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Insider Cluster (4 insiders) ·Filed Sep 21, 2026

AMBA

AMBARELLA INC
BEARISH
Impact 5/10
Horizonweeks Processed1mo ago
Insider cluster: 4 insiders, $0.8M total
Actionable Insight ▼ Bearish

The simultaneous open-market selling by the entire C-suite is a rare pattern that often precedes negative catalysts. Monitor for any upcoming earnings pre-announcement, guidance revision, or material event in the next 30 days. The lack of 10b5-1 plan disclosures increases the signal value.

DirectionBearish
Confidencemedium
Horizonweeks
Latest settled — T+20d
AMBA ▼ -5.73% at T+20d
SHORT call ✓ call won +5.73% · α vs SPY +5.17% · entry $67.06 → $63.22
Next anchor: T+60d in 7w
Latest observation: T+23 -9.05% FF3 residual α
Entry = T+0 close
Sep 21, 2026
via day close
T+1d
+0.84%
call -0.84% · α -1.56%
$67.62
settled 5w ago
T+5d
+2.49%
call -2.49% · α -3.68%
$68.73
settled 29d ago
T+20d
-5.73%
call +5.73% · α +5.17%
$63.22
settled 8d ago
T+60d
Pending
in 7w

Price Chart

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Executive Summary

Four top insiders at Ambarella, including the CEO and CFO, collectively sold ~$915K worth of stock in open-market transactions on September 17-18, 2026. The cluster involves the entire C-suite (CEO, CFO, COO) and a senior VP, all selling on the same day, which is an unusually coordinated signal. While the absolute dollar value is modest relative to Ambarella's market cap (~$2.6B), the unanimity and seniority of the sellers warrant attention.

Key Financial Metrics

Direction
selling
Total Value
$915.0K
Insiders
4

Key Facts

  • CEO Wang Feng-Ming sold 6,086 shares for ~$395K on 2026-09-17
  • CFO Young John Alexander sold 3,126 shares for ~$203K on 2026-09-17
  • COO Lee Chan W sold 2,893 shares for ~$188K on 2026-09-17
  • Senior VP Ju Chi-Hong sold 2,009 shares for ~$130K on 2026-09-17
  • All four sales were open-market (code S) with no 10b5-1 plan indication
  • Total cluster value: ~$915K, approximately 0.04% of market cap

Financial Impact

~$915K in insider sales, ~0.04% of market cap

insider ownership

Risk Factors

  • Potential undisclosed negative business development (demand, margin, or customer loss)
  • Possible upcoming earnings miss or guidance downgrade
  • Insiders may be diversifying for personal reasons, but the coordination is unusual

Investment Themes

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-AMBA-1790027888479
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

US Market Status

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Report published Sep 21, 2026