Ambarella (NASDAQ:AMBA) CEO Feng-Ming Wang Sells 16,250 Shares

Ambarella, Inc. (NASDAQ:AMBA) CEO Feng-Ming Wang sold 16,250 shares of the business’s stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $90.08, for a total transaction of $1,463,800.00. Following the completion of the sale, the chief executive officer directly owned 773,607 shares of the company’s stock, valued at $69,686,518.56. This represents a 2.06% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

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

• On Wednesday, June 17th, Feng-Ming Wang sold 6,204 shares of Ambarella stock. The shares were sold at an average price of $67.87, for a total transaction of $421,065.48.
• On Tuesday, May 26th, Feng-Ming Wang sold 32,500 shares of Ambarella stock. The shares were sold at an average price of $91.01, for a total value of $2,957,825.00.

Ambarella Trading Down 11.3%

AMBA opened at $78.36 on Friday. The company has a market cap of $3.44 billion, a P/E ratio of -48.67 and a beta of 2.11. The business’s 50-day moving average price is $73.66 and its 200-day moving average price is $66.46. Ambarella, Inc. has a 12 month low of $48.30 and a 12 month high of $96.69.

Ambarella (NASDAQ:AMBA) last released its earnings results on Thursday, May 28th. The semiconductor company reported $0.11 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.11. Ambarella had a negative return on equity of 10.94% and a negative net margin of 17.18%.The company had revenue of $100.36 million during the quarter, compared to analyst estimates of $100.12 million. During the same quarter in the previous year, the company posted $0.07 EPS. Ambarella’s revenue for the quarter was up 16.9% on a year-over-year basis. Equities research analysts forecast that Ambarella, Inc. will post -1.13 earnings per share for the current fiscal year.

Ambarella News Roundup

Here are the key news stories impacting Ambarella this week:

• Positive Sentiment: Ambarella reported fiscal Q1 2027 revenue of $100.4 million, up 16.9% year over year, with non-GAAP net profit of $5.0 million and record automotive sales, signaling improving demand for its AI-focused chips.
• Positive Sentiment: Rosenblatt named Ambarella a top pick for the second half of 2026 and highlighted it as a “physical AI” pure play, adding to bullish sentiment around the stock.
• Positive Sentiment: Management also guided for higher revenue next quarter, which supports expectations that momentum in its core end markets could continue.
• Neutral Sentiment: Ambarella shareholders recently re-elected directors, approved the auditor, and affirmed the equity plan at the annual meeting, a routine governance update with limited direct trading impact.
• Neutral Sentiment: The stock’s recent surge has made valuation look mixed, with some reports saying it appears fairly valued on a DCF basis but expensive on sales multiples after a sharp run-up.
• Negative Sentiment: Recent insider selling by CEO Feng-Ming Wang, VP Chi-Hong Ju, and director Christopher Paisley may weigh on sentiment, even though the sales were disclosed as part of pre-arranged trading plans.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on AMBA. Stifel Nicolaus set a $106.00 target price on shares of Ambarella in a report on Friday, May 29th. Northland Securities set a $101.00 price target on shares of Ambarella in a report on Wednesday, June 17th. Weiss Ratings reissued a “sell (e+)” rating on shares of Ambarella in a research report on Friday, June 26th. Consumer Edge reissued a “buy” rating on shares of Ambarella in a report on Friday, May 22nd. Finally, Rosenblatt Securities restated a “buy” rating and issued a $115.00 price objective on shares of Ambarella in a research report on Tuesday, May 26th. One equities research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $100.50.

Institutional Investors Weigh In On Ambarella

Large investors have recently made changes to their positions in the business. Price T Rowe Associates Inc. MD boosted its stake in shares of Ambarella by 2,312.6% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 864,610 shares of the semiconductor company’s stock valued at $61,250,000 after purchasing an additional 828,773 shares in the last quarter. UBS Group AG raised its stake in Ambarella by 379.3% in the third quarter. UBS Group AG now owns 821,747 shares of the semiconductor company’s stock worth $67,811,000 after buying an additional 650,306 shares in the last quarter. Squarepoint Ops LLC bought a new position in Ambarella in the second quarter worth about $36,810,000. The Manufacturers Life Insurance Company lifted its holdings in Ambarella by 49.5% in the first quarter. The Manufacturers Life Insurance Company now owns 1,586,082 shares of the semiconductor company’s stock worth $81,644,000 after buying an additional 524,937 shares during the period. Finally, Barclays PLC lifted its holdings in Ambarella by 121.7% in the third quarter. Barclays PLC now owns 775,113 shares of the semiconductor company’s stock worth $63,962,000 after buying an additional 425,546 shares during the period. 82.09% of the stock is currently owned by 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.