Ambarella (NASDAQ:AMBA) CFO Sells $241,528.29 in Stock

Ambarella, Inc. (NASDAQ:AMBA) CFO John Alexander Young sold 4,577 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 transaction of $241,528.29. Following the transaction, the chief financial officer directly owned 117,072 shares in the company, valued at approximately $6,177,889.44. This trade represents a 3.76% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available 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 transaction of $164,477.32.

Ambarella Trading Down 3.3%

Shares of AMBA stock opened at $54.02 on Friday. The company’s fifty day simple moving average is $62.58 and its 200-day simple moving average is $74.25. Ambarella, Inc. has a 52 week low of $38.86 and a 52 week high of $96.69. The company has a market cap of $2.33 billion, a PE ratio of -30.35 and a beta of 1.95.

Ambarella (NASDAQ:AMBA) last posted its earnings results on Thursday, February 26th. The semiconductor company reported $0.13 earnings per share 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 business had revenue of $100.87 million for the quarter, compared to analyst estimates of $100.17 million. During the same quarter in the previous year, the business posted $0.11 EPS. The business’s quarterly revenue was up 20.1% on a year-over-year basis. Equities research analysts expect that Ambarella, Inc. will post -2.81 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on AMBA shares. Wall Street Zen downgraded Ambarella from a “buy” rating to a “hold” rating in a research report on Saturday, December 27th. Consumer Edge reiterated a “buy” rating on shares of Ambarella in a report on Tuesday, February 24th. Roth Mkm reissued a “neutral” rating on shares of Ambarella in a research report on Wednesday, November 26th. Deutsche Bank Aktiengesellschaft restated a “hold” rating and issued a $80.00 price target on shares of Ambarella in a report on Wednesday, November 26th. Finally, Stifel Nicolaus reiterated a “buy” rating and set a $100.00 price objective (up from $90.00) on shares of Ambarella in a research note on Wednesday, November 26th. Two equities research 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 issued a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $96.00.

Key Ambarella News

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 Investors Weigh In On Ambarella

Hedge funds and other institutional investors have recently bought and sold shares of the business. Vanguard Group Inc. raised its position in shares of Ambarella by 6.0% in the 4th quarter. Vanguard Group Inc. now owns 5,480,285 shares of the semiconductor company’s stock valued at $388,223,000 after purchasing an additional 311,649 shares in the last quarter. State Street Corp grew its position in shares of Ambarella by 8.9% during the second quarter. State Street Corp now owns 1,855,170 shares of the semiconductor company’s stock worth $122,562,000 after buying an additional 151,694 shares in the last quarter. Jericho Capital Asset Management L.P. increased its stake in shares of Ambarella by 30.8% in the fourth quarter. Jericho Capital Asset Management L.P. now owns 1,587,081 shares of the semiconductor company’s stock worth $112,429,000 after buying an additional 373,734 shares during the last quarter. The Manufacturers Life Insurance Company increased its stake in shares of Ambarella by 4.0% in the second quarter. The Manufacturers Life Insurance Company now owns 1,371,511 shares of the semiconductor company’s stock worth $90,609,000 after buying an additional 52,954 shares during the last quarter. Finally, Geode Capital Management LLC raised its holdings in Ambarella by 3.6% in the fourth quarter. Geode Capital Management LLC now owns 1,020,527 shares of the semiconductor company’s stock valued at $72,305,000 after acquiring an additional 35,510 shares in the last quarter. 82.09% of the stock is currently owned by hedge funds and other institutional investors.

About Ambarella

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.