Feng-Ming Wang Sells 18,976 Shares of Ambarella (NASDAQ:AMBA) Stock

Ambarella, Inc. (NASDAQ:AMBA) CEO Feng-Ming Wang sold 18,976 shares of the business’s stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $52.77, for a total value of $1,001,363.52. Following the transaction, the chief executive officer owned 830,958 shares in the company, valued at approximately $43,849,653.66. This represents a 2.23% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available 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 stock was sold at an average price of $60.80, for a total value of $3,040,000.00.

Ambarella Stock Performance

AMBA opened at $54.02 on Friday. 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 PE ratio of -30.35 and a beta of 1.95. The stock’s 50 day moving average price is $62.58 and its 200-day moving average price is $74.29.

Ambarella (NASDAQ:AMBA) last announced its quarterly earnings results on Thursday, February 26th. The semiconductor company reported $0.13 EPS for the quarter, topping analysts’ consensus estimates 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 firm’s revenue was up 20.1% on a year-over-year basis. During the same quarter last year, the firm posted $0.11 earnings per share. Research analysts forecast that Ambarella, Inc. will post -2.81 EPS for the current fiscal year.

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

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on the stock. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and set a $80.00 target price on shares of Ambarella in a research note on Wednesday, November 26th. Rosenblatt Securities raised their price objective on shares of Ambarella from $100.00 to $115.00 and gave the stock a “buy” rating in a report on Wednesday, November 26th. Bank of America lifted their price objective on Ambarella from $90.00 to $92.00 and gave the company a “neutral” rating in a research report on Wednesday, November 26th. Wall Street Zen downgraded Ambarella from a “buy” rating to a “hold” rating in a report on Saturday, December 27th. Finally, Roth Mkm reissued a “neutral” rating on shares of Ambarella in a research report on Wednesday, November 26th. 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 given a Sell rating to the stock. According to MarketBeat.com, Ambarella currently has an average rating of “Moderate Buy” and an average target price of $96.00.

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of AMBA. Vanguard Group Inc. grew its holdings in Ambarella by 6.0% in the fourth quarter. Vanguard Group Inc. now owns 5,480,285 shares of the semiconductor company’s stock worth $388,223,000 after purchasing an additional 311,649 shares during the period. State Street Corp increased its stake in shares of Ambarella by 8.9% during the second quarter. State Street Corp now owns 1,855,170 shares of the semiconductor company’s stock valued at $122,562,000 after purchasing an additional 151,694 shares in the last quarter. Jericho Capital Asset Management L.P. lifted its holdings in shares of Ambarella by 30.8% during the fourth quarter. Jericho Capital Asset Management L.P. now owns 1,587,081 shares of the semiconductor company’s stock valued at $112,429,000 after purchasing an additional 373,734 shares during the last quarter. The Manufacturers Life Insurance Company boosted its position in shares of Ambarella by 4.0% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 1,371,511 shares of the semiconductor company’s stock worth $90,609,000 after purchasing an additional 52,954 shares in the last quarter. Finally, Geode Capital Management LLC boosted its position in shares of Ambarella by 3.6% in the 4th quarter. Geode Capital Management LLC now owns 1,020,527 shares of the semiconductor company’s stock worth $72,305,000 after purchasing an additional 35,510 shares in the last quarter. 82.09% of the stock is owned by hedge funds and other institutional investors.

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.