Added to YB: 2026-05-14
Pitch date: 2026-05-12
AMPX [neutral]
Amprius Technologies, Inc.
Author Info
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Company Info
Amprius Technologies, Inc. develops, manufactures, and markets lithium-ion batteries for mobility applications.
Market Cap
$2.7B
Pitch Price
N/A
Price Target
26.97 (+43%)
Dividend
N/A
EV/EBITDA
-269.65
P/E
-61.37
EV/Sales
28.93
Sector
Electrical Equipment
Category
growth
AMPX Q1 2026: The Only Western Silicon-Anode Pure-Play Just Raised Guidance
AMPX (earnings): Q1 rev $28.5M (+2.5x YoY, +13% QoQ), 20% gross margin, raised FY26 guide to ≥$130M rev & ≥$4M adj EBITDA (from negative). Stock -26.8% on warrant swap (7.1M warrants, 5% max dilution). Only Western silicon-anode pure-play for defense/drone apps where energy density trumps cost. SiCore order + Intralink Korea partnership. Prob-weighted PT $26.97 vs $17.68 today (52.5% upside). Bear: 27x EV/sales, 19mo cash runway. Kill: Q2 rev <$28M (Aug 6 report).
Read full article (14 min)