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AMAMPX

Amprius Technologies, Inc.

$AMPX·$1.1B·Electrical Equipment & Parts·Industrials
$7.71-8.2%YTD-0.6%1Y-39.7%
Price updated 7h ago·X counts updated 5d ago
AMAMPX
$AMPXAmprius Technologies, Inc.
$7.71-8.21%245 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $AMPX on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

245X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $AMPX's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-15

Amprius silicon-anode-battery bulls celebrate clean higher highs (+5%), record revenue, raised guidance, and drone/defense/aerospace/e-mobility tailwinds. A cited battery researcher's 'dead end' warning is a lone dissent versus multiple 200-DMA and put-selling entry setups.

Read what X is saying about $AMPX

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $AMPX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-10-03

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

Silicon-anode batteries with a $75M DOE grant and real revenue starting — the trajectory depends on the pilot translating.

Amprius Technologies manufactures silicon-anode lithium-ion batteries targeting drones, defense, aerospace, and e-mobility — segments where energy density per kilogram matters more than cell cost. The 2026 narrative has shifted from 'novel battery chemistry' to 'national-security-grade production,' validated by the $75M DOE grant for American high-energy-density battery production.

  • Revenue is scaling fast off a small base: Q2 revenue grew 153% YoY to $28.5M, but operating margin was -23% and the trailing two EPS prints missed Street estimates by 25% and 100% — the business is converting policy wins into revenue growth, but still not into GAAP earnings.
  • The 2026 chart action and the dissent are both honest: higher highs with record revenue and raised guidance support the fundamental thesis, while the 'silicon-anode dead end' battery-researcher voice is a legitimate science-level skeptic that can only be resolved by scaled commercial deployment.

At 12% of its 52-week range and 28% below the 200-day going into Nov 5 earnings, the setup is coiled on a specific catalyst — the $75M DOE grant means next-year production capacity is funded. A revenue print above $40M with margin trajectory improving is the trigger; another sub-estimate EPS plus any defense-contract disappointment is the invalidation.

Agrees with X sentimentThe bullish case on DOE grant plus multi-end-market setup is well-grounded. The 'dead end' dissent is honest technical skepticism that would be resolved by scaled defense deployment — valid as a thesis hedge, not a disqualifier.

What to watch: Nov 5 Q3 earnings — revenue growth rate, operating margin direction, DOE grant milestone updates, and any named defense contract. $40M+ revenue plus margin improvement is the trigger; another EPS miss is the invalidation.

On the calendar: 2026-11-05 — Q3 earnings

event ahead 30dpolicy tailwind

Read the AI verdict on $AMPX

  • 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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

Makes high-energy-density silicon-anode lithium-ion batteries for aviation, defense, and unmanned aerial systems.

Industry overviewAI analysisGenerated by AI from underlying data

Where Electrical Equipment & Parts sits in its cycle right now — and what that implies for $AMPX.

Electrical Equipment & Parts · Industrials

No material change from last week — AI data-center buildout and power-grid modernization sustain elevated equipment demand.

What this means for $AMPX

Neutral — Makes high-energy-density silicon-anode lithium-ion batteries for aviation, defense, and unmanned aerial systems.

Industry benchmark

29-name peer basket
+21.5%YTD
-9.4%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-67.9How 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
-18.2%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
-23.4%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
-2.1%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
30.9Same 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
-40.4%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
18.1%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
0.1Total 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 4, 2026$-0.03$-0.02-25.0%
Q1 2026May 6, 2026$-0.04$-0.02-100.0%
Q4 2025Mar 4, 2026$-0.01$-0.04+73.7%
Q3 2025Nov 6, 2025$-0.03$-0.06+50.0%
Next earningsThu, Nov 5·consensus EPS $-0.01

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$28.5M+152.9%20.1%-23.4%$-0.04$-38.3M
Q4 FY25$25.2M+137.4%23.6%-11.7%$-0.18$-5.9M
Q3 FY25$21.4M+172.8%15.5%-21.9%$-0.03$-9.7M
Q2 FY25$15.1M+350.4%8.9%-45.2%$-0.05$-5.0M

Forward consensus

5-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$140.6M$139.1M – $141.4M-$0.08-$0.09 – -$0.078
FY27$213.1M$198.9M – $228.8M$0.05-$0.03 – $0.128
FY28$367.2M$317.2M – $445.2M$0.28$0.14 – $0.467
FY29$553.4M$516.4M – $603.7M$0.31$0.29 – $0.353
FY30$747.9M$697.9M – $815.9M$0.78$0.71 – $0.875

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.0.9×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.2%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.-22.3%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.-42.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 136.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.355-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 24Thomas M StepienCEO8.0K sh$80KSellAug 21Kang SunDirector62.1K sh$642KSellAug 21Stefan Constantin IonelCTO29.7K sh$307KSellAug 21Thomas M StepienCEO23.5K sh$243KSellJun 15Donald R DixonDirector85.0K sh$1.5MSellJun 9Donald R DixonDirector40.0K sh$765KSellJun 4Thomas M StepienCEO2.0K sh$42KSellMay 27Kang SunDirector356 sh$6KSellMay 27Thomas M StepienCEO4.4K sh$75KSellMay 27Stefan Constantin IonelCTO3.2K sh$55K
1–10 of 14
+ 8 other (6 awards · 2 gifts) in window

See when $AMPX 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
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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

S-3ASRAuto-shelf registrationOct 9S-3ASR
8-KMaterial agreementSep 288-K — Item 1.01: Material agreement
AI summary

Amprius Technologies (AMPX) entered into an Other Transaction Agreement with the U.S. Government on September 23, 2026, for 'Project acCELLerate,' awarded under 10 U.S.C. § 4022, to establish secure, scalable domestic high-energy density battery production capabilities. The agreement requires both parties to exert reasonable efforts to develop and execute the project; specific dollar amounts and milestones are not in the excerpt. This is a significant defense-related government contract validating Amprius's high-energy density battery technology as a national security priority.

8-KMaterial agreementAug 138-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Amprius Technologies (AMPX) filed an 8-K on August 13, 2026 (event date August 7) under Items 1.01 and 2.03, announcing a material definitive agreement and the creation of a material direct financial obligation (new debt). The excerpt is the cover page; specific terms of the agreement and debt are in the filing body. Item 1.01 + 2.03 together often indicate a new credit facility or loan arrangement. Amprius develops high-energy silicon-anode lithium-ion batteries for aerospace and defense applications.

8-KShareholder voteJun 178-K — Item 5.07: Shareholder vote
AI summary

Amprius Technologies, Inc. (NYSE: AMPX) reported shareholder meeting vote results (Item 5.07) for its June 11, 2026 annual meeting. The company has common stock and redeemable warrants listed on NYSE. Vote items and tallies are in the exhibit not included in the excerpt; for a development-stage battery company, equity plan authorization or warrant-related proposals could be dilutive. The full exhibit should be reviewed for any equity plan or financing-related proposals that passed.

8-K/AUnregistered equity sale (amended)May 198-K/A — Item 3.02: Unregistered equity sale
AI summary

Amprius Technologies, Inc. (AMPX) filed Amendment No. 1 (Form 8-K/A) to its May 7, 2026 8-K, providing additional detail on Warrant Exchange Agreements with certain institutional public warrant holders under which they exchanged an aggregate of 7,128,458 public warrants for shares of Amprius common stock. The exact number of exchange shares issued and the exchange ratio are not specified in the available excerpt. This warrant-for-equity exchange reduces outstanding warrant overhang but is dilutive to existing common stockholders; the amendment supplements prior disclosure.

8-KMaterial agreementMay 78-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale
AI summary

AMPX entered into a material definitive agreement (8-K Item 1.01, dated 2026-05-07). Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

8-KMaterial eventApr 218-K — Item 4.01
AI summary

AMPX filed an 8-K (other items) dated 2026-04-21. 0001899287 FALSE false 0001899287 0001899287 2026-04-17 2026-04-17 0001899287 us-gaap:CommonStockMember 2026-04-17 2026-04-17 0001899287 ampx:RedeemableWarrantsMember 2026-04-17 2026-04-17 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _________________________ FORM 8-K _________________________ CURRENT REPORT Pursuant to S.

+ 10 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

CAMINUS Signs Contract Manufacturing Agreement with Amprius Technologies for U.S. Pouch Cell Productionprnewswire.com·12d agoThe Bull Case for Amprius Technologies Just Got Strongermarketbeat.com·17d agoAmprius Secures $75 Million Grant for American High-Energy Density Battery Productiongurufocus.com·19d agoAmprius Secures $75 Million Grant for American High-Energy Density Battery Productionbusinesswire.com·19d agoAmprius Technologies: U.S. Drone Dominance Will Help, But It Has Many Attractive End Marketsseekingalpha.com·28d ago

In themes

Explore the broader themes this ticker is being talked about under.

Defense & Drones

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Voices on X · top 3 · last 7 days

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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