Ambiq Q4 sales beat expectations on higher customer demand

Ambiq Micro

05/03/2026 12:42

Overview

Semiconductor firm's Q4 net sales rose, beating analyst expectations

Adjusted loss per share for Q4 beat analyst expectations

Company achieved highest quarterly net sales in 2025 due to strong demand

Outlook

Ambiq expects Q1 2026 net sales between $21.0 mln and $22.0 mln

Company anticipates Q1 2026 non-GAAP gross margin between 44.0% and 45.0%

Ambiq forecasts Q1 2026 non-GAAP net loss per share between ($0.39) and ($0.33)

Result Drivers

ACCELERATED DEMAND - Q4 net sales driven by increased customer demand and strong operational execution

MARGIN EXPANSION - Gross margins improved due to scaling across higher-value customers and market diversification

INNOVATION AND EXPANSION - New AI silicon products and industrial partnerships contributed to growth

Company press release: ID:nBwcdjvxBa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$20.74 mln
$19 mln (4 Analysts)
Q4 Adjusted EPS
Beat
-$0.32
-$0.38 (4 Analysts)
Q4 EPS
-$0.58
Q4 Adjusted Net Income
-$5.86 mln
Q4 Gross Profit
$8.86 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

Wall Street's median 12-month price target for Ambiq Micro Inc is $36.00, about 28.3% above its March 4 closing price of $28.07

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)