SecBot SecBot
8-K ·Filed Sep 25, 2026

AMPX

Amprius Technologies, Inc.
BULLISH
Impact 6/10
Horizonmonths Processed1mo ago SEC0001899287-26-000065
8-K Item 1.01 + 5.02 (likely routine officer/director compensation agreement)
Actionable Insight ▲ Bullish

Watch for milestone achievement announcements and subsequent funding obligations from the U.S. Government, as the remaining $52.5 million is subject to future appropriations and milestone acceptance. The two option periods represent additional upside if the base period is successfully executed.

DirectionBullish
Confidencehigh
Horizonmonths
Latest settled — T+20d
AMPX ▼ -13.02% at T+20d
LONG call ✗ call lost -13.02% · α vs SPY -12.99% · entry $9.60 → $8.35
Next anchor: T+60d in 8w
Entry = T+0 close
Sep 25, 2026
via day close
T+1d
-0.73%
call -0.73% · α -0.55%
$9.53
settled 4w ago
T+5d
-1.56%
call -1.56% · α -2.77%
$9.45
settled 26d ago
T+20d
-13.02%
call -13.02% · α -12.99%
$8.35
settled 5d ago
T+60d
Pending
in 8w

Price Chart

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Executive Summary

Amprius Technologies entered into a fixed-price Other Transaction Agreement with the U.S. Government under Project acCELLerate, a SAMDIB initiative to establish domestic production of silicon-anode high-energy-density lithium-ion batteries for small UAS. The total award value is up to $74.8 million, with $22.3 million initially obligated; the company has no cost-share requirement. The base period runs through September 2028, with milestone-based payments.

Key Financial Metrics

Deal Value
$74.8M

Key Facts

  • Total award value of up to $74,793,173.11 under a fixed-price OTA prototype project agreement
  • U.S. Government initially obligated $22,300,000 in FY2025 RDT&E funding; no contractor cost share required
  • Base period of performance: September 23, 2026 through September 22, 2028
  • Project aims to establish domestic production capacity for five standardized DoW sUAS pouch cell types, achieving NDAA Section 842 FEOC compliance
  • Amprius self-certified as a Nontraditional Defense Contractor (NDC) under 10 U.S.C. 4022
  • Agreement includes two priced, independent option periods beyond the base period
  • Payments are fixed-price milestone-based upon government acceptance of deliverables

Financial Impact

Up to $74.8 million total award value, with $22.3 million initially funded; no cost share required from Amprius

revenuecash flow

Risk Factors

  • Majority of total award ($52.5M) remains unfunded and subject to future appropriations
  • Milestone-based payments depend on government acceptance of deliverables, which may face delays
  • Reliance on a designated partner/subcontractor for facility retrofit and production line integration
  • Convenience termination clause allows either party to terminate with 30 days notice

Investment Themes

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001899287-26-000065
Document: ampx-20260923.htm0001899287-26-000065
Document: 0001899287-26-000065-index-headers.html0001899287-26-000065
Document: 0001899287-26-000065-index.html0001899287-26-000065
Document: 0001899287-26-000065.txt0001899287-26-000065
19 reports for AMPX
Performance horizon
75% Hit rate @ T+60 6 of 8 directional calls Went positive at some point 6 of 8 best @ T+60▲ +51.38%May 28, 2026
Filters
Rows
Reports for AMPX — sortable, filterable
TypeNow
Oct 9, 2026
18d ago
S-3ASR
NEUTRAL ★ 3/10
$8.87awaiting T+60—$8.88 (+0.11%)
Sep 25, 2026
4w ago
8-K
BULLISH ★ 6/10
$9.60awaiting T+60—$8.88 (−7.50%)
Aug 25, 2026
9w ago
Insider Cluster
NEUTRAL ★ 3/10
$10.20awaiting T+60—$8.88 (−12.94%)
Aug 13, 2026
10w ago
8-K
NEUTRAL ★ 3/10
$12.51awaiting T+60—$8.88 (−29.02%)
Aug 1, 2026
12w ago
Institutional Cluster
BEARISH ★ 5/10
$10.12 $8.78▲ +13.29%▲ +15.07%$8.88 (+12.25%)
Jun 11, 2026
19w ago
Insider Cluster
NEUTRAL ★ 2/10
$16.31 $10.39▼ −36.30%▼ −39.56%$8.88 (−45.55%)
Jun 11, 2026
19w ago
Institutional Cluster
BULLISH ★ 5/10
$17.10 $9.89▼ −42.16%▼ −46.56%$8.88 (−48.07%)
Jun 8, 2026
20w ago
144
BEARISH ★ 5/10
$4.84awaiting T+60—$8.88 (−83.47%)
May 28, 2026
21w ago
144
NEUTRAL ★ 1/10
—awaiting T+60——
May 28, 2026
21w ago
Insider Cluster
BEARISH ★ 5/10
$20.28 $9.86▲ +51.38%▲ +52.56%$8.88 (+56.21%)
Showing 10 of 19

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Report published Sep 25, 2026