Feed / AMBQ

Ambiq Micro, Inc.

AMBQ

Technology · 60.59 -5.1% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

Ambiq Micro, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 32 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 9 directly disclosed connections are confirming.

Company-5.1% todayVolume comparison unavailable
Market group0 of 32 activeIndustrial Infrastructure Services · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
  • AMBQ's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if AMBQ's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Technology · Semiconductors

No new filing conclusion is available. 0 of 32 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 9 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • AMBQ's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods2
Price observations274
Usable filing statements80
Verified relationships9
Evidence supporting the case
  • Net margin changed +1.9 percentage points in the latest annual period.
Evidence challenging the case
  • Latest annual revenue changed -4.7% year over year.
  • Operating margin changed -1.1 percentage points in the latest annual period.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 10, 2026

60.59
6m+97.4%12m+52.1%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2024-12-31$76.1M$-113.50
2025-12-31$72.5M-4.7%$-4.57

What management says matters

Persistent and emerging business drivers

Customer concentrationpositive · 4 filings
The growth was broad-based across our major customer base, with two customers exhibiting particularly strong demand driven by new product launch ramps at higher average sales prices annually.
10-Q · May 12, 2026
Product pipeline and R&Dmixed · 3 filings
The overall increase in research and development expenses was primarily attributable to increased intellectual property development and technology spend in addition to higher contractor and compensation-related costs, including share-based compensation expens…
10-Q · May 12, 2026
Demand and volumepositive · 2 filings
The growth was broad-based across our major customer base, with two customers exhibiting particularly strong demand driven by new product launch ramps at higher average sales prices annually.
10-Q · May 12, 2026
Industry cycle and competitionmixed · 1 filings
nnel; • the quality of our products and any remediation costs; • adverse changes in economic conditions in various geographic areas where we or our end customers do business; • the general industry conditions and seasonal patterns in our target end markets, i…
10-K · Mar 5, 2026

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Fewer than 4 annual revenue periods; too little history to scaffold scenarios.

Price action

How the market is pricing the story

60.59-5.1% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for AMBQ. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for AMBQ. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind AMBQ

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

IFNNYFiling-linked namecompetitorMar 5, 2026

We currently compete directly with numerous large MCU vendors, such as Infineon, Microchip, NXP, Renesas, Silicon Laboratories, STMicroelectronics, Texas Instruments, and others.

MCHPMicrochip Technology IncorporatedcompetitorMar 5, 2026

We currently compete directly with numerous large MCU vendors, such as Infineon, Microchip, NXP, Renesas, Silicon Laboratories, STMicroelectronics, Texas Instruments, and others.

QCOMQUALCOMM IncorporatedcompetitorMar 5, 2026

In addition, we also compete with connectivity players such as Dialog Semiconductor (now Renesas), Nordic Semiconductor, Synaptics, and Telink or connected processor platform players, such as Qualcomm.

Filing peers

No filing peers are available for this name yet.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 6 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

AMBQ is currently a Follower in the organic co-movement group Industrial Infrastructure Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for AMBQ; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.