Handelsbanken Fonder AB Decreases Stake in Ambarella, Inc. $AMBA

Posted by Francis Steltz on Aug 14th, 2026

Handelsbanken Fonder AB cut its position in shares of Ambarella, Inc. (NASDAQ:AMBA – Free Report) by 66.1% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 134,397 shares of the semiconductor company’s stock after selling 262,293 shares during the period. Handelsbanken Fonder AB’s holdings in Ambarella were worth $11,531,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the company. GSA Capital Partners LLP boosted 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 increased its position in Ambarella by 18.4% in the fourth quarter. Legal & General Group Plc now owns 614,017 shares of the semiconductor company’s stock worth $43,497,000 after purchasing an additional 95,218 shares during the last quarter. The Manufacturers Life Insurance Company raised its stake in Ambarella by 49.5% during the first quarter. The Manufacturers Life Insurance Company now owns 1,586,082 shares of the semiconductor company’s stock valued at $81,644,000 after purchasing an additional 524,937 shares in the last quarter. SBI Okasan Asset Management Co.Ltd. purchased a new stake in Ambarella during the fourth quarter valued at $1,345,000. Finally, Vanguard Group Inc. lifted its position in 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. Hedge funds and other institutional investors own 82.09% of the company’s stock.

Ambarella Trading Down 1.9%

Shares of AMBA opened at $81.96 on Friday. The company’s fifty day simple moving average is $72.80 and its 200-day simple moving average is $67.47. The company has a market cap of $3.60 billion, a P/E ratio of -50.91 and a beta of 2.12. Ambarella, Inc. has a twelve month low of $48.30 and a twelve 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 EPS for the quarter, meeting the consensus estimate of $0.11. Ambarella had a negative net margin of 17.18% and a negative return on equity of 10.94%. The company had revenue of $100.36 million for the quarter, compared to the consensus estimate of $100.12 million. During the same period in the prior year, the firm posted $0.07 EPS. The firm’s revenue was up 16.9% compared to the same quarter last year. Analysts predict that Ambarella, Inc. will post -1.13 earnings per share for the current fiscal year.

Insider Activity at Ambarella

In other Ambarella news, VP Yun-Lung Chen sold 9,856 shares of the company’s stock in a transaction on Friday, June 12th. The stock was sold at an average price of $67.06, for a total value of $660,943.36. Following the transaction, the vice president owned 66,515 shares of the company’s stock, valued at $4,460,495.90. This represents a 12.91% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Feng-Ming Wang sold 32,500 shares of the stock in a transaction on Tuesday, May 26th. The stock was sold at an average price of $91.01, for a total value of $2,957,825.00. Following the completion of the sale, the chief executive officer owned 806,061 shares in the company, valued at approximately $73,359,611.61. The trade was a 3.88% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 91,419 shares of company stock worth $7,591,700 over the last quarter. 4.50% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

AMBA has been the topic of a number of research reports. Bank of America boosted their target price on shares of Ambarella from $72.00 to $96.00 and gave the stock a “neutral” rating in a report on Friday, May 29th. Northland Securities set a $101.00 price objective on Ambarella in a research note on Wednesday, June 17th. Weiss Ratings upgraded Ambarella from a “sell (e+)” rating to a “sell (d-)” rating in a research report on Friday, July 10th. Stifel Nicolaus set a $106.00 price objective on Ambarella in a research note on Friday, May 29th. Finally, Consumer Edge reiterated a “buy” rating on shares of Ambarella in a report on Friday, May 22nd. One research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, five have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $101.12.

View Our Latest Research Report on AMBA

Ambarella 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.