AMBARELLA INC

AMBA · Semiconductors & Related Devices · 43.9M shares · +5%/yr ↑ dilution · EDGAR filings ↗

Reference price $67.87 · est. market cap ~$3.0B — last insider sale, 2026-06-17 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)

Grade

C58

Edge-AI vision chipmaker with strong growth but operating losses as it invests.

Strengths

Strong growth — revenue +37.2% (75th)
High gross margin, positive OCF — gross margin 59.2% (85th), OCF margin 18.8%

Risks

Operating/net losses — operating margin -21.1%, net margin -19.4%
Negative returns — ROE -12.8%
Edge-AI competition and design-win timing — per 10-K

Notable findings

Exec changeRecent 8-K item 5.02 8-K ↗
Net lossNet loss (net margin -19.4%)
Strong balance sheetStrong balance sheet — $313M cash & investments
Insider sellingInsider selling — 25 open-market sale(s) by 5 insider(s) (cluster of 5 insiders, ~$11M, last 6mo) Form 4 ↗

Quarterly revenue

2025-07-31 · $96M2025-10-31 · $108M2026-01-31 · $101M2026-04-30 · $100M

Last 4 quarters · from SEC filings.

Key metrics

Gross margin

59.2%

Operating margin

-21.1%

Net margin

-19.4%

Return on equity

-12.8%

Return on assets

-9.5%

Revenue growth (QoQ)

-0.5%

Current ratio

2.3×

EBITDA

-$57M

Tangible book value

$233M

Cash & investments

$313M

Stock comp / revenue

25.1%

Insider transactions · last 18 months

Date	Insider	Type	Shares	Price
2026-06-17	Lee Chan W	Sell	3.0K	$67.87
2026-06-17	Young John Alexander	Sell	3.2K	$67.87
2026-06-17	Young John Alexander	Sell	1.8K	$66.98
2026-06-17	Ju Chi-Hong	Sell	2.0K	$67.87
2026-06-17	Wang Feng-Ming	Sell	6.2K	$67.87
2026-06-17	Wang Feng-Ming	Gift	10K	—
2026-06-12	Chen Yun-Lung	Sell	9.9K	$67.06
2026-05-26	Young John Alexander	Option exercise	400	$55.80
2026-05-26	Young John Alexander	Sell	400	$96.00
2026-05-26	Wang Feng-Ming	Sell	17K	$90.38
2026-05-26	Wang Feng-Ming	Sell	6.1K	$91.23
2026-05-26	Wang Feng-Ming	Sell	9.2K	$92.05
2026-04-21	Young John Alexander	Sell	2.0K	$60.00
2026-03-19	Young John Alexander	Sell	3.0K	$54.14
2026-03-19	Lee Chan W	Sell	3.6K	$54.14
2026-03-19	Wang Feng-Ming	Sell	8.1K	$54.14
2026-03-19	Ju Chi-Hong	Sell	2.2K	$54.14
2026-03-18	Wang Feng-Ming	Grant	16K	—
2026-03-18	Young John Alexander	Grant	5.6K	—
2026-03-18	Chen Yun-Lung	Grant	2.8K	—
2026-03-18	Lee Chan W	Grant	7.3K	—
2026-03-18	Ju Chi-Hong	Grant	5.9K	—
2026-03-17	Chen Yun-Lung	Option exercise	4.7K	—
2026-03-17	Wang Feng-Ming	Option exercise	28K	—
2026-03-17	Wang Feng-Ming	Sell	19K	$52.77
2026-03-17	Young John Alexander	Sell	4.6K	$52.77
2026-03-17	Young John Alexander	Option exercise	3.6K	—
2026-03-17	Ju Chi-Hong	Option exercise	9.6K	—
2026-03-17	Lee Chan W	Option exercise	14K	—
2026-03-17	Ju Chi-Hong	Sell	4.7K	$52.77
2026-03-17	Lee Chan W	Sell	6.7K	$52.77
2026-03-02	Wang Feng-Ming	Sell	32K	$60.91
2026-03-02	Wang Feng-Ming	Grant	53K	—
2026-03-02	Bryant Gregory M	Grant	2.5K	—
2026-03-02	Wang Feng-Ming	Sell	12K	$61.42
2026-03-02	Young John Alexander	Grant	15K	—
2026-03-02	Chen Yun-Lung	Grant	7.2K	—
2026-03-02	Lee Chan W	Grant	25K	—
2026-03-02	Ju Chi-Hong	Grant	17K	—
2026-03-02	Wang Feng-Ming	Option exercise	50K	$41.36
2026-03-02	Wang Feng-Ming	Sell	1.0K	$56.83
2026-03-02	Wang Feng-Ming	Sell	1.9K	$58.77
2026-03-02	Wang Feng-Ming	Sell	2.6K	$59.53
2026-01-05	Ju Chi-Hong	Sell	7.7K	$75.58
2025-12-30	Ju Chi-Hong	Sell	3.8K	$70.32
2025-12-30	Ju Chi-Hong	Sell	7.9K	$70.25
2025-12-26	PAISLEY CHRISTOPHER B	Sell	500	$72.18
2025-12-19	Wang Feng-Ming	Gift	15K	—
2025-12-18	Young John Alexander	Sell	3.8K	$72.96
2025-12-17	Wang Feng-Ming	Sell	5.0K	$71.82
2025-12-17	Young John Alexander	Sell	2.6K	$71.82
2025-12-17	Lee Chan W	Sell	2.4K	$71.82
2025-12-17	Ju Chi-Hong	Sell	1.3K	$71.82
2025-12-16	Schwarting Elizabeth M	Sell	624	$72.38
2025-12-15	RICHARDSON DAVID JEFFREY	Gift	2.5K	—
2025-12-15	RICHARDSON DAVID JEFFREY	Gift	2.5K	—
2025-10-14	Ju Chi-Hong	Sell	6.2K	$80.96
2025-10-13	Ju Chi-Hong	Sell	5.1K	$81.29
2025-10-06	Schwarting Elizabeth M	Sell	2.7K	$85.38
2025-09-17	Young John Alexander	Sell	2.6K	$79.43
2025-09-17	Lee Chan W	Sell	1.9K	$79.43
2025-09-17	Kohn Leslie	Sell	2.2K	$79.43
2025-09-17	Ju Chi-Hong	Sell	1.2K	$79.43
2025-09-17	Wang Feng-Ming	Sell	4.9K	$79.43
2025-09-10	Chen Yun-Lung	Sell	8.5K	$84.42
2025-09-02	Schwarting Elizabeth M	Grant	2.5K	—
2025-09-02	RICHARDSON DAVID JEFFREY	Grant	2.5K	—
2025-09-02	Hon Hsiao-Wuen	Grant	2.5K	—
2025-09-02	PAISLEY CHRISTOPHER B	Grant	2.5K	—
2025-09-02	Hu Chenming	Grant	2.5K	—
2025-09-02	Breithaupt Chantelle Yvette	Grant	2.5K	—
2025-06-25	PAISLEY CHRISTOPHER B	Sell	1.0K	$62.58
2025-06-17	Young John Alexander	Sell	2.4K	$52.26
2025-06-17	Day Christopher	Sell	342	$52.26
2025-06-17	Lee Chan W	Sell	1.6K	$52.26
2025-06-17	Kohn Leslie	Sell	1.7K	$52.26
2025-06-17	Ju Chi-Hong	Sell	1.1K	$52.26
2025-06-17	Wang Feng-Ming	Sell	4.7K	$52.26
2025-03-25	PAISLEY CHRISTOPHER B	Sell	500	$55.50
2025-03-18	Young John Alexander	Sell	2.1K	$55.02
2025-03-18	Day Christopher	Sell	479	$55.02
2025-03-18	Lee Chan W	Sell	1.5K	$55.02
2025-03-18	Kohn Leslie	Sell	1.6K	$55.02
2025-03-18	Ju Chi-Hong	Sell	1.0K	$55.02
2025-03-18	Wang Feng-Ming	Sell	3.2K	$55.02
2025-03-17	Schwarting Elizabeth M	Disposition	422	$55.90
2025-03-06	Wang Feng-Ming	Sell	4.1K	$55.11
2025-03-06	Lee Chan W	Sell	2.1K	$55.11
2025-03-06	Young John Alexander	Sell	2.7K	$55.11
2025-03-06	Kohn Leslie	Sell	2.3K	$55.11
2025-03-06	Day Christopher	Sell	834	$55.11
2025-03-06	Ju Chi-Hong	Sell	1.9K	$55.11
2025-03-05	Kohn Leslie	Grant	6.1K	—
2025-03-05	Young John Alexander	Grant	4.6K	—
2025-03-05	Day Christopher	Grant	2.0K	—
2025-03-05	Chen Yun-Lung	Grant	2.2K	—
2025-03-05	Lee Chan W	Grant	5.5K	—
2025-03-05	Ju Chi-Hong	Grant	4.8K	—
2025-03-05	Wang Feng-Ming	Grant	11K	—
2025-02-28	Ju Chi-Hong	Grant	12K	—
2025-02-28	Chen Yun-Lung	Grant	5.9K	—
2025-02-28	Wang Feng-Ming	Grant	39K	—
2025-02-28	Young John Alexander	Grant	12K	—
2025-02-28	Kohn Leslie	Grant	20K	—
2025-02-28	Lee Chan W	Grant	18K	—
2025-01-16	Lee Chan W	Sell	1.0K	$77.21
2025-01-15	RICHARDSON DAVID JEFFREY	Gift	1.6K	—
2025-01-15	RICHARDSON DAVID JEFFREY	Gift	1.6K	—
2025-01-15	Lee Chan W	Sell	1.0K	$75.90
2025-01-14	Lee Chan W	Sell	1.0K	$75.68
2025-01-13	Lee Chan W	Sell	1.0K	$73.50
2025-01-10	Lee Chan W	Sell	1.0K	$74.12
2025-01-08	Lee Chan W	Sell	1.0K	$73.48
2025-01-07	Lee Chan W	Sell	1.0K	$78.73
2025-01-06	Lee Chan W	Sell	1.0K	$79.15
2025-01-03	Lee Chan W	Sell	1.0K	$75.06
2025-01-03	Day Christopher	Sell	1.2K	$78.10
2025-01-02	Lee Chan W	Sell	1.0K	$73.32

All non-derivative Form 4 activity (SEC), newest first.

Notable events (8-K)

Date	Items
2026-05-28	ResultsExhibits	filing ↗
2026-02-27	Exec/director change	filing ↗
2026-02-26	ResultsExec/director changeExhibits	filing ↗
2025-11-25	ResultsExec/director changeExhibits	filing ↗
2025-08-28	ResultsExhibits	filing ↗
2025-06-06	Shareholder vote	filing ↗
2025-05-29	ResultsExhibits	filing ↗
2025-04-04	Exec/director change	filing ↗

Recent filings

Form	Filed	Period	Accession
10-Q	2026-06-02	2026-04-30	0001193125-26-253198 ↗
8-K	2026-05-28	2026-05-28	0001193125-26-245234 ↗
10-K	2026-03-23	2026-01-31	0001193125-26-119321 ↗
8-K	2026-02-27	2026-02-23	0001193125-26-083175 ↗
8-K	2026-02-26	2026-02-23	0001193125-26-076823 ↗
10-Q	2025-12-04	2025-10-31	0001193125-25-307917 ↗
8-K	2025-11-25	2025-11-24	0001193125-25-297233 ↗
10-Q	2025-09-03	2025-07-31	0001193125-25-194853 ↗
8-K	2025-08-28	2025-08-28	0001193125-25-191300 ↗
8-K	2025-06-06	2025-06-04	0001193125-25-137166 ↗
10-Q	2025-06-03	2025-04-30	0000950170-25-080767 ↗
8-K	2025-05-29	2025-05-29	0001193125-25-130656 ↗