Ambiq Micro, Inc. (NYSE:AMBQ) Given Average Rating of “Hold” by Brokerages

Ambiq Micro, Inc. (NYSE:AMBQ) has been assigned a consensus recommendation of “Hold” from the nine analysts that are currently covering the stock, Marketbeat Ratings reports. One equities research analyst has rated the stock with a sell recommendation, four have issued a hold recommendation and four have issued a buy recommendation on the company. The average 12-month target price among analysts that have covered the stock in the last year is $76.00.

Several analysts have recently commented on the company. Zacks Research raised Ambiq Micro from a “strong sell” rating to a “hold” rating in a research report on Monday, May 4th. Weiss Ratings reissued a “sell (d-)” rating on shares of Ambiq Micro in a research report on Monday, June 29th. Roth Capital started coverage on Ambiq Micro in a research note on Monday, July 13th. They issued a “buy” rating and a $125.00 price objective for the company. UBS Group set a $85.00 price objective on Ambiq Micro in a research report on Wednesday. Finally, Citigroup reaffirmed a “neutral” rating on shares of Ambiq Micro in a research note on Tuesday.

Key Ambiq Micro News

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

• Positive Sentiment: Q2 earnings beat expectations: Ambiq reported an adjusted loss of $0.07 per share, substantially better than the $0.26 loss analysts expected and an improvement from a $0.43 loss a year earlier. Revenue reached $33.9 million, with sales rising approximately 90% year over year as demand for Edge AI solutions strengthened. Ambiq’s Q2 Earnings Surpass Estimates
• Positive Sentiment: Constructive outlook: Management guided for third-quarter revenue of $36 million to $37 million, above the $34.1 million consensus estimate. Its projected EPS loss of $0.12 to $0.20 is also narrower than the consensus loss estimate of $0.30, supporting expectations for continued operating improvement. Ambiq Micro Q2 Results
• Positive Sentiment: Analyst support increased: Needham raised its price target from $70 to $85 and maintained a Buy rating, implying roughly 29% potential upside from the referenced share price. The upgrade reflects optimism about Ambiq’s growth trajectory and Edge AI demand. Needham Raises Ambiq Micro Price Target
• Negative Sentiment: Profitability remains a risk: Ambiq continues to report a net loss, negative net margin and negative return on equity. The company’s third-quarter guidance still calls for an EPS loss, so the rally depends on sustained revenue growth and further margin expansion.

Ambiq Micro Stock Performance

Shares of NYSE:AMBQ opened at $66.03 on Thursday. The firm has a 50 day simple moving average of $76.89 and a 200 day simple moving average of $52.49. Ambiq Micro has a 52 week low of $22.12 and a 52 week high of $91.61. The company has a market cap of $1.41 billion and a PE ratio of -31.15.

Ambiq Micro (NYSE:AMBQ) last posted its quarterly earnings data on Tuesday, August 11th. The company reported ($0.07) earnings per share for the quarter. Ambiq Micro had a negative return on equity of 15.22% and a negative net margin of 37.77%.The firm had revenue of $33.90 million for the quarter. Ambiq Micro has set its Q3 2026 guidance at -0.200–0.120 EPS. On average, equities analysts predict that Ambiq Micro will post -1.69 earnings per share for the current year.

Insider Activity at Ambiq Micro

In related news, COO Sean Chihhsiang Chen sold 55,685 shares of the firm’s stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $70.89, for a total transaction of $3,947,509.65. Following the completion of the sale, the chief operating officer directly owned 120,275 shares in the company, valued at approximately $8,526,294.75. This trade represents a 31.65% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Timothy Chen sold 70,592 shares of the business’s stock in a transaction that occurred on Wednesday, May 27th. The shares were sold at an average price of $79.79, for a total transaction of $5,632,535.68. The disclosure for this sale is available in the SEC filing. Company insiders own 10.00% of the company’s stock.

Institutional Trading of Ambiq Micro

Several hedge funds and other institutional investors have recently modified their holdings of the company. Atreides Management LP boosted its position in Ambiq Micro by 23.8% during the first quarter. Atreides Management LP now owns 862,175 shares of the company’s stock valued at $21,908,000 after purchasing an additional 165,755 shares during the last quarter. Alliancebernstein L.P. acquired a new stake in shares of Ambiq Micro during the 3rd quarter valued at about $13,050,000. Franklin Resources Inc. grew its stake in shares of Ambiq Micro by 2,474.3% in the 4th quarter. Franklin Resources Inc. now owns 307,887 shares of the company’s stock valued at $8,775,000 after buying an additional 295,927 shares in the last quarter. Vanguard Group Inc. acquired a new position in Ambiq Micro in the third quarter worth approximately $9,210,000. Finally, Schonfeld Strategic Advisors LLC acquired a new position in Ambiq Micro in the third quarter worth approximately $8,201,000.

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.