Ambiq Micro (NYSE:AMBQ) Releases Q4 2026 Earnings Guidance

Key Points

• Q4 2026 revenue guidance is above expectations: Ambiq forecast revenue of $43.5 million–$44.5 million, versus analysts’ $39.6 million consensus. Its EPS outlook is a loss of $0.09–$0.03 per share, compared with consensus for a $0.09 loss.
• Ambiq shares were reported up 18.9%. Analysts’ average rating is “Hold,” with a consensus price target of $78.71.
• Company insiders sold a combined 331,887 shares over the past quarter, worth about $20 million; the reported executive sales were made under pre-arranged trading plans.

Ambiq Micro (NYSE:AMBQ - Get Free Report) updated its fourth quarter 2026 earnings guidance on Tuesday. The company provided EPS guidance of -0.090--0.030 for the period, compared to the consensus earnings per share estimate of -0.090. The company issued revenue guidance of $43.5 million-$44.5 million, compared to the consensus revenue estimate of $39.6 million.

Ambiq Micro Trading Up 18.9%

NYSE:AMBQ opened at $45.84 on Tuesday. The firm has a fifty day simple moving average of $57.34 and a 200 day simple moving average of $53.84. Ambiq Micro has a 1-year low of $22.12 and a 1-year high of $91.61. The stock has a market capitalization of $1.11 billion, a PE ratio of -21.62 and a beta of 5.66.

Ambiq Micro (NYSE:AMBQ - Get Free Report) last issued its earnings results on Tuesday, November 10th. The company reported ($0.05) earnings per share (EPS) for the quarter. Ambiq Micro had a negative net margin of 37.77% and a negative return on equity of 11.85%. The firm had revenue of $38.14 million during the quarter. Ambiq Micro has set its Q4 2026 guidance at -0.090--0.030 EPS. On average, equities analysts predict that Ambiq Micro will post -1.16 earnings per share for the current fiscal year.

Analysts Set New Price Targets

AMBQ has been the subject of several research analyst reports. Stifel Nicolaus lifted their target price on Ambiq Micro from $75.00 to $85.00 and gave the stock a "buy" rating in a research note on Monday, October 5th. Jefferies Financial Group assumed coverage on Ambiq Micro in a report on Wednesday, October 7th. They set a "buy" rating and a $90.00 price target for the company. Roth Capital initiated coverage on shares of Ambiq Micro in a research report on Monday, July 13th. They set a "buy" rating and a $125.00 price objective for the company. Needham & Company LLC lifted their price objective on shares of Ambiq Micro from $70.00 to $85.00 and gave the stock a "buy" rating in a research report on Wednesday, August 12th. Finally, Citigroup reiterated a "neutral" rating on shares of Ambiq Micro in a report on Tuesday, August 11th. Five analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of "Hold" and a consensus target price of $78.71.

Insider Transactions at Ambiq Micro

In other Ambiq Micro news, COO Sean Chen sold 15,000 shares of the company's stock in a transaction on Wednesday, October 14th. The stock was sold at an average price of $51.50, for a total value of $772,500.00. Following the transaction, the chief operating officer directly owned 106,268 shares of the company's stock, valued at $5,472,802. This represents a 12.37% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Scott Hanson sold 7,000 shares of the stock in a transaction on Thursday, October 15th. The stock was sold at an average price of $51.00, for a total value of $357,000.00. Following the transaction, the chief technology officer owned 212,546 shares in the company, valued at $10,839,846. The trade was a 3.19% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 331,887 shares of company stock valued at $19,995,954. Company insiders own 10.00% of the company's stock.

About Ambiq Micro

Ambiq Micro is a semiconductor company that develops ultra-low-power systems-on-chip and related technology for battery-powered devices. Its products are designed to help devices process data while using less energy, supporting applications that require extended battery life.

The company's offerings include Apollo microcontroller and system-on-chip products, along with software and development tools. Ambiq's Subthreshold Power Optimized Technology (SPOT) is designed to reduce power consumption, including in devices that run artificial intelligence workloads at the edge.

Founded in 2010 and headquartered in Austin, Texas, Ambiq serves device makers in markets such as wearables, hearables, smart home products and industrial Internet of Things applications.

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