Ambarella (NASDAQ:AMBA) CEO Feng-Ming Wang Sells 8,083 Shares of Stock

Ambarella, Inc. (NASDAQ:AMBA) CEO Feng-Ming Wang sold 8,083 shares of the business’s stock in a transaction dated Thursday, March 19th. The stock was sold at an average price of $54.14, for a total value of $437,613.62. Following the transaction, the chief executive officer owned 838,561 shares of the company’s stock, valued at approximately $45,399,692.54. The trade was a 0.95% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink.

Feng-Ming Wang also recently made the following trade(s):

• On Tuesday, March 17th, Feng-Ming Wang sold 18,976 shares of Ambarella stock. The stock was sold at an average price of $52.77, for a total value of $1,001,363.52.
• On Monday, March 2nd, Feng-Ming Wang sold 50,000 shares of Ambarella stock. The shares were sold at an average price of $60.80, for a total value of $3,040,000.00.

Ambarella Trading Up 3.5%

Shares of AMBA opened at $55.86 on Friday. Ambarella, Inc. has a 12-month low of $38.86 and a 12-month high of $96.69. The company has a market cap of $2.40 billion, a PE ratio of -31.38 and a beta of 1.95. The stock has a 50-day moving average price of $62.88 and a 200-day moving average price of $74.49.

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

Wall Street Analyst Weigh In

AMBA has been the topic of several research reports. Needham & Company LLC restated a “buy” rating and set a $100.00 price objective on shares of Ambarella in a research report on Wednesday, November 26th. Stifel Nicolaus reissued a “buy” rating and issued a $100.00 target price (up from $90.00) on shares of Ambarella in a research note on Wednesday, November 26th. Rosenblatt Securities raised their price target on Ambarella from $100.00 to $115.00 and gave the company a “buy” rating in a research report on Wednesday, November 26th. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and set a $80.00 price target on shares of Ambarella in a research note on Wednesday, November 26th. Finally, Summit Insights upgraded Ambarella from a “hold” rating to a “strong-buy” rating in a report on Tuesday, November 25th. Two research analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $96.00.

Institutional Investors Weigh In On Ambarella

Institutional investors have recently made changes to their positions in the business. Universal Beteiligungs und Servicegesellschaft mbH boosted its position in 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 buying an additional 43,461 shares during the period. Creative Planning increased its holdings in shares of 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 buying an additional 5,085 shares during the period. AIGH Capital Management LLC purchased a new position in shares of Ambarella in the third quarter worth about $4,126,000. SG Capital Management LLC lifted its stake in shares of Ambarella by 23.0% in the 3rd quarter. SG Capital Management LLC now owns 232,713 shares of the semiconductor company’s stock valued at $19,203,000 after acquiring an additional 43,492 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership boosted its holdings in Ambarella by 899.6% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 112,659 shares of the semiconductor company’s stock valued at $7,443,000 after acquiring an additional 101,389 shares during the period. Hedge funds and other institutional investors own 82.09% of the company’s stock.

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

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.