Added to YB: 2026-04-03
Pitch date: 2026-04-01
AP [neutral]
Ampco-Pittsburgh Corporation
+5.29%
current return
Author Info
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Company Info
Ampco-Pittsburgh Corporation, together with its subsidiaries, engages in manufacture and sale of specialty metal products and customized equipment to commercial and industrial users worldwide.
Market Cap
$136.6M
Pitch Price
$6.81
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.67
P/E
-2.05
EV/Sales
0.64
Sector
Metals and Mining
Category
growth
Portfolioupdate Q1 - 2026 - Ampco-Pittsburgh (AP)
AP (holding update): Q4 EBITDA missed on ALP mix & tariff uncertainty, but Jan/Feb order intake signals strategy working. Nuclear renaissance (US/EU SMRs + AP1000 reactors in Canada/E. Europe) major catalyst—supply 90%+ US nuclear plants. Real earnings power won't show until Q3 post-Swedish ramp & Buffalo pump machinery. Volatility expected near-term; mgmt not storytellers. Position size unchanged after trimming 40% add.
Read full article (2 min)