Business overview
Palladyne AI is a software technology company focused on developing artificial intelligence solutions for robotics and autonomous systems. It specializes in AI platforms that let robotic and unmanned platforms perceive, learn and perform complex tasks with limited human supervision. Its software is aimed at defense and industrial customers seeking greater autonomy for existing ground and aerial platforms.
Watch: Dependence on a single partnership, execution yet to be proven.
Valuation
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Update log
| Date | News | Impact |
|---|---|---|
| 9/8/2026 | Wolff Benjamin G (Pres, CEO) — Buy +$99,129 Insider Form 4 | P - Purchase transaction of +17,121 shares at $5.79 |
| 9/8/2026 | Yahoo Finance | |
| 9/3/2026 | Yahoo Finance | |
| 8/31/2026 | Yahoo Finance | |
| 8/26/2026 | Yahoo Finance | |
| 8/21/2026 | Sonne Stephen (GC) — Sell -$32,895 Insider Form 4 | S - Sale transaction of -5,341 shares at $6.16 |
| 8/21/2026 | Thatcher Trevor (CFO) — Sell -$28,553 Insider Form 4 | S - Sale transaction of -4,636 shares at $6.16 |
| 8/21/2026 | Garagic Denis (CTO) — Sell -$106,272 Insider Form 4 | S - Sale transaction of -17,255 shares at $6.16 |
| 8/19/2026 | Yahoo Finance | |
| 8/13/2026 | Palladyne AI (PDYN) Q2 2026 Earnings Call Transcript Yahoo Finance | Yahoo Finance |
| 8/13/2026 | Rating revision: Rating 2 → Rating 3 AI review | Automated financial audit: net loss is 2.5x revenue (> 2x) — speculative at best. The deterministic financial gate allows at best Rating 3, while the watchlist carried Rating 2. Rating lowered to Rating 3 until the fundamentals improve. |
| 8/13/2026 | Event outcome: Confirmed event_outcome | Palladyne AI — quarterly earnings release — Palladyne AI released its financial results for the second quarter ended June 30, 2026, on August 6, 2026, as scheduled. The company reported record quarterly revenue of $5.8 million, representing a 470% year-over-year increase, and reiterated its full-year 2026 revenue guidance of $24 million to $27 million. |
| 8/10/2026 | Yahoo Finance | |
| 8/7/2026 | Palladyne AI Corp. Q2 2026 Earnings Call Summary Yahoo Finance | Yahoo Finance |
| 8/7/2026 | Palladyne AI Q2 Earnings Call Highlights Yahoo Finance | Yahoo Finance |
| 8/6/2026 | Rating revision: Rating 3 → Rating 2 AI review | The successful demonstration of SwarmOS at a U.S. Army division-scale test significantly de-risks the company's technology stack and validates its operational utility. Although the firm still carries financial risk due to missing revenue estimates, the massive year-over-year growth and strategic backlog expansion warrant an upgrade to a higher rating. This improvement in technical credibility merits a move from speculative to good potential rating. |
| 8/6/2026 | Yahoo Finance | |
| 8/6/2026 | EX-10.2 — Period: 2026-06-30 | |
| 8/6/2026 | EX-32.2 — Period: 2026-06-30 | |
| 8/6/2026 | EX-32.1 — Period: 2026-06-30 | |
| 8/6/2026 | Yahoo Finance | |
| 8/6/2026 | Yahoo Finance | |
| 8/6/2026 | Palladyne AI Reports Second Quarter 2026 Results Yahoo Finance | Yahoo Finance |
| 8/6/2026 | EX-99.1 — Results of operations released · Regulation FD disclosure · Financial statements and exhibits | |
| 8/6/2026 | 8-K — Results of operations released · Regulation FD disclosure · Financial statements and exhibits | |
| 7/29/2026 | Yahoo Finance | |
| 7/27/2026 | Rating revision: Rating 2 → Rating 3 AI review | The consistent insider selling by several key executives, including the CFO, CTO, and General Counsel, raises concerns regarding internal confidence and valuation stability. Given the company's existing structural risk of reliance on a single partner, these coordinated sell-offs suggest a need for caution until milestone achievements provide clearer long-term outlooks. Consequently, downgrading to a speculative tier is appropriate given the potential for signaling reduced internal conviction. |
| 7/23/2026 | Yahoo Finance | |
| 7/23/2026 | Rating revision: Rating 3 → Rating 2 AI review | Explosive revenue growth combined with the securing of significant contracts with the Air Force validates the company's commercial ramp-up. Strengthening governance through the appointment of high-profile individuals to the advisory board reduces operational uncertainty and enhances Palladyne AI's institutional credibility. |
| 7/23/2026 | Rating revision: Rating 4 → Rating 3 AI review | Repeated contract wins with the US Air Force and a growing order backlog confirm the technological viability of Palladyne AI beyond its initial partnerships. While execution risks remain, financial ramping and institutional interest justify a reclassification from speculative to a more credible tier. The company is starting to prove its operational value on complex defense programs. |
| 7/22/2026 | Yahoo Finance | |
| 7/11/2026 | Yahoo Finance | |
| 7/8/2026 | Palladyne AI recorded revenue of $5.8 million in the second quarter, marking a 480% increase. | |
| 7/8/2026 | Yahoo Finance | |
| 7/7/2026 | Palladyne AI stock experienced a rise following the award of a contract with the Air Force. | |
| 7/7/2026 | Yahoo Finance | |
| 7/7/2026 | Yahoo Finance | |
| 7/7/2026 | Yahoo Finance | |
| 6/29/2026 | Yahoo Finance | |
| 6/26/2026 | Yahoo Finance | |
| 6/1/2026 | Palladyne AI has added two retired generals to its defense board. | |
| 5/21/2026 | Thatcher Trevor (CFO) — Sell -$28,023 Insider Form 4 | S - Sale transaction of -4,561 shares at $6.14 |
| 5/21/2026 | Garagic Denis (CTO) — Sell -$105,529 Insider Form 4 | S - Sale transaction of -17,176 shares at $6.14 |
| 5/21/2026 | Sonne Stephen (GC) — Sell -$32,225 Insider Form 4 | S - Sale transaction of -5,245 shares at $6.14 |
| 5/5/2026 | EX-99.1 — Results of operations released · Regulation FD disclosure · Financial statements and exhibits | |
| 3/30/2026 | Thatcher Trevor (CFO) — Sell -$16,805 Insider Form 4 | S - Sale transaction of -3,030 shares at $5.55 |
| 3/30/2026 | Sonne Stephen (GC) — Sell -$19,251 Insider Form 4 | S - Sale transaction of -3,471 shares at $5.55 |
| 2/18/2026 | EX-99.1 — Officer / director departure or appointment · Regulation FD disclosure · Financial statements and exhibits | |
| 8/6/2025 | EX-99.2 — Résultats financiers publiés · Divulgation Regulation FD | |
| 5/19/2025 | EX-99.1 — Regulation FD disclosure | |
| 8/7/2024 | EX-99.2 — Results of operations released · Regulation FD disclosure · Financial statements and exhibits | |
| 3/18/2024 | EX-99.1 — Amendments to bylaws · Regulation FD disclosure · Other material events |