Ambarella (NASDAQ:AMBA) Insider Chan Lee Sells 6,729 Shares of Stock

Ambarella, Inc. (NASDAQ:AMBA) insider Chan Lee sold 6,729 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 $355,089.33. Following the transaction, the insider owned 156,370 shares in the company, valued at approximately $8,251,644.90. This trade represents a 4.13% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink.

Ambarella Price Performance

Shares of NASDAQ AMBA opened at $55.86 on Friday. The business has a fifty day moving average price of $62.88 and a two-hundred day moving average price of $74.49. The stock has a market capitalization of $2.40 billion, a PE ratio of -31.38 and a beta of 1.95. Ambarella, Inc. has a fifty-two week low of $38.86 and a fifty-two week high of $96.69.

Ambarella (NASDAQ:AMBA) last released its earnings results on Thursday, February 26th. The semiconductor company reported $0.13 earnings per share (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 analyst estimates of $100.17 million. During the same period in the prior year, the firm posted $0.11 EPS. Ambarella’s quarterly revenue was up 20.1% on a year-over-year basis. On average, equities analysts expect that Ambarella, Inc. will post -2.81 EPS for the current year.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in the stock. EverSource Wealth Advisors LLC boosted its stake in shares of Ambarella by 362.2% in the 2nd 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 in the last quarter. Total Investment Management Inc. acquired a new position in Ambarella during the 2nd quarter worth approximately $30,000. Advisory Services Network LLC acquired a new position in Ambarella during the 3rd quarter worth approximately $33,000. Steward Partners Investment Advisory LLC lifted its stake in 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 purchasing an additional 325 shares during the last quarter. Finally, CoreCap Advisors LLC acquired a new stake in Ambarella in the third quarter valued at approximately $43,000. 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 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

Analyst Ratings Changes

Several equities analysts have commented on AMBA shares. Bank of America raised their target price on shares of Ambarella from $90.00 to $92.00 and gave the company a “neutral” rating in a 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. Weiss Ratings reissued a “sell (d-)” rating on shares of Ambarella in a research note on Wednesday, January 21st. Roth Mkm restated a “neutral” rating on shares of Ambarella in a research report on Wednesday, November 26th. Finally, Rosenblatt Securities upped their target price on Ambarella from $100.00 to $115.00 and gave the stock a “buy” rating in a research note on Wednesday, November 26th. Two investment analysts have rated the stock with a Strong Buy rating, seven have issued 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, Ambarella presently has an average rating of “Moderate Buy” and an average 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.