Ambarella Inc. (AMBA) reported fourth-quarter 2026 revenue of $100.9 million, up about 20.1% year-over-year, with gross profit of $58.9 million, a 16.9% increase compared with the prior year.
On the cash-flow and balance-sheet side, the company strengthened operating cash generation and maintained a sizable cash position while reducing capital spending.
Results compared with market expectations showed revenue slightly below the consensus estimate of $102.2 million, while earnings per share missed an estimated $0.10 with a reported loss per share of $-0.38. The stock moved modestly after the release, changing about -1.97% since market close.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Ambarella Inc. Insider Trading Activity
Ambarella Inc. insiders have traded $AMBA stock on the open market 18 times in the past 6 months. Of those trades, 0 have been purchases and 18 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 6 sales selling 25,216 shares for an estimated $1,947,499.
- 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 500 shares for an estimated $36,090
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Ambarella Inc. Hedge Fund Activity
We have seen 148 institutional investors add shares of Ambarella Inc. stock to their portfolio, and 214 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PRICE T ROWE ASSOCIATES INC /MD/ added 828,773 shares (+2312.6%) to their portfolio in Q4 2025, for an estimated $58,710,279
- SLATE PATH CAPITAL LP added 814,400 shares (+inf%) to their portfolio in Q4 2025, for an estimated $57,692,096
- POINT72 ASSET MANAGEMENT, L.P. added 650,422 shares (+534.8%) to their portfolio in Q4 2025, for an estimated $46,075,894
- JERICHO CAPITAL ASSET MANAGEMENT L.P. added 373,734 shares (+30.8%) to their portfolio in Q4 2025, for an estimated $26,475,316
- AXA S.A. removed 356,992 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $29,458,979
- TRIBUTARY CAPITAL MANAGEMENT, LLC removed 316,282 shares (-74.6%) from their portfolio in Q4 2025, for an estimated $22,405,416
- VANGUARD GROUP INC added 311,649 shares (+6.0%) to their portfolio in Q4 2025, for an estimated $22,077,215
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 3 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
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 4 analysts offer price targets for $AMBA in the last 6 months, with a median target of $100.0.
Here are some recent targets:
- N. Quinn Bolton from Needham set a target price of $100.0 on 11/26/2025
- Tore Svanberg from Stifel set a target price of $100.0 on 11/26/2025
- Kevin Cassidy from Rosenblatt set a target price of $115.0 on 11/26/2025
- Vivek Arya from B of A Securities set a target price of $92.0 on 11/26/2025
