Ambiq Micro Reports Surge in Revenue, Eyeing Edge AI Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 19 2026
0mins
Source: NASDAQ.COM
- Market Capitalization: Ambiq Micro has a market cap of $1.5 billion, which, while small compared to Nvidia's $5.4 trillion, reflects a 150% stock surge this year, indicating investor confidence in its growth potential.
- Financial Performance: In its latest earnings report, Ambiq Micro reported a 59% increase in sales to $25.1 million in Q1, although it still faced a loss of $10.2 million, highlighting the need for improved profitability despite revenue growth.
- Customer Dependency Risk: The company's top three customers account for 71% of its net revenue, creating significant risks related to customer concentration that could impact its long-term stability and competitive position in the market.
- Edge AI Opportunity: As privacy and security concerns grow, edge AI emerges as a potential growth area, and Ambiq Micro's expertise in ultra-low-power semiconductors positions it well to capitalize on this trend, potentially increasing its market share in the future.
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Analyst Views on AMBQ
Wall Street analysts forecast AMBQ stock price to fall
2 Analyst Rating
1 Buy
1 Hold
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Moderate Buy
Current: 81.930
Low
32.00
Averages
36.00
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40.00
Current: 81.930
Low
32.00
Averages
36.00
High
40.00
About AMBQ
Ambiq Micro, Inc. is a provider of ultra-low power semiconductor solutions designed for the significant power consumption that enables edge artificial intelligence (AI) on battery-powered devices. Its patented Sub-threshold Power Optimized Technology (SPOT) platform is designed to reduce power consumption of battery- and wireline-powered devices alike. SPOT consists of a set of chip design techniques that allow standard transistors to operate in an ultra-low power mode called sub-threshold and near-threshold. Its products include Apollo510, Apollo4 Blue Plus, Apollo4, Apollo3 Blue, Apollo2, Apollo4 Blue Lite, and Artasie AM1815, among others. It offers a wide range of applications such as AI, gaming, wearables, hearables, industrial edge, smartcards, smart home and buildings, and intelligent remotes. Its solutions include systems-on-chip, and the software required to enable on-chip AI processing, general compute, sensing, security, storage, wireless connectivity, and advanced graphics.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Ambiq Micro Closes Upsized Public Offering of 2.3 Million Shares
- Upsized Offering: Ambiq Micro successfully closed an upsized public offering of 2.3 million shares, including the full exercise of a 300,000-share over-allotment option at a price of $78 per share, resulting in gross proceeds of $179.4 million, significantly strengthening its capital structure to support future technological innovations and market expansion.
- Underwriter Performance: The offering was led by BofA Securities and UBS Investment Bank as joint book-running managers, with Needham & Company, Stifel, and Roth Capital Partners also participating, reflecting strong market confidence and support for Ambiq.
- Registration Statement Validity: The registration statement for the securities offering was declared effective by the U.S. Securities and Exchange Commission on June 23, 2026, ensuring compliance and transparency for the offering, providing legal assurance to investors.
- Innovation Background: Ambiq focuses on delivering ultra-low-power semiconductor solutions and has powered over 300 million devices, enhancing its competitive edge in the edge AI market, and will continue to drive the proliferation and application of intelligent technologies.
See More
Ambiq Micro Prices Upsized Public Offering of 2M Shares
- Upsized Offering: Ambiq Micro has announced an upsized public offering of 2 million shares priced at $78.00 each, reflecting strong market demand as the final share count was increased from the initial target of 1.8 million shares, indicating investor confidence in the company's prospects.
- Significant Financing: The transaction is expected to generate $156 million in gross proceeds for Ambiq, which will be utilized to support future growth and technological innovation after deducting underwriting discounts, commissions, and estimated offering expenses.
- Underwriter Option: Ambiq has granted underwriters a 30-day option to purchase an additional 300,000 shares at the public offering price, which not only provides the company with further financing flexibility but also demonstrates a proactive response to market demand.
- Transaction Timeline: The offering is scheduled to close on or about June 25, 2026, subject to customary closing conditions, which will support the company's future financial planning and market strategies.
See More
Ambiq Launches heliaCORE to Accelerate AI Development
- Core Technology Launch: Ambiq Micro has introduced heliaCORE as the foundational software layer for its HELIA Edge AI ecosystem, specifically designed for Apollo SoCs, providing over 200 accelerated operators that significantly enhance the speed of AI product market launches.
- Significant Performance Validation: heliaCORE has been validated across more than 40 AI models, covering 53 operator types and 963 operator instances, with a validation footprint approximately 12 times larger than MLPerf Tiny, thereby increasing confidence in production deployment.
- Convenient Development Integration: heliaCORE is available through CMake, CMSIS-Pack, Zephyr, and neuralSPOT-X integration flows, assisting development teams in simplifying software integration efforts and accelerating time to market, thus improving overall development efficiency.
- Wide Market Application: Ambiq's technology has been deployed in over 300 million devices, and the launch of heliaCORE further solidifies its leadership position in ultra-low-power semiconductor solutions, promoting the proliferation of intelligent edge AI devices.
See More
Ambiq Micro Plans to Sell 1.8 Million Shares in Follow-On Offering
- Stock Offering Plan: Ambiq Micro has filed to sell 1.8 million shares of common stock, estimating net proceeds of approximately $152.3 million, which could rise to $175.2 million if underwriters fully exercise their purchase option, indicating the company's reliance on capital markets.
- Underwriter Lineup: BofA Securities and UBS Investment Bank are acting as joint lead book-running managers for the offering, with Needham & Company, Stifel, and Roth Capital Partners also involved, highlighting the market's significance regarding this offering.
- Market Reaction: Following the announcement of the offering, Ambiq Micro's shares fell 3.5% in premarket trading, reflecting investor concerns about potential dilution of existing shareholder equity, which may impact the company's stock performance in the short term.
- Future Performance Outlook: Ambiq forecasts Q2 net sales between $31 million and $32 million, representing approximately 75% year-over-year growth, indicating strong growth potential despite the pressures from the stock offering.
See More
Ambiq Micro CFO Sells Stock to Capitalize on Rising Share Price
- Transaction Overview: Ambiq Micro CFO Jeffrey Winzeler exercised 31,952 options and sold 26,000 shares of common stock on May 14, 2026, with a transaction value of $1.8 million, indicating a strategy to capitalize on rising share prices.
- Equity Stake Analysis: This transaction reduced Winzeler's direct holdings from 126,347 shares to 100,347 shares, with the sold shares accounting for 20.58% of his direct common stock, reflecting his confidence in the company's future and risk management.
- Market Performance Impact: Following Winzeler's stock sale, Ambiq Micro's share price surged to a 52-week high of $81.85 on May 22, demonstrating positive market sentiment towards its performance, particularly after reporting a 59% year-over-year revenue increase to $25.1 million in Q1.
- Investor Outlook: Although the current price-to-sales ratio has skyrocketed from 3 to 20, indicating high valuation, Winzeler's retention of some options suggests optimism about future growth, prompting investors to carefully assess their buying timing.
See More
CFO Jeffrey Winzeler Sells 26,000 Shares for $1.82 Million
- Executive Sell-off: CFO Jeffrey Winzeler sold 26,000 shares of Ambiq Micro on May 14, 2026, for approximately $1.82 million, representing 20.58% of his direct holdings, indicating a strategic profit-taking during a price surge.
- Options Exercise: On the same day, Winzeler exercised 31,952 stock options and sold part of his shares, demonstrating his strategy to capitalize on rising stock prices while retaining 100,347 shares, reflecting confidence in the company's future performance.
- Strong Performance: Ambiq Micro reported first-quarter revenue of $25.1 million, a staggering 59% increase year-over-year, primarily driven by robust demand for its AI products, suggesting significant growth potential ahead.
- Valuation Warning: Despite impressive performance, the company's price-to-sales ratio has skyrocketed from 3 at the end of Q1 to 20, indicating that the current stock price is high, prompting caution for investors considering purchases, especially since Ambiq Micro was not included in the analyst's list of top stocks.
See More
Ambiq Micro Closes Upsized Public Offering of 2.3 Million Shares
- Upsized Offering: Ambiq Micro successfully closed an upsized public offering of 2.3 million shares, including the full exercise of a 300,000-share over-allotment option at a price of $78 per share, resulting in gross proceeds of $179.4 million, significantly strengthening its capital structure to support future technological innovations and market expansion.
- Underwriter Performance: The offering was led by BofA Securities and UBS Investment Bank as joint book-running managers, with Needham & Company, Stifel, and Roth Capital Partners also participating, reflecting strong market confidence and support for Ambiq.
- Registration Statement Validity: The registration statement for the securities offering was declared effective by the U.S. Securities and Exchange Commission on June 23, 2026, ensuring compliance and transparency for the offering, providing legal assurance to investors.
- Innovation Background: Ambiq focuses on delivering ultra-low-power semiconductor solutions and has powered over 300 million devices, enhancing its competitive edge in the edge AI market, and will continue to drive the proliferation and application of intelligent technologies.
See More
Ambiq Micro Prices Upsized Public Offering of 2M Shares
- Upsized Offering: Ambiq Micro has announced an upsized public offering of 2 million shares priced at $78.00 each, reflecting strong market demand as the final share count was increased from the initial target of 1.8 million shares, indicating investor confidence in the company's prospects.
- Significant Financing: The transaction is expected to generate $156 million in gross proceeds for Ambiq, which will be utilized to support future growth and technological innovation after deducting underwriting discounts, commissions, and estimated offering expenses.
- Underwriter Option: Ambiq has granted underwriters a 30-day option to purchase an additional 300,000 shares at the public offering price, which not only provides the company with further financing flexibility but also demonstrates a proactive response to market demand.
- Transaction Timeline: The offering is scheduled to close on or about June 25, 2026, subject to customary closing conditions, which will support the company's future financial planning and market strategies.
See More
Ambiq Launches heliaCORE to Accelerate AI Development
- Core Technology Launch: Ambiq Micro has introduced heliaCORE as the foundational software layer for its HELIA Edge AI ecosystem, specifically designed for Apollo SoCs, providing over 200 accelerated operators that significantly enhance the speed of AI product market launches.
- Significant Performance Validation: heliaCORE has been validated across more than 40 AI models, covering 53 operator types and 963 operator instances, with a validation footprint approximately 12 times larger than MLPerf Tiny, thereby increasing confidence in production deployment.
- Convenient Development Integration: heliaCORE is available through CMake, CMSIS-Pack, Zephyr, and neuralSPOT-X integration flows, assisting development teams in simplifying software integration efforts and accelerating time to market, thus improving overall development efficiency.
- Wide Market Application: Ambiq's technology has been deployed in over 300 million devices, and the launch of heliaCORE further solidifies its leadership position in ultra-low-power semiconductor solutions, promoting the proliferation of intelligent edge AI devices.
See More
Ambiq Micro Plans to Sell 1.8 Million Shares in Follow-On Offering
- Stock Offering Plan: Ambiq Micro has filed to sell 1.8 million shares of common stock, estimating net proceeds of approximately $152.3 million, which could rise to $175.2 million if underwriters fully exercise their purchase option, indicating the company's reliance on capital markets.
- Underwriter Lineup: BofA Securities and UBS Investment Bank are acting as joint lead book-running managers for the offering, with Needham & Company, Stifel, and Roth Capital Partners also involved, highlighting the market's significance regarding this offering.
- Market Reaction: Following the announcement of the offering, Ambiq Micro's shares fell 3.5% in premarket trading, reflecting investor concerns about potential dilution of existing shareholder equity, which may impact the company's stock performance in the short term.
- Future Performance Outlook: Ambiq forecasts Q2 net sales between $31 million and $32 million, representing approximately 75% year-over-year growth, indicating strong growth potential despite the pressures from the stock offering.
See More
Ambiq Micro CFO Sells Stock to Capitalize on Rising Share Price
- Transaction Overview: Ambiq Micro CFO Jeffrey Winzeler exercised 31,952 options and sold 26,000 shares of common stock on May 14, 2026, with a transaction value of $1.8 million, indicating a strategy to capitalize on rising share prices.
- Equity Stake Analysis: This transaction reduced Winzeler's direct holdings from 126,347 shares to 100,347 shares, with the sold shares accounting for 20.58% of his direct common stock, reflecting his confidence in the company's future and risk management.
- Market Performance Impact: Following Winzeler's stock sale, Ambiq Micro's share price surged to a 52-week high of $81.85 on May 22, demonstrating positive market sentiment towards its performance, particularly after reporting a 59% year-over-year revenue increase to $25.1 million in Q1.
- Investor Outlook: Although the current price-to-sales ratio has skyrocketed from 3 to 20, indicating high valuation, Winzeler's retention of some options suggests optimism about future growth, prompting investors to carefully assess their buying timing.
See More
CFO Jeffrey Winzeler Sells 26,000 Shares for $1.82 Million
- Executive Sell-off: CFO Jeffrey Winzeler sold 26,000 shares of Ambiq Micro on May 14, 2026, for approximately $1.82 million, representing 20.58% of his direct holdings, indicating a strategic profit-taking during a price surge.
- Options Exercise: On the same day, Winzeler exercised 31,952 stock options and sold part of his shares, demonstrating his strategy to capitalize on rising stock prices while retaining 100,347 shares, reflecting confidence in the company's future performance.
- Strong Performance: Ambiq Micro reported first-quarter revenue of $25.1 million, a staggering 59% increase year-over-year, primarily driven by robust demand for its AI products, suggesting significant growth potential ahead.
- Valuation Warning: Despite impressive performance, the company's price-to-sales ratio has skyrocketed from 3 at the end of Q1 to 20, indicating that the current stock price is high, prompting caution for investors considering purchases, especially since Ambiq Micro was not included in the analyst's list of top stocks.
See More
