Ambiq expects first quarter net sales of $21M to $22M, non-GAAP gross margin between 44.0% and 45.0%, and non-GAAP net loss per share between ($0.39) and ($0.33) for Q1 2026.
Bullish
Ambiq's Q4 net sales exceeded guidance and were the highest of 2025, driven by customer demand and margin expansion; the company also unveiled Atomiq, its new ultra-low-power NPU SoC.
Bearish
Ambiq's full year 2025 GAAP net sales decreased by 4.7% to $72.5M, while operating expenses increased by 10.4%, contributing to a higher GAAP net loss in Q4 2025.