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Virtuix Forms Special Committee to Pursue Strategic Acquisitions in Defense Training Market

(Positive)

Virtuix (NASDAQ: VTIX) formed a Board special committee to evaluate acquisitions in the defense training and simulation market, targeting companies with $10M–$50M of recurring defense revenues and immediate government contract vehicles. The move aims to accelerate 2026 revenue scale and broaden access to multi-year U.S. defense contracts.

The company highlights existing engagements with the U.S. Army, Air Force, a Navy development agreement, and selection as lead integrator for a Marine Corps VR program. Management will host an investor webinar on May 8, 2026 at 11:00am ET.

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Positive

  • Targets with recurring defense revenues of $10M–$50M
  • Existing commercial sales to the U.S. Army and U.S. Air Force
  • Selected as lead integrator for a U.S. Marine Corps VR training program
  • Development agreement in place with the U.S. Navy
  • Integration of AI-driven adaptive simulation and performance analytics

Negative

  • No assurance that any acquisition will be identified or consummated
  • Committee evaluation stage — potential deals remain uncertain and nonbinding

News Market Reaction – VTIX

+8.77%
27 alerts
+8.77% News Effect
+14.7% Peak in 1 hr 59 min
+$12M Valuation Impact
$152.70M Market Cap
0.6x Rel. Volume

On the day this news was published, VTIX gained 8.77%, reflecting a notable positive market reaction. Argus tracked a peak move of +14.7% during that session. Our momentum scanner triggered 27 alerts that day, indicating elevated trading interest and price volatility. This price movement added approximately $12M to the company's valuation, bringing the market cap to $152.70M at that time.

Data tracked by StockTitan Argus on the day of publication.

Market Context

The stock moved +8.8% in the session following this news. A strong positive reaction aligns with Vir...
Analysis

The stock moved +8.8% in the session following this news. A strong positive reaction aligns with Virtuix’s recent pattern of favorable responses to defense-related milestones, such as prior Marine Corps wins with moves of 9.69%. The formation of a board-led special committee and focus on $10M-$50M recurring defense revenue targets could be viewed as materially strategic. However, investors have previously sold into investor-relations events, and substantial CEO share sales disclosed in recent Form 4 filings may temper confidence.

Key Figures

Target recurring revenue: $10M-$50M Investor webinar time: 11:00am ET Investor webinar date: May 8, 2026
3 metrics
Target recurring revenue $10M-$50M Annual defense revenues of acquisition targets mentioned in article
Investor webinar time 11:00am ET Webinar on May 8, 2026 to discuss growth strategy
Investor webinar date May 8, 2026 Date of investor webinar on acquisition and growth strategy

Historical Context

5 past events · Latest: May 05 (Positive)
Pattern 5 events
Date Event Sentiment 24h Move Catalyst
May 05 Defense training win Positive +9.7% Lead role on U.S. Marine Corps multi-user virtual infantry training assessment.
Apr 30 Patent allowance Positive +7.1% USPTO Notice of Allowance for 26th U.S. patent on Omni One treadmill.
Apr 28 Defense integration Positive -0.3% Integration of Omni One into Marine Corps FARP training simulator.
Apr 27 Investor summit Neutral -11.4% CEO presentation and Omni One demo at Market Movers Investor Summit.
Apr 23 Investor webinar Neutral -16.4% Announcement of virtual investor webinar on growth strategy and defense traction.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Positive defense and IP wins have sometimes triggered gains, while more promotional or investor-relations events, including webinars and conference presentations, have coincided with notable selloffs.

Recent Company History

Over the last few weeks, Virtuix has highlighted multiple defense-focused milestones and IP gains, including Marine Corps training projects (Apr 28 and May 5) and its 26th U.S. patent on Apr 30. These updates produced mixed price reactions, from gains of 9.69% and 7.14% to a slight decline of 0.28%. Investor-focused events, such as the upcoming webinar and an investor summit, saw sharper pullbacks of 11.41% and 16.35%, underscoring sensitivity to capital-markets communications.

Key Terms

virtual reality (vr), contract vehicles, ai-driven immersive training solutions, ai-driven adaptive simulation
4 terms
virtual reality (vr) technical
"Virtuix Holdings Inc. (NASDAQ: VTIX), a leading developer of full-body virtual reality (VR) systems, today announced..."
Virtual reality (VR) is a technology that creates a simulated environment, allowing users to experience and interact with a three-dimensional world through specialized headsets or devices. For investors, VR represents a rapidly growing industry with potential applications in entertainment, training, and communication, which could influence the development of new markets and business opportunities.
contract vehicles regulatory
"companies that provide immediate access to government contract vehicles and recurring defense revenues..."
Contract vehicles are prearranged purchasing agreements or frameworks that let buyers order goods or services from a supplier under set terms without negotiating each sale anew. Think of them like a store catalog or membership pass that speeds buying and guarantees a supplier ongoing access to a customer; for investors, contract vehicles matter because they can create steady, predictable revenue, lower sales costs, and signal strengthened customer relationships.
ai-driven immersive training solutions technical
"enhance its position in AI-driven immersive training solutions."
AI-driven immersive training solutions are learning systems that use artificial intelligence together with virtual or augmented reality to create realistic, interactive simulations for teaching skills and procedures. For investors, they matter because they can scale training more cheaply and consistently than classroom instruction—think of a flight simulator for many types of jobs—potentially boosting customer retention, creating recurring revenue streams, and reducing clients’ operational risk and training costs.
ai-driven adaptive simulation technical
"Virtuix is integrating AI-driven adaptive simulation and real-time performance analytics into its VR training environments..."
A system that uses artificial intelligence to run virtual tests that learn from results and change their behavior over time, like a flight simulator that adapts new weather and pilot actions to produce more realistic practice runs. For investors, it matters because these simulations can speed product development, cut testing costs, improve risk forecasting, and help companies make better decisions with less real-world trial and error, potentially affecting future revenues and capital needs.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Board-Led Initiative Aims to Accelerate Revenue Growth and Expand Government Contract Access Following Growing Momentum in Defense Sector

Committee Is Evaluating Targets Offering Contract Vehicles, Past Performance, and Synergistic Capabilities

AUSTIN, Texas, May 07, 2026 (GLOBE NEWSWIRE) -- Virtuix Holdings Inc. (NASDAQ: VTIX), a leading developer of full-body virtual reality (VR) systems, today announced that its Board of Directors has formed a special committee to evaluate potential acquisitions in the defense training and simulation industry. The committee is actively reviewing multiple acquisition opportunities, including targets in advanced-stage discussions, with a focus on companies that provide immediate access to government contract vehicles and recurring defense revenues in the $10M-$50M range.

The initiative reflects Virtuix’s growing momentum in the defense sector and its commitment to scaling its Virtual Terrain Walk (“VTW”) and Omni technology platforms across the U.S. military and allied forces. The Company is prioritizing acquisitions that it believes can accelerate its revenue scale in 2026 and enhance its position in AI-driven immersive training solutions.

The Board believes that a strategic acquisition in the defense training space could provide several key benefits in addition to boosting revenues, including positioning Virtuix to expand into larger multi-year contracts, acquiring valuable “past performance” credentials that are critical for winning large government contracts, and gaining access to established sales channels and contract vehicles across all branches of the U.S. military. Additionally, Virtuix believes there may be meaningful synergies between its 360-degree movement technology and the capabilities of potential acquisition targets, including opportunities for cross-selling, enhanced training solutions, and more competitive contract bids. Virtuix is integrating AI-driven adaptive simulation and real-time performance analytics into its VR training environments, an area of increasing demand across U.S. defense programs.

“We are seeing increasing demand for immersive and AI-enhanced training solutions across the defense sector, and we believe strategic acquisitions can significantly accelerate our revenue scale and government contracting capabilities,” said Jan Goetgeluk, Chief Executive Officer of Virtuix. “Given our current revenue multiple, we believe a transaction would be highly accretive to our shareholders.”

The formation of the special committee builds on Virtuix’s expanding footprint in the defense market. The Company has already sold systems to the U.S. Army and Air Force, entered into a development agreement with the U.S. Navy, and recently announced it was selected as the lead integrator on the development of a VR training system for the U.S. Marine Corps. These engagements underscore the growing demand for immersive, movement-based training solutions. The global military simulation and immersive training market continues to expand rapidly as defense agencies increase investment in AI-enabled readiness technologies.

Management will provide additional details on its acquisition strategy during an investor webinar this Friday, May 8, 2026, at 11:00am ET. There can be no assurance that Virtuix will identify or consummate any acquisition on favorable terms, or at all.

Investor Webinar

Virtuix Chief Executive Officer Jan Goetgeluk will host an investor webinar on Friday, May 8, 2026, at 11:00am ET to discuss the company’s growth strategy, business model, and recent commercial successes and developments. To attend or watch a replay, please sign up here.

About Virtuix

Virtuix Holdings Inc. (NASDAQ: VTIX) is a leading manufacturer of full-body virtual reality systems for consumer, enterprise, and defense markets. The company’s premier portfolio of “Omni” omni-directional treadmills enables players to walk and run in 360 degrees inside video games and other virtual reality applications. With a commitment to innovation, Virtuix continues to push the boundaries of XR and AI, delivering immersive experiences to users worldwide. For more information, visit virtuix.com.

Please visit the Company’s new Investor Relations website at invest.virtuix.com.

Cautionary Note Regarding Forward-Looking Statements

This press release contains “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements include, but are not limited to, statements concerning plans, objectives, goals, strategies, future events or performance, and underlying assumptions and other statements that are other than statements of historical facts. When the Company uses words such as “may,” “will,” “intend,” “should,” “believe,” “expect,” “anticipate,” “project,” “estimate,” “could,” “would,” “potential” or similar expressions that do not relate solely to historical matters, it is making forward-looking statements. Forward-looking statements in this press release include, without limitation, statements regarding the Company’s plans to pursue strategic acquisitions, the potential benefits of any such acquisition, the expected synergies, the potential impact on revenues or shareholder value, and the Company’s position in the defense training market. Forward-looking statements are not guarantees of future performance and involve risks and uncertainties that may cause the actual results to differ materially from the Company’s expectations discussed in the forward-looking statements. These statements are subject to uncertainties and risks including, but not limited to, the Company’s ability to identify, negotiate, and complete acquisitions on favorable terms or at all; the ability to successfully integrate any acquired business; risks related to government contracting, including contract cancellations, modifications, or funding changes; the uncertainties related to market conditions; and other factors discussed in the “Risk Factors” section of the Company’s registration statement filed with the SEC. For these reasons, among others, investors are cautioned not to place undue reliance upon any forward-looking statements in this press release. Additional factors are discussed in the Company’s filings with the SEC, which are available for review at www.sec.gov. The Company undertakes no obligation to publicly revise these forward-looking statements to reflect events or circumstances that arise after the date hereof.

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Company Contact
Lauren Premo
Virtuix Inc.
press@virtuix.com

Investor Relations Contact
Chris Tyson
MZ Group
Direct: 949-491-8235
VTIX@mzgroup.us


FAQ

What acquisitions is Virtuix (VTIX) targeting in the defense training market?

The special committee is reviewing targets with $10M–$50M recurring defense revenues. According to the company, it prioritizes firms offering government contract vehicles, past performance, and synergistic capabilities for rapid integration.

How could a Virtuix (VTIX) acquisition affect 2026 revenue expectations?

Management says acquisitions could accelerate revenue scale in 2026 by adding recurring defense contracts. According to the company, deals are meant to provide immediate contract access and past performance to win larger multi-year awards.

When will Virtuix (VTIX) provide more details on its acquisition strategy?

Management will present additional details during an investor webinar on May 8, 2026 at 11:00am ET. According to the company, the webinar will cover growth strategy, business model, and recent commercial developments.

What technologies is Virtuix (VTIX) emphasizing for defense training?

Virtuix highlights its Virtual Terrain Walk and Omni platforms plus AI-driven adaptive simulation and real-time analytics. According to the company, these features aim to enhance immersive, movement-based training and competitive contract bids.