PDYN
Palladyne AI Corp.

Palladyne AI Corp.PDYN

Technology · Software - Infrastructure
5.68USD
+0.53%
Sep 23, 2026
PDYN overview ready
Supplier of embodied-AI collaborative autonomy and precision aerospace systems
Direct supplier of embodied-AI collaborative-autonomy software, UAV and loitering-munition systems, avionics, aerospace engineering, and domestic precision-manufacturing capacity for defense programs, alongside an industrial robotics-software business.
Strong narrative exposure
Exposed to the Defense Rearmament and Industrial Base narrative through Unmanned Systems and Counter-Drone — enabling supplier.
Price trend is broken
Longer-term context reads trend under pressure, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
Demanding valuation
The price embeds expectations that run ahead of the cash it currently generates.
Fundamentals not measured
Primary risk
High operating losses and negative cash flow.
Market Sep 22Filing Jun 30Price action Sep 22Research Aug 30

Conviction Level

NarrativeHeat8.3ThemeHeat8.0PriceAction5.4Valuation0.3CompanyPosition7.3
Price
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Price Action

Price trend is broken
Longer-term context reads trend under pressure, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
EntryConstructive

Structure is constructive on both timeframes without excessive extension — a reasonable entry location.

Key Financials

Market Cap
$280.2M
Avg Volume (60D)
843.4K
60 sessions
Revenue Growth YoY
-32.6%
FY2025 vs FY2024
Gross Margin
+28.7%
Operating Margin
-360.7%
Trailing twelve months
Free Cash Flow Yield
-13.1%
Distance from 200DMA
-8.6%
Next Earnings
2026-11-11
P/E
N/M
Market metrics as of Sep 22, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

Both valuation perspectives agree this company is expensive.
Palladyne AI Corp. has an Expensive valuation stance because the price embeds expectations that run ahead of the cash it currently generates.

Company Research

Thesis
Direct supplier of embodied-AI collaborative-autonomy software, UAV and loitering-munition systems, avionics, aerospace engineering, and domestic precision-manufacturing capacity for defense programs, alongside an industrial robotics-software business.
Opportunity
High opportunity
Defense procurement for attritable unmanned aircraft, loitering munitions, collaborative drone autonomy, and counter-UAS capabilities as militaries adapt to drone-saturated conflict and seek scalable, lower-cost mass.
Key risk
High operating losses and negative cash flow.

Narrative & Theme

Defense Rearmament and Industrial Base
Part of Unmanned Systems and Counter-Drone, with strong fit.
PDYN is a genuine, though not literally enumerated, participant in the active Unmanned Systems and Counter-Drone theme.
Narrative HeatHeating up8.3 / 10
Theme HeatHeating up8.0 / 10

Business & Markets

Technology · Software - Infrastructure
What they do

Palladyne AI Corp. develops embodied artificial intelligence software and collaborative autonomy solutions that enable robots to perceive, learn, reason, and act in unstructured environments with minimal programming and real-time adaptation.

How it earns

The company generates revenue primarily through software licensing and solution deployment agreements.

Products & services
Embodied AI software
Collaborative autonomy solutions
Customers & end markets
Robotics manufacturers
Industrial automation companies
Market position

Niche player focused on embodied AI and real-time adaptive robotics software.

Demand drivers
Medium cyclicality

Demand is influenced by industrial automation investment cycles and technology adoption rates.