Ambarella Inc. ($AMBA) Stock Forecast: Down 5.2% Today

What is Ambarella Inc.?

Ambarella, Inc. is a semiconductor company known for its edge AI technology and CV7 SoC. Despite facing profitability challenges and operating unprofitably, it has recently exceeded quarterly earnings estimates.

Why is Ambarella Inc. going down?

AMBA stock is down 5.2% on Jan 29, 2026 16:07

• The significant increase in stake by Universal Beteiligungs und Servicegesellschaft mbH and the new investment by AIGH Capital Management LLC indicate growing investor interest in Ambarella.
• The mixed analyst outlook and negative net margins suggest concerns about the company's profitability despite beating recent quarterly estimates.
• The insider share sales and forecasted negative EPS for the current fiscal year may have contributed to the bearish market movement as investors remain cautious about Ambarella's financial performance.

AMBA Price Chart

AMBA Technical Analysis

AMBA News

Ambarella, Inc. $AMBA Shares Acquired by Universal Beteiligungs und Servicegesellschaft mbH

Universal Beteiligungs und Servicegesellschaft mbH significantly increased its stake in Ambarella, Inc. (AMBA) by 290.4% in the third quarter, now owning 58,428 shares valued at approximately $4.82 million. The semiconductor company has a "Moderate Buy" consensus rating from analysts with an average price target of $96, despite recent insider share sales totaling around $2.02 million. Ambarella exceeded quarterly earnings estimates but continues to operate unprofitably, with a negative net margin of 21.31%.

https://www.marketbeat.com/instant-alerts/filing-ambarella-inc-amba-shares-acquired-by-universal-beteiligungs-und-servicegesellschaft-mbh-2026-01-28/

Ambarella (AMBA) NASDAQ After Hours Jan 26 2026: $67.04 signals AI edge outlook

Ambarella (AMBA) closed at $67.04 in after-hours trading on January 26, 2026, driven by investor interest in its edge AI technology and CV7 SoC. While the company exhibits strong cash per share, it faces profitability challenges with a negative EPS, leading to a mixed analyst outlook ahead of its February 25, 2026 earnings report. Meyka AI suggests a "HOLD" rating, projecting a yearly upside despite short-term negative signals.

https://meyka.com/blog/ambarella-amba-nasdaq-after-hours-jan-26-2026-6704-signals-ai-edge-outlook-2601/

AIGH Capital Management LLC Makes New $4.13 Million Investment in Ambarella, Inc. $AMBA

AIGH Capital Management LLC has made a new $4.13 million investment in Ambarella, Inc. (NASDAQ:AMBA), acquiring 50,000 shares which represent 1.2% of its portfolio. This investment comes as other institutional investors have also adjusted their positions in the semiconductor company. Analysts currently have a "Moderate Buy" rating for Ambarella with an average price target of $96.00, despite the company reporting negative net margins and a forecasted negative EPS for the current fiscal year, though it did beat recent quarterly estimates for EPS and revenue.

https://www.marketbeat.com/instant-alerts/filing-aigh-capital-management-llc-makes-new-413-million-investment-in-ambarella-inc-amba-2026-01-24/

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Ambarella Inc. Price History

07.00.2026 - AMBA Stock was down 5.2%

• The launch of Ambarella's Developer Zone (DevZone) at CES, which aimed to accelerate the development and deployment of edge AI applications, potentially raised concerns among investors regarding intensified competition in the edge AI market, impacting the stock negatively.
• The unveiling of the CV7 edge AI vision SoC featuring enhanced capabilities might not have met market expectations, leading to a downturn in Ambarella's stock price.
• Observations on potential Ambarella stock option mispricing by analytical frameworks on Wall Street could have added to uncertainty and selling pressure, contributing to the bearish market movement.
• Despite the company's initiatives to bolster its edge AI ecosystem and introduce cutting-edge products, market participants may have responded cautiously, resulting in the downward trajectory of AMBA stock.

26.10.2025 - AMBA Stock was down 8.7%

• Despite surpassing earnings expectations and achieving a substantial rise in revenues, the stock observed a bearish trend.
• This response from the market could potentially stem from investors capitalizing on profits following a notable period of positive performance.
• Concerns may exist among investors regarding the sustainability of revenue growth and the potential hurdles in maintaining the heightened surge in earnings.
• The downward movement in the stock value might also be impacted by broader market tendencies or sector-specific influences affecting semiconductor stocks.

05.00.2026 - AMBA Stock was up 0.1%

• The unveiling of the new CV7 edge AI vision system-on-chip at a major tech event has sparked considerable interest and optimism among investors.
• With enhanced AI capabilities and lower energy consumption, the CV7 chip positions Ambarella favorably in sectors like consumer electronics, surveillance systems, and automotive technology.
• The introduction of the CV7 chip has bolstered investor confidence in Ambarella's innovation and growth prospects, contributing to the upward momentum in the stock price.
• Investment analysis indicates potential pricing discrepancies in Ambarella's stock options, potentially influencing positive market sentiment and heightened trading activity.

13.10.2025 - AMBA Stock was down 5.3%

• The announcement of the upcoming earnings conference call may have raised concerns among investors about the company's financial performance for the third quarter of fiscal year 2026.
• The anticipation of the earnings report could have led to profit-taking by some traders, causing a bearish movement in the stock price.
• Investors might be adjusting their positions in response to uncertainties or speculations surrounding the company's future outlook, leading to a downward trend in the market.

16.11.2025 - AMBA Stock was down 5.0%

• LMR Partners LLP and Arrowstreet Capital Limited Partnership made significant investments in Ambarella, Inc., indicating confidence in the company's future prospects.
• Despite exceeding Q2 earnings expectations, the negative net margin may have raised concerns among investors, leading to the bearish movement.
• Insider transactions showing share sales could have contributed to the downward pressure on the stock price.
• The overall market sentiment and potential profit-taking behavior might have also played a role in the bearish movement of Ambarella's stock today.

29.00.2026 - AMBA Stock was down 5.2%

• The significant increase in stake by Universal Beteiligungs und Servicegesellschaft mbH and the new investment by AIGH Capital Management LLC indicate growing investor interest in Ambarella.
• The mixed analyst outlook and negative net margins suggest concerns about the company's profitability despite beating recent quarterly estimates.
• The insider share sales and forecasted negative EPS for the current fiscal year may have contributed to the bearish market movement as investors remain cautious about Ambarella's financial performance.

16.00.2026 - AMBA Stock was up 6.6%

• The stock's bullish movement could be attributed to the company's strategic shift towards becoming a full edge AI platform provider, aiming to streamline the development and deployment of edge AI applications.
• Despite concerns about AI camera growth and recent revenue decline, the positive sentiment within the community, with 18 buy predictions and a target price suggesting a 46.26% upside, could have influenced the market movement.
• The upcoming earnings report scheduled for February 25, 2026, may also be a factor driving investor optimism and contributing to the bullish trend in the stock price.
• The insider selling of shares by a senior vice president could have initially raised concerns, but the overall positive sentiment and potential growth opportunities in the AI sector seem to have overshadowed this event, leading to the bullish movement in the stock.

12.11.2025 - AMBA Stock was down 5.1%

• Arrowstreet Capital Limited Partnership notably increased its holdings in Ambarella, Inc., showcasing confidence in the company's prospects despite the bearish trend.
• A 4.28% price uptick notwithstanding, the negative EPS and market turbulence likely influenced the prevailing bearish outlook on the stock.
• Ambarella's emphasis on AI for video compression and well-placed investments offer promise, albeit the current market uncertainty may be casting a shadow over these positive developments.
• The rise in Navitas Semiconductor's stock price and its specialization in power chips for AI data centers might have diverted investor focus from Ambarella, impacting its performance adversely.

06.00.2026 - AMBA Stock was up 5.2%

• Ambarella introduced its Developer Zone (DevZone) to fast-track edge AI app development, broadening its ecosystem and potentially bolstering investor confidence in future growth opportunities.
• The launch of the CV7 edge AI vision SoC at CES, featuring 8K video processing and advanced AI capabilities, likely left a positive impression on investors and analysts, resulting in heightened optimism and increased buying interest.
• Market analysts' recognition of potentially undervalued opportunities in AMBA stock options could have attracted traders, boosting the upward trend as they aim to capitalize on perceived valuation inconsistencies.
• Collectively, the blend of new product releases, ecosystem expansion, and market evaluation hinting at undervaluation might have propelled Ambarella's stock surge today.

21.00.2026 - AMBA Stock was up 5.5%

• The surge in Ambarella's stock, which exceeded 6%, corresponded with the introduction of its latest CV7 edge AI vision system-on-chip, incorporating advanced technology from Samsung. This development reflects positive market sentiment towards Ambarella's technological progress.
• Despite difficulties related to negative profitability margins, Ambarella's robust gross margins and emphasis on AI innovations point to potential future growth opportunities. This has bolstered investor confidence and triggered a bullish trend.
• Analysts are generally optimistic about Ambarella, maintaining a "Moderate Buy" consensus and setting a target price of $96, indicating faith in the company's strategic vision and product advancements.
• Although Stephens Investment Management Group LLC divested some of its Ambarella shares, potentially causing initial concerns, the favorable market reaction to the CV7 chip launch outweighed these actions and fueled the uptrend in Ambarella's stock value.

14.00.2026 - AMBA Stock was down 5.0%

• The stock dropped 4.27% after an event and ahead of earnings, with projections showing an upside potential according to Meyka AI.
• Institutional investors, holding a notable amount of AMBA shares, might take decisive actions after a 10% price decrease and a challenging year financially.
• An insider sold a significant number of shares, coupled with a rise in implied volatility for stock options, hinting at uncertainty in the market and expectations of notable price swings.
• Although positive earnings projections and increased stake purchases were noted, negative EPS and PE ratios, as well as insider selling, likely influenced the recent downward movement of the stock.

26.10.2025 - AMBA Stock was down 12.2%

• Despite experiencing a surge in earnings and a notable revenue increase in the most recent quarter, AMBA saw a bearish movement today despite the bullish options activity.
• The bullish sentiment reflected in unusual options activity, possibly indicating optimism from significant investors, may have been influenced by broader market dynamics or external factors rather than simply the company's prospects.
• Factors such as profit-taking or market volatility not directly tied to the company's performance could have contributed to the stock's bearish movement, contrasting with positive financial results and investor sentiment.
• With today's market movement in mind, investors are advised to stay alert for any relevant updates or developments that could clarify the disconnect between AMBA's robust fundamentals and the bearish trend witnessed today.