The Nordic Wing deal adds a commercial, defense‑focused customer for Amprius’ SiCore® high‑energy‑density cells, and the contract is expected to be recognized in the next reporting period. Management has indicated that the partnership will generate approximately $3‑$5 million of incremental revenue in FY 2025, enough to lift the company’s near‑term top‑line outlook by roughly 10‑15 % versus the prior guidance. Because the SiCore™ cells command a premium price (≈ $800‑$1,000 per kWh) and the UAV program is slated for a multi‑year production ramp, the incremental gross margin contribution should be modestly higher than the company’s historical 35‑38 % margin, nudging adjusted EBITDA toward the upper end of the $2‑$4 million range previously forecast.
From a trading perspective, the news has already pushed AMPX into a short‑term bullish bias: the stock rallied ~7 % on the announcement and the technical picture shows a break above the 20‑day EMA with volume 2‑3× the average, suggesting momentum could carry the price toward the next resistance at $12.50. However, the upside is capped by the modest size of the revenue uplift and the company’s still‑early‑stage commercial rollout. Traders may consider a buy‑on‑dip if the price pulls back to the 50‑day SMA (~$10.80) with a stop just below the recent low (~$10.20), while maintaining a modest profit target near $13.00. A breach of $13.50 could trigger a re‑evaluation of the guidance ceiling, but until a formal earnings update confirms the timing and scale of deliveries, the risk‑reward profile remains weighted toward a short‑to‑mid‑term hold rather than a speculative long.