Sidus Space Awarded Contract Under Missile Defense Agency's SHIELD IDIQ Program

Rhea-AI Summary

Sidus Space (NASDAQ: SIDU) announced it was named a contract awardee under the Missile Defense Agency's SHIELD indefinite-delivery/indefinite-quantity (IDIQ) vehicle on Dec 22, 2025. The SHIELD IDIQ carries a total ceiling of $151 billion and covers a broad range of work areas to accelerate delivery of capabilities for the Golden Dome missile defense strategy.

Sidus said the program leverages AI/ML, digital engineering, open systems architectures, and agile processes, and that the award strengthens its role supplying integrated hardware, software, and AI-driven systems for multi-domain operations.

Positive

• Named awardee on SHIELD IDIQ (Dec 22, 2025)
• IDIQ ceiling $151 billion for the SHIELD contract vehicle
• Program scope includes AI/ML, digital engineering, and open systems

Negative

• None.

Key Figures

SHIELD IDIQ ceiling $151 billion Total IDIQ program ceiling mentioned in contract award

Q3 2025 revenue $1,298,058 Quarter ended Sep 30, 2025; down from $1,868,958 prior year

Q3 2024 revenue $1,868,958 Comparable quarter a year ago for revenue comparison

Q3 2025 net loss $6,033,599 Net loss for Q3 2025, or $0.24 per share

Cash balance $12,734,087 Cash as of Sep 30, 2025 per 10‑Q

Asset-based loan $9,124,612 Asset‑based loan liability reported in Q3 2025 10‑Q

July 2025 offering 7,143,000 shares at $1.05 Underwritten equity offering; ≈$6.7M net proceeds

Sept 2025 offering 9,800,000 shares at $1.00 Underwritten equity offering; ≈$8.8M net proceeds

Market Reality Check

$2.67 Last Close

Volume Volume 20,277,070 is 4.77x the 20-day average 4,247,915, indicating elevated trading interest. high

Technical Price at $1.16 is trading below the 200-day MA of $1.33 despite the strong move.

Peers on Argus 2 Up 1 Down

SIDU gained 35.74% with elevated volume while sector peers showed mixed moves. Argus momentum data flags KITT and MNTS also moving up (median peer move 11.2%), suggesting both stock-specific reaction to the SHIELD contract and broader strength in related space/defense names.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Dec 12	Leadership appointment	Positive	-14.4%	CEO appointed to Canaveral Port Authority board, expanding leadership profile.
Dec 10	Satellite milestone	Positive	+42.0%	Successful commissioning of LizzieSat‑3 and activation of AI-enabled payloads.
Dec 04	NASA subcontract	Positive	+5.1%	Subcontract role on NASA SBIR radar study hosted on LizzieSat platform.
Nov 20	Project completion	Positive	-8.5%	Completion of NASA Phase II Sequential Award with delivery of hardware and software.
Nov 18	Commercial mission deal	Positive	+14.0%	Progress on Lonestar commercial pathfinder mission with LizzieSat‑5 hosted payload.

Pattern Detected

News flow over the past two months has often triggered sharp but mixed reactions, with several positive technical/contract milestones leading to double-digit gains, but some constructive updates selling off.

Recent Company History

Over the last two months, Sidus Space has reported multiple operational and contract milestones. These include a $173,000 NASA SBIR subcontract using LizzieSat for radar hosting, successful bus-level commissioning of LizzieSat‑3 with AI edge processing, and progress on a commercial pathfinder mission with Lonestar’s data module on LizzieSat‑5. Despite some positive updates leading to gains of up to 41.98%, others, like the NASA Phase II completion, saw declines, underscoring historically volatile responses to news compared with today’s SHIELD IDIQ contract award.

Market Pulse Summary

The stock surged +97.4% in the session following this news. A strong positive reaction aligns with investors rewarding material contract-related milestones. The SHIELD IDIQ award, within a program ceiling of $151 billion, arrived after earlier technical wins like LizzieSat‑3 commissioning that previously saw moves up to 41.98%. However, Q3 2025 showed revenue of only $1.30M and a net loss of $6.03M, alongside recent equity offerings, which could temper enthusiasm if execution or funding needs remain challenging.

Key Terms

indefinite-delivery/indefinite-quantity (idiq) regulatory

"Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) indefinite-delivery/indefinite-quantity (IDIQ) contract"

An indefinite-delivery/indefinite-quantity (IDIQ) contract is a purchasing agreement where a buyer commits to order goods or services over a set period but does not promise exact quantities up front, instead placing individual orders as needs arise within agreed limits. For investors, IDIQs matter because they can create steady, multi-year revenue opportunities and backlog visibility like a supplier having a standing store account — but actual cash depends on each future order and on the buyer’s budget and timing.

artificial intelligence technical

"It leverages artificial intelligence and machine learning (AI/ML) enabled applications"

Artificial intelligence is the ability of computers and machines to perform tasks that typically require human thinking, such as understanding language, recognizing patterns, or making decisions. For investors, it matters because AI can enhance efficiency, uncover new insights, and enable smarter strategies, potentially impacting the value and performance of companies that develop or utilize this technology.

machine learning (ai/ml) technical

"It leverages artificial intelligence and machine learning (AI/ML) enabled applications"

A set of computer methods that let systems learn patterns from data and improve their predictions or decisions over time, much like a person gets better at recognizing faces after seeing many photos. For investors, machine learning matters because it can change how companies generate revenue, control costs and manage risk — affecting forecasts, trading strategies, customer targeting and compliance — and thus can materially influence future profits and valuation.

open systems architectures technical

"maximizes the use of digital engineering, open systems architectures, model-based systems engineering"

Open systems architectures are designs for technology and software that use common standards and modular parts so different vendors’ products can connect and work together, like building with Lego bricks instead of glued pieces. For investors this matters because such openness lowers the risk of costly vendor lock-in, can speed adoption of new features, and often improves scalability and competitive pricing—factors that affect a company’s costs, agility, and long‑term value.

model-based systems engineering technical

"maximizes the use of digital engineering, open systems architectures, model-based systems engineering"

Model-based systems engineering is a way of designing complex products by creating and using shared digital models rather than relying mainly on separate documents. Like building from a detailed 3D blueprint or simulation that everyone can test and update, it helps catch problems earlier, speed development, and reduce costly surprises. Investors care because it can lower development costs, shorten time-to-market, improve reliability, and make regulatory or integration risks easier to manage.

AI-generated analysis. Not financial advice.

Long-Term Contract Advances Technologies Supporting the Golden Dome Defense Strategy

CAPE CANAVERAL, Fla., Dec. 22, 2025 /PRNewswire/ -- Sidus Space (NASDAQ: SIDU) ("Sidus" or the "Company"), an innovative space and defense technology company, is pleased to announce it is one of the contract awardees under the Missile Defense Agency (MDA) Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) indefinite-delivery/indefinite-quantity (IDIQ) contract with a total IDIQ ceiling of $151 billion. This contract encompasses a broad range of work areas that allows for the rapid delivery of innovative capabilities to the warfighter with increased speed and agility.

Sidus Space offers mission‑ready, integrated technologies to support the evolving needs of Golden Dome.

The SHIELD program is part of the broader Golden Dome missile defense strategy, focused on building resilient, layered protection against air, missile, space, cyber, and hybrid threats from all operational domains.

"This milestone reflects our ability to deliver integrated solutions across multiple domains and demonstrates the strength of our approach to building long-term capability within the defense sector. Sidus Space combines advanced technologies, vertical integration, and mission expertise to support multiple programs, ensuring we can meet the complex requirements of today's national security environment," said Carol Craig, Founder and CEO of Sidus Space.

The SHIELD contract vehicle provides a flexible, enterprise-wide procurement mechanism enabling rapid delivery of innovative capabilities to the warfighter with increased speed and agility. It leverages artificial intelligence and machine learning (AI/ML) enabled applications where applicable and maximizes the use of digital engineering, open systems architectures, model-based systems engineering, and agile processes in the acquisition, development, fielding, and sustainment of these capabilities.

This award strengthens Sidus' position as a trusted partner in defense and accelerates the Company's trajectory toward delivering next-generation solutions for multi-domain operations. By expanding its portfolio of advanced hardware, software, and AI-driven systems, Sidus is committed to supporting U.S. and allied defense communities with technologies that enhance readiness and resilience against emerging threats.

About Sidus Space 

Sidus Space (NASDAQ: SIDU) is an innovative space and defense technology company offering flexible, cost-effective solutions, including satellite manufacturing and technology integration, AI-driven space-based data solutions, mission planning and management operations, AI/ML products and services, and space and defense hardware manufacturing. With its mission of Space Access Reimagined®, Sidus Space is committed to rapid innovation, adaptable and cost-effective solutions, and the optimization of space system and data collection performance. With demonstrated space heritage, including manufacturing and operating its own satellite and sensor system, LizzieSat®, Sidus Space serves government, defense, intelligence, and commercial companies around the globe. Strategically headquartered on Florida's Space Coast, Sidus Space operates a 35,000-square-foot space manufacturing, assembly, integration, and testing facility and provides easy access to nearby launch facilities. For more information, visit: sidusspace.com.

Forward-Looking Statements 

Statements in this press release about future expectations, plans and prospects, as well as any other statements regarding matters that are not historical facts, may constitute 'forward-looking statements' within the meaning of The Private Securities Litigation Reform Act of 1995. These statements include, but are not limited to, statements relating to the expected trading commencement and closing dates. The words 'anticipate,' 'believe,' 'continue,' 'could,' 'estimate,' 'expect,' 'intend,' 'may,' 'plan,' 'potential,' 'predict,' 'project,' 'should,' 'target,' 'will,' 'would' and similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain these identifying words. Actual results may differ materially from those indicated by such forward-looking statements as a result of various important factors, including: the uncertainties related to market conditions and other factors described more fully in the section entitled 'Risk Factors' in Sidus Space's Annual Report on Form 10-K for the year ended December 31, 2024, and other periodic reports filed with the Securities and Exchange Commission. Any forward-looking statements contained in this press release speak only as of the date hereof, and Sidus Space, Inc. specifically disclaims any obligation to update any forward-looking statement, whether as a result of new information, future events or otherwise. 

Contacts:  

Investor Relations  
investor-relations@sidusspace.com  

Media Inquiries
press@sidusspace.com 

 

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SOURCE Sidus Space

FAQ

What did Sidus Space (SIDU) announce on Dec 22, 2025 about the SHIELD contract?

Sidus announced it was named an awardee under the Missile Defense Agency SHIELD IDIQ, a contract vehicle with a $151 billion ceiling.

How large is the SHIELD IDIQ ceiling that Sidus Space (SIDU) joined?

The SHIELD IDIQ has a total ceiling of $151 billion.

What technologies will Sidus Space (SIDU) provide under the SHIELD program?

Sidus plans to deliver integrated hardware, software, and AI/ML-driven systems using digital engineering and open systems architectures.

When did Sidus Space (SIDU) announce the SHIELD award and what strategy does it support?

The company announced the award on Dec 22, 2025, saying it supports the Golden Dome multi-domain missile defense strategy.

Does the SHIELD IDIQ enable rapid delivery for Sidus Space (SIDU)?

Yes; the IDIQ vehicle is described as a flexible, enterprise-wide mechanism to enable rapid delivery of capabilities to the warfighter.

What investor impact did Sidus Space (SIDU) highlight from the SHIELD award?

Sidus said the award strengthens its position as a trusted defense partner and accelerates delivery of next-generation multi-domain solutions.