Retail Tanjiro
Investor & Swing Trader, Technical Analysis
Amprius Technologies' 27% post-earnings drop is an overreaction to a 2-cent EPS miss, and a quick turnaround looks likely. Revenue hit a record $28.5M, up 153% and 11% above estimates; gross profit rose 343%, the net loss narrowed 46% and gross margin reached 20%, or 22% excluding one-time Colorado costs. Full-year 2026 guidance was raised to at least $130M. Its NDAA-compliant silicon-anode batteries, with twice lithium-ion's energy density, supply Pentagon drone programs. x.com
Amprius still has room to run, as forecasts of about $670 million in FY29 revenue mean a roughly $3 billion company today can grow into a larger value. At 20 times sales it is getting pricey, but expected growth of about 70–80% a year makes that multiple still reasonable. Much of the easy money has been made, though: it is a stock to hold in a bull market but to exit quickly if conditions turn bearish. x.com
Amprius looks expensive and its chart looks more like a short than a long. At just under 18x forward sales on current shares and about 22x fully diluted, versus a 12x fair value for high-growth companies, it is pricey even on a $135 million 2026 revenue estimate above guidance, with a 33 million-share overhang. After earnings it broke its 9, 21 and 50-day averages and was rejected at the falling 21-day, making it a near-term short on rallies, though the quarter itself was good. x.com x.com
Amprius remains a long-term bullish holding despite short-term noise: Q1 revenue was strong and the FY26 revenue outlook was raised. The stock's drop likely reflects an EPS miss plus a sell-the-news reaction after its recent run, since in names like this expectations matter as much as results. x.com
Amprius Technologies is a game-changing pick because it leads lithium batteries with no one close, and its batteries let drones fly twice as long, a major military advantage. Trump just made a massive drone deal. eVTOL aircraft also run on batteries, and Amazon's goal of global drone delivery by 2028 could mean orders for millions of batteries. Revenue is growing fast, though not yet profit, and the stock still has attention without being well known. x.com x.com