Insider Selling: Ambarella (NASDAQ:AMBA) Insider Sells $355,089.33 in Stock

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

Ambarella Price Performance

Shares of AMBA stock opened at $54.02 on Friday. The firm’s 50-day moving average is $62.58 and its two-hundred day moving average is $74.25. Ambarella, Inc. has a 12 month low of $38.86 and a 12 month high of $96.69. The company has a market capitalization of $2.33 billion, a PE ratio of -30.35 and a beta of 1.95.

Ambarella (NASDAQ:AMBA) last posted its quarterly 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. The business had revenue of $100.87 million during the quarter, compared to analysts’ expectations of $100.17 million. Ambarella had a negative net margin of 19.42% and a negative return on equity of 12.24%. The business’s revenue for the quarter was up 20.1% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.11 EPS. Sell-side analysts forecast that Ambarella, Inc. will post -2.81 EPS for the current year.

Institutional Trading of Ambarella

A number of institutional investors and hedge funds have recently added to or reduced their stakes in AMBA. Advisory Services Network LLC acquired a new position in Ambarella during the third quarter worth $33,000. EverSource Wealth Advisors LLC grew its stake 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 buying an additional 326 shares in the last quarter. Total Investment Management Inc. acquired a new stake in shares of Ambarella in the second quarter valued at $30,000. CoreCap Advisors LLC purchased a new stake in shares of Ambarella in the 3rd quarter valued at $43,000. Finally, Steward Partners Investment Advisory LLC raised 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 valued at $37,000 after buying an additional 325 shares during the period. Hedge funds and other institutional investors own 82.09% of the company’s stock.

Key Stories Impacting 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

Wall Street Analyst Weigh In

AMBA has been the subject of several recent analyst reports. Roth Mkm reissued a “neutral” rating on shares of Ambarella in a research note on Wednesday, November 26th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Ambarella in a research note on Wednesday, January 21st. Consumer Edge reiterated a “buy” rating on shares of Ambarella in a report on Tuesday, February 24th. Rosenblatt Securities raised their price objective on Ambarella from $100.00 to $115.00 and gave the stock a “buy” rating in a research report on Wednesday, November 26th. Finally, Bank of America boosted their price objective on shares of Ambarella from $90.00 to $92.00 and gave the company a “neutral” rating in a report on Wednesday, November 26th. Two analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus 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.