Ambiq Micro (NYSE:AMBQ) Updates Q3 2026 Earnings Guidance

Ambiq Micro (NYSE:AMBQ) issued an update on its third quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of -0.200–0.120 for the period, compared to the consensus estimate of -0.300. The company issued revenue guidance of $36.0 million-$37.0 million, compared to the consensus revenue estimate of $34.1 million.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on the stock. Roth Capital initiated coverage on shares of Ambiq Micro in a report on Monday, July 13th. They issued a “buy” rating and a $125.00 target price on the stock. UBS Group boosted their price target on Ambiq Micro from $43.00 to $70.00 and gave the stock a “neutral” rating in a research report on Wednesday, May 13th. Northland Securities set a $86.00 price objective on Ambiq Micro in a research note on Wednesday, July 8th. Needham & Company LLC upped their price objective on Ambiq Micro from $48.00 to $70.00 and gave the company a “buy” rating in a research note on Tuesday, May 12th. Finally, Citigroup reiterated a “neutral” rating on shares of Ambiq Micro in a research note on Tuesday. Four analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $71.83.

Ambiq Micro Trading Up 2.2%

Ambiq Micro stock opened at $65.31 on Wednesday. The company has a market capitalization of $1.40 billion and a price-to-earnings ratio of -3.16. Ambiq Micro has a 12 month low of $22.12 and a 12 month high of $91.61. The stock’s 50 day moving average is $77.24 and its 200-day moving average is $52.25.

Insider Transactions at Ambiq Micro

In other news, CFO Jeffrey G. Winzeler sold 26,000 shares of Ambiq Micro stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $69.90, for a total transaction of $1,817,400.00. Following the completion of the sale, the chief financial officer owned 94,395 shares of the company’s stock, valued at approximately $6,598,210.50. This trade represents a 21.60% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CTO Scott Mclean Hanson sold 10,200 shares of the business’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $69.24, for a total transaction of $706,248.00. Following the completion of the sale, the chief technology officer directly owned 203,126 shares of the company’s stock, valued at approximately $14,064,444.24. The trade was a 4.78% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 222,477 shares of company stock worth $16,304,893. 10.00% of the stock is currently owned by company insiders.

Key Headlines Impacting Ambiq Micro

Here are the key news stories impacting Ambiq Micro this week:

• Positive Sentiment: Q2 loss significantly beat expectations: Ambiq reported a loss of $0.07 per share, compared with the Zacks consensus estimate of a $0.26 loss and analysts’ MarketBeat estimate of a $0.41 loss. The result also improved from a $0.43 loss per share a year earlier. Ambiq Micro Q2 Earnings Report
• Positive Sentiment: Revenue exceeded expectations: Quarterly revenue was $33.9 million, topping analyst estimates and supporting the company’s “beat-and-raise” narrative. Ambiq Micro Earnings Results
• Positive Sentiment: Q3 guidance was raised above consensus: Ambiq forecast an adjusted EPS loss of $0.20 to $0.12, better than the expected $0.30 loss, and revenue of $36 million to $37 million versus the $34.1 million consensus estimate. Ambiq Micro Beat-and-Raise Report
• Neutral Sentiment: The earnings call and accompanying materials provided additional management commentary on the quarterly performance and outlook, which investors are weighing alongside the guidance update. Ambiq Micro Q2 2026 Earnings Call Transcript
• Negative Sentiment: Profitability remains a risk: Ambiq still posted a net loss, with a negative net margin of 46.86% and negative return on equity of 45.10%. Continued losses could limit upside if growth or execution weakens.

Institutional Trading of Ambiq Micro

Institutional investors have recently bought and sold shares of the business. Barclays PLC raised its holdings in Ambiq Micro by 28.7% in the 4th quarter. Barclays PLC now owns 8,451 shares of the company’s stock valued at $241,000 after acquiring an additional 1,883 shares in the last quarter. Los Angeles Capital Management LLC acquired a new position in Ambiq Micro in the fourth quarter valued at about $257,000. Alyeska Investment Group L.P. acquired a new position in Ambiq Micro in the third quarter valued at about $560,000. Bank of America Corp DE bought a new stake in Ambiq Micro during the third quarter worth about $177,000. Finally, Two Sigma Investments LP acquired a new stake in Ambiq Micro during the third quarter worth about $223,000.

Ambiq Micro Company Profile

Ambiq Micro (NYSE: AMBQ) is a semiconductor company specializing in the design and development of ultra-low-power microcontroller units (MCUs) and application-specific integrated circuits (ASICs). The company’s core technology leverages sub-threshold voltage operation to dramatically reduce energy consumption, enabling extended battery life in a broad range of portable and always-on devices. Ambiq’s products are particularly well suited for applications where power efficiency is critical, such as wearable electronics, IoT sensors, medical monitoring equipment, and industrial automation systems.

The company’s flagship product family, the Apollo series of MCUs, offers multi-core architectures, integrated wireless connectivity options, and advanced security features.