Ambiq Micro Management
Management criteria checks 3/4
Ambiq Micro's CEO is Humi Esaka, appointed in Dec 2015, has a tenure of 10.67 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 $7.75M. The average tenure of the management team and the board of directors is 9.8 years and 9.6 years respectively.
Key information
Humi Esaka
Chief executive officer
US$6.3m
Total compensation
| CEO salary percentage | 13.27% |
| CEO tenure | 10.7yrs |
| CEO ownership | 0.5% |
| Management average tenure | 9.8yrs |
| Board average tenure | 9.6yrs |
Recent management updates
Recent updates
Ambiq Micro, Inc. (NYSE:AMBQ) Just Reported Second-Quarter Earnings And Analysts Are Lifting Their Estimates
A week ago, Ambiq Micro, Inc. ( NYSE:AMBQ ) came out with a strong set of quarterly numbers that could potentially lead...Analysts Just Made A Substantial Upgrade To Their Ambiq Micro, Inc. (NYSE:AMBQ) Forecasts
Celebrations may be in order for Ambiq Micro, Inc. ( NYSE:AMBQ ) shareholders, with the analysts delivering a...
AMBQ: Ultra Low Power Edge AI Traction Will Shape Future Upside Potential
Analyst fair value estimates for Ambiq Micro have shifted from $86.00 to about $122.21, with analysts pointing to fresh coverage, higher Street price targets up to $125, and expectations for strong edge AI and ultra low power semiconductor demand as key supports for the higher pricing framework. Analyst Commentary on Ambiq Micro Recent Street research on Ambiq Micro points to a cluster of higher valuation anchors and supportive commentary around the company’s positioning in edge AI and ultra low power semiconductors.
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.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 AlphaAMBQ: Ultra Low Power AI Traction Will Shape Balanced Future Outlook
Ambiq Micro's analyst fair value estimate has been updated from $48.00 to $86.00. Analysts point to the company's ultra low power AI traction across wearables, medical, industrial, and smart home markets, expanding customer designs, and continued R&D investment as key supports for the higher price target.
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.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...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...CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | -US$37m |
| Mar 31 2026 | n/a | n/a | -US$38m |
| Dec 31 2025 | US$6m | US$832k | -US$36m |
| Sep 30 2025 | n/a | n/a | -US$36m |
| Jun 30 2025 | n/a | n/a | -US$37m |
| Mar 31 2025 | n/a | n/a | -US$41m |
| Dec 31 2024 | US$3m | US$614k | -US$42m |
Compensation vs Market: Humi's total compensation ($USD6.27M) is about average for companies of similar size in the US market ($USD5.15M).
Compensation vs Earnings: Humi's compensation has increased whilst the company is unprofitable.
CEO
Humi Esaka (63 yo)
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
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | 10.7yrs | US$6.27m | 0.54% $ 7.7m | |
| Co-Founder | 13.5yrs | US$3.33m | 0.20% $ 2.8m | |
| Chief Financial Officer | 1.2yrs | US$4.21m | 0.049% $ 705.7k | |
| President & COO | 9.8yrs | US$1.44m | 0.50% $ 7.1m | |
| Co-Founder | no data | no data | no data | |
| Co-Founder | no data | no data | no data | |
| Senior Director of Finance and Administration | no data | no data | no data | |
| Vice President of Corporate Marketing & Investor Relations | no data | no data | no data | |
| Executive Vice President of Global Sales & Marketing | no data | no data | no data | |
| Vice President of Human Resources | no data | no data | no data | |
| Executive VP of Engineering | less than a year | no data | no data |
Experienced Management: AMBQ's management team is seasoned and experienced (9.8 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | 10.7yrs | US$6.27m | 0.54% $ 7.7m | |
| Co-Founder | 16.6yrs | US$3.33m | 0.20% $ 2.8m | |
| Independent Director | 9.6yrs | US$30.00k | 0.037% $ 529.4k | |
| Independent Chairman | 11.8yrs | US$39.58k | 0% $ 0 | |
| Independent Director | 2.8yrs | US$36.55k | 0.092% $ 1.3m | |
| Independent Director | 3.8yrs | US$70.71k | 0.080% $ 1.1m | |
| Independent Director | less than a year | no data | no data |
Experienced Board: AMBQ's board of directors are considered experienced (9.6 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/08/20 21:41 |
| End of Day Share Price | 2026/08/20 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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 6 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Vivek Arya | BofA Global Research |
| Nathaniel Quinn Bolton | Needham & Company |
| Auguste Richard | Northland Capital Markets |