Palladyne AI Future Growth
Future criteria checks 2/6
Palladyne AI is forecast to grow earnings and revenue by 32.8% and 38.7% per annum respectively while EPS is expected to grow by 36.6% per annum.
Key information
32.8%
Earnings growth rate
36.58%
EPS growth rate
| Machinery earnings growth | 16.7% |
| Revenue growth rate | 38.7% |
| Future return on equity | n/a |
| Analyst coverage | Low |
| Last updated | 09 Sep 2026 |
Recent future growth updates
Recent updates
Narrative Update • Jul 10
PDYN: Exclusive Loitering Munitions Role Will Drive Future Defense Contract Upside
Palladyne AI's analyst fair value estimate has been lifted from $9.00 to $11.25. Analysts point to the new exclusive U.S. manufacturing role for Israeli Aerospace Industries' loitering munitions and the possibility of a material Department of War contract as key drivers behind the higher price targets on the stock.
Narrative Update • Jun 26
PDYN: Exclusive Defense Production And Army Trials May Drive Repricing
Palladyne AI's analyst fair value estimate has been revised to $15.00 from $11.00, reflecting updated views on its new exclusive U.S. manufacturing role for Israeli Aerospace Industries' loitering munitions and the potential for a material Department of War contract highlighted in recent research. Analyst Commentary Recent Street research on Palladyne AI has centered on its role as the exclusive U.S. manufacturer and vendor of Israeli Aerospace Industries' loitering munitions, and how that agreement could influence the stock's risk and reward profile.Analysis Article • Jun 20
Palladyne AI (PDYN) Stock Could Be Fairly Valued After U.S. Army Contract Wins
Palladyne AI (PDYN) has drawn fresh attention after securing two competitive U.S. Army contracts to research, develop, and operationally validate its SwarmOS and Gremlin-X platforms with frontline warfighters during major exercises. See our latest analysis for Palladyne AI. The U.S. Army contracts arrive after a period of strong share price momentum for Palladyne AI, with a year to date share price return of 48.31% but a 1 year total shareholder return that is down 19.17%. This highlights how...Seeking Alpha • May 28
Palladyne AI: Autonomy And The 'Relentless Wolfpack'
Summary Palladyne AI is transitioning from an AI software innovator to a vertically integrated defense contractor, leveraging recent acquisitions and major DoD partnerships. PDYN expects 2026 revenues of $24–27 million, with recent contracts and a $17 million backlog supporting sequential quarterly growth, though profitability is unlikely before 2030. The company’s edge-AI and swarm autonomy platforms have secured significant wins, including US Navy and Air Force contracts, positioning PDYN to benefit from long-term defense modernization tailwinds. While near-term risks remain—competitive pressures, delayed profitability, and shareholder dilution—PDYN at $6.40 offers multiyear upside for investors with a long-term horizon. Read the full article on Seeking AlphaAnalysis Article • Oct 21
Companies Like Palladyne AI (NASDAQ:PDYN) Are In A Position To Invest In Growth
We can readily understand why investors are attracted to unprofitable companies. For example, Palladyne AI...Analysis Article • Sep 23
Calculating The Intrinsic Value Of Palladyne AI Corp. (NASDAQ:PDYN)
Key Insights The projected fair value for Palladyne AI is US$9.80 based on 2 Stage Free Cash Flow to Equity Current...Analysis Article • Jul 04
Here's Why We're Not Too Worried About Palladyne AI's (NASDAQ:PDYN) Cash Burn Situation
Just because a business does not make any money, does not mean that the stock will go down. For example, Palladyne AI...Seeking Alpha • Apr 25
Palladyne AI: At The Nexus Of Autonomy, Reshoring, And Drone War
Summary PDYN's two divisions --Palladyne IQ and Palladyne Pilot-- should both see impressive demand, especially in industrial robotics and military drone operations. Despite its amazing technology and partnerships, the firm's financials show significant losses and liabilities, with profitability not expected for at least two years. Investors should wait for clearer revenue visibility and commercial uptake before committing capital, as the company's future (though bright) is still highly speculative. Read the full article on Seeking AlphaAnalysis Article • Feb 22
Here's Why We're Not Too Worried About Palladyne AI's (NASDAQ:PDYN) Cash Burn Situation
We can readily understand why investors are attracted to unprofitable companies. By way of example, Palladyne AI...Seeking Alpha • Feb 18
Palladyne AI: Revolutionizing Robotics With AI
Summary PDYN's AI/ML software products, Palladyne IQ and Palladyne Pilot, have strong growth prospects across diverse industries, justifying a Buy rating with a $15 target price. Palladyne IQ targets stationary industrial robots, while Palladyne Pilot focuses on mobile platforms like drones, with both nearing commercialization and generating government contract revenues. The partnership with Red Cat boosts Palladyne Pilot, embedding it in Teal drones and enhancing its market reach, especially with the US Army's SRR Program. Financial projections estimate FY26E sales at $17.6 million, with significant YoY growth, improving EBITDA margins, and a P/S valuation justifying a $15 target price. Read the full article on Seeking AlphaSeeking Alpha • Dec 27
Palladyne AI's Red Cat Partnership: A Catalyst For Growth In Military Robotics
Summary Palladyne AI Corp. develops adaptive robots using its Palladyne IQ AI Software platform, suitable for manufacturing, commercial, and defense UAVs. Its Palladyne Pilot software enables UAVs and robotic systems to respond autonomously without depending on external computations. A partnership with Red Cat means Palladyne Pilot could become the standard for Teal drones under the U.S. Army’s SRR Program. I rate PDYN a “Buy” due to the long-term potential of its strategic partnership with RCAT and anticipated adoption in military applications. Read the full article on Seeking AlphaAnalysis Article • Feb 01
Risks Still Elevated At These Prices As Sarcos Technology and Robotics Corporation (NASDAQ:STRC) Shares Dive 25%
The Sarcos Technology and Robotics Corporation ( NASDAQ:STRC ) share price has softened a substantial 25% over the...Analysis Article • Nov 16
Potential Upside For Sarcos Technology and Robotics Corporation (NASDAQ:STRC) Not Without Risk
There wouldn't be many who think Sarcos Technology and Robotics Corporation's ( NASDAQ:STRC ) price-to-sales (or "P/S...Analysis Article • May 16
Newsflash: Sarcos Technology and Robotics Corporation (NASDAQ:STRC) Analysts Have Been Trimming Their Revenue Forecasts
Market forces rained on the parade of Sarcos Technology and Robotics Corporation ( NASDAQ:STRC ) shareholders today...Analysis Article • May 14
Sarcos Technology and Robotics Corporation (NASDAQ:STRC) Just Reported And Analysts Have Been Cutting Their Estimates
Sarcos Technology and Robotics Corporation ( NASDAQ:STRC ) just released its latest first-quarter report and things are...Analysis Article • Mar 22
What You Need To Know About The Sarcos Technology and Robotics Corporation (NASDAQ:STRC) Analyst Downgrade Today
Today is shaping up negative for Sarcos Technology and Robotics Corporation ( NASDAQ:STRC ) shareholders, with the...Earnings and Revenue Growth Forecasts
| Date | Revenue | Earnings | Free Cash Flow | Cash from Op | Avg. No. Analysts |
|---|---|---|---|---|---|
| 12/31/2028 | 83 | -18 | N/A | -7 | 2 |
| 12/31/2027 | 40 | -41 | N/A | -23 | 4 |
| 12/31/2026 | 25 | -46 | N/A | -33 | 4 |
| 6/30/2026 | 12 | -30 | -37 | -35 | N/A |
| 3/31/2026 | 7 | -25 | -31 | -30 | N/A |
| 12/31/2025 | 5 | 10 | -28 | -28 | N/A |
| 9/30/2025 | 4 | -41 | -25 | -24 | N/A |
| 6/30/2025 | 4 | -45 | -23 | -22 | N/A |
| 3/31/2025 | 6 | -43 | -23 | -23 | N/A |
| 12/31/2024 | 8 | -73 | -23 | -23 | N/A |
| 9/30/2024 | 8 | -56 | -34 | -34 | N/A |
| 6/30/2024 | 9 | -78 | -50 | -50 | N/A |
| 3/31/2024 | 7 | -101 | -64 | -64 | N/A |
| 12/31/2023 | 6 | -116 | -77 | -77 | N/A |
| 9/30/2023 | 12 | -171 | -83 | -81 | N/A |
| 6/30/2023 | 14 | -165 | -79 | -77 | N/A |
| 3/31/2023 | 16 | -159 | -74 | -73 | N/A |
| 12/31/2022 | 15 | -157 | -67 | -65 | N/A |
| 9/30/2022 | 9 | -99 | -68 | -66 | N/A |
| 6/30/2022 | 6 | -113 | -59 | -56 | N/A |
| 3/31/2022 | 4 | -96 | -55 | -51 | N/A |
| 12/31/2021 | 5 | -82 | -47 | -42 | N/A |
| 9/30/2021 | 7 | -51 | -29 | -25 | N/A |
| 6/30/2021 | 8 | -21 | -26 | -23 | N/A |
| 3/31/2021 | 8 | -21 | -19 | -18 | N/A |
| 12/31/2020 | 9 | -21 | -18 | -17 | N/A |
| 12/31/2019 | 10 | -18 | N/A | -16 | N/A |
Analyst Future Growth Forecasts
Earnings vs Savings Rate: PDYN is forecast to remain unprofitable over the next 3 years.
Earnings vs Market: PDYN is forecast to remain unprofitable over the next 3 years.
High Growth Earnings: PDYN is forecast to remain unprofitable over the next 3 years.
Revenue vs Market: PDYN's revenue (38.7% per year) is forecast to grow faster than the US market (13.5% per year).
High Growth Revenue: PDYN's revenue (38.7% per year) is forecast to grow faster than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: Insufficient data to determine if PDYN's Return on Equity is forecast to be high in 3 years time
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/10 23:16 |
| End of Day Share Price | 2026/09/10 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Palladyne AI Corp. is covered by 7 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Brian Kinstlinger | Alliance Global Partners |
| Robert Mason | Baird |
| Gregory Konrad | Jefferies LLC |