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

Key Points

• Q1 2026 guidance beat: Ambiq Micro issued EPS guidance of -0.390 to -0.330 versus a consensus of -0.460 and raised revenue guidance to $21.0M–$22.0M versus a consensus of $18.1M, signaling better-than-expected near-term results.
• Mixed market and insider signals: Shares slipped about 4% to $28.13 despite the guidance; the consensus analyst rating is Hold (average target $41.75) and two insiders (CTO Scott Mclean Hanson and Director Joseph A. Tautges) sold meaningful stakes in January.

Ambiq Micro (NYSE:AMBQ - Get Free Report) updated its first quarter 2026 earnings guidance on Thursday. The company provided earnings per share guidance of -0.390--0.330 for the period, compared to the consensus earnings per share 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.

Wall Street Analyst Weigh In

Separately, Wall Street Zen raised shares of Ambiq Micro from a "sell" rating to a "hold" rating in a research note on Sunday, February 22nd. Two equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company has a consensus rating of "Hold" and an average target price of $41.75.

Ambiq Micro Trading Down 4.0%

Shares of AMBQ stock opened at $28.13 on Thursday. The stock has a 50 day simple moving average of $31.17 and a 200-day simple moving average of $30.98. The company has a market cap of $515.06 million and a price-to-earnings ratio of -1.42. Ambiq Micro has a 12-month low of $22.12 and a 12-month high of $51.76.

Insiders Place Their Bets

In other Ambiq Micro news, CTO Scott Mclean Hanson sold 10,000 shares of the business's stock in a transaction on Monday, January 26th. The shares were sold at an average price of $31.00, for a total transaction of $310,000.00. Following the sale, the chief technology officer directly owned 122,818 shares in the company, valued at approximately $3,807,358. The trade was a 7.53% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Joseph A. Tautges sold 7,800 shares of the company's stock in a transaction on Monday, January 26th. The stock was sold at an average price of $31.00, for a total transaction of $241,800.00. Following the transaction, the director directly owned 48,746 shares in the company, valued at approximately $1,511,126. This trade represents a 13.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information.

Hedge Funds Weigh In On Ambiq Micro

Several hedge funds have recently added to or reduced their stakes in the business. Rhumbline Advisers purchased a new stake in shares of Ambiq Micro in the third quarter valued at about $119,000. JPMorgan Chase & Co. purchased a new stake in Ambiq Micro in the 3rd quarter valued at approximately $56,000. Vanguard Group Inc. purchased a new stake in Ambiq Micro in the 3rd quarter valued at approximately $9,210,000. Franklin Resources Inc. acquired a new stake in Ambiq Micro during the 3rd quarter valued at $358,000. Finally, BNP Paribas Financial Markets purchased a new position in Ambiq Micro during the third quarter worth $28,000.

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.

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