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Advanced Batteries Will Fuel Global Drone And Mobility Demand

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AMPX
AnalystConsensusTarget
Not Invested
Published 30 Mar 2025

Update shared on06 Aug 2025

Fair value Increased 28%
Previous
AnalystConsensusTarget's Fair Value
US$13.00
48.2% undervalued intrinsic discount
15 Aug
US$6.74
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Amprius Technologies’ consensus price target was raised to $10.83, reflecting heightened investor optimism driven by a major manufacturing agreement, improved margins, and anticipation of new business catalysts.


Analyst Commentary


  • Recent contract manufacturing agreement with a South Korean battery manufacturer has significantly boosted investor confidence.
  • Stock price has more than doubled following key business developments, indicating strong market optimism.
  • Momentum is expected to continue on the back of potential new customer announcements.
  • Ongoing improvement in profit margins is contributing to a more bullish outlook.
  • Bullish analysts anticipate further catalysts to drive upside in the near term.

What's in the News


  • Amprius delivered high-energy SiCore battery cells (up to 450 Wh/kg) from its Fremont pilot line to advanced drone and UAV customers, including Airbus subsidiary AALTO, supporting longer-duration and tactical missions.
  • The company secured over 1.8 GWh of manufacturing capacity globally through contracts, including a strategic agreement with a South Korean battery manufacturer, to scale production and meet growing commercial demand.
  • Amprius was selected for the 2025 Amazon Devices Climate Tech Accelerator, highlighting its SiCore platform's potential to reduce device carbon footprints and support Amazon’s net-zero ambitions.
  • Its new contract manufacturing agreement with a South Korean partner expands Amprius’ production footprint, enabling scaled, global delivery of advanced silicon anode batteries for aerospace, defense, and electric mobility applications.

Valuation Changes


Summary of Valuation Changes for Amprius Technologies

  • The Consensus Analyst Price Target has risen from $10.17 to $10.83.
  • The Discount Rate for Amprius Technologies has risen from 8.10% to 8.68%.
  • The Future P/E for Amprius Technologies has risen from 66.83x to 71.37x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.