Ambiq Micro (NYSE:AMBQ) Issues Q4 2026 Earnings Guidance

Ambiq Micro (NYSE:AMBQ) updated its fourth quarter 2026 earnings guidance on Tuesday. The company provided EPS guidance of -0.090–0.030 for the period, compared to the consensus EPS estimate of -0.090. The company issued revenue guidance of $43.5 million-$44.5 million, compared to the consensus revenue estimate of $39.6 million.

Ambiq Micro Stock Up 11.3%

Shares of AMBQ opened at $50.37 on Thursday. The business’s 50 day moving average is $56.96 and its two-hundred day moving average is $53.99. Ambiq Micro has a 52-week low of $22.12 and a 52-week high of $91.61.

Ambiq Micro (NYSE:AMBQ) last released its quarterly earnings results on Tuesday, November 10th. The company reported ($0.05) earnings per share for the quarter, topping analysts’ consensus estimates of ($0.32) by $0.27. The business had revenue of $38.14 million during the quarter. Ambiq Micro had a negative net margin of 29.72% and a negative return on equity of 10.47%. Ambiq Micro has set its Q4 2026 guidance at -0.090–0.030 EPS. Equities analysts forecast that Ambiq Micro will post -1.16 EPS for the current year.

Analyst Ratings Changes

A number of research firms have commented on AMBQ. Jefferies Financial Group reduced their price objective on shares of Ambiq Micro from $90.00 to $70.00 and set a “buy” rating on the stock in a research note on Wednesday. Stifel Nicolaus dropped their target price on shares of Ambiq Micro from $85.00 to $70.00 and set a “buy” rating for the company in a research report on Wednesday. Weiss Ratings restated a “sell (d-)” rating on shares of Ambiq Micro in a research note on Friday, September 25th. Citigroup restated a “neutral” rating on shares of Ambiq Micro in a research note on Tuesday, August 11th. Finally, Needham & Company LLC reduced their price target on shares of Ambiq Micro from $85.00 to $65.00 and set a “buy” rating on the stock in a research report on Wednesday. Five investment analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Ambiq Micro presently has an average rating of “Hold” and an average target price of $71.14.

Insider Transactions at Ambiq Micro

In related news, CEO Fumihide Esaka sold 5,000 shares of the firm’s stock in a transaction on Thursday, October 15th. The stock was sold at an average price of $51.00, for a total transaction of $255,000.00. Following the transaction, the chief executive officer directly owned 443,900 shares in the company, valued at $22,638,900. This trade represents a 1.11% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Scott Hanson sold 7,000 shares of Ambiq Micro stock in a transaction on Thursday, October 15th. The stock was sold at an average price of $51.00, for a total transaction of $357,000.00. Following the completion of the transaction, the chief technology officer directly owned 212,546 shares of the company’s stock, valued at approximately $10,839,846. This represents a 3.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 331,887 shares of company stock valued at $19,995,954 over the last 90 days. Insiders own 10.00% of the company’s stock.

More Ambiq Micro News

Here’s some of the latest news about AMBQ:

• Positive Sentiment: Ambiq reported third-quarter revenue of $38.14 million, up about 110% year over year, and a net loss that narrowed. Its loss of $0.05 per share was substantially better than the consensus estimate of a $0.32 loss. Ambiq Reports Third Quarter 2026 Financial Results
• Positive Sentiment: Revenue guidance also came in ahead of expectations: Ambiq forecast $43.5 million–$44.5 million for Q4, versus analyst expectations of $39.6 million. The company projected approximately $140 million in 2026 net sales. Ambiq projects approximately $140M in 2026 net sales
• Neutral Sentiment: UBS raised its price target from $50 to $52 but kept a neutral rating, indicating only modest upside in its view. UBS Group stock recommendations

Ambiq Micro Company Profile

Ambiq Micro is a semiconductor company that develops ultra-low-power systems-on-chip and related technology for battery-powered devices. Its products are designed to help devices process data while using less energy, supporting applications that require extended battery life. The company’s offerings include Apollo microcontroller and system-on-chip products, along with software and development tools. Ambiq’s Subthreshold Power Optimized Technology (SPOT) is designed to reduce power consumption, including in devices that run artificial intelligence workloads at the edge.