SecBot SecBot

AMBA

AMBARELLA INC
Nasdaq· Semiconductors & Related Devices· CIK 0001280263 Semiconductors
$65.79 −0.71 (−1.08%)
Oct 26 4:00 PM ET · prev $66.50
Market cap
$2.8B
Mid cap
Consensus
Buy
61% Buy or better · 18 analysts
Median target
$90.00
+37% · range $65.00–120.00
Next earnings
Nov 23
in 28 days
1 year
−24.0%
from $86.54 · Oct 27
30 days
−4.2%
from $68.68
52-week range
$48.65–95.51
−31% from high · low Mar 30
Avg volume 20D
1.26M
Oct 21 spike 3.27M
Short interest
5.15M
≈11.7% of shares · −9.7%
Days to cover
3.5
at average volume
Insider net
-$12.3M
0 buyers · 6 sellers · since Mar 2
New fund stakes
3
Q2 2026 13F · 1 exit
SecBot read BEARISH 5 reports · 90 days
Balance 2 bearish · 0 bullish · 3 neutral oldest → newest, height = score
Avg score ·High conf. 3/5 ·Next Earnings date, Nov 23, 2026
Strongest BEARISH Four top insiders at Ambarella, including the CEO and CFO, collectively sold ~$915K worth of stock in…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

  • S Mar 17 to Mar 19 2 days of insider sells: $2.8M by 4 insiders, avg $53.22
  • R May 28 Ambarella reported Q1 FY2027 revenue of $100.4M (+16.9% YoY) and non…
  • S Jun 12 to Jun 17 2 days of insider sells: $1.8M by 5 insiders, avg $67.50
  • S Jun 26 to Jul 1 2 days of insider sells: $2.4M by 3 insiders, avg $89.35
  • I Jun 30 3 funds open new positions (13F)
  • S Jul 9 1 insider sell $468.7K at $78.66
  • X Sep 15 Short interest jumps 30.8% to 5.71M
  • S Sep 17 to Sep 25 3 days of insider sells: $1.1M by 5 insiders, avg $65.21

Signal stack

Where each data set points today.

  • InsidersBEARISH

    6 insiders sold $12.3M.

  • InstitutionsBULLISH

    Q2 2026: 37 added (3 new), 20 trimmed or exited. Largest new: Menora Mivtachim Holdings $65.0M, Nomura Asset Management International $30.7M.

  • AnalystsBULLISH

    11 of 18 rate it Buy or better. Median target $90.00 (+37%).

  • Short sellersSTEADY

    Short interest −9.7% to 5.15M shares. 3.5 days to cover, ≈11.7% of shares.

  • TrendDOWNTREND

    3% below its 50-day average.

Who's buying

13F· Q2 2026
3
new positions
1
exit
$105.8M
in new stakes
FundMoveSharesValue
PRICE T ROWE ASSOCIATES INC /MD/DOUBLED2,598,976$223.0M
STATE STREET CORPADD2,562,733$219.9M
MANUFACTURERS LIFE INSURANCE COMPANY, THETRIM1,186,541$158.2M
MENORA MIVTACHIM HOLDINGS LTD.NEW757,571$65.0M
D. E. Shaw & Co., Inc.DOUBLED515,084$44.2M
JACOBS LEVY EQUITY MANAGEMENT, INCADD504,409$43.3M
GOLDMAN SACHS GROUP INCADD379,423$32.6M
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.NEW358,122$30.7M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

18 analysts
Buy 61% rate it Buy or better
Strong Buy3Buy8Hold7Sell0Strong Sell0
12-month targets · 11 analysts

Price is inside the target range. Median implies +37%.Targets as of Oct 26, 2026.

Recent actions
DateFirmActionRating
Sep 16, 2026Rosenblatt
MAINTAIN
MAINTAINBuy
Sep 4, 2026Roth Capital
MAINTAIN
MAINTAINNeutral
Sep 4, 2026Stifel
MAINTAIN
MAINTAINBuy
Sep 4, 2026B of A Securities
MAINTAIN
MAINTAINNeutral
Sep 4, 2026Rosenblatt
MAINTAIN
MAINTAINBuy
Aug 31, 2026Rosenblatt
MAINTAIN
MAINTAINBuy

Insider ledger

Form 4
$0
bought · 0 insiders
$12.3M
sold · 6 insiders
DateInsiderTypeValue
Sep 25, 2026
PAISLEY CHRISTOPHER B
Director
SELL$17.7K
Sep 18, 2026
Young John Alexander
CFO
SELL$127.6K
Sep 17, 2026
Young John Alexander
CFO
SELL$202.7K
Sep 17, 2026
Ju Chi-Hong
Senior VP, Systems & GM
SELL$130.2K
Sep 17, 2026
Lee Chan W
Chief Operations Officer
SELL$187.6K
Sep 17, 2026
Wang Feng-Ming
CEO
SELL$394.6K
Sep 8, 2026
PAISLEY CHRISTOPHER B
Director
AWARD3,151 sh
Sep 8, 2026
Bryant Gregory M
Director
AWARD3,151 sh

Earnings setup

Estimates
Nov 23
reports in 28 days

Revision history: 🔒 Fresh data, subscribers only

PeriodEPS est.Range30D rev.Revenue
Current Q🔒 Fresh data, subscribers only
Next Q$0.19$0.16–$0.23+0.0%$112.6M
Current FY🔒 Fresh data, subscribers only
Next FY$1.06$0.82–$1.40-5.8%$494.0M

Short side

FINRA· Sep 30, 2026
5,153,912
shares short
-9.7%
vs prior settlement
3.5
days to cover
≈11.7%
of shares outstanding
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 28, 2026 SEC
Two insiders at Ambarella sold a total of $145K in shares over a one-week window, with the CFO selling $128K and a…
CLUSTER — Impact 2/10
Sep 25, 2026 SEC
Director Christopher B. Paisley filed a Form 144 notice of intent to sell 250 shares of Ambarella Inc common stock…
144 — Impact 2/10
Sep 25, 2026 Insider
PAISLEY CHRISTOPHER B sold 250 shares
Director @ $70.76 ($17.7K)
Sep 21, 2026 SEC
Four top insiders at Ambarella, including the CEO and CFO, collectively sold ~$915K worth of stock in open-market…
CLUSTER — Impact 5/10
Sep 18, 2026 Insider
Young John Alexander sold 1,896 shares
CFO @ $67.28 ($127.6K)
Sep 17, 2026 Insider
Young John Alexander sold 3,126 shares
CFO @ $64.83 ($202.7K)
Sep 15, 2026 Short interest report
Short Interest: AMBA up 31% to 5.7M shares
Settlement 2026-09-15 | Days to cover: 2.25 | ≈12.93% of shares outstanding (est.)
Jun 30, 2026 Inst.
PRICE T ROWE ASSOCIATES — DOUBLED
2,598,976 shares ($223.0M)
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Nov 23, 2026
Earnings date
AMBA Q3 2027 Earnings Scheduled — 2026-11-23
Recent
Sep 15, 2026
Short interest
Short Interest: AMBA up 31% to 5.7M shares
Settlement 2026-09-15 | Days to cover: 2.25 | ≈12.93% of shares outstanding (est.)
Sep 3, 2026
Earnings
Ambarella, Inc. Announces Second Quarter Fiscal Year 2027 Financial Results
SANTA CLARA, Calif., Sept. 03, 2026 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced second…
Sep 3, 2026
Earnings date
AMBA Q2 2027 Earnings Scheduled — 2026-09-03
Aug 14, 2026
Short interest
Short Interest: AMBA down 21% to 4.1M shares
Settlement 2026-08-14 | Days to cover: 3.42 | ≈9.28% of shares outstanding (est.)
Aug 11, 2026
Earnings
Ambarella Announces Second Quarter Fiscal Year 2027 Earnings Conference Call to be Held September 3, 2026
SANTA CLARA, Calif., Aug. 11, 2026 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced it will…

SecBot reports

10 filings · 1 bullish · 2 bearish · 1 mixed · 6 neutral
All AMBA filing & press-release reports (10)