John Alexander Young Sells 4,577 Shares of Ambarella (NASDAQ:AMBA) Stock

Ambarella, Inc. (NASDAQ:AMBA) CFO John Alexander Young sold 4,577 shares of the stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $52.77, for a total value of $241,528.29. Following the completion of the transaction, the chief financial officer directly owned 117,072 shares in the company, valued at approximately $6,177,889.44. This represents a 3.76% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink.

John Alexander Young also recently made the following trade(s):

• On Thursday, March 19th, John Alexander Young sold 3,038 shares of Ambarella stock. The stock was sold at an average price of $54.14, for a total value of $164,477.32.

Ambarella Trading Down 3.3%

AMBA opened at $54.02 on Friday. The stock has a 50-day moving average price of $62.58 and a 200-day moving average price of $74.29. Ambarella, Inc. has a 12-month low of $38.86 and a 12-month high of $96.69. The stock has a market capitalization of $2.33 billion, a P/E ratio of -30.35 and a beta of 1.95.

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

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of the company. EverSource Wealth Advisors LLC increased its position in Ambarella by 362.2% during the second quarter. EverSource Wealth Advisors LLC now owns 416 shares of the semiconductor company’s stock valued at $27,000 after acquiring an additional 326 shares during the last quarter. Total Investment Management Inc. purchased a new stake in shares of Ambarella in the second quarter valued at $30,000. Advisory Services Network LLC bought a new stake in shares of Ambarella in the 3rd quarter worth about $33,000. Steward Partners Investment Advisory LLC lifted its holdings in shares of Ambarella by 162.5% in the 4th quarter. Steward Partners Investment Advisory LLC now owns 525 shares of the semiconductor company’s stock worth $37,000 after acquiring an additional 325 shares during the last quarter. Finally, CoreCap Advisors LLC purchased a new position in shares of Ambarella during the 3rd quarter worth about $43,000. 82.09% of the stock is owned by hedge funds and other institutional investors.

Ambarella News Roundup

Here are the key news stories impacting Ambarella this week:

• Positive Sentiment: Management reiterated plans to expand Ambarella’s Edge AI business (Cantor Fitzgerald remarks), which supports potential design wins across cameras, automotive and robotics and underpins the company’s strategic upside. Ambarella (AMBA) to Expand Its Edge AI Business
• Positive Sentiment: Product messaging at Embedded World highlighted “agentic AI at the edge,” showcasing use cases and roadmap details that could translate into medium‑term design wins and TAM expansion. Embedded World 2026: Ambarella makes the case for agentic AI at the edge
• Positive Sentiment: Recent results (Feb. 26 quarter) beat EPS and revenue expectations and showed 20% year‑over‑year revenue growth, supporting the thesis that Ambarella’s edge‑AI push is beginning to show through the top line. Ambarella’s Earnings Prove Its Edge AI Strategy Is a Winner
• Neutral Sentiment: Short‑interest filings for March show anomalous/zero values (NaN/0) in recent reports and don’t provide a reliable signal on bearish positioning or squeeze risk at this time.
• Negative Sentiment: Clustered insider selling March 17–19: CEO, CFO and multiple VPs sold shares around the $52–$54 range (several filings totaling tens of thousands of shares and >$1M in aggregate proceeds). The concentrated disposals have likely pressured sentiment and contributed to today’s weakness. Ambarella insider selling alerts

Analysts Set New Price Targets

Several research analysts have commented on AMBA shares. Weiss Ratings reissued a “sell (d-)” rating on shares of Ambarella in a research note on Wednesday, January 21st. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and issued a $80.00 price objective on shares of Ambarella in a research note on Wednesday, November 26th. Roth Mkm reiterated a “neutral” rating on shares of Ambarella in a research report on Wednesday, November 26th. 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 note on Wednesday, November 26th. Finally, Summit Insights upgraded shares of Ambarella from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, November 25th. Two investment analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Ambarella presently has a consensus rating of “Moderate Buy” and an average price target of $96.00.

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.