AMBA at a glance
AMBARELLA INC (AMBA, SEC CIK 1280263) filed its latest 10-K annual report on March 23, 2026, a 10-Q quarterly report on September 4, 2026, an 8-K current report on September 3, 2026 and Form 4 insider filings as recently as September 28, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended January 31, 2026 (FY2026), AMBARELLA INC (AMBA) reported revenue of $390.7 million (up 37.2% from FY2025) and a net loss of $75.9 million. Diluted EPS was -$1.78.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding AMBARELLA INC (AMBA) shares worth $1.7 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by PAISLEY CHRISTOPHER B on September 25, 2026 of 250 shares at $70.76 per share.
- In the last 90 days, AMBA insiders reported 0 open-market purchases ($0) and 7 open-market sales ($1.5M) on Form 4, a net sale of $1.5M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $390.7M
- +37.2% vs prior year
- Insiders · 90 days
- 0 buys · 7 sells
- Net −$1.5M
- 13F holders
- 31 funds
- $1.7B · +2 vs prior quarter
- Latest 8-K
- Sep 3, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 31, 2026
Risk Factors
- New AI risk: evolving global AI regulations could increase development costs and limit adoption of AI-related SoCs
- Most material concentration risk: WT Microelectronics represented approximately 61% of six-month revenue through July 31, 2026
- Regulatory risk: U.S. export controls treat Hong Kong like China, restricting certain SoC sales and semiconductor end-uses
- Near-term market risk: uncommitted customer orders may be canceled or delayed, creating revenue shortfalls and excess inventory
- Financial concentration risk: top 10 end customers represented approximately 67% of six-month revenue through July 31, 2026
AI summary of the AMBA 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Item 2.02 filing contains only exhibit liability and incorporation disclaimers
- No fiscal-year 2026 operating results or financial figures included
Item EX-99.1: Item EX-99.1
- Q2 FY2027 revenue $108.1M, up 13.2% YoY; six-month revenue $208.5M, up 14.9%
- GAAP net loss narrowed to $6.7M from $20.0M; non-GAAP EPS rose to $0.18 from $0.15
Item 5.07: Submission of Matters to a Vote of Security Holders
- 86.31% shareholder participation, with 37.86M of 43.86M outstanding shares represented
- Three Class II directors elected through 2029; Schwarting faced the highest opposition with 6.40M withheld votes
Item 2.02: Results of Operations and Financial Condition
- Item 2.02 contains only filing-status language, not fiscal-year 2026 operating results
- Investors should review the referenced exhibits for Ambarella’s actual financial results and management commentary
AI summaries of AMBA 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for AMBA
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- Alerts as it files. A push when AMBA files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut AMBA, by share count.
- Ask anything. An AI agent that reads every AMBA filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| PAISLEY CHRISTOPHER B | Sell | Sep 25, 2026 | 250 | $70.76 |
| Young John Alexander | Sell | Sep 18, 2026 | 1,896 | $67.28 |
| Young John Alexander | Sell | Sep 17, 2026 | 3,126 | $64.83 |
| Ju Chi-Hong | Sell | Sep 17, 2026 | 2,009 | $64.83 |
| Wang Feng-Ming | Sell | Sep 17, 2026 | 6,086 | $64.83 |
| Lee Chan W | Sell | Sep 17, 2026 | 2,893 | $64.83 |
| Breithaupt Chantelle Yvette | A | Sep 8, 2026 | 3,151 | - |
| Schwarting Elizabeth M | A | Sep 8, 2026 | 3,151 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $284.9M | $390.7M |
| Gross Profit | $136.8M | $172.3M | $231.3M |
| Operating Income | - | -$126.6M | -$82.5M |
| Net Income | -$169.4M | -$117.1M | -$75.9M |
| Gross Margin | - | 60.5% | 59.2% |
| Op. Margin | - | -44.4% | -21.1% |
| Net Margin | - | -41.1% | -19.4% |
| Balance Sheet | |||
| Total Assets | - | $689.0M | $798.6M |
| Equity | $559.9M | $561.4M | $594.8M |
| ROE | -30.3% | -20.9% | -12.8% |
| Per Share | |||
| EPS | $-4.25 | $-2.84 | $-1.78 |
| Cash Flow | |||
| Operating CF | - | $33.8M | $73.5M |
Source: XBRL data in AMBARELLA INC (AMBA)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate AMBA share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $1.66B |
| Q1 2026 | 29 | $1.00B |
| Q4 2025 | 25 | $1.21B |
| Q3 2025 | 28 | $1.42B |
| Q2 2025 | 27 | $1.10B |
| Q1 2025 | 25 | $654.2M |
| Q4 2024 | 20 | $817.1M |
| Q3 2024 | 16 | $357.6M |
- T. Rowe Price Group+1.65M (+173%)
- State Street Corp+586.3K (+30%)
- D.E. Shaw & Co+269.9K (+110%)
- Goldman Sachs Group+169.6K (+81%)
- BlackRock+155.4K (+4%)
- Millennium Management−1.47M (-97%)
- JPMorgan Chase & Co−362.5K (-77%)
- Bank of America Corp−119.8K (-25%)
- Morgan Stanley−113.1K (-16%)
- Renaissance Technologies LLC−89.1K (-45%)
- Citadel Advisors LLC−931.9K
Source: 13F-HR filings on SEC EDGAR (aggregated from 201 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
AMBA filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 10-Q | Sep 4, 2026 | Jul 31, 2026 | Analysis | |
| 8-K | Sep 3, 2026 | - | Analysis | - |
| SC 13G | Aug 14, 2026 | - | - | |
| SC 13G | Aug 7, 2026 | - | - | |
| SC 13G | Jul 31, 2026 | - | - | |
| 4 | Jul 10, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 8-K | Jul 1, 2026 | - | Analysis | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
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AMBA SEC filings: frequently asked questions
Are AMBA insiders buying or selling?
In the last 90 days, AMBARELLA INC (AMBA) officers, directors and 10% owners reported no open-market purchases and 7 open-market sales worth $1.5 million by 6 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold AMBA stock?
As of June 30, 2026, the largest AMBARELLA INC (AMBA) holders among the 13F filers tracked by SignalX were BlackRock ($338.4 million), Vanguard Portfolio Management LLC ($316.5 million), T. Rowe Price Group ($223.0 million), State Street Corp ($219.9 million), Vanguard Capital Management LLC ($160.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was AMBA's revenue in fiscal year 2026?
For the fiscal year ended January 31, 2026 (FY2026), AMBARELLA INC (AMBA) reported revenue of $390.7 million (up 37.2% from FY2025) and a net loss of $75.9 million. Diluted EPS was -$1.78. The figures come from the XBRL data in the 10-K.
What did AMBA report in its latest 8-K?
AMBARELLA INC (AMBA) filed an 8-K on September 3, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Item 2.02 filing contains only exhibit liability and incorporation disclaimers.
What are the latest AMBA SEC filings?
AMBARELLA INC (AMBA) filed its latest 10-K annual report on March 23, 2026, a 10-Q quarterly report on September 4, 2026, an 8-K current report on September 3, 2026 and a Form 4 insider filing on September 28, 2026.
What is AMBA's SEC CIK number?
AMBARELLA INC (AMBA)'s SEC Central Index Key (CIK) is 1280263. EDGAR lists every AMBA filing under that number.
Ask anything about AMBA
The research agent reads AMBA's filings, financials, insider trades and 13F holders, then answers with sources.