Ambiq Micro

AMBQ · NYSE

$50.98+$1.36 (+2.74%)TodayMarket closed · Oct 20, 4:05 PM ET

Prev close $49.62

AMBQ analyst rating

BuyConsensus of 6 analysts over the last 12 months. 83% rate it a buy.

Strong buy0
Buy5
Hold1
Underperform0
Sell0

12-month price target · 8 analysts

Average $87.38 (+71.4% upside)

Low: $73.73
Now: $50.98
High: $131.25

Upgrades and downgrades

The latest rating actions, newest first

AMBQ analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Jefferies	Oct 7, 2026	Initiates	Buy	$90.00	53%
Stifel	Oct 5, 2026	Maintains	Buy	$75.00 → $85.00	62%
UBS	Aug 12, 2026	Maintains	Neutral	$70.00 → $73.00	69%
Needham	Aug 12, 2026	Maintains	Buy	$70.00 → $85.00	44%
Roth Capital	Jul 14, 2026	Initiates	Buy	$125.00	47%
UBS	May 13, 2026	Maintains	Neutral	$43.00 → $70.00	69%
Needham	May 12, 2026	Maintains	Buy	$48.00 → $70.00	44%
UBS	May 4, 2026	Maintains	Neutral	$32.00 → $43.00	69%
Northland Capital Markets	Apr 21, 2026	Initiates	Outperform	$44.00	58%
UBS	Oct 27, 2025	Maintains	Neutral	$40.00 → $32.00	69%

The case for and against

Updated Feb 9, 2026

Bull case

Ambiq Micro Inc is poised for significant financial improvement due to its strategic transition away from China and the introduction of higher Average Selling Price (ASP) products, notably the next-generation Apollo and Atomiq lines. The company's gross margin is projected to rise substantially from 31.4% in 2024 to 53.6% by 2028, driven by the shift towards these premium offerings. Additionally, the blended ASP is expected to increase from $1.81 to $4.33 during the same period, highlighting the potential for enhanced profitability as the company capitalizes on its ultra-low power semiconductor technology.

Bear case

Ambiq Micro is projected to experience a significant decline in revenue from China, decreasing from 66% of total revenue in 2023 to less than 10% by 2025. Additionally, the company anticipates a reduction in revenue from its Apollo 3/4 product line as it transitions to the next-generation Apollo 5 processor family, which may negatively impact its financial stability. This combination of diminishing revenue streams from key markets and product lines contributes to a negative financial outlook for Ambiq Micro.

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