Northland Securities Weighs in on Ambiq Micro Q1 Earnings

Ambiq Micro, Inc. (NYSE:AMBQ) – Stock analysts at Northland Securities issued their Q1 2026 earnings per share estimates for shares of Ambiq Micro in a research note issued on Tuesday, April 21st. Northland Securities analyst G. Richard forecasts that the company will earn ($0.52) per share for the quarter. Northland Securities has a “Outperform” rating and a $44.00 price target on the stock. The consensus estimate for Ambiq Micro’s current full-year earnings is ($2.34) per share. Northland Securities also issued estimates for Ambiq Micro’s Q2 2026 earnings at ($0.57) EPS, Q3 2026 earnings at ($0.60) EPS, Q4 2026 earnings at ($0.63) EPS, FY2026 earnings at ($2.31) EPS, Q1 2027 earnings at ($0.63) EPS, Q2 2027 earnings at ($0.57) EPS, Q3 2027 earnings at ($0.50) EPS, Q4 2027 earnings at ($0.43) EPS and FY2027 earnings at ($2.12) EPS.

A number of other equities analysts have also weighed in on the company. Bank of America reiterated a “neutral” rating and set a $35.00 target price 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 note on Thursday, March 5th. Wall Street Zen upgraded Ambiq Micro from a “sell” rating to a “hold” rating in a research note on Sunday, February 22nd. Finally, Zacks Research lowered Ambiq Micro from a “hold” rating to a “strong sell” rating in a research note on Friday, March 13th. Three equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $40.80.

Ambiq Micro Trading Up 1.0%

Shares of NYSE AMBQ opened at $35.43 on Friday. The firm has a market cap of $756.72 million and a P/E ratio of -0.90. Ambiq Micro has a 1-year low of $22.12 and a 1-year high of $51.76. The business’s 50 day moving average is $29.16 and its 200-day moving average is $29.47.

Ambiq Micro (NYSE:AMBQ) last posted its quarterly earnings results on Thursday, March 5th. The company reported ($0.49) earnings per share for the quarter, beating analysts’ consensus estimates of ($0.61) by $0.12. Ambiq Micro had a negative return on equity of 351.35% and a negative net margin of 50.28%.The business had revenue of $20.74 million for the quarter, compared to analysts’ expectations of $19.00 million. Ambiq Micro has set its Q1 2026 guidance at -0.390–0.330 EPS.

Hedge Funds Weigh In On Ambiq Micro

Several hedge funds and other institutional investors have recently modified their holdings of the business. BNP Paribas Financial Markets bought a new position in shares of Ambiq Micro in the 3rd quarter valued at $28,000. Whittier Trust Co. of Nevada Inc. bought a new position in shares of Ambiq Micro in the 3rd quarter valued at $30,000. Inspire Investing LLC increased its stake in shares of Ambiq Micro by 7.1% in the 4th quarter. Inspire Investing LLC now owns 16,141 shares of the company’s stock valued at $460,000 after purchasing an additional 1,065 shares during the last quarter. New York State Common Retirement Fund bought a new position in shares of Ambiq Micro in the 4th quarter valued at $48,000. Finally, JPMorgan Chase & Co. acquired a new stake in shares of Ambiq Micro during the 3rd quarter valued at $56,000.

Insider Buying and Selling

In related news, CTO Scott Mclean Hanson sold 10,000 shares of the stock in a transaction that occurred on Monday, January 26th. The stock was sold at an average price of $31.00, for a total transaction of $310,000.00. Following the sale, the chief technology officer owned 122,818 shares of the company’s stock, valued at $3,807,358. This represents a 7.53% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Joseph A. Tautges sold 7,800 shares of the stock in a transaction that occurred on Monday, January 26th. The stock was sold at an average price of $31.00, for a total value of $241,800.00. Following the sale, the director directly owned 48,746 shares in the company, valued at $1,511,126. This represents a 13.79% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 18,611 shares of company stock worth $573,008 in the last three months.

Ambiq Micro News Summary

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

• Positive Sentiment: Northland Securities initiated coverage with an “Outperform” rating and a $44.00 price target — a new research coverage and a mid‑three‑figure target that may attract investor interest and buying flows. Coverage Initiation
• Neutral Sentiment: Northland published detailed quarterly estimates (Q1–Q4 2026 and Q1–Q4 2027). Their model shows FY2026 EPS at ($2.31) and FY2027 EPS at ($2.12), with quarter-level losses ranging from about ($0.50)–($0.63). This gives investors a firm analyst view and a transparent roadmap for expected near‑term performance.
• Negative Sentiment: Despite the bullish coverage, the forecasts still imply significant ongoing losses and execution risk; consensus EPS remains negative (-$2.37), and any downward revisions or weaker-than-expected execution could pressure the stock. Investors should weigh the positive catalyst of coverage against the company’s continuing unprofitability and sensitivity to revenue/expense execution.

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.