First Eagle Investment Management LLC Boosts Holdings in Ambiq Micro, Inc. $AMBQ

First Eagle Investment Management LLC grew its stake in Ambiq Micro, Inc. (NYSE:AMBQ) by 222.1% during the 4th quarter, Holdings Channel reports. The firm owned 189,723 shares of the company’s stock after purchasing an additional 130,823 shares during the quarter. First Eagle Investment Management LLC’s holdings in Ambiq Micro were worth $5,407,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. BNP Paribas Financial Markets acquired a new position in shares of Ambiq Micro during the 3rd quarter worth about $28,000. Whittier Trust Co. of Nevada Inc. acquired a new stake in Ambiq Micro in the 3rd quarter worth about $30,000. JPMorgan Chase & Co. acquired a new stake in Ambiq Micro in the 3rd quarter worth about $56,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. purchased a new stake in Ambiq Micro during the 3rd quarter worth approximately $65,000. Finally, SBI Securities Co. Ltd. purchased a new stake in Ambiq Micro during the 3rd quarter worth approximately $101,000.

Ambiq Micro Trading Up 7.2%

AMBQ stock opened at $71.17 on Thursday. The firm has a 50-day moving average of $32.20 and a two-hundred day moving average of $30.44. Ambiq Micro, Inc. has a 12 month low of $22.12 and a 12 month high of $72.48. The company has a market cap of $1.52 billion and a price-to-earnings ratio of -3.44.

Ambiq Micro (NYSE:AMBQ) last issued its earnings results on Thursday, March 5th. The company reported ($0.49) earnings per share for the quarter, topping the consensus estimate of ($0.61) by $0.12. The business had revenue of $20.74 million for the quarter, compared to analysts’ expectations of $19.00 million. Ambiq Micro had a negative return on equity of 352.84% and a negative net margin of 46.86%.Ambiq Micro has set its Q1 2026 guidance at -0.390–0.330 EPS. As a group, equities analysts forecast that Ambiq Micro, Inc. will post -2.34 earnings per share for the current year.

More Ambiq Micro News

Here are the key news stories impacting Ambiq Micro this week:

• Positive Sentiment: Ambiq posted Q1 2026 EPS of -$0.25, beating estimates, while revenue of $25.06 million also came in above expectations. The company said demand is accelerating, with stronger customer adoption of its ultra-low-power edge AI chips. Ambiq Reports First Quarter 2026 Financial Results
• Positive Sentiment: Management raised Q2 2026 guidance well above Wall Street expectations, calling for EPS of -$0.29 to -$0.23 and revenue of $31 million to $32 million, which suggests improving sales momentum and narrowing losses. Ambiq Reports First Quarter 2026 Financial Results
• Positive Sentiment: Needham raised its price target on Ambiq Micro to $70 from $48 and maintained a buy rating, reinforcing investor confidence in the company’s growth outlook. Needham price target update
• Neutral Sentiment: Multiple earnings-call recaps and transcripts highlighted management’s upbeat tone, but these were largely commentary on the same Q1 results rather than new information. Full Transcript: Ambiq Micro Q1 2026 Earnings Call
• Neutral Sentiment: Recent market headlines also pointed to accelerating sales growth, which helps explain why the stock has increased, though the move appears mainly driven by the earnings beat and raised guidance. Ambiq stock surges on chipmaker’s accelerating sales growth

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on the company. UBS Group raised their target price on Ambiq Micro from $43.00 to $70.00 and gave the company a “neutral” rating in a research report on Wednesday. Needham & Company LLC boosted their price target on Ambiq Micro from $48.00 to $70.00 and gave the stock a “buy” rating in a research report on Tuesday. Zacks Research raised Ambiq Micro from a “strong sell” rating to a “hold” rating in a research note on Monday, May 4th. Wall Street Zen upgraded Ambiq Micro from a “sell” rating to a “hold” rating in a report on Sunday, February 22nd. Finally, Northland Securities began coverage on shares of Ambiq Micro in a research note on Tuesday, April 21st. They set an “outperform” rating and a $44.00 target price on the stock. Three equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $52.80.

Ambiq Micro Company Profile

Ambiq Micro (NYSE: AMBQ) is a semiconductor company specializing in the design and development of ultra-low-power microcontroller units (MCUs) and application-specific integrated circuits (ASICs). The company’s core technology leverages sub-threshold voltage operation to dramatically reduce energy consumption, enabling extended battery life in a broad range of portable and always-on devices. Ambiq’s products are particularly well suited for applications where power efficiency is critical, such as wearable electronics, IoT sensors, medical monitoring equipment, and industrial automation systems.

The company’s flagship product family, the Apollo series of MCUs, offers multi-core architectures, integrated wireless connectivity options, and advanced security features.