Ambarella, Inc. $AMBA Shares Purchased by WINTON GROUP Ltd

WINTON GROUP Ltd raised its holdings in Ambarella, Inc. (NASDAQ:AMBA) by 517.3% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 32,100 shares of the semiconductor company’s stock after buying an additional 26,900 shares during the period. WINTON GROUP Ltd owned approximately 0.07% of Ambarella worth $2,754,000 as of its most recent SEC filing.

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

Ambarella Stock Performance

NASDAQ:AMBA opened at $67.86 on Friday. Ambarella, Inc. has a 1 year low of $48.30 and a 1 year high of $96.69. The stock has a fifty day moving average price of $72.99 and a two-hundred day moving average price of $68.19. The stock has a market capitalization of $3.00 billion, a price-to-earnings ratio of -52.60 and a beta of 2.09.

Ambarella (NASDAQ:AMBA) last announced its quarterly earnings results on Thursday, September 3rd. The semiconductor company reported $0.18 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.17 by $0.01. The business had revenue of $108.12 million during the quarter, compared to the consensus estimate of $107.76 million. Ambarella had a negative net margin of 13.48% and a negative return on equity of 10.03%. The business’s revenue was up 13.2% compared to the same quarter last year. During the same quarter last year, the firm posted $0.15 EPS. On average, analysts predict that Ambarella, Inc. will post -1.11 EPS for the current year.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on the company. Oppenheimer reissued a “market perform” rating on shares of Ambarella in a report on Friday, September 4th. Rosenblatt Securities reiterated a “buy” rating and issued a $120.00 price objective on shares of Ambarella in a report on Monday, August 31st. Craig Hallum lowered Ambarella from a “buy” rating to a “hold” rating and set a $70.00 target price on the stock. in a research report on Friday, September 4th. Susquehanna raised their price objective on shares of Ambarella from $80.00 to $110.00 and gave the stock a “positive” rating in a report on Friday, May 29th. Finally, Consumer Edge reissued a “buy” rating on shares of Ambarella in a report on Friday, May 22nd. Five investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Ambarella currently has an average rating of “Hold” and a consensus target price of $89.56.

Ambarella News Summary

Here are the key news stories impacting Ambarella this week:

• Positive Sentiment: Improved earnings outlook: Northland Securities raised its EPS forecasts for Ambarella’s third quarter and full year 2027, as well as the first and fourth quarters and full year 2028. The firm now expects FY2028 EPS of negative $0.67, compared with its previous estimate of negative $0.78, suggesting a faster path toward profitability. Estimates remain below zero, however.
• Positive Sentiment: Edge-AI growth is supporting investor enthusiasm: Ambarella’s Q2 2027 earnings-call discussion highlighted record edge-AI revenue and a projected $22.9 billion serviceable addressable market, reinforcing the company’s long-term growth opportunity. Ambarella Q2 2027 earnings call transcript
• Positive Sentiment: Recent rally reflects stronger growth expectations: Ambarella shares rose sharply in the latest reported session, with coverage pointing to the company’s GF Score of 76 and its edge-AI opportunity as factors supporting investor interest. Ambarella shares surge article
• Neutral Sentiment: Conference presentation: Ambarella presented at Citi’s 2026 Global TMT Conference, giving investors additional management commentary on strategy and growth prospects. Citi 2026 Global TMT Conference transcript
• Neutral Sentiment: Short-interest data appears unusable: The report lists zero shares sold short and a zero-day days-to-cover ratio, while also showing an undefined percentage change. This does not provide a reliable signal about short-covering or bearish positioning.
• Neutral Sentiment: Sell question is opinion-based: A new article asks whether investors should sell AMBA, but the headline alone does not establish a specific catalyst or change in fundamentals. Should you sell your Ambarella stock?

Insider Transactions at Ambarella

In other Ambarella news, CFO John Young sold 5,033 shares of the company’s stock in a transaction on Wednesday, June 17th. The stock was sold at an average price of $67.54, for a total value of $339,928.82. Following the sale, the chief financial officer owned 112,590 shares of the company’s stock, valued at approximately $7,604,328.60. This represents a 4.28% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Feng-Ming Wang sold 16,250 shares of the firm’s stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $90.08, for a total value of $1,463,800.00. Following the completion of the transaction, the chief executive officer owned 773,607 shares of the company’s stock, valued at approximately $69,686,518.56. This represents a 2.06% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 48,663 shares of company stock worth $3,934,531 over the last ninety days. 4.50% of the stock is currently owned by corporate insiders.

Ambarella Company Profile

Ambarella, Inc is a fabless semiconductor company that develops low-power system-on-chip (SoC) solutions for video processing and artificial intelligence at the edge. Its technology is designed to help devices capture, process, analyze and transmit high-quality video while reducing the need to send data to cloud-based systems.

The company’s product portfolio includes its CVflow family of AI vision processors, video processors and related software. These solutions support computer vision and machine learning applications in security cameras, automotive systems, advanced driver-assistance systems, robotics, industrial equipment and consumer devices.

Founded in 2004 and headquartered in Santa Clara, California, Ambarella serves customers and markets globally through its semiconductor products and technology partnerships.