Palladyne AI

PDYN

Market cap $445M

Palladyne AI (NASDAQ:PDYN) saw its shares surge more than 32% to almost $10 per share on Thursday as it reported fourth quarter revenue growth that exceeded expectations. Revenue for the quarter reached $1.66 million, up 118% year over year and well above analyst expectations of $809,000.

Palladyne AI Corp (NASDAQ: PDYN) shares are up on Thursday following the company's announcement of a strong revenue outlook for 2026.

Palladyne AI Corp. (PDYN) Q4 2025 Earnings Call Transcript

SALT LAKE CITY--(BUSINESS WIRE)--Palladyne AI Reports Fourth Quarter and Full Year 2025 Results and Reiterates 2026 Revenue Guidance of $24 to $27 Million.

SALT LAKE CITY--(BUSINESS WIRE)--Palladyne AI Corp. (NASDAQ: PDYN and PDYNW) (“Palladyne AI”), a U.S.-based defense and industrial technology company delivering embodied AI-powered collaborative autonomy solutions, advanced avionics, precision-manufactured components, UAVs and advanced aerospace engineering services, today announced it will host a conference call on Thursday, March 5, 2026, at 8:00 a.m. Eastern Time to discuss its financial and operational results for its fourth quarter and ful.

SALT LAKE CITY--(BUSINESS WIRE)--Palladyne AI Accelerates Commercial Push With Appointment of Matt Muta as President of Commercial Business.

SALT LAKE CITY--(BUSINESS WIRE)--Palladyne AI Corp. (NASDAQ: PDYN and PDYNW) (“Palladyne AI”), a U.S.-based defense and industrial technology company delivering embodied AI-powered collaborative autonomy solutions, advanced avionics, precision-manufactured components, UAVs, and advanced aerospace engineering services, today announced the successful flight test of IntelliSwarm, the integrated autonomy stack combining its SwarmOS autonomy software with its BRAIN X2 Guidance, Navigation and Contro.

SALT LAKE CITY--(BUSINESS WIRE)--Palladyne AI Secures Contract to Deliver Key Propulsion Subsystem to Major U.S. Defense Prime for Existing U.S. Missile System Program.

Palladyne AI Corp. pivots to a vertically integrated defense contractor with the launch of Palladyne Defense and three strategic acquisitions. PDYN raised revenue guidance to $24–27 million, backed by contract wins and a growing $13 million backlog, but remains pre-commercialization on core products. The company maintains a strong cash position ($47 million post-acquisitions), enabling runway for commercialization and further R&D investment.

Palladyne AI (PDYN) remains a Buy as it transitions to a vertically integrated Mid-Tier Prime, securing US-based manufacturing and supporting FY2026 revenue guidance of $24–$27 million. PDYN's three-week SwarmOS integration protocol creates a forward moat, enabling rapid deployment across defense platforms and positioning it as a key autonomy standard for attritable mass initiatives. Valuation risk emerges if hardware-heavy revenue mix dilutes high-margin software, potentially compressing PDYN's premium multiple toward industrial manufacturing norms.