AI Drone Innovation: Recent chatter on social media has centered around Ambarella, Inc.'s latest technological advancement with its CV5 AI chip. This chip powers a new 360-degree drone by Antigravity, sparking excitement among tech enthusiasts. Live demos are anticipated at an upcoming major tech event, fueling further interest.
Stock Performance Concerns: Discussions also highlight a significant post-earnings drop of about 20% in Ambarella's stock price. Some users noted a large investment by a fund prior to this decline, raising questions about the timing and long-term confidence in the company. The mix of innovation buzz and financial scrutiny keeps the conversation dynamic.
Note: This discussion summary was generated from an AI condensation of post data.
Ambarella, Inc. Insider Trading Activity
Ambarella, Inc. insiders have traded $AMBA stock on the open market 16 times in the past 6 months. Of those trades, 0 have been purchases and 16 have been sales.
Here’s a breakdown of recent trading of $AMBA stock by insiders over the last 6 months:
- CHI-HONG JU (Senior VP, Systems & GM, Asia) has made 0 purchases and 4 sales selling 13,723 shares for an estimated $1,098,639.
- FENG-MING WANG (CEO) has made 0 purchases and 2 sales selling 9,878 shares for an estimated $746,940.
- YUN-LUNG CHEN (VP, Business Development) sold 8,492 shares for an estimated $716,894
- JOHN ALEXANDER YOUNG (CFO) has made 0 purchases and 3 sales selling 8,936 shares for an estimated $665,632.
- CHAN W LEE (Chief Operations Officer) has made 0 purchases and 2 sales selling 4,353 shares for an estimated $327,449.
- ELIZABETH M SCHWARTING has made 0 purchases and 2 sales selling 3,288 shares for an estimated $272,608.
- LESLIE KOHN (Chief Technology Officer) sold 2,249 shares for an estimated $178,638
- CHRISTOPHER B PAISLEY sold 1,000 shares for an estimated $62,580
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Ambarella, Inc. Revenue
Ambarella, Inc. had revenues of $95.5M in Q2 2026. This is an increase of 49.88% from the same period in the prior year.
You can track AMBA financials on Quiver Quantitative's AMBA stock page.
Ambarella, Inc. Hedge Fund Activity
We have seen 180 institutional investors add shares of Ambarella, Inc. stock to their portfolio, and 179 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS GROUP AG added 650,306 shares (+379.3%) to their portfolio in Q3 2025, for an estimated $53,663,251
- MANUFACTURERS LIFE INSURANCE COMPANY, THE removed 518,296 shares (-37.8%) from their portfolio in Q3 2025, for an estimated $42,769,785
- CITADEL ADVISORS LLC removed 490,672 shares (-51.9%) from their portfolio in Q3 2025, for an estimated $40,490,253
- WOODLINE PARTNERS LP removed 441,385 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $29,160,100
- BARCLAYS PLC added 425,546 shares (+121.7%) to their portfolio in Q3 2025, for an estimated $35,116,055
- DRIEHAUS CAPITAL MANAGEMENT LLC added 381,131 shares (+inf%) to their portfolio in Q3 2025, for an estimated $31,450,930
- AXA S.A. removed 356,992 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $29,458,979
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Ambarella, Inc. Analyst Ratings
Wall Street analysts have issued reports on $AMBA in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 11/26/2025
- Stifel issued a "Buy" rating on 11/26/2025
- Rosenblatt issued a "Buy" rating on 11/24/2025
- Morgan Stanley issued a "Overweight" rating on 08/29/2025
- Northland Capital Markets issued a "Outperform" rating on 08/29/2025
- Susquehanna issued a "Positive" rating on 07/22/2025
To track analyst ratings and price targets for Ambarella, Inc., check out Quiver Quantitative's $AMBA forecast page.
Ambarella, Inc. Price Targets
Multiple analysts have issued price targets for $AMBA recently. We have seen 7 analysts offer price targets for $AMBA in the last 6 months, with a median target of $96.0.
Here are some recent targets:
- Kevin Cassidy from Rosenblatt set a target price of $115.0 on 11/26/2025
- N. Quinn Bolton from Needham set a target price of $100.0 on 11/26/2025
- Vivek Arya from B of A Securities set a target price of $92.0 on 11/26/2025
- Tore Svanberg from Stifel set a target price of $100.0 on 11/26/2025
- Gus Richard from Northland Capital Markets set a target price of $95.0 on 08/29/2025
- Joseph Moore from Morgan Stanley set a target price of $96.0 on 08/29/2025
- Christopher Rolland from Susquehanna set a target price of $90.0 on 07/22/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
