Palladyne AI Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
4analysts covering
FY EPS (est.)
-$0.94next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 11 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Quarterly Revenue Quarterly3.5MTarget: Sequential growth above Q1 baseline
Total Backlog Quarterly17.3MTarget: Backlog replenishment and conversion to revenue
Quarterly Operating Cash Outflow Quarterly10.2MTarget: 8000000 to 9000000
Watch Items
- Israel Aerospace Industries (IAI) Partnership ExecutionTrigger: 12 to 18 months post government go-aheadAction: Monitor progress on Americanizing, manufacturing, and integrating SwarmOS with IAI's HAROP, HARPY, and Mini HARPY loitering munition systems.
- U.S. Army Contract MilestonesTrigger: Operational validation exercises with 4th Infantry DivisionAction: Track field performance and warfighter feedback of SwarmOS and Gremlin-X under the Disruptive Applications BAA contracts.
- Cash Runway and Dilution RiskTrigger: Cash balance falling below $30 millionAction: Evaluate ATM (At-The-Market) equity program activity and potential share-count dilution to fund the $8M-$9M quarterly cash burn.
Research as of 20 Jun 2026