Dilution profile // every instrument, one screen, from SEC filings

Ambiq Micro, Inc. (AMBQ)

CIK 1500412 · all EDGAR filings →

Overall dilution risk
HIGHworst of 4 computed signals (offering ability)
= the worst band among the computed sub-ratings, no hidden weighting
Offering ability
HIGH$255M registered
= total registered offering amount from the fee exhibits of live registrations (bands: $1M / $20M)
one or more live registrations had no structured fee data, so the true total is AT LEAST this
Overhead supply
LOWwarrants = 1% of O/S
= warrant shares outstanding divided by current shares outstanding (bands: 20% / 50%)
warrants only; converts, ATMs and equity lines are not in free structured data, so the true overhead is AT LEAST this
Historical dilution
MEDIUM+33% O/S in 3y
= share count now vs 3 years ago (bands: 30% / 100%); a reverse split pushes this negative
Cash need
LOW~223.5 months of runway
= cash vs trailing operating burn (bands: 6mo / 24mo; positive operating CF = low)

Same rating bands the category standard uses, but free, with the formula on the chip and the gaps in the data said out loud.

Shares outstanding over time

2025-08-292026-08-07

Latest: 24.2M shares as of Aug 7, 2026 (10-Q).

Cash runway

Self-funding

generates cash

Full breakdown: cash runway tool · source filing →

Warrants

Warrants outstanding: 238,931 underlying shares, as reported Jun 30, 2026 (10-Q).

Reported exercise price: $12.6 (aggregate figure as tagged; individual tranches vary).

Rough fully diluted estimate: 24.4M = 24.2M O/S + 238,931 warrant shares. An estimate, not a filing figure: it ignores converts, options and RSUs, and the two inputs carry different as-of dates.

Convertible notes

No convertible-note facts tagged in the 10-Q filed Aug 11, 2026. If convertible notes exist, their terms live in exhibit prose for this filer and are not parsed; absence of a tag is not proof of absence. The exhibits are the ground truth.

Fully diluted build-up

Shares outstanding plus every potential-share instrument the filer tagged in XBRL, each at its own as-of date. An estimate assembled from filed figures, not a filing figure itself.

Shares outstanding24.2MAug 7, 2026
+ Warrants (aggregate, as tagged) (if exercised)238,931Jun 30, 2026
Fully diluted estimate24.4M+1.0% vs O/S

Still excluded, because the filer does not tag them in countable form: employee options and RSUs, any instrument living only in exhibit prose, and instruments above missing a share count. Inputs carry different as-of dates, shown per row. Each figure traces to the tranche and note tables above and their cited filings.

Registrations and offerings

Registered offering capacity on live registrations: $254.6Mfrom the structured fee exhibits; registered is not remaining, takedowns are not subtracted

S-1Jun 22, 2026$169.1M registeredfiling →
S-1Jan 21, 2026$85.5M registeredfiling →
S-1Jul 3, 2025no structured fee exhibit in this filing (predates fee-data XBRL or fee deferred)filing →

Last 12 months: 2 executed · 4 registered.

EXECUTEDJun 25, 2026Final prospectus — offering priced (typical for IPOs and marketed share deals)424B4
REGISTEREDJun 23, 2026S-1MEF registration — capacity to sell shares, not a sale yetS-1MEF
EFFECTIVEJun 23, 2026SEC declared a registration effective — selling can beginEFFECT
REGISTEREDJun 22, 2026S-1 registration — capacity to sell shares, not a sale yetS-1
EXECUTEDJan 26, 2026Final prospectus — offering priced (typical for IPOs and marketed share deals)424B4
REGISTEREDJan 23, 2026S-1MEF registration — capacity to sell shares, not a sale yetS-1MEF
EFFECTIVEJan 22, 2026SEC declared a registration effective — selling can beginEFFECT
REGISTEREDJan 21, 2026S-1 registration — capacity to sell shares, not a sale yetS-1
EXECUTEDJul 31, 2025Final prospectus — offering priced (typical for IPOs and marketed share deals)424B4
REGISTEREDJul 29, 2025S-1MEF registration — capacity to sell shares, not a sale yetS-1MEF
EFFECTIVEJul 29, 2025SEC declared a registration effective — selling can beginEFFECT
REGISTEREDJul 21, 2025S-1/A registration — capacity to sell shares, not a sale yetS-1/A

Full history and shelf status: offering checker · S-3 shelf checker

Source: SEC EDGAR XBRL company facts and filing metadata, fetched live and cached briefly. Share counts are cover-page figures with their form named. Warrant tranches and convertible notes come from the dimensioned facts in the latest 10-Q/10-K instance document, exactly as the company tagged them; untagged tranches and notes are absent, not disproven. Nothing on this page is manually verified and nothing is behind a login: what free data supports is shown, what it cannot support is stated. Not investment advice.

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