Insider Selling: Ambarella (NASDAQ:AMBA) CEO Sells $437,613.62 in Stock

Ambarella, Inc. (NASDAQ:AMBA) CEO Feng-Ming Wang sold 8,083 shares of the firm’s stock in a transaction dated Thursday, March 19th. The stock was sold at an average price of $54.14, for a total transaction of $437,613.62. Following the completion of the transaction, the chief executive officer owned 838,561 shares in the company, valued at approximately $45,399,692.54. The trade was a 0.95% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website.

Feng-Ming Wang also recently made the following trade(s):

• On Tuesday, March 17th, Feng-Ming Wang sold 18,976 shares of Ambarella stock. The shares were sold at an average price of $52.77, for a total transaction of $1,001,363.52.
• On Monday, March 2nd, Feng-Ming Wang sold 50,000 shares of Ambarella stock. The stock was sold at an average price of $60.80, for a total transaction of $3,040,000.00.

Ambarella Stock Down 3.3%

Shares of NASDAQ AMBA opened at $54.02 on Friday. The firm’s 50-day moving average price is $62.58 and its two-hundred day moving average price is $74.25. Ambarella, Inc. has a 52-week low of $38.86 and a 52-week 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 posted its earnings results 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 company had revenue of $100.87 million during 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 business’s revenue was up 20.1% compared to the same quarter last year. During the same period in the prior year, the company earned $0.11 earnings per share. As a group, equities research analysts expect that Ambarella, Inc. will post -2.81 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several brokerages have weighed in on AMBA. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and issued a $80.00 target price on shares of Ambarella in a research report on Wednesday, November 26th. Wall Street Zen lowered shares of Ambarella from a “buy” rating to a “hold” rating in a research report on Saturday, December 27th. Bank of America increased their price objective on shares of Ambarella from $90.00 to $92.00 and gave the stock a “neutral” rating in a report on Wednesday, November 26th. Rosenblatt Securities lifted their price objective on shares of Ambarella from $100.00 to $115.00 and gave the company a “buy” rating in a research report on Wednesday, November 26th. Finally, Consumer Edge reissued a “buy” rating on shares of Ambarella in a research note on Tuesday, February 24th. Two research 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 issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $96.00.

Key Headlines 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

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the business. Stephens Inc. AR grew its stake in shares of Ambarella by 3.7% in the third quarter. Stephens Inc. AR now owns 3,804 shares of the semiconductor company’s stock worth $314,000 after purchasing an additional 137 shares in the last quarter. Vanguard Personalized Indexing Management LLC raised its stake in shares of Ambarella by 3.2% during the third quarter. Vanguard Personalized Indexing Management LLC now owns 4,537 shares of the semiconductor company’s stock valued at $374,000 after purchasing an additional 142 shares in the last quarter. Arizona State Retirement System lifted its holdings in Ambarella by 1.3% in the third quarter. Arizona State Retirement System now owns 11,899 shares of the semiconductor company’s stock worth $982,000 after purchasing an additional 157 shares during the period. Main Management ETF Advisors LLC lifted its holdings in Ambarella by 1.0% in the fourth quarter. Main Management ETF Advisors LLC now owns 17,226 shares of the semiconductor company’s stock worth $1,220,000 after purchasing an additional 176 shares during the period. Finally, National Bank of Canada FI grew its position in Ambarella by 18.9% in the 3rd quarter. National Bank of Canada FI now owns 1,146 shares of the semiconductor company’s stock valued at $95,000 after buying an additional 182 shares in the last quarter. Institutional investors and hedge funds own 82.09% of the company’s stock.

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.