Q2: 17m$ backlog
Q3: 17m$+ orders
$AMPG: AmpliTech today announced that it received more than $17 million in customer purchase orders during the third quarter ended September 30, 2026.
The quarterly total includes previously announced follow-on orders supporting existing 5G Open RAN programs for Asian and North American mobile network operators (“MNOs”).
Notably, more than 3,000 AmpliTech radio units have now been deployed in support of its North American MNO program, representing an important milestone in the commercial adoption and deployment scale of the Company's technology.
In parallel, AmpliTech continues to pursue additional business opportunities with prospective customers, including active participation in large-scale requests for proposals (“RFPs”) for its O-RAN radio solutions.
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Don’t think we get another undershoot here.
Long-term trendline looks ready to hold — watching for the next leg higher. 👀
Bought $AMPG yesterday for the first time since its latest earnings report. The new $7.3M follow-on O-RAN order—the largest yet under this Asian MNO program—suggests deployment momentum is returning after recent delays. Strong validation, though delivery timing still matters. NFA
BREAKING NEWS: $AMPG HAS RECEIVED $7.3M ORDER FOR O-RAN 5G DEVICES FROM AN ASIAN MNO.
A mid-intraday PR landed about 30 minutes ago confirming that the Asian MNO deployment is moving again. The delays that caused the company to pull guidance are now resolved, and it has just received its biggest purchase order ever from this project, worth $7.3 million.
Reminder: AmpliTech was not sure whether these orders would slip into next year, so it pulled guidance. They have landed now.
CEO Fawad Maqbool commented:
"Together with the follow-on orders recently received in support of our North American MNO program, we believe these orders reflect continued customer confidence in our ability to perform in real-world O-RAN networks. They also restore meaningful momentum under the previously announced LOI program and further strengthen AmpliTech’ s commercial position as we focus on converting our growing opportunity pipeline into shipments and revenue."
This is absolute huge news! 🔥🚀
$AMPG Institutional ownership is rising.
I would not say that the awareness is high. Market cap is only $150 mn. Plus, we have a little community. Once it reaches to masses, easy to guess what will happen.
BREAKING: BLACKROCK FILES MASSIVE 522,988 SHARE LONG POSITION IN $AMPG.
BlackRock just filed its 13F, disclosing a massive long position in AmpliTech. Quarter over quarter it increased its stake by 383.65%, up from 108,133 shares.
AmpliTech is at an inflection point and institutions have noticed.
Huge 🔥🚀
Source:
fintel.io/so/us/ampg/blackro…
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$AMPG portable/vehicle RU
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O-RAN fronthaul
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NVIDIA Aerial GPU compute
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AI-controlled tactical/private 5G network
👀👀
BREAKING: $AMPG SHOWCASES NETWORK-IN-A-BOX SUITE IN NEW LINKEDIN POST FOR MILITARY AND DISASTER RECOVERY USE.
Remember when CEO Fawad and Amplitech main page were posting about defence sector couple days ago in LinkedIn? They posted again 30 minutes ago, this time showcasing their NIB -suite and it is absolute beauty of product.
I think Amplitech will have massive earnings report next week and it seems that company is focusing a lot to defence sector lately. Makes me wonder if there will be some deal coming soon?
In post they say:
"Most 5G infrastructure is designed for permanence. Towers, fiber, and equipment are installed and the network stays where it is. That model works well for cities and established coverage areas. It works poorly everywhere else.
There are environments where connectivity is needed immediately, in a location that doesn’t have it, by people who cannot wait for infrastructure to be built: a military unit operating beyond the range of fixed communications, a disaster response team working in an area where the existing network has failed, a temporary facility, a remote construction site, or an event in a location with no coverage.
AmpliTech's Network-in-a-Box was designed specifically for those environments. A complete 5G network in a ruggedized, portable package that is operational within minutes of deployment. No fixed infrastructure required. No cables, no towers, no installation crews. The network travels with the mission.
The NIB family covers a range of deployment scenarios, from 64 simultaneous users with 850 Mbps of throughput from a backpack-portable unit, to 1.2 Gbps across 1.5 square kilometers for larger operations. Satellite and ethernet backhaul options keep the network connected.
The underlying RF engineering is pure AmpliTech: low noise amplifiers, precision filters, ruggedized assemblies. The hardware performs because it was designed to perform, not adapted from a commercial product and repackaged for field use."
Exciting times ahead! 🔥
$AMPG is an overlooked “picks and shovels” play on the space boom. Its LNAs and MMIC technology support satellite and ground-station communications, while the shift from testing to production could be the real catalyst and that's been happening. NFA.
We think $AMPG is very undervalued.
Clean and powerful signals. 🛰️📈
They design and build the high tech electronic components that make satellite communications work.
They are the "ears" and "voice" of every satellite.
When a satellite is orbiting 300 miles above Earth, the signals it receives are incredibly faint.
AMPG's Low Noise Amplifiers (LNAs) pick up those whisper-quiet signals and boost them loud and clear, without adding the static that would ruin the data.
Their business runs on several pillars.
LNAs are the bread and butter.
Industry record noise figures, among the cleanest in the world.
MMIC Design Center is where they make their own chips.
Monolithic Microwave Integrated Circuits are custom designed and packaged in house... instead of buying generic parts from suppliers.
For every constellation, you need ground stations on every continent.
So AMPG is positioning as the end to end provider by selling the hardware inside the satellite AND the hardware in the ground station that talks to it.
Now here's why the timing is everything.
SpaceX with Starlink, Amazon with Project Kuiper, and many others are launching tens of thousands of satellites into low Earth orbit.
That is a massive structural tailwind for AMPG and the reasons are specific.
Power efficiency requirement.
Their LNAs are designed to be extremely low power dissipating.
Less power burned by the ears means more power available for everything else on the satellite.
This matters when you are launching by the thousand.
To deliver high speed internet from space (gigabit per second), satellites use high frequency Ka, Ku, and X bands.
Signals at these frequencies are fragile and normal amplifiers fail to keep them clean.
AMPG specializes precisely in these high frequency bands.
Many large satellite providers, especially on the defense side, now require components that are not sourced overseas.
AMPG owns its design and packaging, making them a safe domestic supplier for the entire US space and defense industry.
The Texas design center is the asset that earns those contracts.
And the most important update for the trade...
AMPG is transitioning from the testing phase into mass production orders.
Their proprietary LNAs are being integrated into next generation satellite payloads designed for deep space communication and high capacity LEO data relay.
The new MMIC chip scale technology is smaller and lighter than traditional amplifiers, which is exactly what mass production mega constellations require.
While $RKLB and $ASTS are building the satellites, #AMPG is selling the LNAs that make those satellites actually work.
They don't have to win the satellite race.
They just have to sell the radios to whoever does.
Textbook "picks and shovels" trade IMO.
Renaissance Tech disclosed a position in their 13F.
We also have a starter position and will likely hold until the $SPCX IPO.
With SpaceX going public on June 12 and putting a $2T price tag on the entire space sector, every supplier in this chain gets repriced whether the market wants to or not... NFA!
The weekly technical chart also has "brand new" triple blue, which is rare in the current market. 👍
🚨 BREAKING: $AMPG confirms a signed $100,000,000+ 5G Open RAN pipeline—and shipments have already officially begun!
• $100M+ pipeline vs. microcap valuation • Already converting to actual revenue • Zero long-term debt + 48% gross margins
Massive disconnect. 📈 #AMPG #5G
JUST IN: $AMPG just confirmed, in an official release, COMMERCIAL DEPLOYMENT of its 64T64R Massive MIMO radio.
The only American-designed Open RAN 64T64R.
The company's own words.
And the only American radio of its class that's already AI-RAN ready, by receipts, not by adjective.
On the morning it rings the Nasdaq bell.
THE SENTENCE.
From today's release, verbatim: AmpliTech has "delivered what no other American company has: a commercially deployed, O-RAN-certified 64T64R Massive MIMO radio unit".
Two upgrades in one line.
"Commercially deployed": first time that phrase has appeared in a company release for the flagship.
Not a lab.
Not a demo.
Deployed, per the company.
"O-RAN-certified": the language just leveled up from validated to CERTIFIED.
First U.S.-based provider to achieve O-RAN Alliance certification for a 64T64R platform, through an independent Open Testing and Integration Center.
WHY "AI-RAN READY" IS A RECEIPT, NOT A SLOGAN.
Twenty-four hours ago, Nokia launched the industry's first commercial AI-RAN platform and declared it deploys with any "ORAN-compliant radio units".
O-RAN certification is the passport for exactly that socket. The socket every AI-RAN brain, Nokia's, Samsung's, whoever's, has committed to.
Add the circuit already walked: featured in NVIDIA's own AI-RAN ecosystem materials.
The only Massive MIMO radio in live demos at VIAVI's VALOR, the first AI-RAN Alliance-endorsed lab.
Validated at Northeastern's Open6G, where an AI-RAN Alliance co-founder runs the center, and sits on AMPG's advisory board.
The AI-RAN era opened its socket this week.
The only American 64T64R certified for it confirmed commercial deployment this morning.
THE REST OF THE BURIED GOLD, same release:
➟ A signed LOI pipeline "exceeding $100 million".
First time the company has stacked its paper into one official number. $40M Tier-1 plus $78M multi-year: the math checks.
➟ Record FY2025: $25.2M revenue, up 165%. Q1 up 48.6%, gross margin 48% from 33%.
➟ Zero long-term debt.
➟ And the five-year arc, in the CEO's words: from "a conviction that the world was going to need better signal technology" to this morning's bell.
PRECISION CORNER, always:
What I'm watching today: the 9:15 AM ET live stream, and above all, CEO interviews from the MarketSite floor after.
The Maxim tape taught us where information actually leaks: not the podium. The mic after it.
Five years ago this bell rang for a promise.
Today's release rang first.
Not financial advice. I'm long $AMPG. DYOR. 📡
🚀 Huge milestone for $AMPG!
They quietly confirmed the commercial deployment of their 64T64R massive MIMO radio—the ONLY US company to do so.
• Certified US-made O-RAN monopoly • Shipping daily to Telus ($66B 5G project) • 48.6% gross margin
Don't sleep on this. 👀📈 #AMPG
🚨 BREAKING: A Major Financial Update Detailed In Today’s $AMPG Nasdaq PR! A signed $100,000,000+ 5G Open RAN pipeline—and they are already starting to convert it. 👇
While the market focuses on the five-year listing milestone, smart money is looking at the actual scale of demand:
-The Pipeline: AmpliTech officially confirmed they are carrying a signed Letter of Intent (LOI) pipeline exceeding $100 Million specifically for their 5G Open RAN radio platform.
-The Valuation Disconnect: To put a $100M+ pipeline into perspective,$AMPG currently trades at a microcap valuation. This pipeline represents multiple times their current annual revenue.
-Not Just "Paper Agreements": Unlike speculative pre-revenue companies, $AMPG confirmed that production shipments on their 5G commercial pipeline have already officially begun.
-Zero Long-Term Debt: They are scaling this massive pipeline with zero long-term debt on the balance sheet, backed by Q1 gross margins that just expanded heavily to 48%.
The Bottom Line: With the only U.S.-designed, O-RAN-certified 64T64R Massive MIMO radio commercially deployed in the field, carriers are turning to $AMPG to secure their supply chains. The $100M+ pipeline is the ultimate validation of their technology.
The market hasn't priced in this kind of commercial scale yet. 📈🚀
#AMPG #ValueInvesting #5G #OpenRAN #Microcap #GrowthStocks
globenewswire.com/news-relea…
$NOK bull posting about RAN.
Remember, $AMPG is the first US-based company to achieve O-RAN certification for a 64T64R MIMO radio.
AmpliTech also had only hardware platform for the world's first open-source Massive MIMO AI-RAN demonstration, done with NVIDIA and Northeastern University in May 2026.
$AMPG is $167M market cap company, with record revenue, record order book, record growth and they will ring today Nasdaq opening bell to celebrate, and I quote them directly: "record year of growth in 5G Open RAN".
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You can find about this in my earliest thread. Prof. Tomasso is a big name for the industry. $AMPG
Tomasso Melodia, the founder of AI-RAN Alliance is sitting on $AMPG Board of Advisors.
He's the direct human link between AmpliTech and the NVIDIA ecosystem.
It's his lab at Northeastern that built the first open-source Massive MIMO AI-RAN prototype using AmpliTech's 64T64R radio integrated with NVIDIA GPUs and OpenAirInterface software.
The list of executive members of AI-RAN Alliance is also quite impressive.
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Great read on $AMPG. With the recent confirmed partnerships w/ $AMZN, $GOOG, $IBM such more + great tech behind it’s gonna go vertical. Hold on to it.
🎯 THE ULTIMATE BULL CASE: Why $AMPG is the most mispriced 5G/AI hardware play on the market right now 📡⚡
If you are looking at $AMPG and only seeing a speculative micro-cap, you are completely missing the massive structural rerating underway. This comprehensive breakdown from @rk8215 lays out the raw, undeniable math.
Here is what smart money is focusing on:
📊 The Valuation Disconnect:
-Guiding at least $50M in revenue—trading at a mere 3.5x forward P/S.
-Debt-free with $18.4M in cash (representing a massive 25% of its entire market cap).
-Gross margins surged from 33% to a staggering 48% in just one year.
🤝 Hard Commercialization & Tier-1 Validation:
-Moving straight from speculative LOIs to active Purchase Orders (POs).
-Over $118M in signed LOIs currently converting to direct revenue.
-Serving as a key supplier for a $66B network buildout with multiple Fortune 500 customers (including Telus, Amazon, and IBM).
🧠 The Ultimate Tech Moat (NVIDIA & O-RAN):
-They developed the only American O-RAN-certified 64T64R radio and provided the hardware anchor for the world’s first open-source Massive MIMO AI-RAN demonstration with NVIDIA.
-There is zero China exposure—all high-end, proprietary components are proudly made in the USA.
🔥 The Liquidity Coil is Wound:
-Management authorized a $10M stock buyback and officially killed the ATM dilution program.
-When you look past the legal float and subtract insider and long-term institutional blocks, there are only about 15 million truly active, tradeable shares changing hands.
With a backlog this strong, a massive cash cushion, and an incredibly tight active float, the audition era is officially over. Read this thread, look at the fundamental checklist, and ask yourself why this is still trading under a $200M market cap. 💸📈
#AMPG #5G #AIRAN #OpenRAN #MicroCap #ValueInvesting #HardwareMoat
This is getting better in every other month. $AMPG
BREAKING: $AMPG supplying $IBM & $GOOGL with Quantum 4K LNAs.
In recent interview with Maxim Digital, CEO Fawad Maqbool commented the state of Quantum Computing and mentioned that Amplitech has been supplying units for $IBM and $GOOGL for try-outs and test purposes, however with caveat that Quantum Computing is still very early stages, but highlights that without LNA amplifiers, you can't read a quantum bit and make it perceptible.
He adds, that quantum amplifiers are getting competition now. Companies using conventional cryogenic cooling are getting competition from photonic amplifier companies.
Photonics mean room temperate quantum computers in this context, but Fawad mentions that even on that market $AMPG have the lowest noise-figure room-temperature amplifiers in the world.
"So even if the technology goes in that direction, we're the only source for that, because we have the lowest noise figure in the world to give you the highest quality bit there is."
This is direct confirmation that those two quantum related Fortune 50 companies on which $AMPG is working on are indeed $IBM and $GOOGL.
This is so bullish 🔥🚀
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Wow, BULLISH. $AMPG
BREAKING: $AMPG supplying $IBM & $GOOGL with Quantum 4K LNAs.
In recent interview with Maxim Digital, CEO Fawad Maqbool commented the state of Quantum Computing and mentioned that Amplitech has been supplying units for $IBM and $GOOGL for try-outs and test purposes, however with caveat that Quantum Computing is still very early stages, but highlights that without LNA amplifiers, you can't read a quantum bit and make it perceptible.
He adds, that quantum amplifiers are getting competition now. Companies using conventional cryogenic cooling are getting competition from photonic amplifier companies.
Photonics mean room temperate quantum computers in this context, but Fawad mentions that even on that market $AMPG have the lowest noise-figure room-temperature amplifiers in the world.
"So even if the technology goes in that direction, we're the only source for that, because we have the lowest noise figure in the world to give you the highest quality bit there is."
This is direct confirmation that those two quantum related Fortune 50 companies on which $AMPG is working on are indeed $IBM and $GOOGL.
This is so bullish 🔥🚀
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$AMPG consolidating nicely after the mid-June peak. Notice how the volume completely dried up on the drop? Let's see.
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Nice post. $AMPG
I've been digging deeper into the Department of War's FutureG program and when you connect the dots it's hard to see how $AMPG will not be a major part of it going forward.
Looking at the DoW FutureG website it's clear that interoperability is a mandate at this point.
They're doubling down on O-RAN + AI-RAN to build secure, interoperable 5G/6G networks that don't lock us into any single vendor.
Look at what's been playing out behind the scenes.
Linux launched the OCUDU Foundation in March with the backing of the DoW. This is an open-source foundation for CU/DU (the core software brains of the RAN) bootstrapped by FutureG via DeepSig + SRS.
This is dubbed the 'Linux of RAN' production-grade, AI-native, hardware-agnostic stack for faster innovation and resilience.
Currently the RU/CU/DU stack is single vendor. The RU is the radio unit where AmpliTech comes in to play. The CUDU Foundation dramatically reduces vendor lock-in, accelerates U.S. leadership in AI-native networks, and opens the door for American players.
Then we have the news this week on Cohere working on a new multi-waveform RAN prototype with DoW funding.
The prototype relies on a software-defined, open RAN architecture that dynamically switches or supports both traditional 4G/5G OFDM and the new OTFS. Traditional vendors have already been pushing back on OTFS.
$AMPG hardware is the perfect complement to the open-source software stack the Department of War is actively pushing through FutureG and OCUDU.
Case in point.
AmpliTech was the first and only to demo their O-RAN certified 64T64R Massive MIMO RU in AI-RAN setups and with open-source CU/DU stacks at Northeastern.
Then at the end of last month AmpliTech was the only one showcased at the AI-RAN Alliance where DeepSig and Cohere are also a member.
This isn't about kicking out incumbents Ericsson and Nokia overnight.
BUT it is about breaking concentration risk, enabling multi-vendor mixes, and letting specialized U.S. tech shine.
DoW wants secure, agile networks; operators want choice and lower costs; innovators like $AMPG get a level playing field.
Nothing is set in stone yet but all the signs are pointing to AmpliTech being a major part of the Department of War's FutureG plans.
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