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 earnings per share 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.

Wall Street Analyst Weigh In

Several equities analysts have commented on AMBQ shares. Needham & Company LLC increased their price objective on shares of Ambiq Micro from $70.00 to $85.00 and gave the company a “buy” rating in a research report on Wednesday. Roth Capital started 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. Zacks Research upgraded shares of Ambiq Micro from a “strong sell” rating to a “hold” rating in a research report on Monday, May 4th. Citigroup reiterated a “neutral” rating on shares of Ambiq Micro in a research report on Tuesday. Finally, Northland Securities set a $81.00 price objective on Ambiq Micro in a research report on Wednesday. Four equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $76.00.

Ambiq Micro Stock Up 1.1%

AMBQ stock opened at $66.03 on Thursday. Ambiq Micro has a twelve month low of $22.12 and a twelve month high of $91.61. The stock has a market capitalization of $1.41 billion and a price-to-earnings ratio of -31.15. The firm’s fifty day simple moving average is $76.89 and its two-hundred day simple moving average is $52.49.

Ambiq Micro (NYSE:AMBQ) last released its earnings results on Tuesday, August 11th. The company reported ($0.07) earnings per share (EPS) for the quarter. Ambiq Micro had a negative return on equity of 15.22% and a negative net margin of 37.77%.The firm had revenue of $33.90 million during the quarter. Ambiq Micro has set its Q3 2026 guidance at -0.200–0.120 EPS. As a group, equities research analysts expect that Ambiq Micro will post -1.69 EPS for the current year.

Insider Transactions at Ambiq Micro

In other Ambiq Micro news, COO Sean Chihhsiang Chen sold 55,685 shares of the firm’s stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $70.89, for a total value of $3,947,509.65. Following the completion of the sale, the chief operating officer owned 120,275 shares of the company’s stock, valued at $8,526,294.75. This trade represents a 31.65% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Timothy Chen sold 70,592 shares of the business’s stock in a transaction that occurred on Wednesday, May 27th. The shares were sold at an average price of $79.79, for a total value of $5,632,535.68. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 10.00% of the company’s stock.

Key Headlines Impacting Ambiq Micro

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

• Positive Sentiment: Q2 earnings beat expectations: Ambiq reported an adjusted loss of $0.07 per share, substantially better than the $0.26 loss analysts expected and an improvement from a $0.43 loss a year earlier. Revenue reached $33.9 million, with sales rising approximately 90% year over year as demand for Edge AI solutions strengthened. Ambiq’s Q2 Earnings Surpass Estimates
• Positive Sentiment: Constructive outlook: Management guided for third-quarter revenue of $36 million to $37 million, above the $34.1 million consensus estimate. Its projected EPS loss of $0.12 to $0.20 is also narrower than the consensus loss estimate of $0.30, supporting expectations for continued operating improvement. Ambiq Micro Q2 Results
• Positive Sentiment: Analyst support increased: Needham raised its price target from $70 to $85 and maintained a Buy rating, implying roughly 29% potential upside from the referenced share price. The upgrade reflects optimism about Ambiq’s growth trajectory and Edge AI demand. Needham Raises Ambiq Micro Price Target
• Negative Sentiment: Profitability remains a risk: Ambiq continues to report a net loss, negative net margin and negative return on equity. The company’s third-quarter guidance still calls for an EPS loss, so the rally depends on sustained revenue growth and further margin expansion.

Hedge Funds Weigh In On Ambiq Micro

Several hedge funds have recently bought and sold shares of AMBQ. Alliancebernstein L.P. bought a new stake in shares of Ambiq Micro during the third quarter worth $13,050,000. Franklin Resources Inc. increased its stake in Ambiq Micro by 2,474.3% in the 4th quarter. Franklin Resources Inc. now owns 307,887 shares of the company’s stock worth $8,775,000 after buying an additional 295,927 shares during the period. Vanguard Group Inc. purchased a new position in Ambiq Micro in the 3rd quarter worth about $9,210,000. Schonfeld Strategic Advisors LLC bought a new stake in Ambiq Micro during the 3rd quarter valued at about $8,201,000. Finally, Wasatch Advisors LP lifted its holdings in Ambiq Micro by 49.6% during the 4th quarter. Wasatch Advisors LP now owns 217,512 shares of the company’s stock valued at $6,199,000 after buying an additional 72,086 shares in the last quarter.

About Ambiq Micro

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.