reports.
• Negative Sentiment: Significant insider selling disclosed this week: CEO Feng‑Ming Wang sold shares on Mar 17 and Mar 19 (combined ~27,059 shares at ~\$52.77–\$54.14); other senior insiders (VPs, CFO, and directors) also sold multiple blocks across the same dates. Large, clustered insider sales often weigh on sentiment even if described as diversification. SEC filing (CEO sale example) here: SEC Filing – Insider Sales

Institutional Inflows and Outflows

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

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on AMBA. Consumer Edge reissued a “buy” rating on shares of Ambarella in a report on Tuesday, February 24th. Weiss Ratings reissued a “sell (d-)” rating on shares of Ambarella in a research note on Wednesday, January 21st. Rosenblatt Securities boosted their price target on shares of Ambarella from $100.00 to $115.00 and gave the stock a “buy” rating in a research report on Wednesday, November 26th. Needham & Company LLC reiterated a “buy” rating and issued a $100.00 price objective on shares of Ambarella in a report on Wednesday, November 26th. Finally, Stifel Nicolaus reiterated 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. Two equities research analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $96.00.

About Ambarella

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.