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

Posted by Brenda Bartman on Sep 12th, 2026

WINTON GROUP Ltd boosted its stake in Ambarella, Inc. (NASDAQ:AMBA – Free Report) by 517.3% during the second quarter, Holdings Channel.com reports. The institutional investor owned 32,100 shares of the semiconductor company’s stock after acquiring an additional 26,900 shares during the period. WINTON GROUP Ltd’s holdings in Ambarella were worth $2,754,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Royal Bank of Canada raised its holdings in shares of Ambarella by 2.1% in the first quarter. Royal Bank of Canada now owns 64,744 shares of the semiconductor company’s stock worth $3,258,000 after acquiring an additional 1,307 shares during the last quarter. Advisors Asset Management Inc. raised its stake in 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 purchasing an additional 286 shares during the last quarter. AQR Capital Management LLC raised its position in shares of 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 buying an additional 47,414 shares during the last quarter. Empowered Funds LLC raised its position in shares of Ambarella by 34.6% in the first quarter. Empowered Funds LLC now owns 6,838 shares of the semiconductor company’s stock valued at $344,000 after buying an additional 1,758 shares during the last quarter. Finally, Intech Investment Management LLC lifted its stake in shares of Ambarella by 48.1% during the first quarter. Intech Investment Management LLC now owns 25,586 shares of the semiconductor company’s stock valued at $1,288,000 after buying an additional 8,306 shares during the period. Hedge funds and other institutional investors own 82.09% of the company’s stock.

Key Stories Impacting Ambarella

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?

Wall Street Analysts Forecast Growth

Several research firms have commented on AMBA. Summit Insights cut shares of Ambarella from a “buy” rating to a “hold” rating in a research note on Friday, May 29th. Oppenheimer reaffirmed a “market perform” rating on shares of Ambarella in a research report on Friday, September 4th. Rosenblatt Securities reiterated a “buy” rating and issued a $120.00 target price on shares of Ambarella in a research note on Monday, August 31st. Consumer Edge reissued a “buy” rating on shares of Ambarella in a research note on Friday, May 22nd. Finally, Northland Securities set a $101.00 price objective on shares of Ambarella in a research note on Wednesday, June 17th. Five research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Ambarella currently has a consensus rating of “Hold” and a consensus price target of $89.56.

Get Our Latest Analysis on AMBA

Insider Transactions at Ambarella

In other Ambarella news, CEO Feng-Ming Wang sold 16,250 shares of Ambarella stock in a transaction that occurred 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 transaction, the chief executive officer directly owned 773,607 shares of the company’s stock, valued at $69,686,518.56. The trade was a 2.06% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Yun-Lung Chen sold 5,958 shares of the business’s stock in a transaction that occurred on Thursday, July 9th. The stock was sold at an average price of $78.66, for a total transaction of $468,656.28. Following the sale, the vice president owned 60,557 shares of the company’s stock, valued at approximately $4,763,413.62. This represents a 8.96% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 48,663 shares of company stock valued at $3,934,531 in the last three months. 4.50% of the stock is owned by company insiders.

Ambarella Trading Down 0.0%

Shares of AMBA opened at $67.86 on Friday. Ambarella, Inc. has a twelve month low of $48.30 and a twelve month high of $96.69. The firm has a market capitalization of $3.00 billion, a P/E ratio of -52.60 and a beta of 2.09. The stock’s fifty day simple moving average is $72.99 and its 200 day simple moving average is $68.19.

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

Ambarella Company Profile

(Free Report)

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.