Overview
Semiconductor firm's Q4 net sales rose, beating analyst expectations
Adjusted loss per share for Q4 beat analyst expectations
Company achieved highest quarterly net sales in 2025 due to strong demand
Outlook
Ambiq expects Q1 2026 net sales between $21.0 mln and $22.0 mln
Company anticipates Q1 2026 non-GAAP gross margin between 44.0% and 45.0%
Ambiq forecasts Q1 2026 non-GAAP net loss per share between ($0.39) and ($0.33)
Result Drivers
ACCELERATED DEMAND - Q4 net sales driven by increased customer demand and strong operational execution
MARGIN EXPANSION - Gross margins improved due to scaling across higher-value customers and market diversification
INNOVATION AND EXPANSION - New AI silicon products and industrial partnerships contributed to growth
Company press release: ID:nBwcdjvxBa
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Sales | Beat | $20.74 mln | $19 mln (4 Analysts) |
Q4 Adjusted EPS | Beat | -$0.32 | -$0.38 (4 Analysts) |
Q4 EPS | -$0.58 | ||
Q4 Adjusted Net Income | -$5.86 mln | ||
Q4 Gross Profit | $8.86 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"
Wall Street's median 12-month price target for Ambiq Micro Inc is $36.00, about 28.3% above its March 4 closing price of $28.07
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
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