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AMAMBQ

Ambiq Micro, Inc.

$AMBQ·$1.4B·Semiconductors·Technology
$49.88-4.2%YTD+83.4%1Y+69.5%
Price updated 5h ago·X counts updated 5d ago
AMAMBQ
$AMBQAmbiq Micro, Inc.
$49.88-4.22%49 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $AMBQ on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

49X posts · last 7 days
Sep 29Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $AMBQ's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-07-12

Posts describe Ambiq Micro defending the $74-$90 range while the TTM Squeeze resets and momentum cools, holding relative strength versus QQQ selling off hard. Bulls call it the ultra-low-power AI sleeper finally waking up as everyone else chases datacenter GPUs. Traders flag the continued high-and-tight action as a potential launch setup.

Read what X is saying about $AMBQ

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $AMBQ — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeAcceleratingAI verdict · as of 2026-10-03

The move is getting stronger, with heavier trading behind it.

Ambiq is up 140% YTD on the "ultra-low-power AI" sleeper narrative — big insider sales right after the TTM Squeeze reset.

Ambiq Micro is a semiconductor company specializing in ultra-low-power integrated circuits for wearables, hearables, and the growing edge-AI segment. The stock is +140% YTD on the "personal AI assistant" narrative driving pricing power.

  • Growth is accelerating: Q1 2026 revenue of $25M at +59% YoY after +2%, -10%, and -12% in prior quarters — the inflection to positive growth is landing, with the AI-at-the-edge narrative pulling the top line.
  • EPS beats are mixed: last four prints at +73%, -3546%, +18%, +31% — the Q2 2026 EPS of -$18.96 was a GAAP-noise event (likely one-time charge), with the subsequent prints showing operating-margin improvement toward break-even.
  • Insider selling is now visible: officer Hanson Scott McLean sold $422K and Esaka Fumihide sold $814K on Sep 15 — two different insiders distributing in a single day after the TTM Squeeze reset is a visible counter-signal.

A Nov 5 Q3 print with revenue growth above 50% plus operating-margin trend toward break-even extends the move; a continued insider cluster at the top or a declining-growth quarter and the stock gives back a chunk of the +140% YTD.

Agrees with X sentimentX correctly flags Ambiq as the ultra-low-power AI sleeper, the TTM Squeeze reset holding relative strength vs QQQ selling, and the launch-setup high-and-tight action framing. The crowd is directionally bullish; the Sep 15 insider cluster from Hanson and Esaka is the under-weighted counter-signal.

What to watch: Nov 5 Q3 earnings — revenue growth above 50%, operating-margin trend toward break-even, any new personal-AI-assistant / wearable OEM wins, and FY27 guide. A continued multi-officer insider cluster or a declining-growth quarter and the stock gives back a chunk.

On the calendar: 2026-11-05 — Q3 2026 earnings

Read the AI verdict on $AMBQ

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Designs ultra-low-power MCUs and SoCs for wearables and IoT edge AI using subthreshold power technology.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $AMBQ.

Semiconductors · Technology

No material change from last week — hyperscaler AI capex remains the structural driver with Blackwell supply still packaging-constrained. Jensen Huang publicly named memory bandwidth as AI's next bottleneck, reinforcing HBM3e pricing power. AVGO custom ASIC demand broadens AI beneficiaries beyond NVDA's GPU allocation.

What this means for $AMBQ

Neutral — Designs ultra-low-power MCUs and SoCs for wearables and IoT edge AI using subthreshold power technology.; RF/wireless revenue is tied to smartphone volumes, not hyperscaler AI buildout.

Top industry ETF

$SMHVanEck Semiconductor ETF
+64.5%YTD
+57.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-39.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-17.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-51.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-2.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
19.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-24.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
42.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 11, 2026$-0.07$-0.26+72.8%
Q1 2026May 12, 2026$-18.96$-0.52-3546.2%
Q4 2025Mar 5, 2026$-0.32$-0.39+17.9%
Q3 2025Nov 6, 2025$-0.22$-0.32+31.3%
Next earningsThu, Nov 5·consensus EPS $-0.16

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$25.1M+59.3%43.5%-46.6%$-0.50$-11.8M
Q4 FY25$20.7M+2.0%42.7%-57.7%$-0.58$-4.3M
Q3 FY25$18.2M-10.4%42.3%-55.3%$-0.72$-5.7M
Q2 FY25$17.9M-11.7%40.1%-49.2%$-0.48$-14.0M

Forward consensus

4-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$135.2M$134.9M – $135.8M-$0.54-$0.56 – -$0.525
FY27$178.4M$172.9M – $184.2M-$0.22-$0.39 – -$0.055
FY28$239.2M$220.0M – $249.0M$0.40$0.21 – $0.563
FY29$209.2M$201.7M – $214.5M$1.12$1.07 – $1.161

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.43%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-16.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-1.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 20.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β5.325-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 5Chen Sean ChihhsiangCOO8.2K sh$548KSellOct 2Chen Sean ChihhsiangCOO5.8K sh$404KSellOct 2Jeffrey G WinzelerCFO5.5K sh$380KSellOct 2Fumihide EsakaCEO16.6K sh$1.2MSellOct 2Hanson Scott McleanCTO8.7K sh$604KSellSep 15Hanson Scott McleanCTO7.0K sh$422KSellSep 15Fumihide EsakaCEO13.5K sh$814KSellSep 14Chen Sean ChihhsiangCOO15.0K sh$902KSellSep 11Ker ZhangDirector10.0K sh$634KSellSep 11Fumihide EsakaCEO50.0K sh$3.2M
1–10 of 24
+ 26 other (21 exempts · 5 awards) in window

See when $AMBQ insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJul 308-K — Item 7.01: Press release / Reg FD
AI summary

Ambiq Micro, Inc (AMBQ) furnished Reg FD materials under Item 7.01 (Reg FD), filed 2026-07-30. On July 30, 2026, Ambiq Micro, Inc. (the “Company”) made available on its investor relations page a letter from its Chief Executive Officer, which is furnished herewith as Exhibit 99.1 and is incorporated herein by reference. The information set fort Reg FD disclosures are furnished (not filed) — commonly investor slides, strategy updates, or guidance. Review the exhibit for material new information about business outlook.

424B4Prospectus supplement (offering)Jun 25424B4
AI summary

Ambiq Micro (AMBQ) priced a follow-on public offering of 2,000,000 shares at $78.00 per share on June 23, 2026, raising gross proceeds of $156 million ($146.64M net after underwriting discounts of $9.36M). An additional overallotment option of 300,000 shares was granted to underwriters. Shares were delivered around June 25, 2026. BofA Securities, UBS, Needham, Stifel, and Roth Capital Partners led the deal. Dilutive secondary offering — net proceeds and use not specified in this excerpt.

S-1Initial registrationJun 22S-1
8-KShareholder voteJun 88-K — Item 5.07: Shareholder vote
AI summary

Ambiq Micro, Inc. (AMBQ) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

3/ANew insider — initial holdingsMay 293/A
AI summary

Timothy Chen filed an amendment to his initial Form 3 (Form 3/A) for Ambiq Micro, Inc., with an event date of July 29, 2025. The amendment corrects or supplements prior beneficial ownership disclosures for a company officer or director. This is an administrative correction to an existing Section 16 filing with no new securities transactions reported.

+ 14 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Ambiq (NYSE: AMBQ) CEO trims stake in 16,560-share sell-to-cover tradedefenseworld.net·10d agoCritical Comparison: Onto Innovation (NYSE:ONTO) and Ambiq Micro (NYSE:AMBQ)defenseworld.net·11d agoPersonal AI Assistants: How to Get Started & How to Investetftrends.com·24d agoReviewing Ambiq Micro (NYSE:AMBQ) and Kulicke and Soffa Industries (NASDAQ:KLIC)defenseworld.net·30d agoWhy Is Ambiq Micro, Inc. (AMBQ) Down 2.8% Since Last Earnings Report?zacks.com·37d ago

In themes

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Voices on X · last 7 days

No standout posts about $AMBQ on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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