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

Ambiq Micro (NYSE:AMBQ) updated its fourth quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share 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.

Wall Street Analysts Forecast Growth

AMBQ has been the topic of several recent analyst reports. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Ambiq Micro in a research note on Friday, September 25th. Citigroup reiterated a “neutral” rating on shares of Ambiq Micro in a research report on Tuesday, August 11th. UBS Group decreased their price target on Ambiq Micro from $73.00 to $50.00 and set a “neutral” rating for the company in a research note on Monday, November 2nd. Stifel Nicolaus raised their price target on Ambiq Micro from $75.00 to $85.00 and gave the company a “buy” rating in a report on Monday, October 5th. Finally, Needham & Company LLC raised their price target on Ambiq Micro from $70.00 to $85.00 and gave the company a “buy” rating in a report on Wednesday, August 12th. Five investment analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $78.71.

Ambiq Micro Stock Performance

AMBQ stock opened at $45.04 on Wednesday. Ambiq Micro has a 52 week low of $22.12 and a 52 week high of $91.61. The firm’s 50-day moving average is $57.07 and its two-hundred day moving average is $53.90.

Ambiq Micro (NYSE:AMBQ) last posted its quarterly earnings data on Tuesday, November 10th. The company reported ($0.05) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.32) by $0.27. Ambiq Micro had a negative net margin of 37.77% and a negative return on equity of 11.85%. The business had revenue of $38.14 million during the quarter. Ambiq Micro has set its Q4 2026 guidance at -0.090–0.030 EPS. Equities analysts anticipate that Ambiq Micro will post -1.16 earnings per share for the current fiscal year.

Insider Transactions at Ambiq Micro

In other news, CEO Fumihide Esaka sold 5,000 shares of Ambiq Micro stock in a transaction on Thursday, October 15th. The stock was sold at an average price of $51.00, for a total transaction of $255,000.00. Following the transaction, the chief executive officer directly owned 443,900 shares in the company, valued at approximately $22,638,900. This trade represents a 1.11% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Jeffrey G. Winzeler sold 5,455 shares of Ambiq Micro stock in a transaction on Friday, October 2nd. The shares were sold at an average price of $69.60, for a total value of $379,668.00. Following the transaction, the chief financial officer owned 100,844 shares in the company, valued at approximately $7,018,742.40. This trade represents a 5.13% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 331,887 shares of company stock valued at $19,995,954. 10.00% of the stock is currently owned by company insiders.

Ambiq Micro News Roundup

Here are the key news stories impacting Ambiq Micro this week:

• Positive Sentiment: Third-quarter revenue rose about 110% year over year to $38.14 million. The loss narrowed to $0.05 per share from $0.22 a year earlier, and the result beat analyst expectations. Ambiq Micro’s Q3 Net Loss Narrows; Revenue Jumps
• Positive Sentiment: Ambiq forecast fourth-quarter revenue of $43.5 million to $44.5 million, above the $39.6 million analyst consensus, and projected approximately $140 million in 2026 net sales. Its fourth-quarter EPS guidance also reaches a smaller loss than the consensus at the midpoint. Ambiq projects approximately $140M in 2026 net sales
• Negative Sentiment: Despite the improvement, the company continues to report losses, with a negative net margin and negative return on equity. Investors may be looking for clearer progress toward sustained profitability. Ambiq Micro reports third-quarter results

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.