Insider Selling: Ambarella (NASDAQ:AMBA) VP Sells 2,155 Shares of Stock

Ambarella, Inc. (NASDAQ:AMBA) VP Chi-Hong Ju sold 2,155 shares of the firm’s stock in a transaction that occurred on Thursday, March 19th. The shares were sold at an average price of $54.14, for a total value of $116,671.70. Following the completion of the transaction, the vice president directly owned 167,941 shares in the company, valued at $9,092,325.74. The trade was a 1.27% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink.

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

• On Tuesday, March 17th, Chi-Hong Ju sold 4,729 shares of Ambarella stock. The stock was sold at an average price of $52.77, for a total value of $249,549.33.
• On Monday, January 5th, Chi-Hong Ju sold 7,728 shares of Ambarella stock. The shares were 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 shares were sold at an average price of $70.32, for a total transaction of $264,754.80.

Ambarella Stock Performance

Shares of Ambarella stock traded up $1.90 on Thursday, reaching $55.86. The stock had a trading volume of 1,145,403 shares, compared to its average volume of 1,066,787. The business’s 50-day moving average price is $62.88 and its two-hundred day moving average price is $74.49. Ambarella, Inc. has a fifty-two week low of $38.86 and a fifty-two week high of $96.69. The stock has a market cap of $2.40 billion, a P/E ratio of -31.38 and a beta of 1.95.

Ambarella (NASDAQ:AMBA) last posted its quarterly earnings data on Thursday, February 26th. The semiconductor company reported $0.13 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.10 by $0.03. The business had revenue of $100.87 million during the quarter, compared to the consensus estimate of $100.17 million. Ambarella had a negative net margin of 19.42% and a negative return on equity of 12.24%. Ambarella’s quarterly revenue was up 20.1% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.11 EPS. As a group, equities analysts forecast that Ambarella, Inc. will post -2.81 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

AMBA has been the topic of several research analyst reports. Roth Mkm reaffirmed a “neutral” rating on shares of Ambarella in a research report on Wednesday, November 26th. Needham & Company LLC reaffirmed a “buy” rating and issued a $100.00 price target on shares of Ambarella in a research report on Wednesday, November 26th. Consumer Edge reiterated a “buy” rating on shares of Ambarella in a report on Tuesday, February 24th. Summit Insights upgraded shares of Ambarella from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, November 25th. Finally, Rosenblatt Securities boosted their target price 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. Two investment analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $96.00.

Ambarella News Roundup

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

Hedge Funds Weigh In On Ambarella

Several large investors have recently added to or reduced their stakes in AMBA. Universal Beteiligungs und Servicegesellschaft mbH increased its position in shares of Ambarella by 290.4% during the third quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 58,428 shares of the semiconductor company’s stock valued at $4,821,000 after purchasing an additional 43,461 shares during the period. Creative Planning lifted its position in Ambarella by 30.8% in the second quarter. Creative Planning now owns 21,569 shares of the semiconductor company’s stock worth $1,425,000 after purchasing an additional 5,085 shares during the period. AIGH Capital Management LLC bought a new position in Ambarella in the third quarter worth $4,126,000. SG Capital Management LLC boosted its stake in Ambarella by 23.0% during the third quarter. SG Capital Management LLC now owns 232,713 shares of the semiconductor company’s stock worth $19,203,000 after buying an additional 43,492 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership increased its holdings in Ambarella by 899.6% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 112,659 shares of the semiconductor company’s stock valued at $7,443,000 after buying an additional 101,389 shares during the period. Institutional investors and hedge funds own 82.09% of the company’s stock.

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.