Ambiq Micro, Inc.

NYSE:AMBQ Stock Report

Market Cap: US$2.0b

Ambiq Micro Management

Management criteria checks 3/4

Ambiq Micro's CEO is Humi Esaka, appointed in Dec 2015, has a tenure of 10.58 years. total yearly compensation is $6.27M, comprised of 13.3% salary and 86.7% bonuses, including company stock and options. directly owns 0.54% of the company’s shares, worth $10.83M. The average tenure of the management team and the board of directors is 9.7 years and 9.5 years respectively.

Key information

Humi Esaka

Chief executive officer

US$6.3m

Total compensation

CEO salary percentage13.27%
CEO tenure10.6yrs
CEO ownership0.5%
Management average tenure9.7yrs
Board average tenure9.5yrs

Recent management updates

Recent updates

Narrative Update Jun 26

AMBQ: Edge AI Hype And Wearables Dependence Will Pressure Future Returns

Analysts have lifted their fair value estimate for Ambiq Micro from $38.75 to $70.20, citing higher price targets from recent research, stronger demand for low power products in wearables and early growth potential in AI enabled devices. Analyst Commentary Recent research on Ambiq Micro highlights a mix of enthusiasm around its low power product positioning and early stage opportunities in AI enabled wearables, alongside a more measured stance on how quickly new platforms such as Atomiq could contribute to growth and justify higher valuations.
Analysis Article May 15

Earnings Update: Ambiq Micro, Inc. (NYSE:AMBQ) Just Reported And Analysts Are Boosting Their Estimates

Ambiq Micro, Inc. ( NYSE:AMBQ ) defied analyst predictions to release its quarterly results, which were ahead of market...
Analysis Article May 14

Industry Analysts Just Upgraded Their Ambiq Micro, Inc. (NYSE:AMBQ) Revenue Forecasts By 21%

Shareholders in Ambiq Micro, Inc. ( NYSE:AMBQ ) may be thrilled to learn that the analysts have just delivered a major...
Seeking Alpha May 09

Ambiq Micro: Will Need More Than AI Buzz To Keep The Rally Going

Summary Ambiq Micro has doubled in price in the last six weeks, but an upcoming earnings report may not necessarily come out in support of the rally. The last report left open the possibility of an upgrade to what was a mixed FY2026 outlook, which AMBQ may need to stave off what happened to prior reports. All the reports post-IPO have been met by large declines in the stock price, which does not bode well for an overbought stock that doubled in price. The risk is that AMBQ cannot justify the recent rally with the Q1 FY2026 report, which is why I am neutral on AMBQ with a hold rating. Read the full article on Seeking Alpha

CEO Compensation Analysis

How has Humi Esaka's remuneration changed compared to Ambiq Micro's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

-US$38m

Dec 31 2025US$6mUS$832k

-US$36m

Sep 30 2025n/an/a

-US$36m

Jun 30 2025n/an/a

-US$37m

Mar 31 2025n/an/a

-US$41m

Dec 31 2024US$3mUS$614k

-US$42m

Compensation vs Market: Humi's total compensation ($USD6.27M) is about average for companies of similar size in the US market ($USD5.14M).

Compensation vs Earnings: Humi's compensation has increased whilst the company is unprofitable.


CEO

Humi Esaka (63 yo)

10.6yrs
Tenure
US$6,271,304
Compensation

Mr. Fumihide Esaka, also known as Humi, has been Chief Executive Officer and Director at Ambiq Micro, Inc. since December 2015 and served as its Chairman until June 2024. Mr. Esaka served as the Chief Exec...


Leadership Team

NamePositionTenureCompensationOwnership
Fumihide Esaka
CEO & Director10.6yrsUS$6.27m0.54%
$ 10.8m
Scott Hanson
Co-Founder13.4yrsUS$3.33m0.20%
$ 3.9m
Jeffrey Winzeler
Chief Financial Officer1.1yrsUS$4.21m0.049%
$ 986.2k
Sean Chen
President & COO9.7yrsUS$1.44m0.50%
$ 10.0m
David Blaauw
Co-Founderno datano datano data
Dennis Sylvester
Co-Founderno datano datano data
Lisa Standley
Senior Director of Finance and Administrationno datano datano data
Charlene Wan
Vice President of Corporate Marketing & Investor Relationsno datano datano data
Aaron Grassian
Executive Vice President of Global Sales & Marketingno datano datano data
Kris Potrafka
Vice President of Human Resourcesno datano datano data
Raghuram Tupuri
Executive VP of Engineeringless than a yearno datano data
9.7yrs
Average Tenure
60yo
Average Age

Experienced Management: AMBQ's management team is seasoned and experienced (9.7 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Fumihide Esaka
CEO & Director10.6yrsUS$6.27m0.54%
$ 10.8m
Scott Hanson
Co-Founder16.5yrsUS$3.33m0.20%
$ 3.9m
Ker Zhang
Independent Director9.5yrsUS$30.00k0.037%
$ 739.8k
Wen Hsuan Hsieh
Independent Chairman11.7yrsUS$39.58k0%
$ 0
Timothy Chen
Independent Director2.7yrsUS$36.55k0.092%
$ 1.8m
Joseph Tautges
Independent Director3.7yrsUS$70.71k0.080%
$ 1.6m
Bernard Banks
Independent Directorless than a yearno datano data
9.5yrs
Average Tenure
53yo
Average Age

Experienced Board: AMBQ's board of directors are considered experienced (9.5 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/06 05:30
End of Day Share Price 2026/07/02 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Ambiq Micro, Inc. is covered by 5 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Vivek AryaBofA Global Research
Nathaniel Quinn BoltonNeedham & Company
Auguste RichardNorthland Capital Markets