First post here-been holding AMPX for 2 years and wanted to share my thoughts
Hey, I'm new to this positing about stocks and finance, but I wanted to put forth my views on some of the stocks on my portfolio and get feedback from all of you. Mainly, I want to share my journey on investing and see where this takes me.
All right, so first I want to share on a stock I have been passionate about for a while now, called AMPX. I originally bought this stock around 2 years ago at about $4.50 because the battery tech space caught my attention, but in the past year I have been really researching it more and realizing how huge this stock could turn out to be and how great it is doing right now. Basically, Amprius Technologies makes silicon anode batteries, which is just a step up from the standard lithium-ion stuff most people are familiar with. What I want to put forth is how EV demand is not going to be slowing down any time soon. I also want to add that drones and aviation are exploding right now and as battery tech is right in the middle of all of this, AMPX is sitting on a perfect spot, where if they continue to develop and gain more deals, they will be sitting on a gold mine.
What got my attention the most is the aviation angle. Recently, the US military/defense sector has started to take notice in the company. AMPX just partnered with Nanotech Energy to supply NDAA (National Defense Authorization Act)-complaint batteries to defense customers. This is showing that there is actual government adjacent revenue, which is very important.
Okay, so next I want to talk about a deal that was recently made. A major Chinese EV battery order was made, where the company made a $21M order for light electric vehicles. I saw that a good amount of people sold their shares after the news due to some supply chain concerns, but I think that they are overreacting. This deal is only further proving that their battery technology is expanding into a much bigger market.
Numbers wise, in 2025 their revenue was $73M-up about 200%+ year over year, and they just hit their first positive quarterly EBITDA. In 2026, guidance is at $125M+. All 9 analysts covering AMPX have it as a strong buy, with about a $20 price target. I also want to mention that the technicals are saying to sell, and take that into account before buying. Honestly, I am still confident in my research and the company, so I am holding, or buying more in the future.
Anyways, thats just a bit of what I have to say about this stock for now. Been holding it for around 2 years and believe in the long-term success of this company and would love to hear from anyone else following AMPX, or if I am missing anything in my analysis. This is not financial advice, just sharing a cool stock and my position. Thanks for taking the time to read this post and good luck on all your investments. :)
Position: Long AMPX, bouight in at around $4.50 around 2 years ago, currently holding.