AMBARELLA INC (AMBA) research

AMBARELLA INC
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Semiconductors
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$67.06
As of

AMBARELLA INC (AMBA): 5 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 10-Q filed 2026-09-04.

As of . Source: SEC EDGAR filings for AMBA. Method and limitations.

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You are seeing 5 of 48 signals recorded on AMBA since 2026-05-16.

The five above landed across 2 days. The other 43 were recorded on 3 other days. 38 of the 48 are institutional flow rows, which arrive in batches on filing days.

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Largest reported share positions in AMBA (2026Q2)

Manager / securityMarket value% portfolioQoQ
D. E. Shaw & Co., Inc.CUSIP G037AX101 · 2026Q2$44.2M0.02%,
Point72 Asset Management, L.P.CUSIP G037AX101 · 2026Q2$10.1M0.01%,
RENAISSANCE TECHNOLOGIES LLCCUSIP G037AX101 · 2026Q2$9.5M0.01%,
MILLENNIUM MANAGEMENT LLCCUSIP G037AX101 · 2026Q2$3.5M0.00%,
TWO SIGMA INVESTMENTS, LPCUSIP G037AX101 · 2026Q2$469K0.00%,

Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.

Recent SEC filings, AMBA

AMBA against its peers

AMBA's operating margin of -21.1% ranks in the 33rd percentile of 22 Semiconductors sub-industry peers, fiscal periods ending between 2025-10-04 and 2026-06-27.

MetricAMBAPeer medianPercentilen
Revenue FY391M USD654M USD3123
Gross margin59.2%42.5%9819
Operating margin-21.1%-0.5%3322
Net margin-19.4%-3.0%3523
Return on equity-12.8%-3.2%3523
P / En/a55.3xn/a9

Peers (23): AEHR, COHU, POWI, VECO, NVTS, HIMX, UCTT, ACLS, SEDG, SYNA, AXTI, DIOD, PLAB, KLIC, AMBQ, ACMR, ENPH, SKYT, RGTI, PI, POET, CRUS, MXL. Left out: IMOS (period gap), WOLF (no annual filing). Fiscal periods ending between 2025-10-04 and 2026-06-27. Every figure is one full fiscal year read from one annual filing (AMBA: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.

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