Ambarella (NASDAQ:AMBA) Trading Down 5.3% – What’s Next?

Posted by Stanley Muller on Sep 3rd, 2026

Ambarella, Inc. (NASDAQ:AMBA – Get Free Report)’s stock price dropped 5.3% during trading on Thursday . The stock traded as low as $63.25 and last traded at $63.58. 1,560,391 shares changed hands during mid-day trading, an increase of 24% from the average daily volume of 1,262,576 shares. The stock had previously closed at $67.14.

Wall Street Analyst Weigh In

Several research firms have weighed in on AMBA. Weiss Ratings upgraded shares of Ambarella from a “sell (e+)” rating to a “sell (d-)” rating in a report on Friday, July 10th. Bank of America boosted their price target on shares of Ambarella from $72.00 to $96.00 and gave the company a “neutral” rating in a report on Friday, May 29th. Summit Insights cut shares of Ambarella from a “buy” rating to a “hold” rating in a research report on Friday, May 29th. Rosenblatt Securities reaffirmed a “buy” rating and set a $120.00 price objective on shares of Ambarella in a research note on Monday. Finally, Consumer Edge reiterated a “buy” rating on shares of Ambarella in a report on Friday, May 22nd. Five equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $101.86.

Read Our Latest Analysis on Ambarella

Ambarella Trading Down 5.6%

The firm has a market capitalization of $2.78 billion, a P/E ratio of -39.36 and a beta of 2.09. The business has a 50 day moving average of $74.33 and a 200-day moving average of $68.25.

Insider Buying and Selling

In related news, 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 transaction of $1,463,800.00. Following the sale, the chief executive officer directly owned 773,607 shares in the company, valued at $69,686,518.56. This trade represents a 2.06% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO John Alexander Young sold 5,033 shares of the business’s stock in a transaction on Wednesday, June 17th. The shares were sold at an average price of $67.54, for a total transaction of $339,928.82. Following the completion of the sale, the chief financial officer directly owned 112,590 shares in the company, valued at $7,604,328.60. This represents a 4.28% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 58,519 shares of company stock valued at $4,595,475. 4.50% of the stock is owned by corporate insiders.

Institutional Trading of Ambarella

Several hedge funds and other institutional investors have recently modified their holdings of the company. Vanguard Group Inc. lifted its holdings in shares of Ambarella by 6.0% in 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 in the last quarter. California State Teachers Retirement System grew its holdings in shares of Ambarella by 8,490.9% during the second quarter. California State Teachers Retirement System now owns 4,116,598 shares of the semiconductor company’s stock worth $353,204,000 after buying an additional 4,068,680 shares in the last quarter. State Street Corp raised its position in Ambarella by 8.9% in the 2nd quarter. State Street Corp now owns 1,855,170 shares of the semiconductor company’s stock valued at $122,562,000 after buying an additional 151,694 shares during the last quarter. Jericho Capital Asset Management L.P. raised its position in Ambarella by 30.8% in the 4th quarter. Jericho Capital Asset Management L.P. now owns 1,587,081 shares of the semiconductor company’s stock valued at $112,429,000 after buying an additional 373,734 shares during the last quarter. Finally, The Manufacturers Life Insurance Company lifted its stake in Ambarella by 49.5% in the 1st quarter. The Manufacturers Life Insurance Company now owns 1,586,082 shares of the semiconductor company’s stock valued at $81,644,000 after acquiring an additional 524,937 shares in the last quarter. Institutional investors and hedge funds own 82.09% of the company’s stock.

About Ambarella

(Get 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.