Feng-Ming Wang Sells 8,083 Shares of Ambarella (NASDAQ:AMBA) Stock

Ambarella, Inc. (NASDAQ:AMBA) CEO Feng-Ming Wang sold 8,083 shares of the 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 transaction, the chief executive officer owned 838,561 shares of the company’s stock, valued at $45,399,692.54. This represents a 0.95% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link.

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 shares were sold at an average price of $60.80, for a total transaction of $3,040,000.00.

Ambarella Trading Down 3.3%

Shares of AMBA stock opened at $54.02 on Friday. The firm’s 50 day moving average is $62.58 and its 200 day moving average is $74.29. The stock has a market capitalization of $2.33 billion, a P/E ratio of -30.35 and a beta of 1.95. Ambarella, Inc. has a 12 month low of $38.86 and a 12 month high of $96.69.

Ambarella (NASDAQ:AMBA) last released its quarterly earnings data on Thursday, February 26th. The semiconductor company reported $0.13 earnings per share for the quarter, beating analysts’ consensus estimates of $0.10 by $0.03. Ambarella had a negative net margin of 19.42% and a negative return on equity of 12.24%. The business had revenue of $100.87 million during the quarter, compared to analyst estimates of $100.17 million. During the same period in the previous year, the business earned $0.11 EPS. Ambarella’s revenue was up 20.1% compared to the same quarter last year. On average, equities analysts predict that Ambarella, Inc. will post -2.81 EPS for the current year.

Hedge Funds Weigh In On Ambarella

Institutional investors have recently modified their holdings of the company. Royal Bank of Canada boosted its stake in Ambarella by 2.1% in the first quarter. Royal Bank of Canada now owns 64,744 shares of the semiconductor company’s stock worth $3,258,000 after buying an additional 1,307 shares in the last quarter. Advisors Asset Management Inc. raised its stake in shares of Ambarella by 44.1% during the first quarter. Advisors Asset Management Inc. now owns 935 shares of the semiconductor company’s stock worth $47,000 after acquiring an additional 286 shares in the last quarter. AQR Capital Management LLC lifted its holdings in shares of Ambarella by 126.6% in the 1st quarter. AQR Capital Management LLC now owns 84,871 shares of the semiconductor company’s stock worth $4,272,000 after acquiring an additional 47,414 shares during the last quarter. Empowered Funds LLC lifted its holdings in shares of Ambarella by 34.6% in the 1st quarter. Empowered Funds LLC now owns 6,838 shares of the semiconductor company’s stock worth $344,000 after acquiring an additional 1,758 shares during the last quarter. Finally, Intech Investment Management LLC boosted its stake in shares of Ambarella by 48.1% in the 1st quarter. Intech Investment Management LLC now owns 25,586 shares of the semiconductor company’s stock valued at $1,288,000 after purchasing an additional 8,306 shares in the last quarter. 82.09% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of analysts recently issued reports on the company. Rosenblatt Securities boosted their price objective on Ambarella from $100.00 to $115.00 and gave the company a “buy” rating in a research note on Wednesday, November 26th. Roth Mkm reaffirmed a “neutral” rating on shares of Ambarella in a report on Wednesday, November 26th. Wall Street Zen lowered Ambarella from a “buy” rating to a “hold” rating in a report on Saturday, December 27th. Summit Insights upgraded Ambarella from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, November 25th. Finally, Consumer Edge reissued a “buy” rating on shares of Ambarella in a report on Tuesday, February 24th. Two research analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $96.00.

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

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.