Northland Securities Estimates Ambiq Micro Q1 Earnings

Key Points

• Northland Securities forecasts Q1 2026 EPS of ($0.52), reiterates an Outperform rating and sets a $44.00 price target, with FY2026 EPS estimated at ($2.31) and FY2027 at ($2.12).
• Ambiq beat the prior-quarter consensus with ($0.49) EPS and $20.74M revenue, but remains unprofitable with a negative net margin (50.28%) and negative ROE; company Q1 2026 guidance is -0.390 to -0.330 EPS, which is less negative than Northland's estimate.
• The stock trades near $35 with a $744M market cap and a consensus analyst rating of Hold (average price target $40.80), while insiders sold about 18,611 shares (~$573k) in the last quarter.

Ambiq Micro, Inc. (NYSE:AMBQ - Free Report) - Equities research analysts at Northland Securities issued their Q1 2026 earnings estimates for Ambiq Micro in a report released on Tuesday, April 21st. Northland Securities analyst G. Richard expects that the company will post earnings per share of ($0.52) for the quarter. Northland Securities has a "Outperform" rating and a $44.00 price target on the stock. The consensus estimate for Ambiq Micro's current full-year earnings is ($2.37) per share. Northland Securities also issued estimates for Ambiq Micro's Q2 2026 earnings at ($0.57) EPS, Q3 2026 earnings at ($0.60) EPS, Q4 2026 earnings at ($0.63) EPS, FY2026 earnings at ($2.31) EPS, Q1 2027 earnings at ($0.63) EPS, Q2 2027 earnings at ($0.57) EPS, Q3 2027 earnings at ($0.50) EPS, Q4 2027 earnings at ($0.43) EPS and FY2027 earnings at ($2.12) EPS.

Ambiq Micro (NYSE:AMBQ - Get Free Report) last released its quarterly earnings results on Thursday, March 5th. The company reported ($0.49) earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.61) by $0.12. Ambiq Micro had a negative net margin of 50.28% and a negative return on equity of 351.35%. The business had revenue of $20.74 million for the quarter, compared to analyst estimates of $19.00 million. Ambiq Micro has set its Q1 2026 guidance at -0.390--0.330 EPS.

Several other equities analysts have also issued reports on AMBQ. Wall Street Zen raised shares of 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, March 5th. Bank of America reaffirmed a "neutral" rating and issued a $35.00 price target on shares of Ambiq Micro in a report on Thursday, March 5th. Finally, Zacks Research lowered shares of Ambiq Micro from a "hold" rating to a "strong sell" rating in a report on Friday, March 13th. Three analysts have rated the stock with a Buy rating, two have given a Hold rating and two have assigned a Sell rating to the company's stock. According to data from MarketBeat.com, Ambiq Micro presently has a consensus rating of "Hold" and an average price target of $40.80.

Ambiq Micro Trading Down 1.2%

NYSE AMBQ opened at $35.01 on Friday. The firm's fifty day simple moving average is $29.04 and its two-hundred day simple moving average is $29.44. Ambiq Micro has a 12-month low of $22.12 and a 12-month high of $51.76. The firm has a market capitalization of $744.40 million and a P/E ratio of -0.89.

Insider Buying and Selling at Ambiq Micro

In other news, Director Joseph A. Tautges sold 7,800 shares of Ambiq Micro stock in a transaction on Monday, January 26th. The shares were 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 in the company, valued at approximately $1,511,126. The trade was a 13.79% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CTO Scott Mclean Hanson sold 10,000 shares of Ambiq Micro stock in a transaction on Monday, January 26th. The stock was sold at an average price of $31.00, for a total transaction of $310,000.00. Following the sale, the chief technology officer owned 122,818 shares of the company's stock, valued at $3,807,358. The trade was a 7.53% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 18,611 shares of company stock valued at $573,008 over the last quarter.

Institutional Investors Weigh In On Ambiq Micro

Institutional investors and hedge funds have recently made changes to their positions in the stock. BNP Paribas Financial Markets acquired a new stake in shares of Ambiq Micro during the third quarter worth $28,000. Whittier Trust Co. of Nevada Inc. acquired a new position in Ambiq Micro during the third quarter valued at $30,000. New York State Common Retirement Fund acquired a new position in Ambiq Micro during the fourth quarter valued at $48,000. JPMorgan Chase & Co. acquired a new position in Ambiq Micro during the third quarter valued at $56,000. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. acquired a new position in Ambiq Micro during the third quarter valued at $65,000.

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.

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