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AMAMPX

Amprius Technologies, Inc.

$AMPX·$1.7B·Electrical Equipment & Parts·Industrials
$9.88-0.1%YTD+27.9%1Y+35.0%
Mentions · last 7 days
2026-08-22: 6 posts2026-08-23: 13 posts2026-08-24: 14 posts145+1%
Price updated 10h ago·X counts updated 7d ago
AMAMPX
$AMPXAmprius Technologies, Inc.
$9.88-0.10%145 posts+1%
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 hypeCooling offAI verdict · as of 2026-08-30

Catching its breath after a run — could pick back up or fade from here.

Silicon-anode battery bet with drone and satellite optionality — the tape is running on speculation.

Amprius Technologies makes silicon-anode lithium-ion batteries for aviation, defense, and stratospheric applications — a specialized cell chemistry with real technical differentiation. The stock is +28% YTD and +34% TTM at $9.89, and today's -5.9% is the tape digesting a run driven by speculative catalysts.

  • Revenue is growing but small: quarterly revenue ran $15M / $21M / $25M / $28.5M with gross margin at 18%, quarterly EPS at $-0.05 / $-0.03 / $-0.18 / $-0.04 — analysts model $132M of full-year revenue and roughly break-even EPS ($-0.07), so the equity is priced on the ramp continuing.
  • The catalyst set is genuinely speculative but plausible: chatter about Amprius supplying batteries for Musk's proposed million-satellite AI data center is speculation, but the CTO's Strato-Ops Conference presentation and the California DIU-funded facility offsetting the $20M Colorado termination are real facility-level developments.
  • The recent 8-K adds capital-structure complexity: a material definitive agreement and creation of an off-balance-sheet arrangement filed on Aug 13 signal a financing or partnership move — that's the kind of disclosure that either unlocks growth or introduces dilution risk, and the market doesn't know which yet.

A Nov 5 print that shows revenue crossing $35M with drone-application commentary and gross margin drifting higher extends the run; a soft revenue quarter, a fresh dilutive equity raise, or a Colorado facility disclosure that widens is what turns 'cooling' into a real reset.

Agrees with X sentimentX's bullish framing captures the setup — the drone/stratospheric-Li-ion technical differentiation and the DIU offset are real, and the Musk-satellite speculation is honest speculation; the sample missing a capital-structure risk voice is the honest gap.

What to watch: The Nov 5 Q3 print — revenue growth toward $35M, gross margin trajectory, drone application commentary, and any updates on the off-balance-sheet arrangement. A dilutive equity raise is what caps the tape.

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

X sentiment

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

Bullish sentiment15 posts analyzed · as of 2026-08-31

Sentiment is cautiously bullish, with holders pointing to Oxford Club speculation that Amprius could become the battery supplier for Musk's million-satellite AI data-center vision, an extended seven-year Fremont lease, and an $18.1M Defense Innovation Unit contract funding the California expansion. Chart traders lay out Elliott-wave targets pointing to triple-digit upside. The tempering voice notes drone-adjacent stocks broadly are down 55 to 65 percent from highs despite a perfect macro backdrop.

Read the AI verdict + X sentiment for $AMPX

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  • 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

Grid modernization — driven by electrification, EV charging infrastructure, and AI data center power demand — is the central capex cycle pulling electrical equipment volumes. Backlog visibility is strong; execution risk is the near-term constraint, not demand.

What this means for $AMPX

Partial — upstream oil & gas exposure ties to commodity price cycle; Amprius Technologies, Inc.

Industry benchmark

36-name peer basket
+22.9%YTD
+60.8%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$132.1M$129.7M – $135.9M-$0.07-$0.10 – -$0.058
FY27$207.9M$183.4M – $226.9M$0.06$0.01 – $0.138
FY28$369.4M$314.8M – $443.0M$0.35$0.19 – $0.656
FY29$545.1M$493.9M – $603.3M$0.41$0.36 – $0.475
FY30$735.9M$666.8M – $814.6M$0.58$0.51 – $0.663

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.0.7×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.18%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.-12.0%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.-27.5%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 today2.8% 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.

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 19
+ 12 other (6 awards · 4 exempts · 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

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.

+ 13 other (4 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.

AMPX Q2 Earnings Call Highlights Higher Guidance and Drone Demandzacks.com·25d agoAmprius Technologies, Inc. (AMPX) Q2 2026 Earnings Call Transcriptseekingalpha.com·26d agoAmprius Technologies Q2 Earnings Call Highlightsmarketbeat.com·27d agoAmprius Is Turning Rapid Growth Into a Bigger Promisegurufocus.com·27d agoAmprius Technologies (AMPX) Reports Q2 Loss, Beats Revenue Estimateszacks.com·27d ago

In themes

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

Defense & Drones

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Voices on X · top 12 · 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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