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Atomos posts strongest quarterly sales in three years as EBITDA turns positive again

Story Highlights
  • Atomos delivered strong Q2 FY26 growth, with revenue up 44% and a second consecutive positive EBITDA quarter driven by Ninja and Shinobi sales.
  • H1 FY26 results met guidance, debt was reduced using option proceeds, and management expects higher second-half revenue, EBITDA and positive operating cash flow.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
Atomos posts strongest quarterly sales in three years as EBITDA turns positive again

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The latest update is out from Atomos ( (AU:AMS) ).

Atomos reported a sharp rebound in trading for the quarter ended 31 December 2025, with unaudited Q2 FY26 revenue rising 44% year-on-year to A$13.4 million and EBITDA improving to A$1.65 million, marking a second consecutive positive quarter after a prolonged period of losses. The stronger performance was driven by continuing sales momentum in its Ninja and Shinobi product lines and a growing direct-to-consumer channel, supported by new product launches such as the Ninja TX GO and firmware upgrades that broaden camera control and ProRes RAW support. While the company recorded a modest net operating cash outflow of A$0.6 million as it invested in inventory for upcoming releases, it used A$7.8 million from expiring options to pay down debt, reducing pro forma borrowings to A$9.9 million. For the first half, Atomos delivered A$23.7 million in revenue and A$1.9 million in EBITDA, both in line with guidance, and management signalled confidence that second-half revenue, EBITDA and operating cash flow will all improve, underscoring a turnaround in profitability and operational leverage that could strengthen its position in the video production equipment market.

The most recent analyst rating on (AU:AMS) stock is a Hold with a A$0.04 price target. To see the full list of analyst forecasts on Atomos stock, see the AU:AMS Stock Forecast page.

More about Atomos

Atomos Limited is an Australia-based technology company that designs and sells video production tools, including its flagship Ninja and Shinobi monitor-recorder ranges, to professional and enthusiast content creators across global markets such as the US, UK, Europe and Asia. The company focuses on enhancing digital video workflows with hardware and firmware solutions that integrate with leading camera platforms, aiming to build a competitive, ecosystem-based product offering for creators.

YTD Price Performance: 7.69%

Average Trading Volume: 1,788,694

Technical Sentiment Signal: Sell

Current Market Cap: A$41.52M

Learn more about AMS stock on TipRanks’ Stock Analysis page.

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