Added to YB: 2026-09-25
Pitch date: 2026-09-21
AMBQ [neutral]
Ambiq Micro, Inc.
-1.3%
current return
Author Info
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Company Info
Ambiq Micro, Inc. provides ultra-low-power semiconductor solutions in the United States, Europe, Asia, and internationally.
Market Cap
$1.7B
Pitch Price
$69.83
Price Target
N/A
Dividend
N/A
EV/EBITDA
-38.81
P/E
-35.15
EV/Sales
13.86
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Ambiq Micro, Inc. - $AMBQ
AMBQ (deep dive): Ambiq’s patented ultra-low-power architecture offers a real edge in battery-constrained devices, but the price already assumes two execution problems are solved: first, top-three customer concentration falls further from 75-78% of sales; second, capacity catches demand that management says is three to five times current fulfillment for some preorders. Q2 revenue grew 89.7%, yet Atomiq revenue is not expected until 2028, making concentration and delivery against the ~$135M FY2026 guide the key tests.
Read full article (27 min)