ANDURIL Loading... : Bullish and Bearish Analyst Opinions
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15:00
Aug 04
Aug 04
Transdigm won a design-in position on a new unmanned combat aircraft, likely a next-generation system from a defense prime like Anduril, highlighting a new platform win that will drive future defense revenue.
HIGH
21:00
Aug 03
Aug 03
Indirect mention of a partnership approach in defense tech, which is a core part of Anduril's business, suggesting a collaborative or competitive dynamic.
MED
21:00
Aug 03
Aug 03
SBA has had exploratory discussions with various satellite providers about potential terrestrial infrastructure needs, indicating a potential future business opportunity.
13:00
Aug 03
Aug 03
Extremely low confidence and likely a false positive; 'genetic AI' refers to generative AI for product testing, not a mention of Anduril Industries.
18:00
Jul 30
Jul 30
Anduril's expansion in Southern California is a nascent positive demand driver for Essex's multifamily portfolio, but too new to quantify.
HIGH
14:00
Jul 29
Jul 29
BXP has previously delivered a similar full-building redevelopment for defense tech company Anduril, highlighting this as a repeat business model.
HIGH
12:00
Jul 29
Jul 29
Indirect reference to the ecosystem around large projects, but no direct mention of Anduril in the transcript.
LOW
12:00
Jul 28
Jul 28
Management acknowledges Anduril's entry into the tiltrotor space, framing it as validation of the tiltrotor market's importance rather than a direct immediate threat.
HIGH
07:30
Jul 23
Jul 23
Raytheon more than doubled output across critical munitions and Coyote counter-UAS effector, indicating major capacity expansion that pressures competitors like Anduril in the counter-UAS market. — RTX's rapid scaling of munitions production sets a new tempo for the defense supply chain and may force rivals to accelerate their own capacity investments.
MED
20:30
May 07
May 07
General statement about frontier model companies; hard to link to Anduril specifically, though Anduril is a frontier AI/defense company.
LOW
21:00
May 06
May 06
Indicates strong adoption of PTC's Onshape CAD product in the robotics/defense tech space, suggesting a high-growth customer base.
HIGH
21:00
May 06
May 06
While Axon's federal and defense-related (DOW) business is showing renewed momentum, no specific mention of Anduril is made. The partnership is inferred from previous statements, not this call.
LOW
13:00
May 06
May 06
This is a low-confidence, periphery mention of Anduril based on a likely mis-transcription of 'Arellito' site; no substantive signal about the private company is provided.
LOW
13:00
May 01
May 01
Space vehicle production and launch growth, which Linde highlights, indirectly benefits from Anduril's focus on space and defense technologies.
MED
15:00
Apr 30
Apr 30
No specific mention of Anduril was identified; this is a placeholder and should be ignored.
12:00
Apr 30
Apr 30
The broader commercial space sector, which may include Anduril, is seen as a growth area for Air Products.
LOW
08:30
Apr 23
Apr 23
Lockheed supplies Anduril on certain programs, highlighting the blurring lines between prime contractors and new entrants.
HIGH
15:00
Apr 14
Apr 14
Mention of 'global e-commerce juggernauts' is vague and does not specifically name a company, so this is a watch-only mention.
LOW
21:30
Feb 12
Feb 12
Flat ICAPS spending suggests limited immediate direct impact from defense-focused chip demand, though indirect demand from AI data centers could alter projections.
LOW
16:00
Feb 12
Feb 12
Mentions of development milestones in petrochemical and other industrial sectors may relate to classified or non-public customers, potentially including Anduril; high uncertainty, but the context of new large industrial loads fits the profile.
MED
22:00
Feb 11
Feb 11
Motorola (via Sylvus) is a key radio supplier to Anduril's product lineup; continued collaboration is a growth tailwind for Sylvus and validates its technology across defense platforms.
HIGH
15:00
Feb 05
Feb 05
Potential demand from a data center developer in the Upper Midwest, though the specific customer is unnamed and unconfirmed.
LOW
17:00
Jan 28
Jan 28
Armis provides unmatched asset visibility across IT, OT, IoT, and medical devices, forming the foundation for ServiceNow's unified security stack.
HIGH
13:00
Jan 28
Jan 28
This is a speculative inference—while PPG's aerospace business is growing strongly across military and commercial segments, there is no explicit mention of Anduril. The mention is flagged as low-confidence and likely not a real mention.
LOW
13:00
Jan 27
Jan 27
Mentions of 'partners' in the context of the Kenvue acquisition and broader strategy, likely referring to commercial partners rather than specific companies like Anduril. Low confidence.
LOW
22:00
Dec 02
Dec 02
The reference to 'Jensen Wong' is likely a garbled reference to Jensen Huang of NVIDIA, but the mention of 'NVIDIA GTC' and 'work with NVIDIA' implies a partnership, which for a private company like Anduril is not clear.
MED
22:30
Nov 25
Nov 25
NetApp's AI storage solutions are likely used in defense and sovereign AI initiatives, where private companies like Anduril are active, but the reference is indirect.
LOW
21:30
Nov 12
Nov 12
Demand from cloud and service providers (which could be attributed to companies like Anduril's defense/autonomy platforms) is strong, indicating a broader AI infrastructure build-out beyond core hyperscalers.
MED
13:45
Nov 05
Nov 05
The mention of USDC (a stablecoin) is related to blockchain technology, and it is inaccurate to associate this with Anduril, a defense company. This is a false association and should be disregarded.
LOW
About ANDURIL Analyst Coverage
Buzzberg tracks ANDURIL across 1 sources. 0 bullish vs 0 bearish calls from 30 analysts. Sentiment: evenly split. 30 total trade ideas tracked. Past 7 days: 5 watch. Latest voices: Patrick Murphy, Alex Karp, Brendan Cavanagh.