AMBQ
Ambiq Micro, Inc.
$79.15
+6.26%
$1.6B
No data for this timeframe.
Vol
Market Cap$1.6B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (73%)
Inst. Holders7 funds
Inst. Value$12.4M
Inst. Activity4 buys / 1 sells
Insider Activity0B / 6S
Insider Net $-$10.3M
SEC Reports5
Recent Activity
Jun 2, 2026
Insider
Winzeler Jeffrey G sold 5,952 shares
Chief Financial Officer @ $0.00 ($0.00)
Jun 2, 2026
Insider
Winzeler Jeffrey G sold 5,952 shares
Chief Financial Officer @ $16.80 ($100.0K)
May 27, 2026
Insider
Chen Timothy sold 22,414 shares
Director @ $78.85 ($1.8M)
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 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
-7.7% upside
Sell
Current $76.04
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 |
|---|---|---|---|
| Jun 2, 2026 | Winzeler Jeffrey | M | $0.00 |
| Jun 2, 2026 | Winzeler Jeffrey | M | $100.0K |
| May 27, 2026 | Chen Timothy | SELL | $1.8M |
| May 15, 2026 | Esaka Fumihide | M | $369.2K |
| May 15, 2026 | Esaka Fumihide | 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 |
7 unique insiders with 6 transactions. Net insider value: -$10.3M ($0.00 bought, $10.3M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 2, 2026 | Winzeler Jeffrey G | Chief Financial Officer | M | 5,952 | $0.00 | $0.00 |
| Jun 2, 2026 | Winzeler Jeffrey G | Chief Financial Officer | M | 5,952 | $16.80 | $100.0K |
| May 27, 2026 | Chen Timothy | Director | SELL | 22,414 | $78.85 | $1.8M |
| 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 |
| Jul 31, 2025 | Chen Timothy | Director | C | 1,707,853 | $0.00 | $0.00 |
| Jul 31, 2025 | Chen Timothy | Director | C | 70,592 | $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
-7.7% upside
Sell (3.00)
$69.00 Low
$72.00 High
| Metric | Value |
|---|---|
| Current Price | $76.04 |
| Target Low | $69.00 |
| Target Mean | $70.20 |
| Target Median | $70.00 |
| Target High | $72.00 |
| # Analysts | 5 |
| Recommendation | Sell (3.00) |
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 |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 5 | 3 | 0 | 0 | 73% | |
| 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.
Recent Reddit Threads
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