Latest Earnings Results: Q2 '26
Estimated EPS
-$0.26
Reported EPS
-$0.07
Surprise
+72.78%
Estimated Rev
$31.51M
Reported Rev
$33.9M
Surprise
+7.58%
• Reported GAAP EPS of -$0.32 up 98.31% YoY • Reported revenue of $33.9M up 89.68% YoY • Ambiq expects third quarter 2026 net sales of $36.0 million to $37.0 million, with non-GAAP gross margin between 46.5% and 47.5% and non-GAAP operating expense of $24.0 million to $25.0 million.
Bullish Takeaway
Ambiq achieved record quarterly sales growth driven by strong edge AI demand, expanded its proprietary software stack for AI development, and strengthened its balance sheet through a $168 million public offering.
Bearish Takeaway
Ambiq faces structural supply constraints across the semiconductor industry, while simultaneously reporting a GAAP net loss and increased operating expenses during the second quarter of 2026 compared to prior periods.
Generated by Stocktwits using AI and company-reported earnings data for Q2 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q3 '26 | -$0.16 | -- | -- | N/A |
Q2 '26 | -$0.26 | -$0.07 | 72.78% | BEAT |
Q1 '26 | -$0.36 | -$0.25 | 29.62% | BEAT |
Q4 '25 | -$0.38 | -$0.32 | 16.53% | BEAT |
Q3 '25 | -$0.33 | -$0.22 | 33.24% | BEAT |