ETFs with Notable Volume on Monday: DRNZ
ETF Performance: The REX Drone ETF saw significant trading activity on Monday, with Ondas Holdings down about 2% and Palantir Technologies remaining flat, both with high trading volumes.
Amprius Technologies: Amprius Technologies underperformed compared to other ETF components, experiencing a decline of approximately 5.6%.
Trading Volume: Ondas Holdings had over 29.0 million shares traded, while Palantir Technologies had over 15.2 million shares changing hands.
Author's Opinion: The views expressed in the article are those of the author and do not necessarily represent the opinions of Nasdaq, Inc.
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- Industry Recognition: Amprius Technologies has been named one of America's Top GreenTech Companies for 2026 by TIME and Statista, highlighting its excellence in innovation, environmental impact, and financial strength, as it stands out among over 3,500 companies globally, showcasing continued growth in aviation, defense, and advanced mobility markets.
- Strong Financial Performance: The company demonstrated robust revenue growth and improved margins in its Q4 and full-year 2025 fiscal results, indicating rising demand in its core markets and further solidifying its leadership position in sustainable energy solutions.
- Manufacturing Capacity Expansion: Amprius recently announced a partnership with its first U.S.-based manufacturing partner, marking a significant milestone that will enhance its domestic supply chain capabilities and support rapid production expansion to meet increasing market demand.
- Award Recognition for Innovation: The company was also recognized at the 2023 CES Innovation Awards, further validating its ongoing advancements in high-performance energy solutions and emphasizing its commitment to driving sustainability and market adoption.
Stock Market Outlook: Despite facing headwinds, the S&P 500 and other stocks are expected to rise by the end of the year, driven by strong fundamentals in labor markets, consumer demand, and business spending, particularly in tech and AI sectors.
NVIDIA's Investment Potential: Analysts recommend buying NVIDIA stock due to its deep value opportunity, with expectations of significant earnings growth and a robust long-term outlook, despite competition in the market.
AMD's Growth Prospects: AMD is positioned for potential revenue growth, especially with the launch of its MI450 solutions, which could triple its revenue in the coming quarters, although current forecasts remain conservative.
Nebius Group's Strategy: Nebius Group is building capacity to meet demand, with a significant backlog and expected revenue acceleration, despite facing challenges such as debt load and competition, indicating a strong market position moving forward.
- Silicon-Anode Technology Advantage: Amprius' silicon-based anode, marketed as the 'Express Cell', offers approximately double the energy of graphite batteries, making it particularly suitable for weight-sensitive markets such as drones, light EVs, and robotics, thereby enhancing the company's competitive edge in high-energy-density battery solutions.
- Revenue and Profit Growth: The company reported $73 million in revenue last year, a threefold increase, and achieved positive adjusted EBITDA in Q4, with guidance for about 70% revenue growth in 2026 and a target of at least 25% gross margin, indicating a strong profitability outlook.
- Outsourced Manufacturing Strategy: Amprius has shifted to contract manufacturing, collaborating with four manufacturers in China, Korea, and the U.S., offering a portfolio of 22 battery products and serving over 550 customers, which enhances production efficiency and market responsiveness to changing demands.
- Market Demand Signals: The company is experiencing growing demand in both defense and commercial sectors, particularly in the drone battery market, with expectations for more orders to drive revenue growth, while also participating in an Amazon accelerator program to explore new opportunities in drone delivery and warehouse robotics.
- Significant Order Value: Amprius Technologies announced a $21M purchase order from a new premier electric mobility customer in China, indicating strong demand for its SiCore cylindrical cells, particularly in the light electric vehicle sector.
- Product Advantages: Amprius' SiCore cells are favored for their high energy density and long cycle life, with 30 Ah capacity cells increasing energy density by up to 100% compared to conventional graphite-anode cells, significantly enhancing the performance of electric mobility products.
- Long Cycle Life: The cells are rated for over 2,000 cycles, ensuring reliability and durability for electric mobility applications, thereby increasing customer trust and reliance on Amprius products.
- Future Revenue Goals: Amprius targets $125M in revenue by 2026 while expanding its NDAA-compliant battery supply chain, demonstrating its long-term strategic positioning in the electric mobility market.
- Significant Order Value: Amprius Technologies announced a $21 million purchase order from a new customer in China for its SiCore® cylindrical cells, highlighting strong demand for high-performance batteries and reinforcing its position in the electric mobility market.
- Technological Advantages: The SiCore cells, with a capacity of 30 Ah, deliver up to 100% higher energy density compared to conventional graphite-anode batteries and boast a cycle life exceeding 2,000 cycles, addressing the urgent needs for high energy density and longevity in light electric vehicles.
- Market Growth Potential: According to a market study by Ratel Consulting, the battery market for light electric vehicles is projected to reach 26 GWh by 2030, growing at a 15% compound annual growth rate, providing Amprius with substantial market opportunities to drive the widespread adoption of its technology.
- Global Business Expansion: CEO Tom Stepien emphasized that this order not only reflects the growing demand for high-performance batteries in the electric mobility sector but also marks a significant step in Amprius's global business expansion, enhancing its competitive edge in the market.
- Purchase Order Announcement: AMPRIUS has secured a $21 million purchase order for electric two and three-wheelers.
- Market Impact: This order signifies a growing demand for electric vehicles in the two and three-wheeler segment.










