Ambarella (NASDAQ:AMBA) CFO John Alexander Young Sells 4,577 Shares

Ambarella, Inc. (NASDAQ:AMBA) CFO John Alexander Young sold 4,577 shares of the business’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 value of $241,528.29. Following the completion of the transaction, the chief financial officer directly owned 117,072 shares in the company, valued at $6,177,889.44. The trade was 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 shares were sold at an average price of $54.14, for a total value of $164,477.32.

Ambarella Stock Performance

Shares of AMBA opened at $55.86 on Friday. The stock has a fifty day moving average price of $62.88 and a two-hundred day moving average price of $74.49. 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 $2.40 billion, a price-to-earnings ratio of -31.38 and a beta of 1.95.

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

Analyst Ratings Changes

Several equities research analysts have weighed in on the stock. Stifel Nicolaus restated a “buy” rating and issued a $100.00 price objective (up from $90.00) on shares of Ambarella in a research report on Wednesday, November 26th. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and set a $80.00 target price on shares of Ambarella in a research report on Wednesday, November 26th. Bank of America raised 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. Rosenblatt Securities boosted their price objective on shares of Ambarella from $100.00 to $115.00 and gave the stock a “buy” rating in a research report on Wednesday, November 26th. Finally, Consumer Edge reaffirmed a “buy” rating on shares of Ambarella in a report on Tuesday, February 24th. Two 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’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $96.00.

Trending Headlines about Ambarella

Here are the key news stories impacting Ambarella this week:

• Positive Sentiment: Management outlined plans to expand Ambarella’s Edge AI business at the Cantor Fitzgerald conference, reinforcing a move into higher‑value, on‑device AI workloads that could drive design wins across cameras, ADAS, robotics and IoT. Ambarella (AMBA) to Expand Its Edge AI Business
• Positive Sentiment: Product and roadmap messaging at Embedded World (agentic AI at the edge) showcased use cases and potential design‑win pathways that support medium‑term revenue upside. Embedded World 2026: Ambarella makes the case for agentic AI at the edge
• Positive Sentiment: Broader industry coverage on edge‑AI adoption (more on‑device processing across IoT) supports TAM expansion for Ambarella’s chips and software, a thematic tailwind behind investor interest. Edge AI shifts more processing onto devices across IoT systems
• Neutral Sentiment: Recent short‑interest reports show anomalous/zero values (NaN/0) in filings and thus don’t provide a reliable signal about bearish positioning or squeeze risk at this time.
• Negative Sentiment: Clustered insider selling between March 17–19: CEO Feng‑Ming Wang, CFO, VPs and other insiders sold shares at roughly $52–$54 per share (individual filings total hundreds of thousands to >$1M). While insiders retain large stakes, the concentrated disposition can pressure sentiment and contribute to near‑term weakness. Ambarella CEO Feng‑Ming Wang Sells 18,976 Shares

Institutional Investors Weigh In On Ambarella

Institutional investors have recently modified their holdings of the business. Universal Beteiligungs und Servicegesellschaft mbH raised its position in shares of Ambarella by 290.4% during the 3rd quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 58,428 shares of the semiconductor company’s stock valued at $4,821,000 after acquiring an additional 43,461 shares during the last quarter. Creative Planning boosted its position in shares of Ambarella by 30.8% in the 2nd quarter. Creative Planning now owns 21,569 shares of the semiconductor company’s stock worth $1,425,000 after purchasing an additional 5,085 shares during the last quarter. AIGH Capital Management LLC bought a new position in shares of Ambarella in the 3rd quarter worth $4,126,000. SG Capital Management LLC grew its stake in shares of Ambarella by 23.0% during the third quarter. SG Capital Management LLC now owns 232,713 shares of the semiconductor company’s stock worth $19,203,000 after purchasing an additional 43,492 shares during the period. Finally, Arrowstreet Capital Limited Partnership grew its stake in shares of Ambarella by 899.6% during the second quarter. Arrowstreet Capital Limited Partnership now owns 112,659 shares of the semiconductor company’s stock worth $7,443,000 after purchasing an additional 101,389 shares during the period. 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.