Ambiq Micro (NYSE:AMBQ) Earns Outperform Rating from Analysts at Northland Securities

Northland Securities started coverage on shares of Ambiq Micro (NYSE:AMBQ) in a research report released on Tuesday, Marketbeat Ratings reports. The firm issued an outperform rating and a $44.00 target price on the stock.

AMBQ has been the topic of several other research reports. Bank of America restated a “neutral” rating and set a $35.00 price objective on shares of Ambiq Micro in a research note on Thursday, March 5th. Needham & Company LLC reiterated a “buy” rating on shares of Ambiq Micro in a research report on Thursday, March 5th. Zacks Research downgraded Ambiq Micro from a “hold” rating to a “strong sell” rating in a report on Friday, March 13th. Finally, Wall Street Zen upgraded Ambiq Micro from a “sell” rating to a “hold” rating in a research note on Sunday, February 22nd. Three analysts have rated the stock with a Buy rating, two have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, Ambiq Micro has a consensus rating of “Hold” and an average target price of $40.80.

Ambiq Micro Stock Performance

AMBQ opened at $35.01 on Tuesday. The company has a 50-day moving average of $29.04 and a 200-day moving average of $29.44. The company has a market capitalization of $744.40 million and a P/E ratio of -0.89. Ambiq Micro has a 1-year low of $22.12 and a 1-year high of $51.76.

Ambiq Micro (NYSE:AMBQ) last issued its earnings results 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. The business had revenue of $20.74 million for the quarter, compared to analyst estimates of $19.00 million. Ambiq Micro had a negative net margin of 50.28% and a negative return on equity of 351.35%. Ambiq Micro has set its Q1 2026 guidance at -0.390–0.330 EPS. As a group, sell-side analysts expect that Ambiq Micro will post -2.37 earnings per share for the current fiscal year.

Insider Transactions at Ambiq Micro

In related news, Director Joseph A. Tautges sold 7,800 shares of the stock in a transaction dated Monday, January 26th. The shares were sold at an average price of $31.00, for a total transaction of $241,800.00. Following the sale, the director owned 48,746 shares in the company, valued at $1,511,126. This represents a 13.79% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CTO Scott Mclean Hanson sold 10,000 shares of the firm’s stock in a transaction dated Monday, January 26th. The stock was sold at an average price of $31.00, for a total transaction of $310,000.00. Following the completion of the transaction, the chief technology officer directly owned 122,818 shares in the company, valued at $3,807,358. This represents a 7.53% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 18,611 shares of company stock valued at $573,008.

Hedge Funds Weigh In On Ambiq Micro

Several institutional investors have recently modified their holdings of AMBQ. Inspire Investing LLC increased its holdings in shares of Ambiq Micro by 28.9% in the 1st quarter. Inspire Investing LLC now owns 20,806 shares of the company’s stock worth $529,000 after acquiring an additional 4,665 shares during the period. Wasatch Advisors LP boosted its stake in Ambiq Micro by 16.9% during the 1st quarter. Wasatch Advisors LP now owns 254,303 shares of the company’s stock valued at $6,462,000 after purchasing an additional 36,791 shares during the period. Tudor Investment Corp ET AL bought a new position in Ambiq Micro in the 4th quarter worth about $769,000. Millennium Management LLC bought a new position in Ambiq Micro in the 4th quarter worth about $1,768,000. Finally, Atreides Management LP increased its stake in shares of Ambiq Micro by 1.8% in the fourth quarter. Atreides Management LP now owns 696,420 shares of the company’s stock valued at $19,848,000 after purchasing an additional 12,113 shares during the period.

About Ambiq Micro

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.