Insider Selling: Ambarella (NASDAQ:AMBA) CEO Sells $1,001,363.52 in Stock

Ambarella, Inc. (NASDAQ:AMBA) CEO Feng-Ming Wang sold 18,976 shares of the firm’s stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $52.77, for a total value of $1,001,363.52. Following the sale, the chief executive officer directly owned 830,958 shares in the company, valued at $43,849,653.66. The trade was a 2.23% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink.

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

Shares of Ambarella stock opened at $54.02 on Friday. The company has a market capitalization of $2.33 billion, a P/E ratio of -30.35 and a beta of 1.95. The business has a 50-day moving average of $62.58 and a two-hundred day moving average of $74.25. Ambarella, Inc. has a 1 year low of $38.86 and a 1 year high of $96.69.

Ambarella (NASDAQ:AMBA) last released its quarterly earnings data 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 return on equity of 12.24% and a negative net margin of 19.42%.The business had revenue of $100.87 million for the quarter, compared to analysts’ expectations of $100.17 million. During the same quarter in the previous year, the business posted $0.11 EPS. Ambarella’s revenue for the quarter was up 20.1% on a year-over-year basis. On average, equities analysts anticipate that Ambarella, Inc. will post -2.81 EPS for the current fiscal year.

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

Hedge Funds Weigh In On Ambarella

Several hedge funds have recently made changes to their positions in the business. EverSource Wealth Advisors LLC raised its holdings in shares of Ambarella by 362.2% in the second quarter. EverSource Wealth Advisors LLC now owns 416 shares of the semiconductor company’s stock valued at $27,000 after purchasing an additional 326 shares during the last quarter. Total Investment Management Inc. acquired a new position in Ambarella during the second quarter worth $30,000. Advisory Services Network LLC bought a new position in Ambarella in the third quarter valued at $33,000. Steward Partners Investment Advisory LLC grew its position in Ambarella by 162.5% in the fourth quarter. Steward Partners Investment Advisory LLC now owns 525 shares of the semiconductor company’s stock valued at $37,000 after purchasing an additional 325 shares in the last quarter. Finally, CoreCap Advisors LLC acquired a new stake in Ambarella in the 3rd quarter valued at $43,000. 82.09% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on AMBA. Bank of America upped their price target on shares of Ambarella from $90.00 to $92.00 and gave the company a “neutral” rating in a report on Wednesday, November 26th. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and issued a $80.00 price objective on shares of Ambarella in a research report on Wednesday, November 26th. Needham & Company LLC reaffirmed a “buy” rating and issued a $100.00 target price on shares of Ambarella in a research note on Wednesday, November 26th. Stifel Nicolaus reiterated a “buy” rating and set a $100.00 target price (up from $90.00) on shares of Ambarella in a report on Wednesday, November 26th. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of Ambarella in a research note on Wednesday, January 21st. Two equities research analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $96.00.

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.