AMBQ
Ambiq Micro, Inc.

Ambiq Micro, Inc.AMBQ

Technology · Semiconductors
71.05USD
-0.06%
Sep 23, 2026
AMBQ overview ready
Ultra-Low-Power Edge AI Semiconductors for Battery-Constrained Intelligent Devices
Ambiq is a fabless supplier of ultra-low-power edge-AI semiconductors for battery-constrained intelligent devices.
Narrative is still early
Exposed to the Edge AI Adoption narrative through Ultra-Low-Power Edge AI Silicon — component supplier.
Advancing price action
Longer-term context reads new trend, with a near-term setup of daily advance.
Demanding valuation
The price embeds expectations that run ahead of the cash it currently generates.
Fundamentals not measured
Primary risk
High operating losses impacting profitability.
Market Sep 22Filing Jun 30Price action Sep 22Research Sep 12

Conviction Level

NarrativeHeat7.1ThemeHeat6.4PriceAction9.1Valuation0.3CompanyPosition7.3
Price
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Price Action

Advancing price action
Longer-term context reads new trend, with a near-term setup of daily advance.
EntryReset + recovery

The recent reset toward the daily SMA100 aligned with support at the weekly EMA21. Daily structure is recovering above the fast averages, improving the current entry location.

Key Financials

Market Cap
$1.7B
Avg Volume (60D)
547.5K
60 sessions
Revenue Growth YoY
-4.7%
FY2025 vs FY2024
Gross Margin
+43.6%
Trailing twelve months
Operating Margin
-43.3%
Trailing twelve months
Free Cash Flow Yield
-1.8%
Distance from 200DMA
+42.8%
Next Earnings
2026-11-05
P/E
N/M
Market metrics as of Sep 22, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

Both valuation perspectives agree this company is expensive.
Ambiq Micro, Inc. has an Expensive valuation stance because the price embeds expectations that run ahead of the cash it currently generates.

Company Research

Thesis
Ambiq is a fabless supplier of ultra-low-power edge-AI semiconductors for battery-constrained intelligent devices. AMBQ has a specific and direct exposure to edge-AI deployment rather than merely generic AI adjacency.
Opportunity
Moderate opportunity
Adoption of on-device AI in battery-powered and always-on endpoints drives demand for microcontrollers and system-on-chips that combine inference capability, sensing and memory with exceptionally low energy consumption.
Key risk
High operating losses impacting profitability.

Narrative & Theme

Edge AI Adoption
Part of Ultra-Low-Power Edge AI Silicon, with strong fit.
AMBQ has a specific and direct exposure to edge-AI deployment rather than merely generic AI adjacency.
Narrative HeatHeating up7.1 / 10
Theme HeatNeutral6.4 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.

Business & Markets

Technology · Semiconductors
What they do

Ambiq Micro develops and sells ultra-low-power semiconductor solutions using its proprietary sub-threshold power-optimized technology to reduce power consumption in battery- and wireline-powered devices.

How it earns

The company generates revenue primarily through the sale of semiconductor products to device manufacturers.

Products & services
Apollo family of microcontrollers
Atomiq AI acceleration and memory solutions
Customers & end markets
Semiconductor device manufacturers
AI application developers
Market position

Niche player specializing in ultra-low-power semiconductor technology with AI capabilities.

Demand drivers
Medium cyclicality

Semiconductor demand is influenced by broader technology cycles and end-market device adoption trends.

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