AmpliTech Group remains a Buy despite guidance withdrawal and a sharp post-earnings selloff. Management declined to reaffirm the $50M 2026 revenue target, citing timing delays but no order cancellations. I've lowered my 2026 revenue estimate to $35M and 2028 fair value to $6.70/share, still projecting a 19% annualized return.
AmpliTech Group, Inc. (AMPG) Q2 2026 Earnings Call Transcript
AmpliTech Group NASDAQ: AMPG reported second-quarter 2026 revenue of approximately $8.1 million, up 51% sequentially from about $5.35 million in the first quarter, as the company continued to invest in 5G, telecom infrastructure, semiconductor and advanced communications opportunities.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NA Nizar Araji National Bank Of Canada /FI/ | 106,900 | $801,750 | $621,089 | -$180,661 | -22.53% |
| JRP Jay R. Petschek Corsair Capital Management LP | 30,722 | $91,858.82 | $122,734.39 | $30,875.57 | 33.61% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 32,475 | $243,562.5 | $109,765.5 | -$133,797 | -54.93% |
Leigha Shepard Midwest Financial Group LLC | 28,950 | $217,125 | $97,995.75 | -$119,129.25 | -54.87% |
| PIL PFG Investments LLC PFG Investments LLC | 110,600 | $829,500 | $374,934 | -$454,566 | -54.8% |
| Communications Equipment Industry | Information Technology Sector | Fawad A. Maqbool CEO | NASDAQ (CM) Exchange | 03211Q200 CUSIP |
| US Country | 46 Employees | - Last Dividend | 17 Feb 2021 Last Split | - IPO Date |
AmpliTech Group, Inc. is an eminent entity focused on the design, engineering, and assembly of microwave component-based amplifiers. Established in 2002 and headquartered in Hauppauge, New York, the company has carved a niche in producing a wide array of radio frequency (RF) amplifiers and related subsystems. These products find utility in a broad spectrum of communication systems, including Wi-Fi, radar, satellite, base stations, cell phones, and radios. AmpliTech serves a diversified client base across aerospace, government, defense, commercial satellite, and wireless industries, propelled by a distribution network stretching across the United States, Europe, the Middle East, and South Asia.