Northland Securities Predicts Ambiq Micro Q3 Earnings

Key Points

• Northland Securities raised its Q3 2026 EPS estimate for Ambiq Micro to a loss of $0.32 per share from a previous loss estimate of $0.38, while projecting a $1.14 per-share loss for full-year 2026.
• Ambiq Micro recently reported a quarterly loss of $0.07 per share on $33.9 million in revenue and guided for Q3 2026 EPS between a loss of $0.20 and $0.12.
• Analyst sentiment remains mixed, with a consensus “Hold” rating and $76 target price; company insiders have sold 91,092 shares worth about $6.95 million over the past 90 days.

Ambiq Micro, Inc. (NYSE:AMBQ - Free Report) - Investment analysts at Northland Securities lifted their Q3 2026 earnings per share (EPS) estimates for shares of Ambiq Micro in a report released on Wednesday, August 12th. Northland Securities analyst G. Richard now forecasts that the company will earn ($0.32) per share for the quarter, up from their previous forecast of ($0.38). The consensus estimate for Ambiq Micro's current full-year earnings is ($1.69) per share. Northland Securities also issued estimates for Ambiq Micro's Q4 2026 earnings at ($0.20) EPS, FY2026 earnings at ($1.14) EPS, Q1 2027 earnings at ($0.27) EPS, Q2 2027 earnings at ($0.20) EPS, Q3 2027 earnings at ($0.20) EPS, Q4 2027 earnings at ($0.23) EPS and FY2027 earnings at ($0.90) EPS.

Ambiq Micro (NYSE:AMBQ - Get Free Report) last posted its quarterly earnings data on Tuesday, August 11th. The company reported ($0.07) earnings per share for the quarter. The company had revenue of $33.90 million for the quarter. Ambiq Micro had a negative return on equity of 11.85% and a negative net margin of 37.77%.Ambiq Micro has set its Q3 2026 guidance at -0.200--0.120 EPS.

Several other analysts have also recently commented on the stock. Zacks Research upgraded shares of Ambiq Micro from a "strong sell" rating to a "hold" rating in a research note on Monday, May 4th. Roth Capital initiated coverage on shares of Ambiq Micro in a report on Monday, July 13th. They set a "buy" rating and a $125.00 price target for the company. Needham & Company LLC raised their price objective on shares of Ambiq Micro from $70.00 to $85.00 and gave the company a "buy" rating in a research report on Wednesday, August 12th. UBS Group set a $85.00 price objective on Ambiq Micro in a report on Wednesday, August 12th. Finally, Citigroup reissued a "neutral" rating on shares of Ambiq Micro in a research note on Tuesday, August 11th. Four investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Ambiq Micro has a consensus rating of "Hold" and a consensus target price of $76.00.

Ambiq Micro Price Performance

NYSE:AMBQ opened at $57.48 on Friday. The firm has a market cap of $1.39 billion and a price-to-earnings ratio of -27.11. The firm's fifty day moving average price is $74.94 and its 200 day moving average price is $53.78. Ambiq Micro has a 1-year low of $22.12 and a 1-year high of $91.61.

Insider Activity at Ambiq Micro

In other Ambiq Micro news, CEO Fumihide Esaka sold 13,500 shares of the company's stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $64.39, for a total transaction of $869,265.00. Following the transaction, the chief executive officer directly owned 451,189 shares in the company, valued at approximately $29,052,059.71. This represents a 2.91% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Scott Mclean Hanson sold 7,000 shares of the stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $64.38, for a total transaction of $450,660.00. Following the completion of the transaction, the chief technology officer directly owned 211,226 shares of the company's stock, valued at approximately $13,598,729.88. This trade represents a 3.21% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 91,092 shares of company stock worth $6,952,461 over the last 90 days. Company insiders own 10.00% of the company's stock.

Institutional Investors Weigh In On Ambiq Micro

Institutional investors and hedge funds have recently modified their holdings of the company. BNP Paribas Financial Markets acquired a new position in Ambiq Micro during the third quarter worth $28,000. California State Teachers Retirement System increased its position in shares of Ambiq Micro by 244.6% in the first quarter. California State Teachers Retirement System now owns 989 shares of the company's stock valued at $25,000 after buying an additional 702 shares in the last quarter. New York State Common Retirement Fund purchased a new position in shares of Ambiq Micro in the fourth quarter valued at $48,000. JPMorgan Chase & Co. acquired a new position in shares of Ambiq Micro during the 3rd quarter worth $56,000. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. acquired a new position in shares of Ambiq Micro during the 3rd quarter worth $65,000.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source