Highlights

  • Ambiq Micro, a designer of ultra-low-power semiconductors, last reported results in August 2026 for the quarter ended 30 June.
  • Ambiq closed at $52.08 on Thursday 15 October 2026, up 1.03%, on StockAnalysis.com, with a market capitalisation of about $1.26 billion.
  • Net sales were $33.9 million, up about 90% year on year and 35% from the previous quarter.
  • GAAP gross margin was 45.0%, up 4.9 percentage points, and non-GAAP gross margin was 47.2%, up 4.5 points.

Ambiq Micro (NYSE:AMBQ), a designer of ultra-low-power semiconductors, last reported results in August 2026 for the quarter ended 30 June. The reviewed material identified no newer company announcement in the sources reviewed. Chief executive Fumihide Esaka said Ambiq expects demand to strengthen even further in the second half of the year, while noting supply constraints across the semiconductor industry.

What the Share Price Shows

Ambiq closed at $52.08 on Thursday 15 October 2026, up 1.03%, on StockAnalysis.com, with a market capitalisation of about $1.26 billion. The 52-week range was $22.12 to $91.61, so the close was roughly 43% below the high on a calculation from the reported figures. The company listed on the New York Stock Exchange, and the share price has been volatile since. The reviewed material identified no sourced explanation for recent moves. Ambiq's index membership is not verified, so the NYSE Composite is used only as a general benchmark.

Inside the Latest Results

Net sales were $33.9 million, up about 90% year on year and 35% from the previous quarter. Those growth rates imply sales of roughly $17.8 million a year earlier and $25.1 million in the first quarter, on a calculation from the reported figures.

GAAP gross margin was 45.0%, up 4.9 percentage points, and non-GAAP gross margin was 47.2%, up 4.5 points. Gross profit more than doubled. The GAAP net loss was $7.1 million, or $0.32 per share, and the non-GAAP net loss was $1.8 million, or $0.07 per share. GAAP operating expenses were $24.0 million and non-GAAP operating expenses were $19.4 million.

The gap between GAAP and non-GAAP results is sizeable relative to the loss. The two net-loss figures differ by $5.3 million and the operating-expense figures by $4.6 million, and the release summary reviewed did not itemise the adjustments. Readers should therefore read the reconciliation tables in the full release before relying on the non-GAAP loss.

Funding and balance sheet

Cash and equivalents were $366.8 million at 30 June 2026, after a June public offering that raised about $168 million in net proceeds. Cash therefore equals roughly 29% of the current market capitalisation on a calculation from the reported figures.

The offering matters for shareholders because issuing shares can increase the share count. The release summary reviewed did not state the number of shares sold, so its dilution effect cannot be assessed here. The weighted average share count assumed in guidance, 24.17 million, gives a reference point for the current base.

Listing history

StockAnalysis gives an IPO date of 30 July 2025, so Ambiq has been public for just over a year and has a short trading record. The 52-week range of $22.12 to $91.61 means the high was more than four times the low on a calculation from the reported figures, which shows how wide the swings have been so far. Investors who bought at different times have therefore had very different experiences, and past prices say little about future results.

Guidance and what to watch

For the third quarter of 2026, Ambiq guided to net sales of $36.0 million to $37.0 million, non-GAAP gross margin of 46.5% to 47.5% and non-GAAP operating expenses of $24.0 million to $25.0 million. It guided to a non-GAAP net loss per share of $0.20 to $0.12. At the midpoint, sales would be about 7.7% above the second quarter on a calculation from the reported figures.

Guided non-GAAP operating expenses are well above the $19.4 million reported for the second quarter, which explains why the guided loss per share is wider than the latest result despite higher sales. These are management forecasts, not reported results, and they may change.

StockAnalysis.com estimates the next earnings date as 5 November 2026, but this is an estimate, not a company announcement. Points to watch include gross margin direction, spending growth relative to sales, and whether supply constraints affect shipments. Readers should consult primary filings.