Apr. 28 at 2:34 PM
$AMPG I’ve got a new position in Amplitech. Sharing below what was posted yesterday on X.
Here’s my 6-12 Month Base Case 🔥
AmpliTech: RF/microwave + certified 5G Open RAN leader.
FY25:
$25M rev (+165% YoY) on LNA/SATCOM strength + early ORAN wins.
2026 Guidance:
$50M+ revenue as Massive MIMO radios ramp with Tier-1 carriers. Margins recovering, path to profitability.
Trading ~
$1.95 (~
$49M mkt cap) at just 1.6x sales.
Base Case: ORAN execution + 28-35%+ margins → profitability inflection. Re-rates to 3-4x fwd sales in hot 5G sector =
$150-200M mkt cap →
$6–
$8 target (200-300% upside).
Catalysts: Q1/Q2 earnings, PO conversions, shipment ramps.
Solid small-cap growth play. DYOR Not financial advice.