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AMAMPX

Amprius Technologies, Inc.

Rising onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growthPrice and volume picking up
$AMPX·$1.6B·Electrical Equipment & Parts·Industrials
$10.14+0.4%YTD+19.5%1Y+35.6%
Mentions · last 7 days
2026-07-09: 44 posts2026-07-10: 90 posts2026-07-11: 45 posts2026-07-12: 58 posts2026-07-13: 167 posts2026-07-14: 149 posts2026-07-15: 224 posts781+20%
Price updated 14m ago·X counts updated 2d ago
AMAMPX
$AMPXAmprius Technologies, Inc.
$10.14+0.40%781 posts+20%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $AMPX, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeSelling offAI verdict · as of 2026-07-17

Falling on heavy selling — points lower unless it turns around.

Silicon-anode battery narrative at 31x sales — the specific fundamentals gap is what's driving today's -10.9%.

Amprius Technologies is a silicon-anode battery specialist targeting drone and autonomous-aviation markets. The stock is broken tape-wise even as the narrative persists, and the operational math is the specific check.

What's actually happening:

  • Fundamentals show the gap: $90M in TTM sales against $60M in TTM operating losses at a $1.6B market cap — meaning each dollar of revenue costs roughly 65 cents to produce, and the equity is priced entirely on future contract flow.
  • The valuation is untethered: 31x TTM sales at 23% negative operating margin — meaning the multiple assumes a specific step-change in unit economics that hasn't shown up in the P&L yet.
  • The Cramer endorsement is credibly-framed: 'a good spec' rather than a conviction call — meaning even the bullish external voice is honest about the speculative nature of the setup.
  • The tape has broken: sitting 37% below the 50-day and 28% below the 200-day, at 22% of the 52-week range with today's 11% drop — that's not testing support, that's active distribution.

What restarts the leg is Aug 6 earnings printing above the revenue trajectory bar plus specific customer contract disclosures. What continues the collapse is another quarter of unit-economics losses plus another dilution announcement — the specific setup for the balance-sheet story to keep getting worse.

What to watch: The Aug 6 print — revenue growth trajectory versus prior quarter, gross margin trend, and any specific customer contract disclosures. A signed contract with margins extending restarts the leg; another quarter of unit-economics losses plus dilution continues the collapse.

On the calendar: 2026-08-06 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment⚠8 posts analyzed · as of 2026-07-15 · top-engagement diverged

Amprius Technologies chatter is mixed. Jim Cramer said he likes AMPX and called it 'a good spec' on Mad Money Lightning Round. Community bulls emphasize the silicon-anode battery moat for drone/autonomous aviation - CTO Ionel Stefan speaking at Plug Volt Battery Seminar on 'Silicon Anodes Driving Mobility Innovation.' Bears point to fundamentals: $90M in TTM sales, $60M in TTM operating losses, $1.6B market cap, and massive share dilution. Chart weakness continues; some bulls hope for a $10 bounce. Genuinely two-sided.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 — VRT and NVT confirmed at fresh highs that hyperscaler rack power acceleration is a multi-year capex cycle for electrical infrastructure.

What this means for $AMPX

Neutral — Makes high-energy-density silicon-anode lithium-ion batteries for aviation, defense, and unmanned aerial systems; limited exposure means the hyperscaler rack power acceleration and grid electrification capex is not a near-term catalyst or headwind.

Industry benchmark

32-name peer basket
+13.1%YTD
+75.5%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
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%
Q2 2025Aug 7, 2025$-0.05$-0.08+37.5%
Next earningsThu, Aug 6·consensus EPS $-0.03

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$132.3M$129.9M – $136.1M-$0.07-$0.10 – -$0.058
FY27$207.9M$183.4M – $226.8M$0.06$0.01 – $0.118
FY28$369.4M$369.2M – $369.7M$0.35$0.19 – $0.656
FY29$545.1M$503.9M – $584.2M$0.41$0.37 – $0.455
FY30$735.9M$680.3M – $788.7M$0.58$0.52 – $0.633

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.1.3×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.22%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.-37.0%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.-27.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 131.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today7.4% 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.β2.265-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.

Insider activity

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

Recent transactions

SellJun 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$55KSellMay 26Donald R DixonDirector17.9K sh$320KSellMay 21Thomas M StepienCEO60.7K sh$898KSellMay 21Kang SunDirector67.8K sh$1.0MSellMay 21Stefan Constantin IonelCTO28.8K sh$426K
1–10 of 21
+ 17 other (8 awards · 8 exempts · 1 gift) 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

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.

8-KAgreement terminatedFeb 38-K — Item 1.02: Agreement terminated
+ 10 other (2 earnings 8-Ks · 2 proxys · 2 13Gs · 1 10-Q) in window

Recent news

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

Amprius Technologies Announces Date for Second Quarter 2026 Results and Business Updatesbusinesswire.com·2d agoJim Cramer: Fast Food Is 'Challenged,' But This Industrial Stock Is 'A Good Spec'benzinga.com·9d agoNew Strong Sell Stocks for July 7thzacks.com·10d ago5 Tech Stocks to Buy on the July Pullbackmarketbeat.com·18d agoAmprius Technologies, Inc. (AMPX) Discusses UAV Innovation Focusing on Battery Advancements for Heavier Payloads and Extended Coverage Transcriptseekingalpha.com·30d ago

In themes

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

Defense & Drones

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Voices on X · top 2 · last 7 days

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