Added to YB: 2026-05-27
Pitch date: 2026-05-25
AMPG [bullish]
AmpliTech Group, Inc.
-4.04%
current return
Author Info
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Company Info
AmpliTech Group, Inc. designs, engineers, and assembles micro-wave component-based amplifiers. It operates in two segments, Manufacturing and Engineering, and Distribution.
Market Cap
$72.7M
Pitch Price
$5.20
Price Target
14.25 (+183%)
Dividend
N/A
EV/EBITDA
-10.91
P/E
-9.43
EV/Sales
2.16
Sector
Electronic Equipment, Instruments and Components
Category
growth
$AMPG: Forty-Eight Percent Gross Margins, Zero Debt, And A Five Dollar Print Nobody Trusts Yet
AMPG: Q1 rev $5.35M (+48.6% YoY), gross margin jumped 1500bps to 48% vs 33% prior yr on mix shift to integrated 5G ORAN radios from parts. Cash $18.4M, zero debt, $48.4M equity. 64T/64R massive MIMO ORU only US-made end-to-end, positioned for BEAD's 65-75% domestic content rule. Cryo LNAs for IBM/Rigetti/IonQ qubits. $118M LOI w/ 2 Tier 1s ($40M Telus named), $12M converted. FY26 guide intact, H2 weighted. Bear: CEO credibility from $30M guide miss in 2024, $3.5M BTC custody loss, customer concentration risk. Bull scenario $14.25 (182% upside) on $50M rev at 4x EV/sales; base $7.92 (57% upside) on $35M rev. Key catalyst: Q2 print Aug showing if 45%+ margin holds. Starter position via DCA.
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