Renaissance Technologies LLC Buys New Stake in Ambarella, Inc. $AMBA

Posted by Francis Steltz on Aug 3rd, 2026

Renaissance Technologies LLC bought a new stake in Ambarella, Inc. (NASDAQ:AMBA – Free Report) in the 1st quarter, HoldingsChannel reports. The fund bought 199,400 shares of the semiconductor company’s stock, valued at approximately $10,264,000.

Several other institutional investors and hedge funds have also bought and sold shares of AMBA. Price T Rowe Associates Inc. MD grew its holdings in Ambarella by 2,312.6% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 864,610 shares of the semiconductor company’s stock worth $61,250,000 after purchasing an additional 828,773 shares during the last quarter. UBS Group AG boosted its position in shares of Ambarella by 379.3% in the 3rd quarter. UBS Group AG now owns 821,747 shares of the semiconductor company’s stock worth $67,811,000 after purchasing an additional 650,306 shares in the last quarter. Squarepoint Ops LLC acquired a new stake in shares of Ambarella in the 2nd quarter worth $36,810,000. Balyasny Asset Management L.P. grew its stake in Ambarella by 894.7% during the 2nd quarter. Balyasny Asset Management L.P. now owns 459,562 shares of the semiconductor company’s stock worth $30,361,000 after buying an additional 413,362 shares during the last quarter. Finally, Jericho Capital Asset Management L.P. grew its stake in Ambarella by 30.8% during the 4th quarter. Jericho Capital Asset Management L.P. now owns 1,587,081 shares of the semiconductor company’s stock worth $112,429,000 after buying an additional 373,734 shares during the last quarter. 82.09% of the stock is owned by hedge funds and other institutional investors.

Ambarella News Summary

Here are the key news stories impacting Ambarella this week:

Positive Sentiment: Potential NXP acquisition: NXP is reportedly in talks to buy Ambarella, whose computer-vision and AI chips are used in automotive cameras, autonomous-driving systems, security equipment and other edge-AI applications. A transaction could provide investors with a substantial premium, although no agreement, offer price or deal terms have been announced. Reuters article Financial Times article
Positive Sentiment: Renewed edge-AI optimism: Investors are revisiting Ambarella’s growth potential in automotive and physical-AI markets. Management previously forecast quarterly revenue of $105 million to $111 million and highlighted strong edge-AI demand, while a long-term Hanwha agreement could generate more than $800 million in potential revenue. Quiver Quantitative analysis
Neutral Sentiment: Analyst upside remains: Recent analyst price targets range from $96 to $120, with a median of $110, but these targets predate the reported acquisition discussions and may not reflect a potential takeover valuation.
Negative Sentiment: Deal and execution risks remain: The reported talks may not result in a transaction, and Ambarella remains unprofitable on a trailing basis. Separately, disclosed insider activity showed selling rather than purchases over the past six months, a cautionary signal despite the takeover-related enthusiasm.

Analyst Upgrades and Downgrades

A number of research firms have commented on AMBA. Summit Insights cut Ambarella from a “buy” rating to a “hold” rating in a research note on Friday, May 29th. Bank of America boosted their price target on Ambarella from $72.00 to $96.00 and gave the stock a “neutral” rating in a research note on Friday, May 29th. Weiss Ratings upgraded shares of Ambarella from a “sell (e+)” rating to a “sell (d-)” rating in a report on Friday, July 10th. Stifel Nicolaus set a $106.00 price objective on shares of Ambarella in a report on Friday, May 29th. Finally, Consumer Edge reaffirmed a “buy” rating on shares of Ambarella in a research report on Friday, May 22nd. One equities 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 issued a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $101.12.

Get Our Latest Stock Report on AMBA

Ambarella Price Performance

Shares of NASDAQ:AMBA opened at $86.00 on Monday. Ambarella, Inc. has a 52-week low of $48.30 and a 52-week high of $96.69. The stock has a market cap of $3.77 billion, a price-to-earnings ratio of -53.42 and a beta of 2.12. The business has a 50-day moving average price of $72.56 and a 200-day moving average price of $66.45.

Ambarella (NASDAQ:AMBA – Get Free Report) last issued its earnings results on Thursday, May 28th. The semiconductor company reported $0.11 EPS 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 firm had revenue of $100.36 million for the quarter, compared to analyst estimates of $100.12 million. During the same quarter in the prior year, the firm earned $0.07 earnings per share. Ambarella’s revenue for the quarter was up 16.9% on a year-over-year basis. As a group, equities analysts anticipate that Ambarella, Inc. will post -1.13 EPS for the current fiscal year.

Insider Buying and Selling at Ambarella

In other news, VP Yun-Lung Chen sold 5,958 shares of the stock in a transaction on Thursday, July 9th. The shares were sold at an average price of $78.66, for a total value of $468,656.28. Following the sale, the vice president owned 60,557 shares in the company, valued at $4,763,413.62. This represents a 8.96% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Feng-Ming Wang sold 16,250 shares of the 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 owned 773,607 shares in the company, valued at $69,686,518.56. The trade was a 2.06% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, 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.