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Ambiq Micro, Inc. Stock Price

NYSE:AMBQ Community·US$1.5b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 7 Fair Values set on narratives written by author

AMBQ Share Price Performance

US$63.59
25.43 (66.64%)
US$69.00
Fair Value
US$63.59
25.43 (66.64%)
7.8% undervalued intrinsic discount
US$69.00
Fair Value
Price US$63.59
AnalystLowTarget US$69.00
AnalystHighTarget US$86.00
AnalystConsensusTarget US$70.20

AMBQ Community Narratives

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Fair Value US$69 7.8% undervalued intrinsic discount

Edge AI Demand And Rising R&D Will Shape A Complicated Long Term Outlook

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Fair Value US$86 26.1% undervalued intrinsic discount

Edge AI Shift To Wearables And AR Will Drive Powerful Long Term Tailwinds

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·
Fair Value US$70.2 9.4% undervalued intrinsic discount

Edge AI Adoption And SPOT Licensing Are Expected To Drive Long-Term Upside

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US$86
26.1% undervalued intrinsic discount
Profit Margin
2.19%
Future PE
601.85x
Price in 2029
US$116.88

Trending Discussion

No trending discussion available.

Updated Narratives

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AMBQ: Edge AI Demand And Capital Raises Will Test Execution Confidence

Fair Value: US$69 7.8% undervalued intrinsic discount
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AMBQ: Ultra Low Power AI Traction Will Shape Balanced Future Outlook

Fair Value: US$86 26.1% undervalued intrinsic discount
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AMBQ: Edge AI Hype And Wearables Dependence Will Pressure Future Returns

Fair Value: US$70.2 9.4% undervalued intrinsic discount
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Snowflake Analysis

Flawless balance sheet with low risk.

3 Risks
1 Reward

Ambiq Micro, Inc. Key Details

US$81.8m

Revenue

US$47.2m

Cost of Revenue

US$34.6m

Gross Profit

US$72.9m

Other Expenses

-US$38.3m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 11, 2026
-1.59
42.27%
-46.86%
0%
View Full Analysis

About AMBQ

Founded
2010
Employees
201
CEO
Fumihide Esaka
WebsiteView website
ambiq.com

Ambiq Micro, Inc. provides ultra-low-power semiconductor solutions in the United States, Europe, Asia, and internationally. It develops sub-threshold power-optimized technology (SPOT) platform which is designed to reduce power consumption of battery- and wireline-powered devices alike. The company’s flagship products include Apollo family of products which pair rich peripheral sets with host processors capable of software-based AI computations or vector-accelerated AI computations; and Atomiq, targeting AI applications to provide AI acceleration along with new memory innovations. It also provides AmbiqSuite Software Development Kit (SDK), which provides firmware and drivers required to operate systems-on-chips (SoC); software modules, such as graphiqSPOT for graphics and display management, blueSPOT for Bluetooth communications, secureSPOT for managing security, and others; and AI enablement software. The company serves various markets requiring on-device and real-time AI, including smartwatches and fitness trackers, augmented and virtual reality (AR/VR) glasses, smart rings, digital health monitors, security systems and access control, livestock tracking, crop monitoring, and factory automation. It offers its products through internal direct sales force, and through a network of distributors and sales representatives. The company was formerly known as Cubiq Microchip, Inc. and changed its name to Ambiq Micro, Inc. in October 2012. The company was incorporated in 2010 and is based in Austin, Texas.

Recent AMBQ News & Updates

Narrative Update Jul 24

AMBQ: Edge AI Demand And Capital Raises Will Test Execution Confidence

The analyst price target for Ambiq Micro has been revised higher from $32.00 to $69.00, with analysts pointing to stronger modeled revenue growth, improved profit margin assumptions, and higher future P/E expectations, supported by recent Street research focused on the company’s ultra low power edge AI positioning. Analyst Commentary on Ambiq Micro Recent research on Ambiq Micro highlights a mix of enthusiasm around its ultra low power edge AI positioning and a growing focus on the practical risks tied to execution, revenue durability, and valuation.
Seeking Alpha Jul 23

Ambiq Micro: Turning Out To Become An AI Derivative After All

Summary Ambiq Micro has experienced a dramatic turnaround, with accelerating AI-driven sales growth and a successful $180M equity raise at $78 per share. Q1 sales surged 59% to $25M, far exceeding guidance, as AI applications now account for 80% of units shipped and customer concentration is declining. Despite rapid top-line growth, Ambiq remains lossmaking, with Q2 guidance showing continued sales momentum but limited operating leverage due to rising expenses. Valuation has expanded to 10–12x annualized sales, reflecting optimism but also pricing in significant growth; recent equity issuance provides downside protection. Read the full article on Seeking Alpha

Recent updates

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