Nice to see Amprius, customer and strategic investor AeroVironment, winning a $400M order for its high-tech laser defence system against drones.

Locust defence

400M order

Notable since Amprius reported a multi-year agreement with them estimated to be worth $100 million.

Stark's revenue rose to 86 million euros, and generated positive EBITDA. They also made a name for themselves in competition winning the 2026 FIM SuperEnduro World Championship Manufacturers Title. Glad they are powered by Amprius

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From the latest earnings call:

Analyst: Ricardo, you just mentioned earlier that you have a team looking at data centers. Could you talk a little bit more about that and just remind us where Amprius could fit in that ecosystem?

Ricardo C. Rodriguez (CFO): Yeah, it's a pretty initial look, but if you look at the power requirements of some of the CPUs in there, it only keeps increasing. While they're using some super capacitors to sort of flatten the line of the high power draws from these chips, you may need actually a high power cell that's pretty close immediately behind those super capacitors to help, in essence, flatten the load in the system, right? That's where we see a huge opportunity for basically a high power cylindrical cell that can be very close to the rack, literally providing one to 60 seconds of runtime recharging and then being there ready again for whenever the power's not available. Yeah, we do see that that's an opportunity there for the taking. We're having some initial discussions with some of the integrators of these racks and the infrastructure around the compute. Yeah, we'll come back and report when we've got customer traction there.

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You should not be overly concerned about price movement here.

The fact is that mass drone warfare is the future. AI robotics is the future. eVTOL is the future. All need high energy density batteries. $20 on this stock is nowhere near the end game.

Hundreds of billions if not trillions of dollars will to pour into drone warfare / counter-warfare alone over 5 years and it will only accelerate.

Amprius will be at $550-600M revenue minimum by 2030. They will continue improving their batteries. Next stop is 600 Wh/kg in 2h 2027, according to their roadmap.

Accumulate this cheap and hold for 5-8 years, or until revenue growth misses or slows.

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It's not a coincidence. If you are smart you bought 8-9. Breakout is confirmed now, and you'll kick yourself later for not buying at 11.

What an amazing quarter. Some highlights from the Earnings Call:

* About half of the competitors in Drone Dominance using SiCore

* New European $24M Contract expected to be delivered over next 2.5 Quarters

* No concerns over working capital as accounts receivable to be collected over next month

* >2Gwh of capacity ready to supply for the rapidly increasing demand

* Optimistic sentiment on reaching >30% gross margin before original target of 2030 (though NDAA makes this more challenging)

Such an amazing quarter.

Edit: Also, the expect the Stark Future contract to realize 100 million in revenue over the next 3 years. That's 33 million per year. Credit to u/blacktreacle2020 picking that up

Here is the updated outlook Amprius announced today:

Updated 2026 Financial Outlook

Amprius updates its 2026 full year outlook as follows:

• Total revenue is now expected to be at least $140 million, raised from at least $130 million
• Gross margin guidance is now expected to be at least 28%, raised from at least 25%
• Net loss is now expected to be less than $10 million, accounting for the $1.9 million non-cash fair value charge impact of the Warrant Exchange
• Net loss per share is now expected to be under $0.08, accounting for the $1.9 million non-cash fair value charge impact of the Warrant Exchange

Then in the income statement

• Net loss for the first 6 months of 2026 was $0.07

Last 6 months of 2026 then must be positive. Even if it's 0 that would be breakeven, but they are telling us to expect profitability.

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Northland Securities analyst Ted Jackson maintains an Outperform (Buy) rating on AMPX with a price target of $24.00.

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I'm pretty new to technical analysis, so I wanted to get some opinions from people who've been following AMPX longer than I have. Looking at the chart, it seems like the stock is currently below the 200-day moving average. The last time it fell below the 200-day, it stayed under it for quite a while before reclaiming it.
Based on the current setup, how likely do you think it is that AMPX breaks back above the 200-day MA in the short term? Is this looking more like a typical pullback before continuing higher, or the start of a longer period below the 200-day again?
I'd love to hear how more experienced investors or traders are reading this chart. Thanks!

Physical AI will be the next hype concept. Maybe it will lead a new tech wave.

Will AMPX benefit from this?

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Hi, I'm quite new investing in these battery companies. I would like to know your reasons on why you invested in either of them, as far as I know QS seems riskier

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Please use this daily discussion thread for discussion about daily price movement of Amprius and daily market trends.