Ambarella (AMBA) is up 22.1% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to a mix of renewed buying in AI-related chip stocks and continued investor optimism around Ambarella’s edge AI positioning. There does not appear to be a fresh company-specific filing or earnings release today, so the rally could be because traders are repricing the stock ahead of future growth in automotive, security, and other physical AI markets.
Details:
Ambarella’s latest quarterly update showed revenue guidance for the quarter ending July 31, 2026 of $105 million to $111 million, while management described demand signals for edge AI as strong.The company has been emphasizing automotive and edge AI opportunities, including its CV3 and CVflow platforms, which support use cases in autonomous driving, vision systems, and intelligent devices.A recently announced long-term agreement with Hanwha outlined potential revenue above $800 million, reinforcing the view that larger multi-year edge AI programs could support future growth.Short interest in the stock has also been notable, which may have amplified the upside as momentum traders and short covering added to the move.Sources:
Ambarella Investor Relations, SEC, MarketBeat
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$AMBA Insider Trading Activity
$AMBA insiders have traded $AMBA stock on the open market 28 times in the past 6 months. Of those trades, 0 have been purchases and 28 have been sales.
Here’s a breakdown of recent trading of $AMBA stock by insiders over the last 6 months:
- FENG-MING WANG (CEO) has made 0 purchases and 12 sales selling 132,013 shares for an estimated $9,321,628.
- CHI-HONG JU (Senior VP, Systems & GM) has made 0 purchases and 4 sales selling 18,901 shares for an estimated $1,391,514.
- YUN-LUNG CHEN (VP, Business Dev. & Marketing) has made 0 purchases and 2 sales selling 15,814 shares for an estimated $1,129,599.
- JOHN ALEXANDER YOUNG (CFO) has made 0 purchases and 6 sales selling 15,019 shares for an estimated $902,611.
- CHAN W LEE (Chief Operations Officer) has made 0 purchases and 3 sales selling 13,321 shares for an estimated $752,497.
- CHRISTOPHER B PAISLEY sold 250 shares for an estimated $15,502
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
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$AMBA Hedge Fund Activity
We have seen 163 institutional investors add shares of $AMBA stock to their portfolio, and 155 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JERICHO CAPITAL ASSET MANAGEMENT L.P. removed 1,587,081 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $81,694,994
- MILLENNIUM MANAGEMENT LLC added 1,342,687 shares (+790.5%) to their portfolio in Q1 2026, for an estimated $69,114,813
- FULLER & THALER ASSET MANAGEMENT, INC. removed 848,092 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $43,655,535
- SLATE PATH CAPITAL LP removed 814,400 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $41,921,240
- BARCLAYS PLC removed 679,418 shares (-97.7%) from their portfolio in Q1 2026, for an estimated $34,973,041
- FIFTHDELTA LTD added 546,538 shares (+inf%) to their portfolio in Q1 2026, for an estimated $28,133,043
- MANUFACTURERS LIFE INSURANCE COMPANY, THE added 524,937 shares (+49.5%) to their portfolio in Q1 2026, for an estimated $27,021,132
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$AMBA Price Targets
Multiple analysts have issued price targets for $AMBA recently. We have seen 3 analysts offer price targets for $AMBA in the last 6 months, with a median target of $110.0.
Here are some recent targets:
- Christopher Rolland from Susquehanna set a target price of $110.0 on 05/29/2026
- Kevin Cassidy from Rosenblatt set a target price of $120.0 on 05/29/2026
- Vivek Arya from B of A Securities set a target price of $96.0 on 05/29/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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Ambarella surges as AI-chip sentiment improves and investors revisit edge AI growth story
Ambarella (AMBA) is up 22.1% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to a mix of renewed buying in AI-related chip stocks and continued investor optimism around Ambarella’s edge AI positioning. There does not appear to be a fresh company-specific filing or earnings release today, so the rally could be because traders are repricing the stock ahead of future growth in automotive, security, and other physical AI markets.
Details:
Sources:
Ambarella Investor Relations, SEC, MarketBeat
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$AMBA Insider Trading Activity
$AMBA insiders have traded $AMBA stock on the open market 28 times in the past 6 months. Of those trades, 0 have been purchases and 28 have been sales.
Here’s a breakdown of recent trading of $AMBA stock by insiders over the last 6 months:
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$AMBA Hedge Fund Activity
We have seen 163 institutional investors add shares of $AMBA stock to their portfolio, and 155 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$AMBA Price Targets
Multiple analysts have issued price targets for $AMBA recently. We have seen 3 analysts offer price targets for $AMBA in the last 6 months, with a median target of $110.0.
Here are some recent targets:
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
Read full article here »