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How Investors May Respond To Amprius Technologies (AMPX) Adding Nanotech Energy As U.S. Manufacturing Partner

Simply Wall St·02/08/2026 06:12:04
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  • Earlier this month, Amprius Technologies announced a manufacturing partnership with Nanotech Energy to create a U.S.-based production pathway for its high-performance silicon-anode battery cells, supporting defense, aerospace, and other mission-critical customers under National Defense Authorization Act sourcing requirements.
  • By adding Nanotech as its first American manufacturing partner and extending its “manufacturing-light” model beyond 2.00 GWh of global capacity, Amprius gains a more secure, compliant supply chain that could be especially relevant for customers like L3Harris and other national security programs.
  • We’ll now look at how this new U.S. manufacturing footprint with Nanotech Energy may influence Amprius Technologies’ long-term investment narrative.

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What Is Amprius Technologies' Investment Narrative?

To own Amprius Technologies, you have to believe its silicon-anode batteries can convert technical promise into sustainable, commercial scale while justifying a rich sales multiple for a still unprofitable, dilution-prone business. The new Nanotech Energy partnership is important in that context: it plugs a clear gap in Amprius’ U.S. manufacturing footprint, reinforces its “manufacturing-light” model, and tightens the link between its technology and defense and aerospace demand under NDAA sourcing rules. That could sharpen near-term catalysts around contract wins and revenue ramp, especially with existing interest from customers like L3Harris. At the same time, the stock’s volatility, insider selling, high price-to-sales ratio, and relatively new management team keep execution risk front and center, even with analysts broadly positive on the outlook.

However, one execution risk now looks even more important for investors to understand fully. Amprius Technologies' share price has been on the slide but might be dropping deeper into value territory. Find out whether it's a bargain at this price.

Exploring Other Perspectives

AMPX 1-Year Stock Price Chart
AMPX 1-Year Stock Price Chart
Investors in the Simply Wall St Community have shared 11 fair value views for Amprius, ranging from about US$2.09 to US$28.91, underscoring how far apart expectations can be. When you set that spread against the company’s high valuation multiples and ongoing losses, it underlines how much depends on Amprius actually converting its new U.S. manufacturing partnership, and broader contract manufacturing model, into commercially meaningful, profitable volume over time.

Explore 11 other fair value estimates on Amprius Technologies - why the stock might be worth over 2x more than the current price!

Build Your Own Amprius Technologies Narrative

Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.