Ambiq Micro (NYSE:AMBQ) Issues Q2 2026 Earnings Guidance

Ambiq Micro (NYSE:AMBQ) updated its second quarter 2026 earnings guidance on Tuesday. The company provided EPS guidance of -0.290–0.230 for the period, compared to the consensus EPS estimate of -0.450. The company issued revenue guidance of $31.0 million-$32.0 million, compared to the consensus revenue estimate of $25.6 million.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on the stock. Zacks Research upgraded shares of Ambiq Micro from a “strong sell” rating to a “hold” rating in a report on Monday, May 4th. UBS Group lifted their price objective on Ambiq Micro from $32.00 to $43.00 and gave the stock a “neutral” rating in a research report on Monday, May 4th. Wall Street Zen raised Ambiq Micro from a “sell” rating to a “hold” rating in a research note on Sunday, February 22nd. Northland Securities started coverage on Ambiq Micro in a research note on Tuesday, April 21st. They set an “outperform” rating and a $44.00 target price for the company. Finally, Bank of America reiterated a “neutral” rating and issued a $35.00 target price on shares of Ambiq Micro in a report on Thursday, March 5th. Three investment analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $47.40.

Ambiq Micro Trading Up 45.5%

AMBQ opened at $66.45 on Wednesday. Ambiq Micro has a 1-year low of $22.12 and a 1-year high of $66.59. The company has a market cap of $1.42 billion and a price-to-earnings ratio of -1.70. The company’s fifty day moving average price is $31.39 and its two-hundred day moving average price is $30.15.

Ambiq Micro (NYSE:AMBQ) last issued its quarterly earnings data on Thursday, March 5th. The company reported ($0.49) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 firm had revenue of $20.74 million during the quarter, compared to analysts’ expectations of $19.00 million. Ambiq Micro has set its Q1 2026 guidance at -0.390–0.330 EPS. As a group, equities analysts forecast that Ambiq Micro will post -2.34 earnings per share for the current fiscal year.

Ambiq Micro News Roundup

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

• Positive Sentiment: Ambiq Micro reported first-quarter results that beat expectations, with a smaller-than-expected loss per share and revenue above estimates, which supports the stock’s bullish momentum. Ambiq Reports First Quarter 2026 Financial Results
• Positive Sentiment: The company also issued second-quarter guidance well ahead of Wall Street expectations for both EPS and revenue, signaling accelerating demand for its ultra-low-power edge AI chips. Ambiq Reports First Quarter 2026 Financial Results
• Positive Sentiment: Needham & Company raised its price target on Ambiq Micro to $70 from $48 and reiterated a Buy rating, reinforcing investor confidence in the stock’s growth outlook. Benzinga report on Needham price target increase
• Positive Sentiment: Commentary around the earnings call described Ambiq as entering a fast-growth phase, highlighting improving customer adoption and demand momentum. Ambiq Micro Earnings Call Signals Fast-Growth Phase

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the stock. Rhumbline Advisers purchased a new position in shares of Ambiq Micro during the third quarter valued at approximately $119,000. JPMorgan Chase & Co. bought a new position in Ambiq Micro during the 3rd quarter valued at $56,000. Vanguard Group Inc. purchased a new position in Ambiq Micro during the 3rd quarter worth $9,210,000. Franklin Resources Inc. purchased a new position in Ambiq Micro during the 3rd quarter worth $358,000. Finally, BNP Paribas Financial Markets bought a new stake in shares of Ambiq Micro in the 3rd 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.