AMPX Amprius Technologies, Inc. Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
17:21
Aug 22
Aug 22
The author asks how long the parent has held Ampx.
The author asks how long the parent has held Ampx, a clarifying question without expressing a directional view.
LOW
15:02
Aug 22
Aug 22
Holds PLTR/AMPX long on defense budgets
Maintain existing long exposure in PLTR and AMPX as defense/aerospace plays; rising defense budgets, including Taiwan's drone-heavy 2026 allocation, support the sector. Author retains AMPX but is not adding.
MED
22:08
Aug 21
Aug 21
Author holds AMPX for drone exposure
Author discloses an existing position in AMPX as their primary play in the drone industry.
MED
11:28
Aug 15
Aug 15
The author lists a large basket of tickers without any explicit position language.
The author lists a large basket of tickers without any explicit position language or directional thesis, so all are indexed as watch.
LOW
16:42
Aug 14
Aug 14
Tariffs on foreign drones boost domestic names
Buy domestic drone and drone-component names as direct beneficiaries of Trump's new tariffs on foreign-made drones; policy shift creates a structural cost advantage for U.S.-based manufacturers and suppliers, with the sector already showing momentum on the catalyst.
MED
19:42
Aug 09
Aug 09
Three consecutive quarters of revenue beats, gross margin climbing from 9% → 20% → 27%, and second straight guidance raise. If the market is “nobody watching,” continued execution and 2027 contract ramps (Stark, drone programs) could trigger re-rating from $1.7B market cap. Author sees beaten-down price (~60% off highs) combined with improving fundamentals — a classic asymmetric value/ growth setup. Defense contract timing and qualification delays, potential equity dilution, battery technology competition, and macro-driven small-cap volatility. No additional actionable trade ideas in this post.
HIGH
17:03
Aug 05
Aug 05
AMPX Q2 margin jump, guidance raised
AMPX Q2 '26 earnings reported: gross margin expanded to 27% from 9% YoY, revenue +126% YoY to $34M, and FY26 guidance raised to $140M+ revenue with positive EBITDA target; author references results without committing to a direction.
LOW
12:29
Aug 05
Aug 05
AMPX -10% intra-call despite strong reported quarter
AMPX dropped 10% intra-earnings-call despite a strong reported quarter (revenue +126% YoY, raised FY26 guidance to $140M+); author has not yet heard the call and is seeking information — no directional stance taken post-drop.
LOW
10:54
Aug 05
Aug 05
AMPX margins surge as commercial contracts validate model
Buy AMPX as gross margins surged from 9% to 27% in one year driven by the CapEx-light SiCore outsourced manufacturing model, while signed contracts ($100M Stark Future, $24M European UAV) and raised FY26 guidance ($140M+ revenue, positive EBITDA) confirm the transition from R&D story to commercial execution.
HIGH
20:45
Aug 04
Aug 04
AMPX raised guidance; margins expanding rapidly
Buy AMPX on accelerating fundamentals: Q2 revenue +126% YoY, gross margin expanding to 27% from 20%, guidance raised to $140M+ revenue with positive Adjusted EBITDA target, and a $100M+ multi-year e-mobility contract providing long-term backlog visibility.
MED
13:33
Aug 01
Aug 01
PLTR, OUST, FLNC and AMPX report earnings next week; upcoming catalysts only.
PLTR, OUST, FLNC and AMPX report earnings next week; upcoming catalysts only, no directional stance.
LOW
14:07
Jul 27
Jul 27
Author is waiting for earnings reports before deciding on deployment near buying targets.
Author is waiting for earnings reports before deciding on deployment near buying targets, not taking a current position.
LOW
15:53
Jul 24
Jul 24
Buy AMPX at $8; author has pre-set accumulation target at this level.
Buy AMPX at $8; author has pre-set accumulation target at this level, considers the stock undervalued there, and is prepared to deploy cash as price approaches.
MED
16:04
Jul 17
Jul 17
Author discloses an existing long position in AMPX; willing to add more shares around $8.
Author discloses an existing long position in AMPX; willing to add more shares around $8, though last quarter's weaker-than-expected earnings have tempered near-term conviction on adding at current levels.
MED
20:50
Jul 15
Jul 15
Buy Amprius Technologies at $8; author's personal add-zone price target based on undervaluation.
Buy Amprius Technologies at $8; author's personal add-zone price target based on undervaluation, entry conditional on bullish market confirmation.
MED
17:51
Jul 14
Jul 14
The author is compiling a list of follower-requested stocks for future review without.
The author is compiling a list of follower-requested stocks for future review without expressing any current positions or trade ideas.
LOW
23:42
Jul 08
Jul 08
Buy Amprius, good spec.
Amprius Technologies is a good speculative buy after the pullback; get back in.
LOW
15:50
Jul 07
Jul 07
Author added to WOLF at $34.3 as it hit his buying target and lists price targets for a basket.
Author added to WOLF at $34.3 as it hit his buying target and lists price targets for a basket of stocks he is patient to accumulate.
LOW
07:31
Jul 05
Jul 05
The author lists 23 stocks he plans to review after receiving suggestions from followers.
The author lists 23 stocks he plans to review after receiving suggestions from followers, with no current position or directional view expressed.
LOW
12:50
Jul 01
Jul 01
Author holds AMPX at 4.7% allocation despite -36% monthly decline and disappointing earnings.
Author holds AMPX at 4.7% allocation despite -36% monthly decline and disappointing earnings; maintains long on best-in-class battery technology thesis but acknowledges near-term commercial adoption headwind from price-sensitive drone customers.
MED
12:17
Jun 27
Jun 27
Author plans to add to existing AMPX position at $8.
Author plans to add to existing AMPX position at $8, citing undervaluation and portfolio allocation as the basis for the entry level.
MED
15:10
May 31
May 31
Buy Amprius Technologies on long-term drone battery demand thesis.
Buy Amprius Technologies on long-term drone battery demand thesis; author holds through post-earnings -34% drawdown citing best-in-class battery quality and expanding addressable markets in eVTOL, robotics, and space.
MED
16:55
May 28
May 28
Buy AMPX as a high-performance drone battery supplier benefiting from a potential Pentagon.
Buy AMPX as a high-performance drone battery supplier benefiting from a potential Pentagon direct-funding program for domestic drone manufacturers; proprietary silicon nanowire technology gives it best-in-class energy density, positioning it as a primary beneficiary of government-backed drone industry support.
MED
17:27
May 11
May 11
Long $AMPX - speaker bought after 30% post-earnings drop (missed EPS by 2 cents).
HIGH
12:32
May 08
May 08
Long $AMPX — speaker holds Amprius; mixed feelings on earnings but defends revenue growth >150%.
Long $AMPX — speaker holds Amprius; mixed feelings on earnings but defends revenue growth >150% YoY and the QoQ slowdown is not worrying.
MED
18:28
May 07
May 07
Long $AMPX — speaker explicitly 'added a position' on post-earnings 27% drop.
HIGH
14:52
May 07
May 07
Long $AMPX at $16 — speaker frames the post-earnings sell-off as 'an overreaction' and calls.
HIGH
20:25
May 06
May 06
Long $AMPX — massive revenue beat in Q1 with $500M defense order backlog.
Long $AMPX — massive revenue beat in Q1 with $500M defense order backlog; speaker defends earnings despite EPS miss and the 7% after-market drop.
MED
18:53
May 02
May 02
Long $AMPX — speaker already doubled his position; believes it's just the beginning.
Long $AMPX — speaker already doubled his position; believes it's just the beginning, as Amprius will be the primary battery supplier for eVTOL and drones industry.
HIGH
About AMPX Analyst Coverage
Buzzberg tracks AMPX (Amprius Technologies, Inc.) across 13 sources. 30 bullish vs 0 bearish calls from 13 analysts. Sentiment: predominantly bullish (65%). 46 total trade ideas tracked. Latest voices: kaizen_investor, thebigberbowski, wliang.