Ambarella, Inc. $AMBA Position Increased by The Manufacturers Life Insurance Company

Posted by Brenda Bartman on Jul 30th, 2026

The Manufacturers Life Insurance Company boosted its holdings in Ambarella, Inc. (NASDAQ:AMBA – Free Report) by 49.5% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,586,082 shares of the semiconductor company’s stock after buying an additional 524,937 shares during the quarter. The Manufacturers Life Insurance Company’s holdings in Ambarella were worth $81,644,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of AMBA. GSA Capital Partners LLP lifted its position in shares of Ambarella by 145.2% during the 4th quarter. GSA Capital Partners LLP now owns 24,800 shares of the semiconductor company’s stock valued at $1,757,000 after acquiring an additional 14,685 shares during the last quarter. Legal & General Group Plc grew its holdings in shares of Ambarella by 18.4% in the 4th quarter. Legal & General Group Plc now owns 614,017 shares of the semiconductor company’s stock worth $43,497,000 after acquiring an additional 95,218 shares during the last quarter. SBI Okasan Asset Management Co.Ltd. acquired a new stake in shares of Ambarella during the fourth quarter worth $1,345,000. Leonteq Securities AG acquired a new stake in shares of Ambarella during the fourth quarter worth $1,903,000. Finally, Vanguard Group Inc. lifted its holdings in shares of Ambarella by 6.0% during the fourth quarter. Vanguard Group Inc. now owns 5,480,285 shares of the semiconductor company’s stock valued at $388,223,000 after purchasing an additional 311,649 shares during the last quarter. Institutional investors own 82.09% of the company’s stock.

Analyst Upgrades and Downgrades

AMBA has been the subject of a number of recent analyst reports. Northland Securities set a $101.00 price target on Ambarella in a research report on Wednesday, June 17th. Stifel Nicolaus set a $106.00 price objective on Ambarella in a report on Friday, May 29th. Weiss Ratings raised shares of Ambarella from a “sell (e+)” rating to a “sell (d-)” rating in a research note on Friday, July 10th. Consumer Edge reiterated a “buy” rating on shares of Ambarella in a report on Friday, May 22nd. Finally, Susquehanna lifted their target price on shares of Ambarella from $80.00 to $110.00 and gave the stock a “positive” rating in a research report on Friday, May 29th. One research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $101.12.

Read Our Latest Stock Analysis on AMBA

Ambarella Stock Up 0.3%

AMBA opened at $69.19 on Thursday. The stock has a fifty day moving average of $72.78 and a 200-day moving average of $66.29. The firm has a market capitalization of $3.04 billion, a P/E ratio of -42.97 and a beta of 2.11. Ambarella, Inc. has a 12-month low of $48.30 and a 12-month high of $96.69.

Ambarella (NASDAQ:AMBA – Get Free Report) last issued its quarterly 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 business had revenue of $100.36 million for the quarter, compared to the consensus estimate of $100.12 million. During the same quarter in the previous year, the company posted $0.07 earnings per share. Ambarella’s revenue for the quarter was up 16.9% compared to the same quarter last year. On average, analysts expect that Ambarella, Inc. will post -1.13 earnings per share for the current fiscal year.

Insider Activity

In other Ambarella news, VP Yun-Lung Chen sold 5,958 shares of the firm’s stock in a transaction dated Thursday, July 9th. The stock was sold at an average price of $78.66, for a total transaction of $468,656.28. Following the completion of the sale, the vice president directly owned 60,557 shares in the company, valued at approximately $4,763,413.62. This trade represents a 8.96% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CFO John Alexander Young sold 5,033 shares of Ambarella stock in a transaction dated Wednesday, June 17th. The shares were sold at an average price of $67.54, for a total value of $339,928.82. Following the transaction, the chief financial officer directly owned 112,590 shares in the company, valued at approximately $7,604,328.60. This trade represents a 4.28% 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. In the last three months, insiders sold 91,419 shares of company stock worth $7,591,700. Corporate insiders own 4.50% of the company’s stock.

Ambarella Company Profile

(Free Report)

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.