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Ampco-Pittsburgh Corp.

Rising onWhy it's trendingX chatter picking upBacked by solid revenue growthPrice and volume picking up
$AP·$193M·Manufacturing - Metal Fabrication·Industrials
$8.86-3.5%YTD+67.0%1Y+214.2%
Mentions · last 7 days
2026-08-19: 2 posts2026-08-20: 3 posts2026-08-21: 10 posts2026-08-22: 3 posts2026-08-23: 3 posts27+14%
Price updated 14h ago·X counts updated 6d ago
APAP
$APAmpco-Pittsburgh Corp.
$8.86-3.49%27 posts+14%
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 $AP, 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.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-29

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

Specialty metal industrial +214% t12m but analysts still model losses through FY27; balance sheet is the risk-reward pivot.

Ampco-Pittsburgh is a $190M specialty metal-products and customized-equipment maker (rolls for hot/cold steel mills + custom equipment) at $8.86 — +214% t12m, +67% YTD, sitting at 64% of its 52w range and +16% vs 200d. That's a real cyclical industrial reflation move.

  • Q2 EPS $0.07 vs $0.08 (-12.5% miss) — narrow miss after a Q1 $0.04 loss (guidance-cut miss of -150%). Q4 was -$2.85 vs $0.08 (-3125% miss driven by a large one-time impairment or restructuring charge).
  • Cash economics: PE -2.9 TTM (loss-year distortion), PS 0.45 (deeply discounted), ROIC 0.2%, gross margin 14.5%, op-margin 0.17%, D/E 4.43 (highly levered), EV/EBITDA 11.5, FCF yield -1.2%. This is a cyclically-early recovery name where the balance sheet is the concern.
  • Q1 revenue $108.3M (+3.9% YoY), Q4 $108.8M (+7.8%) — modest but positive revenue growth suggests the specialty-steel end-market is stabilizing.
  • Analyst path (single-analyst coverage) FY26 EPS -$0.62 → FY27 -$1.13 — Street models continued losses; this contrasts with the +214% t12m move and argues the run is retail-momentum rather than fundamentals-driven.
  • Insider signal is a small G-Gift (McNair 5,600 shares) — no material signal.
  • Sentiment feed is contaminated: $AP is a memecoin on the LONG launcher on Robinhood Chain, not Ampco-Pittsburgh. No equity-tape signal to align with.

Read as a specialty-metal industrial reflation-play whose stock is running well ahead of its fundamentals; the debated question is whether the recovery in orders sustains through 2027 (analysts skeptical) or the +214% move retraces before the earnings inflection materializes.

What to watch: Q3 order-book cadence, gross-margin trajectory, and any refi commentary on the Nov 11 print.

On the calendar: 2026-11-11 Q3 earnings

sentiment ticker collisionfloat missing

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-08-28

The $AP feed is a memecoin conversation — the first token deployed on the LONG launcher on Robinhood Chain — not Ampco-Pittsburgh. Posters argue $AP is undervalued at ~$160k market cap when $AI is at $66M and $SPACEHOOD trades at 10x more expensive, all pointing to the same deployer wallet as the LONG launcher and framing it as the sleeper stock-pair token. One DCF-style post argues even conservative assumptions leave AP 'pretty significantly undervalued.' No bearish voice in the sample; the tone is 'still slow, will cook.'

Read the AI verdict + X sentiment for $AP

  • 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
Free, forever. No credit card.

What it does

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

Specialty metal products (forged rolls and castings) and industrial air/liquid processing equipment for global manufacturers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Manufacturing - Metal Fabrication sits in its cycle right now — and what that implies for $AP.

Manufacturing - Metal Fabrication · Industrials

No material change from last week — ATI's specialty titanium alloys and nickel superalloys for jet engines benefit from commercial aviation production ramp and military hypersonics procurement.

What this means for $AP

Partial — Specialty metal products (forged rolls and castings) and industrial air/liquid processing equipment for global manufacturers; partial earnings exposure to manufacturing - metal fabrication demand dynamics through its product portfolio.

Top industry ETF

$XLIIndustrial Select Sector SPDR
+19.8%YTD
+15.5%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-2.9How 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
0.2%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
0.2%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
-1.2%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
0.5Same 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
-146%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
14.5%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
4.4Total 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
Q2 2026Aug 11, 2026$0.07$0.08-12.5%
Q1 2026May 12, 2026$-0.04$0.08-150.0%
Q4 2025Mar 16, 2026$-0.17$0.08-312.5%
Q3 2025Nov 12, 2025$0.04——
Next earningsWed, Nov 11·consensus EPS $0.08

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$108.3M+3.9%16.1%3.3%$-0.04$-1.7M
Q4 FY25$108.8M+7.8%10.3%-0.9%$-2.85$-64K
Q3 FY25$108.0M+12.3%13.0%1.2%$-0.11$3.3M
Q2 FY25$113.1M+1.9%18.7%-2.7%$-0.36$-3.8M

Forward consensus

5-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$427.0M$427.0M – $427.0M-$0.62-$0.62 – -$0.621
FY27$462.0M$462.0M – $462.0M-$1.13-$1.13 – -$1.131
FY28$403.6M$403.6M – $403.6M$0.03$0.03 – $0.031
FY29$327.6M$327.6M – $327.6M$0.20$0.20 – $0.201
FY30$344.7M$344.7M – $344.7M$0.26$0.26 – $0.261

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.0.6×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.64%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.+2.0%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.+15.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β1.365-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 25Samuel LyonPresident9.5K sh$93KSellJun 18Samuel LyonPresident547 sh$6KBuyMay 19Brett McbrayerCEO3.3K sh$30KBuyMar 19Brett McbrayerCEO7.5K sh$50K
+ 16 other (12 awards · 3 inkinds · 1 gift) in window

See when $AP 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
Free, forever. No credit card.

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-KShareholder voteMay 128-K — Item 5.07: Shareholder vote
AI summary

Ampco-Pittsburgh Corporation held its annual meeting of shareholders on May 8, 2026, at which two directors were elected to three-year terms ending in 2029: J. Brett McBrayer (10,903,236 votes for) and Darrell L. McNair (9,614,803 votes for) out of approximately 16.9 million shares eligible. The auditor ratification and other routine matters were also voted upon. Annual meeting governance filing; director elections passed with reasonable support.

+ 14 other (4 earnings 8-Ks · 2 10-Qs · 2 proxys · 1 13G) in window

Recent news

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

Ampco-Pittsburgh vs. NN: Which Industrial Stock Is the Better Buy?zacks.com·3d agoAmpco-Pittsburgh Stock Up Post Q2 Earnings, Orders Improve Sequentiallyzacks.com·15d agoAmpco-Pittsburgh Corporation (AP) Q2 2026 Earnings Call Transcriptseekingalpha.com·18d agoAmpco-Pittsburgh Q2 Earnings Call Highlightsmarketbeat.com·18d agoAmpco-Pittsburgh Corporation Announces Second Quarter 2026 Resultsbusinesswire.com·18d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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