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

Key Points

• Ambiq Micro guided for a narrower Q3 2026 loss, forecasting EPS of negative $0.20 to negative $0.12 versus the consensus estimate of negative $0.30.
• The company expects quarterly revenue of $36 million to $37 million, above the $34.1 million analyst consensus.
• Shares opened down 5.5% at $63.79, while analysts’ consensus rating remained “Hold” with an average price target of $71.83; insiders have sold more than $16.3 million of stock over the past 90 days.

Ambiq Micro (NYSE:AMBQ - Get Free Report) issued an update on its third quarter 2026 earnings guidance on Tuesday. The company provided EPS 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.

Ambiq Micro Trading Down 5.5%

Shares of NYSE AMBQ opened at $63.79 on Tuesday. The company has a market capitalization of $1.36 billion and a P/E ratio of -3.08. Ambiq Micro has a 12 month low of $22.12 and a 12 month high of $91.61. The stock has a 50 day moving average of $77.59 and a 200-day moving average of $52.02.

Analyst Ratings Changes

AMBQ has been the subject of a number of research analyst reports. Northland Securities set a $86.00 price objective on shares of Ambiq Micro in a research report on Wednesday, July 8th. Needham & Company LLC raised their target price on shares of Ambiq Micro from $48.00 to $70.00 and gave the stock a "buy" rating in a research note on Tuesday, May 12th. Weiss Ratings reaffirmed a "sell (d-)" rating on shares of Ambiq Micro in a report on Monday, June 29th. UBS Group upped their price target on shares of Ambiq Micro from $43.00 to $70.00 and gave the company a "neutral" rating in a research note on Wednesday, May 13th. Finally, Zacks Research raised shares of Ambiq Micro from a "strong sell" rating to a "hold" rating in a report on Monday, May 4th. Four equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat, the stock currently has a consensus rating of "Hold" and a consensus price target of $71.83.

Insiders Place Their Bets

In other Ambiq Micro news, 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 value of $706,248.00. Following the completion of the sale, the chief technology officer owned 203,126 shares of the company's stock, valued at $14,064,444.24. The trade was a 4.78% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Timothy Chen sold 70,592 shares of the stock in a transaction that occurred on Wednesday, May 27th. The stock was sold at an average price of $79.79, for a total transaction of $5,632,535.68. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 222,477 shares of company stock worth $16,304,893. 10.00% of the stock is currently owned by insiders.

Institutional Trading of Ambiq Micro

A number of institutional investors have recently modified their holdings of the stock. Tudor Investment Corp ET AL acquired a new stake in shares of Ambiq Micro during the 4th quarter worth $769,000. Millennium Management LLC acquired a new stake in Ambiq Micro during the fourth quarter worth about $1,768,000. Inspire Investing LLC increased its holdings in Ambiq Micro by 7.1% in the 4th quarter. Inspire Investing LLC now owns 16,141 shares of the company's stock valued at $460,000 after buying an additional 1,065 shares during the period. Polar Asset Management Partners Inc. acquired a new position in shares of Ambiq Micro in the 4th quarter valued at approximately $744,000. Finally, Barclays PLC lifted its holdings in shares of Ambiq Micro by 28.7% during the 4th quarter. Barclays PLC now owns 8,451 shares of the company's stock worth $241,000 after acquiring an additional 1,883 shares during the period.

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.

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