AMBQ
Ambiq Micro, Inc.
$76.61
+7.69%
$1.5B
No data for this timeframe.
Vol
Market Cap$1.5B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (73%)
Inst. Holders7 funds
Inst. Value$12.4M
Inst. Activity4 buys / 1 sells
Insider Activity0B / 5S
Insider Net $-$8.6M
SEC Reports5
Recent Activity
May 18, 2026
SEC
CEO and CTO of Ambiq Micro sold a combined $4.47M in open-market shares within days of a strong Q1 earnings beat (revenu
CLUSTER — Impact 4/10
May 18, 2026
SEC
CEO Fumihide Esaka and President/COO Sean Chen sold a combined $6.48M in open-market shares at ~$70, just days after Amb
CLUSTER — Impact 4/10
May 15, 2026
Insider
Esaka Fumihide sold 45,463 shares
Chief Executive Officer @ $8.12 ($369.2K)
May 15, 2026
Insider
Esaka Fumihide sold 45,463 shares
Chief Executive Officer @ $0.00 ($0.00)
May 15, 2026
Insider
Chen Sean Chihhsiang sold 55,685 shares
President and COO @ $5.88 ($327.4K)
May 12, 2026
SEC
Ambiq Micro reported Q1 2026 net sales of $25.06M, up 59.3% YoY and above the $21.5M consensus, driven by accelerating e
8-K — Impact 8/10
Inst.
MORGAN STANLEY — DOUBLED
39,284 shares ($1.1M)
Inst.
NORGES BANK — NEW
20,000 shares ($570.0K)
Price Targets
$70.20
-8.4% upside
Sell
Current $76.61
Low $69.00
Median $70.00
High $72.00
5 analysts
$69.00
$72.00
Analyst Ratings
3Strong Buy
5Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 13, 2026 | UBS | MAINTAIN | Neutral → Neutral |
| May 12, 2026 | Needham | MAINTAIN | Buy → Buy |
| May 4, 2026 | UBS | MAINTAIN | Neutral → Neutral |
| Apr 21, 2026 | Northland Capital Markets | INITIATE | Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.26 ▲ +38.3% | $-0.26 — $-0.25 | -98% YoY | 4 |
| Next Q | $-0.28 ▲ +40.4% | $-0.34 — $-0.23 | -25% YoY | 4 |
| Current FY | $-1.11 ▲ +34.3% | $-1.19 — $-1.04 | 58% YoY | 4 |
| Next FY | $-0.75 ▲ +34.7% | $-0.96 — $-0.46 | 32% YoY | 4 |
Latest Reports
NEUTRAL
CLUSTER
4/10
CEO and CTO of Ambiq Micro sold a combined $4.47M in open-market shares within days of a strong Q1 earnings beat (revenu
May 18, 2026
NEUTRAL
CLUSTER
4/10
CEO Fumihide Esaka and President/COO Sean Chen sold a combined $6.48M in open-market shares at ~$70, just days after Amb
May 18, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $9.4M | NEW |
| MORGAN STANLEY | $1.1M | DOUBLED |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $964.2K | NEW |
| NORGES BANK | $570.0K | NEW |
| BANK OF AMERICA CORP | $186.9K | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 15, 2026 | Esaka Fumihide | M | $369.2K |
| May 15, 2026 | Esaka Fumihide | M | $0.00 |
| May 15, 2026 | Chen Sean | M | $327.4K |
| May 15, 2026 | Chen Sean | SELL | $2.3M |
| May 15, 2026 | Chen Sean | M | $0.00 |
7 institutional holders with $12.4M total value (433,774 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, CHARLES. Net buying activity: 4 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 328,182 | $9.4M | 75.7% | NEW |
| 2 | MORGAN STANLEY | 39,284 | $1.1M | 9.1% | DOUBLED +351.0% |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 33,833 | $964.2K | 7.8% | NEW |
| 4 | NORGES BANK | 20,000 | $570.0K | 4.6% | NEW |
| 5 | BANK OF AMERICA CORP /DE/ | 6,559 | $186.9K | 1.5% | NEW |
| 6 | WELLS FARGO & COMPANY/MN | 5,344 | $152.3K | 1.2% | ADD +71.5% |
| 7 | FMR LLC | 572 | $16.3K | 0.1% | DOUBLED +415.3% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | DOUBLED | 8,711 | 39,284 | +351.0% | $1.1M | 2025-Q4 |
| NORGES BANK | NEW | — | 20,000 | — | $570.0K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 3,116 | 5,344 | +71.5% | $152.3K | 2025-Q4 |
| FMR LLC | DOUBLED | 111 | 572 | +415.3% | $16.3K | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 7,466 | 0 | -100.0% | $0.00 | 2025-Q4 |
| VANGUARD GROUP INC | NEW | — | 307,836 | — | $9.2M | 2025-Q3 |
| UBS Group AG | NEW | — | 41,430 | — | $1.2M | 2025-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 30,852 | — | $923.1K | 2025-Q3 |
| MORGAN STANLEY | NEW | — | 8,711 | — | $260.6K | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 7,466 | — | $223.4K | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | NEW | — | 5,912 | — | $176.9K | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | NEW | — | 3,116 | — | $93.2K | 2025-Q3 |
6 unique insiders with 5 transactions. Net insider value: -$8.6M ($0.00 bought, $8.6M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 15, 2026 | Esaka Fumihide | Chief Executive Officer | M | 45,463 | $8.12 | $369.2K |
| May 15, 2026 | Esaka Fumihide | Chief Executive Officer | M | 45,463 | $0.00 | $0.00 |
| May 15, 2026 | Chen Sean Chihhsiang | President and COO | M | 55,685 | $5.88 | $327.4K |
| May 15, 2026 | Chen Sean Chihhsiang | President and COO | SELL | 32,351 | $70.53 | $2.3M |
| May 15, 2026 | Chen Sean Chihhsiang | President and COO | M | 55,685 | $0.00 | $0.00 |
| May 15, 2026 | Hanson Scott McLean | Chief Technology Officer | M | 8,100 | $8.12 | $65.8K |
| May 15, 2026 | Hanson Scott McLean | Chief Technology Officer | M | 8,100 | $0.00 | $0.00 |
| May 15, 2026 | Winzeler Jeffrey G | Chief Financial Officer | M | 5,952 | $16.80 | $100.0K |
| May 15, 2026 | Winzeler Jeffrey G | Chief Financial Officer | M | 5,952 | $0.00 | $0.00 |
| May 14, 2026 | Esaka Fumihide | Chief Executive Officer | M | 60,000 | $8.12 | $487.2K |
| May 14, 2026 | Esaka Fumihide | Chief Executive Officer | SELL | 60,000 | $70.02 | $4.2M |
| May 14, 2026 | Esaka Fumihide | Chief Executive Officer | M | 60,000 | $0.00 | $0.00 |
| May 14, 2026 | Hanson Scott McLean | Chief Technology Officer | M | 10,200 | $8.12 | $82.8K |
| May 14, 2026 | Hanson Scott McLean | Chief Technology Officer | SELL | 3,900 | $68.62 | $267.6K |
| May 14, 2026 | Hanson Scott McLean | Chief Technology Officer | M | 10,200 | $0.00 | $0.00 |
| May 14, 2026 | Winzeler Jeffrey G | Chief Financial Officer | M | 26,000 | $16.80 | $436.8K |
| May 14, 2026 | Winzeler Jeffrey G | Chief Financial Officer | SELL | 25,918 | $69.90 | $1.8M |
| May 14, 2026 | Winzeler Jeffrey G | Chief Financial Officer | M | 26,000 | $0.00 | $0.00 |
| Apr 2, 2026 | Connors Michele Kim | General Counsel | SELL | 660 | $26.04 | $17.2K |
| Mar 6, 2026 | Connors Michele Kim | General Counsel | A | 32,123 | $0.00 | $0.00 |
| Mar 6, 2026 | Winzeler Jeffrey G | Chief Financial Officer | A | 41,728 | $0.00 | $0.00 |
| Mar 6, 2026 | Chen Sean Chihhsiang | President and COO | A | 64,246 | $0.00 | $0.00 |
| Mar 6, 2026 | Hanson Scott McLean | Chief Technology Officer | A | 80,308 | $0.00 | $0.00 |
| Mar 6, 2026 | Esaka Fumihide | Chief Executive Officer | A | 160,616 | $0.00 | $0.00 |
| Mar 6, 2026 | Connors Michele Kim | General Counsel | A | 32,123 | $0.00 | $0.00 |
| Mar 6, 2026 | Chen Sean Chihhsiang | President and COO | A | 64,246 | $0.00 | $0.00 |
| Mar 6, 2026 | Esaka Fumihide | Chief Executive Officer | A | 160,616 | $0.00 | $0.00 |
| Mar 6, 2026 | Hanson Scott McLean | Chief Technology Officer | A | 80,308 | $0.00 | $0.00 |
| Mar 6, 2026 | Winzeler Jeffrey G | Chief Financial Officer | A | 41,728 | $0.00 | $0.00 |
| Feb 18, 2026 | HSIEH Wen Hsuan | Director | M | 238,931 | $0.00 | $0.00 |
| Feb 18, 2026 | HSIEH Wen Hsuan | Director | M | 238,931 | $12.60 | $3.0M |
| Oct 7, 2025 | Esaka Fumihide | Chief Executive Officer | M | 53,660 | $5.88 | $315.5K |
| Oct 7, 2025 | Esaka Fumihide | Chief Executive Officer | M | 53,660 | $0.00 | $0.00 |
5 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 1 mixed, 3 neutral. Avg impact: 4.8/10.
NEUTRAL
CLUSTER
4/10
CEO and CTO of Ambiq Micro sold a combined $4.47M in open-market shares within days of a strong Q1 e
May 18, 2026
NEUTRAL
CLUSTER
4/10
CEO Fumihide Esaka and President/COO Sean Chen sold a combined $6.48M in open-market shares at ~$70,
May 18, 2026
BULLISH
8-K
8/10
Ambiq Micro reported Q1 2026 net sales of $25.06M, up 59.3% YoY and above the $21.5M consensus, driv
May 12, 2026
NEUTRAL
DEFA14A
2/10
Ambiq Micro, Inc. (AMBQ) is holding its 2026 Annual Meeting of Stockholders, where shareholders will
Apr 22, 2026
MIXED
8-K
6/10
Ambiq Micro reported Q4 2025 net sales of $20.7 million, exceeding guidance and representing the hig
Mar 5, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (73% buy). Based on 11 analysts: 3 strong buy, 5 buy, 3 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$70.20 mean target
-8.4% upside
Sell (2.00)
$69.00 Low
$72.00 High
| Metric | Value |
|---|---|
| Current Price | $76.61 |
| Target Low | $69.00 |
| Target Mean | $70.20 |
| Target Median | $70.00 |
| Target High | $72.00 |
| # Analysts | 5 |
| Recommendation | Sell (2.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-0.26 | $-0.26 | $-0.25 | -97.6% | +38.3% | 3↑ 0↓ | $0.0B | 76.3% | 4 |
| Next Q 2026-09-30 |
$-0.28 | $-0.34 | $-0.23 | -25.0% | +40.4% | 3↑ 0↓ | $0.0B | 86.3% | 4 |
| Current FY 2026-12-31 |
$-1.11 | $-1.19 | $-1.04 | 57.6% | +34.3% | 3↑ 0↓ | $0.1B | 68.0% | 4 |
| Next FY 2027-12-31 |
$-0.75 | $-0.96 | $-0.46 | 32.2% | +34.7% | 3↑ 0↓ | $0.2B | 25.3% | 4 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.258 | |
| 7d ago | $0.000 | -0.258 |
| 30d ago | $-0.418 | +0.160 |
| 60d ago | $-0.418 | +0.160 |
| 90d ago | $-0.290 | +0.032 |
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 13, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| May 12, 2026 | Needham | MAINTAIN | Buy | Buy |
| May 4, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Apr 21, 2026 | Northland Capital Markets | INITIATE | — | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 3 | 5 | 3 | 0 | 0 | 73% | |
| Apr 1, 2026 | 3 | 4 | 3 | 0 | 0 | 70% | |
| Mar 1, 2026 | 3 | 4 | 3 | 0 | 0 | 70% | |
| Feb 1, 2026 | 3 | 4 | 3 | 0 | 0 | 70% | |
| Jan 1, 2026 | 3 | 4 | 3 | 0 | 0 | 70% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 12, 2026
earnings_calendar
AMBQ Q1 2026 Earnings Scheduled — 2026-05-12
Apr 1, 2026
short_interest
FTD: AMBQ — 29,728 shares ($0.8M) failed to deliver
Settlement: 20260401, Price: $25.41, FTD Value: $755,388.48, AMBIQ MICRO INC COM
Mar 23, 2026
short_interest
FTD: AMBQ — 87,199 shares ($2.1M) failed to deliver
Settlement: 20260323, Price: $24.24, FTD Value: $2,113,703.76, AMBIQ MICRO INC COM
Mar 16, 2026
short_interest
FTD: AMBQ — 34,203 shares ($0.9M) failed to deliver
Settlement: 20260316, Price: $25.36, FTD Value: $867,388.08, AMBIQ MICRO INC COM
Mar 5, 2026
earnings_calendar
AMBQ Q4 2025 Earnings Scheduled — 2026-03-05