Insider Selling: Ambiq Micro (NYSE:AMBQ) CEO Sells $1,152,576.00 in Stock

Ambiq Micro, Inc. (NYSE:AMBQ) CEO Fumihide Esaka sold 16,560 shares of the company’s stock in a transaction on Friday, October 2nd. The stock was sold at an average price of $69.60, for a total transaction of $1,152,576.00. Following the sale, the chief executive officer directly owned 443,900 shares in the company, valued at $30,895,440. This trade represents a 3.60% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link.

Fumihide Esaka also recently made the following trade(s):

• On Tuesday, September 15th, Fumihide Esaka sold 13,500 shares of Ambiq Micro stock. The shares were sold at an average price of $60.28, for a total transaction of $813,780.00.
• On Friday, September 11th, Fumihide Esaka sold 50,000 shares of Ambiq Micro stock. The stock was sold at an average price of $63.36, for a total transaction of $3,168,000.00.
• On Monday, August 31st, Fumihide Esaka sold 48,500 shares of Ambiq Micro stock. The shares were sold at an average price of $57.44, for a total transaction of $2,785,840.00.
• On Tuesday, September 1st, Fumihide Esaka sold 48,973 shares of Ambiq Micro stock. The shares were sold at an average price of $56.39, for a total transaction of $2,761,587.47.
• On Wednesday, September 2nd, Fumihide Esaka sold 11,027 shares of Ambiq Micro stock. The stock was sold at an average price of $56.69, for a total value of $625,120.63.
• On Friday, August 14th, Fumihide Esaka sold 13,500 shares of Ambiq Micro stock. The stock was sold at an average price of $64.39, for a total value of $869,265.00.

Ambiq Micro Stock Down 4.3%

NYSE:AMBQ opened at $59.33 on Friday. Ambiq Micro, Inc. has a 12-month low of $22.12 and a 12-month high of $91.61. The firm has a market capitalization of $1.43 billion, a price-to-earnings ratio of -27.98 and a beta of 5.34. The stock’s 50 day moving average price is $63.07 and its two-hundred day moving average price is $62.02.

Ambiq Micro (NYSE:AMBQ) last issued its earnings results on Tuesday, August 11th. The company reported ($0.07) EPS for the quarter. Ambiq Micro had a negative return on equity of 11.85% and a negative net margin of 37.77%.The business had revenue of $33.90 million for the quarter. Ambiq Micro has set its Q3 2026 guidance at -0.200–0.120 EPS. Equities research analysts expect that Ambiq Micro, Inc. will post -1.16 EPS for the current year.

Key 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.

Institutional Investors Weigh In On Ambiq Micro

A number of hedge funds and other institutional investors have recently modified their holdings of the company. Polar Asset Management Partners Inc. increased its position in Ambiq Micro by 671.8% during the first quarter. Polar Asset Management Partners Inc. now owns 201,335 shares of the company’s stock worth $5,116,000 after acquiring an additional 175,247 shares during the period. Wellington Management Group LLP bought a new stake in Ambiq Micro in the 2nd quarter valued at about $14,847,000. Atreides Management LP grew its position in shares of Ambiq Micro by 23.8% during the 1st quarter. Atreides Management LP now owns 862,175 shares of the company’s stock worth $21,908,000 after purchasing an additional 165,755 shares in the last quarter. Roubaix Capital LLC acquired a new position in shares of Ambiq Micro during the 1st quarter worth approximately $3,197,000. Finally, Lazard Asset Management LLC bought a new position in shares of Ambiq Micro during the first quarter worth approximately $1,633,000.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on AMBQ. Citigroup reissued a “neutral” rating on shares of Ambiq Micro in a research report on Tuesday, August 11th. Needham & Company LLC lifted their target price on shares of Ambiq Micro from $70.00 to $85.00 and gave the stock a “buy” rating in a report on Wednesday, August 12th. Roth Capital started coverage on shares of Ambiq Micro in a research note on Monday, July 13th. They issued a “buy” rating and a $125.00 price target on the stock. Stifel Nicolaus increased their price target on shares of Ambiq Micro from $75.00 to $85.00 and gave the company a “buy” rating in a report on Monday. Finally, Northland Securities set a $81.00 price objective on Ambiq Micro in a report on Wednesday, August 12th. Five investment analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $83.71.

About Ambiq Micro

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.