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Insider Cluster (2 insiders) ·Filed Sep 18, 2026

AMBA

AMBARELLA INC
BEARISH
Impact 4/10
Horizonweeks Processed1mo ago
Insider cluster: 2 insiders, $390K total
Actionable Insight ▼ Bearish

Monitor for any upcoming earnings pre-announcement or material news that could explain the synchronized C-suite selling. The lack of a 10b5-1 plan designation makes these sales more informative than routine plan-driven sales.

DirectionBearish
Confidencemedium
Horizonweeks
Latest settled — T+20d
AMBA ▼ -8.85% at T+20d
SHORT call ✓ call won +8.85% · α vs SPY +7.94% · entry $68.85 → $62.76
Next anchor: T+60d in 7w
Latest observation: T+24 -4.57% FF3 residual α
Entry = T+0 close
Sep 18, 2026
via day close
T+1d
-2.60%
call +2.60% · α +2.58%
$67.06
settled 5w ago
T+5d
-0.25%
call +0.25% · α -0.77%
$68.68
settled 5w ago
T+20d
-8.85%
call +8.85% · α +7.94%
$62.76
settled 11d ago
T+60d
Pending
in 7w

Price Chart

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Executive Summary

Two C-suite insiders at Ambarella (COO and CFO) sold a combined $390K in open-market sales on the same day, September 17, 2026. While the dollar amount is modest relative to the company's market cap, the fact that both the COO and CFO sold on the same day at the same price warrants attention, though the lack of a 10b5-1 plan indication and the relatively small size keep the signal from being strongly bearish.

Key Financial Metrics

Direction
selling
Total Value
$390.0K
Insiders
2

Key Facts

  • COO Lee Chan W sold 2,900 shares for $188K on 2026-09-17
  • CFO Young John Alexander sold 3,100 shares for $203K on 2026-09-17
  • Total insider sales: $390K, both open-market (code S) with no 10b5-1 plan indicated
  • Both sales executed at $64.83 per share on the same day

Financial Impact

Total insider sales of $390K represent a modest fraction of Ambarella's market cap, likely below 0.1%.

insider holdingsfloat

Risk Factors

  • Insider selling could signal management's view that the stock is fairly valued or that headwinds are ahead
  • Synchronized C-suite sales may precede a negative catalyst such as a guidance miss or product delay

Investment Themes

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-AMBA-1789764658509
10 reports for AMBA
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for AMBA — sortable, filterable
TypeNow
Sep 28, 2026
29d ago
Insider Cluster
NEUTRAL ★ 2/10
$68.73awaiting T+20—$66.82 (−2.78%)
Sep 25, 2026
4w ago
144
NEUTRAL ★ 2/10
$72.68 $66.50▼ −8.50%▼ −7.03%$66.82 (−8.06%)
Sep 21, 2026
5w ago
Insider Cluster
BEARISH ★ 5/10
$67.06 $63.22▲ +5.73%▲ +5.17%$66.82 (+0.36%)
Sep 18, 2026
5w ago
Insider Cluster
BEARISH ★ 4/10
$68.85 $62.76▲ +8.85%▲ +7.94%$66.82 (+2.95%)
Aug 11, 2026
10w ago
Press Release
NEUTRAL ★ 1/10
$83.53awaiting T+20—$66.82 (−20.00%)
Jul 2, 2026
16w ago
Insider Cluster
NEUTRAL ★ 2/10
$79.73 $82.68▲ +3.70%▲ +2.85%$66.82 (−16.19%)
May 28, 2026
21w ago
Insider Cluster
MIXED ★ 5/10
$72.18 $67.01▼ −7.16%▼ −5.37%$66.82 (−7.43%)
May 28, 2026
21w ago
8-K
BULLISH ★ 6/10
$72.18 $67.01▼ −7.16%▼ −5.37%$66.82 (−7.43%)
May 15, 2026
23w ago
DEFA14A
NEUTRAL ★ 2/10
$78.88 $67.12▼ −14.91%▼ −16.49%$66.82 (−15.29%)
May 4, 2026
25w ago
Press Release
NEUTRAL ★ 1/10
$70.72awaiting T+20—$66.82 (−5.51%)
Showing 10 of 10

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Report published Sep 18, 2026