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    Is Amprius Technologies (AMPX) Swapping Founder Vision for Execution Focus With Its New CEO?

    Simply Wall St·01/05/2026 15:18:37
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    • Amprius Technologies has already completed a leadership transition in which President Tom Stepien became Chief Executive Officer on January 1, 2026, while founder and outgoing CEO Dr. Kang Sun moved into an Executive Advisor role and retained his board seat.
    • This shift from founder-led to a new CEO with deep experience across battery startups, private equity, and semiconductor equipment marks a meaningful change in how Amprius may execute on its advanced silicon-anode battery ambitions.
    • Next, we’ll examine how Stepien’s appointment as CEO could influence Amprius Technologies’ existing investment narrative around growth, margins, and execution.

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    Amprius Technologies Investment Narrative Recap

    To own Amprius Technologies, you need to believe its silicon anode batteries can scale from niche aviation and drone customers into broader high-performance markets while improving margins and capital efficiency. The CEO transition to Tom Stepien does not materially change the near term focus on manufacturing scale up and managing revenue concentration risk, but it may affect how quickly the company tightens execution around those priorities.

    The recent expansion of the Amprius Korea Battery Alliance, which lifted global contract manufacturing capacity potential above 2 GWh, is particularly relevant here. It directly ties into the core catalyst of moving more customers from qualification to production orders, while also intersecting with the key risk that heavy reliance on outsourced manufacturing exposes Amprius to supply chain and geopolitical disruptions.

    Yet this growth story also comes with concentrated exposure to aviation and drones that investors should be aware of...

    Read the full narrative on Amprius Technologies (it's free!)

    Amprius Technologies' narrative projects $306.6 million revenue and $13.4 million earnings by 2028. This requires 89.8% yearly revenue growth and a $52.1 million earnings increase from $-38.7 million today.

    Uncover how Amprius Technologies' forecasts yield a $17.17 fair value, a 96% upside to its current price.

    Exploring Other Perspectives

    AMPX Earnings & Revenue Growth as at Jan 2026
    AMPX Earnings & Revenue Growth as at Jan 2026

    Twelve members of the Simply Wall St Community see Amprius’ fair value between US$10 and about US$48, with some estimates clustered toward the upper end. Set those views against the execution risk around scaling its silicon anode technology and you can quickly see why it pays to consider several different angles before forming your own view.

    Explore 12 other fair value estimates on Amprius Technologies - why the stock might be worth just $10.00!

    Build Your Own Amprius Technologies Narrative

    Disagree with existing narratives? Create your own 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.