PALLADYNE AI CORP Stock Price, News & Analysis

Palladyne AI (NASDAQ: PDYN / PDYNW) announced the creation of Palladyne Defense through acquisitions of GuideTech and two Crucis companies, combining embodied AI, avionics and U.S. precision manufacturing into a vertically integrated defense division.

Key metrics: the transaction totals approximately $31 million purchase price ( $20M stock, $5M cash, $6M debt assumed), up to $25M earnout over five years, an 18-month backlog > $10M, and an expected >3x increase on 2024 revenue of $7.8M in 2026. Acquired units are expected to be adjusted EBITDA positive in 2026.

Palladyne AI (NASDAQ: PDYN / PDYNW) reported third quarter fiscal 2025 updates and strategic progress on Nov 12, 2025. Key facts: $57.1 million in cash, cash equivalents and marketable securities with no debt, and operating cash use of approximately $6.3 million for the quarter. The company received U.S. Patent No. 12,452,957 covering closed-loop tasking and control for heterogeneous sensor networks, and announced a collaboration to integrate Palladyne Pilot with Draganfly UAV platforms. Management appointed Lieutenant General (Ret.) Stephen M. Twitty to the board and plans an investor call during the week of Nov 17 to discuss strategic developments.

Palladyne AI (NASDAQ: PDYN) announced U.S. Patent No. 12,452,957 B2 on November 3, 2025 for “Closed Loop Tasking and Control of Heterogeneous Sensor Networks.”

The patent covers Palladyne AI’s core architecture that lets diverse autonomous systems—drones, robots, and sensors—share feature-based insights, fuse them into a common environment model, and continuously re-task through a closed-loop feedback system. The company says the technology enables resilient, edge-based swarm performance when bandwidth or communications are limited, and establishes a legal and strategic foundation for its collaborative autonomy platform.

Palladyne AI Corp. (NASDAQ: PDYN), a developer of AI software for defense and commercial robotic platforms, has appointed retired Lieutenant General Stephen M. Twitty to its Board of Directors. Twitty brings 40 years of distinguished military service and currently serves on multiple corporate boards including Karman Space and Defense.

During his military career, Twitty commanded various units across five combat tours and served as Deputy Commander of the U.S. European Command. He currently provides military commentary for CNBC and holds advisory roles with several defense and technology companies including The Chertoff Group and Ernst and Young.

Palladyne AI Corp (NASDAQ: PDYN) has released its 2025 mid-year business update, highlighting strong financial position with $62.7 million in cash and no debt. The company raised $34.8 million in H1 2025 through ATM offerings and warrant exercises, maintaining a monthly cash burn of $2.0 million.

The company has launched initial commercial versions of Palladyne™ IQ and Palladyne™ Pilot products, with Version 2 of Palladyne IQ scheduled for H2 2025. While U.S.-China tensions and manufacturing reshoring create larger market opportunities, near-term sales have slowed as customers reassess automation priorities, with sales cycles extending to 12-18 months.

To support potential strategic opportunities, Palladyne is filing a new ATM offering for up to $50 million. The company expects to begin generating revenues in H2 2025, with modest growth throughout 2026, and has sufficient funds for 2.5 years of operations.

Palladyne AI (NASDAQ: PDYN) showcased its Palladyne™ IQ software platform at KUKA Robotics' North American System Partners conference, KUKA Connexions, from July 21-23, 2025, in Palm Beach, Florida.

The company demonstrated how its embodied artificial intelligence software enables KUKA robots to perform autonomous machine tending operations with human-like reasoning capabilities. Key features of Palladyne IQ include low-/no-code training, edge computing for autonomous decision-making, and platform-agnostic compatibility.

Palladyne AI Corp (NASDAQ: PDYN) has secured additional funding from the U.S. Air Force under its contract with the Air Logistics Complex at Warner Robins Air Force Base. The company successfully completed Military Utility Assessment milestones, demonstrating autonomous engineered media blasting and automated sanding capabilities on aircraft components. This advancement is part of a multi-million-dollar Phase II contract, representing the second year of a potential four-year effort through the AFWERX AFVentures STRATFI program. Key achievements include implementing Palladyne IQ software on a Fanuc M710 robot for autonomous media blasting with seven degrees of freedom, and utilizing a Universal Robots UR10e robot for teleoperated and autonomous sanding operations. The technology demonstrates enhanced dexterity and operator control for complex surface finishing tasks.

Palladyne AI Corp (NASDAQ: PDYN) announced that its Palladyne IQ AI software platform has been selected as the sole finalist in the robotics and automation category for the National Center for Manufacturing Sciences' 2025 CTMA Technology Competition. The platform uses AI and ML to provide human-like reasoning for industrial robots and cobots, featuring low-code training capabilities and edge computing for autonomous decision-making without cloud connectivity. The competition, aligned with the National Defense Strategy, focuses on transformative maintenance and sustainment capabilities. Palladyne AI has an existing multi-year contract with Warner Robins Air Logistics Complex, where IQ is being integrated into aircraft sustainment activities including robotic media blasting and sanding.

Palladyne AI Corp. (NASDAQ: PDYN), a developer of AI software for robotic platforms in defense and commercial sectors, has been selected to join the Russell 3000® and Russell 2000® Indexes effective June 30, 2025. This inclusion comes as part of the 2025 Russell indexes annual reconstitution, which ranks the 4,000 largest US stocks by market capitalization as of April 30, 2025. The company's membership in the Russell 3000 Index, valid for one year, automatically includes it in the Russell 2000® Index and corresponding growth and value style indexes. CEO Ben Wolff highlighted this as a significant milestone for expanding their investor base, particularly among institutional investors.