Routine proxy notice with no material financial or strategic content. Monitor the annual meeting outcome for any unexpected vote results, particularly the equity plan amendment which could affect future dilution. No immediate trading action warranted.
Price Chart
Executive Summary
Ambarella filed definitive additional proxy materials (DEFA14A) for its 2026 Annual Meeting of Shareholders to be held on June 26, 2026. The filing is a routine notice providing instructions for accessing proxy materials and voting online, and lists four standard proposals: election of three director nominees, ratification of PricewaterhouseCoopers as auditor, advisory vote on executive compensation, and approval of an amendment to the 2021 Equity Incentive Plan. The Board recommends a vote FOR all proposals. No dissident or activist activity is indicated.
Key Financial Metrics
Key Facts
- Annual Meeting scheduled for June 26, 2026 at 9:00 am PT in Santa Clara, CA.
- Record date for voting is May 5, 2026.
- Proposals: elect 3 directors (Gregory M. Bryant, D. Jeffrey Richardson, Elizabeth M. Schwarting), ratify PwC as auditor, advisory say-on-pay, and approve amendment to 2021 Equity Incentive Plan.
- Board recommends FOR all proposals.
- Filing is a routine DEFA14A — definitive additional proxy materials, not a dissident solicitation.
Financial Impact
No financial figures disclosed in this filing.
Risk Factors
- Equity plan amendment could increase future dilution if approved, but terms are not detailed in this filing.
- Low risk of any surprise — all proposals are standard and Board-recommended.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| DEFA14A Filing (Primary) | 0001193125-26-227196 |
| Document: 0001193125-26-227196-index-headers.html | 0001193125-26-227196 |
| Document: 0001193125-26-227196-index.html | 0001193125-26-227196 |
| Document: 0001193125-26-227196.txt | 0001193125-26-227196 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 28, 2026 29d ago | Insider Cluster | $68.73 | awaiting T+20 | — | $66.82 (−2.78%) |
Sep 25, 2026 4w ago | 144 | $72.68 $66.50 | ▼ −8.50% | ▼ −7.03% | $66.82 (−8.06%) |
Sep 21, 2026 5w ago | Insider Cluster | $67.06 $63.22 | ▲ +5.73% | ▲ +5.17% | $66.82 (+0.36%) |
Sep 18, 2026 5w ago | Insider Cluster | $68.85 $62.76 | ▲ +8.85% | ▲ +7.94% | $66.82 (+2.95%) |
Aug 11, 2026 10w ago | Press Release | $83.53 | awaiting T+20 | — | $66.82 (−20.00%) |
Jul 2, 2026 16w ago | Insider Cluster | $79.73 $82.68 | ▲ +3.70% | ▲ +2.85% | $66.82 (−16.19%) |
May 28, 2026 21w ago | Insider Cluster | $72.18 $67.01 | ▼ −7.16% | ▼ −5.37% | $66.82 (−7.43%) |
May 28, 2026 21w ago | 8-K | $72.18 $67.01 | ▼ −7.16% | ▼ −5.37% | $66.82 (−7.43%) |
May 15, 2026 23w ago | DEFA14A | $78.88 $67.12 | ▼ −14.91% | ▼ −16.49% | $66.82 (−15.29%) |
May 4, 2026 25w ago | Press Release | $70.72 | awaiting T+20 | — | $66.82 (−5.51%) |
US Market Status
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