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Ambiq Micro, Inc. (AMBQ) Stock Fundamental Analysis & AI Rating 2026

AMBQ NYSE Semiconductors & Related Devices CA CIK: 0001500412
Updated This Month • Analysis: Mar 19, 2026 • SEC Data: 2025-12-31
Combined AI Rating
SELL
84% Confidence
STRONG AGREEMENT
SELL
85% Conf
SELL
82% Conf

📊 AMBQ Key Takeaways

Revenue: $72.5M
Net Margin: -50.3%
Free Cash Flow: $-19.7M
Current Ratio: 8.76x
Debt/Equity: 0.00x
EPS: $-4.57
AI Rating: SELL with 85% confidence
Ambiq Micro, Inc. (AMBQ) receives a SELL rating with 84% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $72.5M, net profit margin of -50.3%, and return on equity (ROE) of -22.4%, Ambiq Micro, Inc. demonstrates mixed fundamentals in the Technology sector. Below is our complete AMBQ stock analysis for 2026.

Is Ambiq Micro, Inc. (AMBQ) a Good Investment?

Claude

Ambiq Micro is a cash-burning semiconductor company with deteriorating operational performance, negative free cash flow of -$19.7M, and operating losses of -$39.5M despite maintaining decent gross margins of 44.3%. While the company has substantial cash reserves ($140.3M) and minimal debt, the persistent losses, declining revenue (-4.7% YoY), and negative operating cash flow indicate fundamental business challenges that outweigh the strong balance sheet.

ChatGPT

Ambiq Micro’s fundamentals show a business with weakening top-line momentum and deeply negative profitability, with operating losses consuming more than half of revenue and free cash flow remaining materially negative. The balance sheet is exceptionally strong with high cash reserves, no long-term debt, and ample liquidity, but current growth quality is poor because revenue is declining while losses remain substantial.

Why Buy Ambiq Micro, Inc. Stock? AMBQ Key Strengths

Claude
  • + Substantial cash reserves of $140.3M providing runway for turnaround
  • + Strong gross margin of 44.3% indicating product-market viability
  • + Minimal debt with zero long-term debt and debt/equity ratio of 0.00x
ChatGPT
  • + Very strong liquidity with $140.28M in cash and an 8.76x current ratio
  • + Debt-free balance sheet with $162.46M in equity and minimal financial leverage
  • + Respectable 44.3% gross margin indicates the core product economics are not broken

AMBQ Stock Risks: Ambiq Micro, Inc. Investment Risks

Claude
  • ! Negative operating cash flow of -$19.7M indicating cash burn despite gross profitability
  • ! Operating losses of -$39.5M with net margin of -50.3% showing inability to scale efficiently
  • ! Declining revenue trend of -4.7% YoY suggesting market headwinds or competitive pressures
  • ! Negative ROE of -22.4% and ROA of -19.7% destroying shareholder value
ChatGPT
  • ! Revenue declined 4.7% year over year, signaling weak near-term growth momentum
  • ! Operating margin of -54.5% and net margin of -50.3% indicate an unsustainably loss-making cost structure
  • ! Negative operating cash flow and free cash flow of -$19.69M show continued cash burn despite the large cash balance

Key Metrics to Watch

Claude
  • * Quarterly revenue trajectory and market share trends
  • * Operating margin improvement and path to profitability
  • * Cash burn rate and projected runway given current operating cash flow
  • * Gross margin sustainability and product mix evolution
  • * Operating expense rationalization efforts
ChatGPT
  • * Revenue growth reacceleration and customer demand recovery
  • * Operating cash burn and progress toward operating margin improvement

Ambiq Micro, Inc. (AMBQ) Financial Metrics & Key Ratios

Revenue
$72.5M
Net Income
$-36.5M
EPS (Diluted)
$-4.57
Free Cash Flow
$-19.7M
Total Assets
$184.7M
Cash Position
$140.3M

💡 AI Analyst Insight

Strong liquidity with a 8.76x current ratio provides a solid financial cushion.

AMBQ Profit Margin, ROE & Profitability Analysis

Gross Margin 44.3%
Operating Margin -54.5%
Net Margin -50.3%
ROE -22.4%
ROA -19.7%
FCF Margin -27.2%

AMBQ vs Technology Sector: How Ambiq Micro, Inc. Compares

How Ambiq Micro, Inc. compares to Technology sector averages

Net Margin
AMBQ -50.3%
vs
Sector Avg 18.0%
AMBQ Sector
ROE
AMBQ -22.4%
vs
Sector Avg 22.0%
AMBQ Sector
Current Ratio
AMBQ 8.8x
vs
Sector Avg 2.5x
AMBQ Sector
Debt/Equity
AMBQ 0.0x
vs
Sector Avg 0.5x
AMBQ Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Ambiq Micro, Inc. Stock Overvalued? AMBQ Valuation Analysis 2026

Based on fundamental analysis, Ambiq Micro, Inc. has mixed fundamental signals relative to the Technology sector in 2026.

Return on Equity
-22.4%
Sector avg: 22%
Net Profit Margin
-50.3%
Sector avg: 18%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Ambiq Micro, Inc. Balance Sheet: AMBQ Debt, Cash & Liquidity

Current Ratio
8.76x
Quick Ratio
7.87x
Debt/Equity
0.00x
Debt/Assets
12.0%
Interest Coverage
N/A
Long-term Debt
N/A

AMBQ Revenue & Earnings Growth: 5-Year Financial Trend

AMBQ 5-year financial data: Year 2025: Revenue $76.1M, Net Income -$39.7M, EPS $-113.50.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Ambiq Micro, Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $-113.50 indicates the company is currently unprofitable.

AMBQ Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-27.2%
Free cash flow / Revenue

AMBQ Quarterly Earnings & Performance

Quarterly financial performance data for Ambiq Micro, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $18.2M -$9.0M $-0.72
Q2 2025 $17.9M -$8.5M $-18.89

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Ambiq Micro, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$19.7M
Cash generated from operations
Dividends
None
No dividend program

AMBQ SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Ambiq Micro, Inc. (CIK: 0001500412)

📋 Recent SEC Filings

Date Form Document Action
Apr 6, 2026 4 xslF345X06/form4-04062026_090458.xml View →
Mar 10, 2026 4 xslF345X05/form4-03102026_090302.xml View →
Mar 10, 2026 4 xslF345X05/form4-03102026_090311.xml View →
Mar 10, 2026 4 xslF345X05/form4-03102026_090341.xml View →
Mar 10, 2026 4 xslF345X05/form4-03102026_090344.xml View →

Frequently Asked Questions about AMBQ

What is the AI rating for AMBQ?

Ambiq Micro, Inc. (AMBQ) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (SELL) with 84% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are AMBQ's key strengths?

Claude: Substantial cash reserves of $140.3M providing runway for turnaround. Strong gross margin of 44.3% indicating product-market viability. ChatGPT: Very strong liquidity with $140.28M in cash and an 8.76x current ratio. Debt-free balance sheet with $162.46M in equity and minimal financial leverage.

What are the risks of investing in AMBQ?

Claude: Negative operating cash flow of -$19.7M indicating cash burn despite gross profitability. Operating losses of -$39.5M with net margin of -50.3% showing inability to scale efficiently. ChatGPT: Revenue declined 4.7% year over year, signaling weak near-term growth momentum. Operating margin of -54.5% and net margin of -50.3% indicate an unsustainably loss-making cost structure.

What is AMBQ's revenue and growth?

Ambiq Micro, Inc. reported revenue of $72.5M.

Does AMBQ pay dividends?

Ambiq Micro, Inc. does not currently pay dividends.

Where can I find AMBQ SEC filings?

Official SEC filings for Ambiq Micro, Inc. (CIK: 0001500412) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is AMBQ's EPS?

Ambiq Micro, Inc. has a diluted EPS of $-4.57.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is AMBQ a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Ambiq Micro, Inc. has a SELL rating with 84% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is AMBQ stock overvalued or undervalued?

Valuation metrics for AMBQ: ROE of -22.4% (sector avg: 22%), net margin of -50.3% (sector avg: 18%). Compare these metrics with sector averages to assess valuation.

Should I buy AMBQ stock in 2026?

Our dual AI analysis gives Ambiq Micro, Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is AMBQ's free cash flow?

Ambiq Micro, Inc.'s operating cash flow is $-19.7M, with capital expenditures of N/A. FCF margin is -27.2%.

How does AMBQ compare to other Technology stocks?

Vs Technology sector averages: Net margin -50.3% (avg: 18%), ROE -22.4% (avg: 22%), current ratio 8.76 (avg: 2.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 19, 2026 | Data as of: 2025-12-31 | Powered by Claude AI