Ambiq Micro (NYSE:AMBQ) Updates Q1 2026 Earnings Guidance

Ambiq Micro (NYSE:AMBQ) updated its first quarter 2026 earnings guidance on Thursday. The company provided EPS guidance of -0.390–0.330 for the period, compared to the consensus EPS estimate of -0.460. The company issued revenue guidance of $21.0 million-$22.0 million, compared to the consensus revenue estimate of $18.1 million.

Analyst Upgrades and Downgrades

Several analysts recently commented on AMBQ shares. Wall Street Zen raised Ambiq Micro from a “sell” rating to a “hold” rating in a report on Sunday, February 22nd. Needham & Company LLC reaffirmed a “buy” rating on shares of Ambiq Micro in a report on Thursday. Finally, Bank of America reiterated a “neutral” rating and set a $35.00 price objective on shares of Ambiq Micro in a research report on Thursday. Two investment analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Ambiq Micro presently has an average rating of “Hold” and an average price target of $40.00.

Ambiq Micro Price Performance

NYSE:AMBQ opened at $29.94 on Friday. The firm has a market capitalization of $548.20 million and a price-to-earnings ratio of -1.51. The business has a 50 day simple moving average of $31.15 and a 200-day simple moving average of $30.98. Ambiq Micro has a 1 year low of $22.12 and a 1 year high of $51.76.

Ambiq Micro (NYSE:AMBQ) last released its quarterly earnings results on Thursday, March 5th. The company reported ($0.49) earnings per share for the quarter, beating the consensus estimate of ($0.61) by $0.12. Ambiq Micro has set its Q1 2026 guidance at -0.390–0.330 EPS.

Insider Transactions at Ambiq Micro

In related news, CTO Scott Mclean Hanson sold 10,000 shares of the stock in a transaction dated Monday, January 26th. The shares were sold at an average price of $31.00, for a total value of $310,000.00. Following the sale, the chief technology officer directly owned 122,818 shares of the company’s stock, valued at $3,807,358. This represents a 7.53% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Joseph A. Tautges sold 7,800 shares of the firm’s stock in a transaction dated Monday, January 26th. The stock was sold at an average price of $31.00, for a total transaction of $241,800.00. Following the completion of the sale, the director directly owned 48,746 shares of the company’s stock, valued at approximately $1,511,126. The trade was a 13.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the business. Geode Capital Management LLC boosted its position in shares of Ambiq Micro by 6.3% in the 4th quarter. Geode Capital Management LLC now owns 104,184 shares of the company’s stock worth $2,970,000 after purchasing an additional 6,158 shares in the last quarter. Vanguard Group Inc. acquired a new stake in Ambiq Micro in the third quarter worth about $9,210,000. Wasatch Advisors LP purchased a new stake in shares of Ambiq Micro during the third quarter worth about $4,351,000. State Street Corp increased its holdings in shares of Ambiq Micro by 16.9% during the fourth quarter. State Street Corp now owns 84,507 shares of the company’s stock valued at $2,408,000 after acquiring an additional 12,211 shares in the last quarter. Finally, Alyeska Investment Group L.P. increased its holdings in shares of Ambiq Micro by 75.5% during the fourth quarter. Alyeska Investment Group L.P. now owns 32,832 shares of the company’s stock valued at $936,000 after acquiring an additional 14,122 shares in the last quarter.

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.