Ambarella (NASDAQ:AMBA) CEO Feng-Ming Wang Sells 18,976 Shares of Stock

Ambarella, Inc. (NASDAQ:AMBA) CEO Feng-Ming Wang sold 18,976 shares of Ambarella stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $52.77, for a total value of $1,001,363.52. Following the transaction, the chief executive officer directly owned 830,958 shares in the company, valued at approximately $43,849,653.66. The trade was a 2.23% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link.

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

• On Thursday, March 19th, Feng-Ming Wang sold 8,083 shares of Ambarella stock. The stock was sold at an average price of $54.14, for a total value of $437,613.62.
• 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 Price Performance

AMBA opened at $55.86 on Friday. The company has a market capitalization of $2.40 billion, a price-to-earnings ratio of -31.38 and a beta of 1.95. The firm’s fifty day moving average price is $62.88 and its two-hundred day moving average price is $74.49. Ambarella, Inc. has a 1 year low of $38.86 and a 1 year high of $96.69.

Ambarella (NASDAQ:AMBA) last announced its earnings results on Thursday, February 26th. The semiconductor company reported $0.13 EPS for the quarter, beating the consensus estimate 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 company had revenue of $100.87 million during the quarter, compared to the consensus estimate of $100.17 million. During the same quarter in the prior year, the company posted $0.11 earnings per share. The firm’s revenue for the quarter was up 20.1% on a year-over-year basis. As a group, equities analysts anticipate that Ambarella, Inc. will post -2.81 EPS for the current year.

Hedge Funds Weigh In On Ambarella

Several institutional investors have recently bought and sold shares of AMBA. Royal Bank of Canada increased its position in Ambarella by 2.1% in the first quarter. Royal Bank of Canada now owns 64,744 shares of the semiconductor company’s stock worth $3,258,000 after buying an additional 1,307 shares during the last quarter. Advisors Asset Management Inc. lifted its position in shares of Ambarella by 44.1% during the 1st quarter. Advisors Asset Management Inc. now owns 935 shares of the semiconductor company’s stock valued at $47,000 after buying an additional 286 shares during the last quarter. AQR Capital Management LLC grew its stake in shares of Ambarella by 126.6% during the 1st quarter. AQR Capital Management LLC now owns 84,871 shares of the semiconductor company’s stock worth $4,272,000 after acquiring an additional 47,414 shares during the period. Empowered Funds LLC grew its stake in shares of Ambarella by 34.6% during the 1st quarter. Empowered Funds LLC now owns 6,838 shares of the semiconductor company’s stock worth $344,000 after acquiring an additional 1,758 shares during the period. Finally, Intech Investment Management LLC increased its holdings in Ambarella by 48.1% in the 1st quarter. Intech Investment Management LLC now owns 25,586 shares of the semiconductor company’s stock worth $1,288,000 after acquiring an additional 8,306 shares during the last quarter. Hedge funds and other institutional investors own 82.09% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on AMBA. Deutsche Bank Aktiengesellschaft restated a “hold” rating and issued a $80.00 target price on shares of Ambarella in a research note on Wednesday, November 26th. Needham & Company LLC reiterated a “buy” rating and set a $100.00 price target on shares of Ambarella in a report on Wednesday, November 26th. Wall Street Zen cut Ambarella from a “buy” rating to a “hold” rating in a research report on Saturday, December 27th. Consumer Edge restated a “buy” rating on shares of Ambarella in a research note on Tuesday, February 24th. Finally, Summit Insights raised Ambarella from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, November 25th. Two analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Ambarella currently has a consensus rating of “Moderate Buy” and an average target price of $96.00.

Key Stories Impacting Ambarella

Here are the key news stories impacting Ambarella this week:

• Positive Sentiment: Management announced plans to expand Ambarella’s Edge AI business and pushed its agentic/edge-AI message at investor and industry events, reinforcing the company’s strategic pivot toward higher-value AI workloads at the device edge. This provides a clear growth narrative investors can rally behind. Ambarella (AMBA) to Expand Its Edge AI Business
• Positive Sentiment: At Embedded World 2026 Ambarella showcased “agentic AI at the edge,” highlighting product roadmaps and use cases that could drive design wins in cameras, ADAS, robotics and IoT—supporting medium-term revenue potential. Embedded World 2026: Ambarella makes the case for agentic AI at the edge
• Positive Sentiment: Industry commentary on edge-AI adoption (shifting more processing onto devices across IoT systems) supports a favorable TAM backdrop for Ambarella’s chips and software. This thematic tailwind helps explain positive investor reaction. Edge AI shifts more processing onto devices across IoT systems
• Neutral Sentiment: Reported short-interest figures in recent filings show anomalous/zero values (NaN/0 shares) and therefore do not provide a reliable signal about bearish positioning or a potential squeeze at this time.
• Negative Sentiment: Multiple insider sales were filed March 17–19 (CEO, CFO, VP and other insiders sold shares at roughly $52–$54), worth several hundred thousand to over $1M per filing. While insiders still hold large stakes, clustered sales can create near-term negative sentiment among investors. SEC filing (example insider sale)

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.