New insider activity at Ambarella ( (AMBA) ) has taken place on December 19, 2025.
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Ambarella has seen a wave of insider selling among its top executives. CEO Feng-Ming Wang offloaded 4,950 shares of Ambarella stock in a transaction valued at $355,509. COO Chan W Lee also trimmed his holdings, selling 2,406 shares for $172,798. Adding to the activity, SVP, Systems & GM, Asia, Chi-Hong Ju sold 1,342 shares for proceeds of $96,382. The largest sale came from CFO John Alexander Young, who parted with 6,370 shares worth $461,815. Together, these transactions highlight a significant round of share disposals by Ambarella’s senior leadership team.
Recent Updates on AMBA stock
Ambarella’s stock has been reacting to its Q3 earnings release, where the company posted record quarterly revenue of about $108.5 million, above guidance and up over 30% year over year, driven mainly by strong and recurring growth in its Edge AI segment, which now contributes roughly 80% of sales. Analysts’ recent price target revisions are largely tied to this outperformance and, more importantly, to management’s increased fiscal 2026 revenue growth outlook, which was raised on the back of robust demand for higher‑performance Edge AI SoCs, a richer product cycle pipeline, rising average selling price expectations, and new customer wins across enterprise security, automotive safety, and portable video. At the same time, the guidance for a seasonal revenue dip in Q4 and pressure on gross margins due to a heavier mix of high‑volume customer business, along with exposure to a volatile consumer market, temper the longer‑term optimism and factor into how analysts frame risk and valuation in their models. Options data around the earnings date showed elevated implied volatility and positioning for an outsized move, reflecting investor sensitivity to these mixed signals of strong AI‑driven growth versus near‑term margin and seasonality headwinds.
Spark’s Take on AMBA Stock
According to Spark, TipRanks’ AI Analyst, AMBA is a Neutral.
Ambarella’s overall stock score reflects a mixed outlook. The most significant factor is the company’s financial performance, which shows positive revenue growth but struggles with profitability. The earnings call provided a positive outlook with increased revenue guidance, but technical analysis and valuation present challenges. Corporate events add some uncertainty, but the company’s strategic focus on AI technology offers potential for long-term growth.
To see Spark’s full report on AMBA stock, click here.
More about Ambarella
YTD Price Performance: -4.91%
Average Trading Volume: 771,503
Technical Sentiment Signal: Buy
Current Market Cap: $3.01B