Ambiq Micro (NYSE:AMBQ) Stock Picked Up by Analysts at Jefferies Financial Group

Equities researchers at Jefferies Financial Group assumed coverage on shares of Ambiq Micro (NYSE:AMBQ) in a research note issued to investors on Wednesday, MarketBeat Ratings reports. The firm set a “buy” rating and a $90.00 price target on the stock. Jefferies Financial Group’s price target points to a potential upside of 51.70% from the stock’s previous close.

A number of other research firms have also commented on AMBQ. UBS Group set a $85.00 price target on shares of Ambiq Micro in a research report on Wednesday, August 12th. Northland Securities set a $81.00 price objective on Ambiq Micro in a research note on Wednesday, August 12th. Roth Capital started coverage on Ambiq Micro in a research note on Monday, July 13th. They issued a “buy” rating and a $125.00 target price on the stock. Stifel Nicolaus raised their price target on Ambiq Micro from $75.00 to $85.00 and gave the company a “buy” rating in a report on Monday. Finally, Needham & Company LLC boosted their price objective on Ambiq Micro from $70.00 to $85.00 and gave the stock a “buy” rating in a report on Wednesday, August 12th. Five research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $83.71.

Ambiq Micro Trading Down 4.3%

Shares of Ambiq Micro stock opened at $59.33 on Wednesday. The company’s 50-day moving average price is $63.07 and its 200-day moving average price is $62.02. Ambiq Micro has a 12-month low of $22.12 and a 12-month high of $91.61. The company has a market cap of $1.43 billion, a price-to-earnings ratio of -27.98 and a beta of 5.34.

Ambiq Micro (NYSE:AMBQ) last issued its quarterly earnings data on Tuesday, August 11th. The company reported ($0.07) EPS for the quarter. Ambiq Micro had a negative net margin of 37.77% and a negative return on equity of 11.85%. The firm had revenue of $33.90 million for the quarter. Ambiq Micro has set its Q3 2026 guidance at -0.200–0.120 EPS. On average, sell-side analysts predict that Ambiq Micro will post -1.16 earnings per share for the current year.

Insiders Place Their Bets

In other news, CEO Fumihide Esaka sold 50,000 shares of the business’s stock in a transaction that occurred on Friday, September 11th. The shares were sold at an average price of $63.36, for a total value of $3,168,000.00. Following the completion of the sale, the chief executive officer directly owned 460,460 shares in the company, valued at approximately $29,174,745.60. The trade was a 9.80% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Sean Chen sold 15,000 shares of the company’s stock in a transaction on Monday, September 14th. The shares were sold at an average price of $60.14, for a total transaction of $902,100.00. Following the completion of the sale, the chief operating officer directly owned 120,275 shares of the company’s stock, valued at $7,233,338.50. This trade represents a 11.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 304,887 shares of company stock valued at $18,611,454. 10.00% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Ambiq Micro

Hedge funds and other institutional investors have recently modified their holdings of the stock. California State Teachers Retirement System lifted its position in Ambiq Micro by 244.6% in the first quarter. California State Teachers Retirement System now owns 989 shares of the company’s stock valued at $25,000 after purchasing an additional 702 shares during the last quarter. Azimuth Capital Investment Management LLC purchased a new stake in shares of Ambiq Micro during the second quarter valued at approximately $234,000. Resolute Advisors LLC bought a new position in shares of Ambiq Micro in the second quarter worth approximately $265,000. Inspire Investing LLC increased its stake in shares of Ambiq Micro by 28.9% in the first quarter. Inspire Investing LLC now owns 20,806 shares of the company’s stock worth $529,000 after buying an additional 4,665 shares during the period. Finally, Engineers Gate Manager LP purchased a new position in shares of Ambiq Micro in the second quarter worth $525,000.

More Ambiq Micro News

Here are the key news stories impacting Ambiq Micro this week:

• Positive Sentiment: Jefferies initiated coverage of Ambiq Micro with a “buy” rating and a $90 price target, signaling substantial potential upside from recent trading levels. The endorsement adds a new bullish view to the company’s analyst coverage and supports investor optimism about its ultra-low-power semiconductor and edge-AI opportunities. Jefferies initiates Ambiq Micro at Buy With $90 Price Target
• Neutral Sentiment: Analyst opinions remain mixed. Jefferies’ target is positive, while prior ratings include buy, hold and sell views; the reported consensus price target is $82.67. A comparison with BE Semiconductor Industries adds research coverage but does not identify a material change to Ambiq’s earnings outlook. Reviewing Ambiq Micro and BE Semiconductor Industries
• Negative Sentiment: Several insiders sold shares, creating a near-term sentiment headwind. CEO Fumihide Esaka sold 16,560 shares for approximately $1.15 million, while CFO Jeffrey Winzeler sold 5,455 shares worth about $380,000. COO Sean Chihhsiang Chen and CTO Scott McLean Hanson also reported additional sales. Some transactions may have been arranged for tax or sell-to-cover purposes, but the concentration of selling can still concern investors. Ambiq CEO insider sale Ambiq CFO insider sale
• Negative Sentiment: Fundamental risks remain relevant: Ambiq recently reported a quarterly loss, negative margins and negative return on equity, with additional losses expected in the current year. That weak profitability profile may amplify the market’s reaction to insider selling despite the favorable Jefferies coverage.

Ambiq Micro Company Profile

Ambiq Micro is a semiconductor company that develops ultra-low-power system-on-chips (SoCs), microcontrollers and related technologies for connected edge devices. Its products are designed to extend battery life while supporting computing, sensing, wireless connectivity and artificial intelligence workloads.

The company’s portfolio includes the Apollo family of microcontrollers and SoCs, along with development platforms and software tools for applications such as smartwatches, hearables, healthcare devices, smart-home equipment, industrial sensors and other Internet of Things products.