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AMAMPG

AmpliTech Group, Inc.

Trending onWhy it's trendingX chatter spiked vs its recent normStrong bullish X conversationBacked by solid revenue growth
$AMPG·$140M·Communication Equipment·Technology
$6.64+3.4%YTD+117.7%1Y+126.6%
Mentions · last 7 days
2026-07-10: 62 posts2026-07-11: 21 posts2026-07-12: 30 posts2026-07-13: 64 posts2026-07-14: 131 posts2026-07-15: 153 posts2026-07-16: 138 posts602+11%
Price updated 5h ago·X counts updated 1d ago
AMAMPG
$AMPGAmpliTech Group, Inc.
$6.64+3.43%602 posts+11%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $AMPG, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeWinding up for a moveAI verdict · as of 2026-07-17

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Micro-cap O-RAN player with 5x Q2 growth, a fresh buyback, and a phishing-scam loss to absorb.

AmpliTech Group makes RF components — amplifiers, filters, and increasingly Open RAN (O-RAN) infrastructure — for 5G and AI-RAN applications. It's a very small-cap that has become a favorite retail momentum play on the O-RAN thesis.

Where the setup nets out:

  • Growth is spectacular off tiny bases: Q1 revenue up 49% YoY, Q4 +142%, Q3 +115%, Q2 +336% — this is a company at $30M+ run-rate scaling rapidly.
  • The AI-RAN narrative got real validation: the July 8 disclosure that AmpliTech's Massive MIMO radio is the only unit demoed live at VIAVI's VALOR Lab is a specific technology-validation win.
  • The July 7 zero-dilution stance is important: $10M share repurchase authorization plus terminated ATM offering — management is signaling confidence and stopping the dilution overhang.
  • The June 22 disclosure of a $3.25M cyber-phishing loss is real — non-fatal for a company at $30M run-rate but a governance concern.
  • Insider action: one director (Mazziota) sold $138K in late June — small cluster.
  • Position confirms the run: 56% of 52-week range, YTD +110%, t12m +143% — momentum is intact.

The forward view: the August 12 Q2 print is the referee. A revenue beat with any specific O-RAN carrier or FutureG-related contract disclosure combined with the phishing-loss resolution is what breaks the coil upward toward the community's $15-18 targets. What keeps it stuck: another cash-burn quarter without customer-name commentary. What breaks it lower: another cyber-incident or a return to dilutive financing.

Agrees with X sentimentThe bullish X read on O-RAN validation, buyback stance, and high short interest is directionally right. Our take agrees the setup is compelling and adds the phishing-loss governance concern as a specific caution.

What to watch: August 12 Q2 earnings and any specific O-RAN contract disclosure; another cyber-incident or a return to ATM financing would break the coil the wrong way.

On the calendar: 2026-08-12 — Q2 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment40 posts analyzed · as of 2026-07-17

AmpliTech Group is being pumped as a microcap breakout story around AI-RAN. Posts highlight commercial deployment of a 64T64R Massive MIMO Open-RAN radio, a signed LOI pipeline north of $100M, 48% gross margin (up from 33%), guidance for $50M+ revenue, a Nasdaq opening-bell appearance to mark five years public, and quantum LNA supply relationships with IBM and Google plus SATCOM ties to Amazon and Viasat. Bulls, including several concentrated holders, argue the ~$175M market cap dramatically understates the ARR trajectory and that a ~$1B valuation is inevitable. There is virtually no bear thread beyond intraday chart-based sell calls and general microcap-liquidity concerns.

Read the AI verdict + X sentiment for $AMPG

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Designs and assembles RF and microwave amplifiers and subsystems for satellite, military, and wireless communications.

Industry overviewAI analysisGenerated by AI from underlying data

Where Communication Equipment sits in its cycle right now — and what that implies for $AMPG.

Communication Equipment · Technology

No material change from last week — Lumentum pre-breakout setup unchanged as hyperscaler 400G/800G AI rack buildout continues structurally consuming optical transceiver and DWDM capacity into 2H26.

What this means for $AMPG

Neutral — Designs and assembles RF and microwave amplifiers and subsystems for satellite, military, and wireless communications; the hyperscaler 400G/800G AI rack networking buildout does not materially affect this business's near-term earnings.

Top industry ETF

$IYZiShares U.S. Telecommunications ETF
+17.6%YTD
+34.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-18.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-13.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-26.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-9.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-17.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
24.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 13, 2026$-0.06$-0.05-20.0%
Q4 2025Mar 26, 2026$-0.15$-0.07-114.3%
Q3 2025Nov 14, 2025$-0.01$-0.09+88.9%
Q2 2025Aug 14, 2025$-0.09$-0.06-50.0%
Next earningsWed, Aug 12·consensus EPS $-0.02

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$5.3M+48.6%48.0%-30.3%$-0.06$-3.1M
Q4 FY25$4.5M+141.6%13.4%-73.3%$-0.15$-3.5M
Q3 FY25$6.1M+114.9%43.4%-3.6%$-0.01$-1.4M
Q2 FY25$11.0M+336.2%7.8%-17.5%$-0.09$-2.4M

Forward consensus

2-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$50.0M$50.0M – $50.0M$0.24$0.24 – $0.241
FY27$60.0M$60.0M – $60.0M$0.37$0.37 – $0.371

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.59%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+14.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+79.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 18.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today12.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β-0.265-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 23Mazziota Daniel RichardDirector10.0K sh$77KSellJun 22Mazziota Daniel RichardDirector7.2K sh$61KSellJun 1Flores Jorge LuisCOO30.0K sh$161KSellMay 28Louisa SanfratelloCFO50.0K sh$240KSellMay 22Mazziota Daniel RichardDirector10.0K sh$50K
+ 8 other (5 exempts · 3 awards) in window

See when $AMPG insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KAgreement terminatedJul 88-K — Item 1.02: Agreement terminated · Item 8.01: Other event
AI summary

AmpliTech Group, Inc. (AMPG) terminated its Equity Distribution Agreement with Maxim Group LLC on July 7, 2026, and simultaneously authorized a $10 million stock repurchase program over 24 months. The ATM facility termination removes dilution risk while the buyback signals management confidence. Same event as the AMPGZ filing; this is the AMPG common stock ticker entry.

8-KOfficer or director changeMar 168-K — Item 5.02: Officer or director change
8-KMaterial agreementFeb 28-K — Item 1.01: Material agreement · Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
8-KMaterial agreementJan 268-K — Item 1.01: Material agreement · Item 5.02: Officer or director change
424B5Prospectus supplement (offering)Jan 26424B5
8-KPress release / Reg FDJan 268-K — Item 7.01: Press release / Reg FD
+ 10 other (2 13Gs · 1 routine 8-K · 1 earnings 8-K · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

AmpliTech Group Rings the Nasdaq Opening Bell, Marking Five Years as a Public Company and Celebrating Record Growth in 5G Open RAN Infrastructureprismmediawire.com·2d agoAmpliTech Group's 64T64R Massive MIMO Radio Featured in VIAVI VALOR Lab Demonstrations for AI-RAN Alliance Membersprismmediawire.com·10d agoAmpliTech Group Announces Authorization of Up to $10 Million Stock Buyback Program and Terminates At-The-Market (ATM) Equity Offeringprismmediawire.com·11d agoAmpliTech Group Announces Authorization of Up to $10 Million Stock Buyback Program and Terminates At-The-Market (ATM) Equity Offeringglobenewswire.com·11d agoAmpliTech Group Strengthens ORAN 5G Growth Strategy with Addition of Two Senior Business Development Leadersprismmediawire.com·32d ago

In themes

Explore the broader themes this ticker is being talked about under.

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