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

Ambarella, Inc. (NASDAQ:AMBA) insider Chan Lee sold 6,729 shares of the firm’s stock in a transaction that occurred on Tuesday, March 17th. The stock was sold at an average price of $52.77, for a total transaction of $355,089.33. Following the transaction, the insider directly owned 156,370 shares in the company, valued at $8,251,644.90. This represents a 4.13% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website.

Ambarella Trading Down 3.3%

Shares of AMBA stock opened at $54.02 on Friday. The stock has a market cap of $2.33 billion, a P/E ratio of -30.35 and a beta of 1.95. The stock has a 50 day simple moving average of $62.58 and a 200 day simple moving average of $74.29. Ambarella, Inc. has a 1 year low of $38.86 and a 1 year high of $96.69.

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

Analyst Ratings Changes

A number of brokerages recently commented on AMBA. Needham & Company LLC restated a “buy” rating and issued a $100.00 price target on shares of Ambarella in a research report on Wednesday, November 26th. Roth Mkm reaffirmed a “neutral” rating on shares of Ambarella in a research report on Wednesday, November 26th. Rosenblatt Securities increased their price objective 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. Consumer Edge reissued a “buy” rating on shares of Ambarella in a report on Tuesday, February 24th. Finally, Deutsche Bank Aktiengesellschaft restated a “hold” rating and issued a $80.00 target price on shares of Ambarella 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 assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $96.00.

Trending Headlines about Ambarella

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

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the company. EverSource Wealth Advisors LLC lifted its position in shares of Ambarella by 362.2% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 416 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 326 shares during the period. Total Investment Management Inc. acquired a new stake in shares of Ambarella during the second quarter worth $30,000. Advisory Services Network LLC bought a new position in Ambarella during the third quarter worth $33,000. Steward Partners Investment Advisory LLC raised its stake in Ambarella by 162.5% during the fourth quarter. Steward Partners Investment Advisory LLC now owns 525 shares of the semiconductor company’s stock worth $37,000 after buying an additional 325 shares during the last quarter. Finally, CoreCap Advisors LLC acquired a new position in Ambarella in the third quarter valued at $43,000. Institutional investors 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.