ANDURIL 로딩 중... : 애널리스트의 강세 및 약세 의견
차트 로딩 중...
최고 콜
피드
15:00
8월 4일
8월 4일
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.
높음
21:00
8월 3일
8월 3일
Indirect mention of a partnership approach in defense tech, which is a core part of Anduril's business, suggesting a collaborative or competitive dynamic.
중간
21:00
8월 3일
8월 3일
SBA has had exploratory discussions with various satellite providers about potential terrestrial infrastructure needs, indicating a potential future business opportunity.
13:00
8월 3일
8월 3일
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
7월 30일
7월 30일
Anduril's expansion in Southern California is a nascent positive demand driver for Essex's multifamily portfolio, but too new to quantify.
높음
14:00
7월 29일
7월 29일
BXP has previously delivered a similar full-building redevelopment for defense tech company Anduril, highlighting this as a repeat business model.
높음
12:00
7월 29일
7월 29일
Indirect reference to the ecosystem around large projects, but no direct mention of Anduril in the transcript.
낮음
12:00
7월 28일
7월 28일
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.
높음
07:30
7월 23일
7월 23일
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.
중간
20:30
5월 7일
5월 7일
General statement about frontier model companies; hard to link to Anduril specifically, though Anduril is a frontier AI/defense company.
낮음
21:00
5월 6일
5월 6일
Indicates strong adoption of PTC's Onshape CAD product in the robotics/defense tech space, suggesting a high-growth customer base.
높음
21:00
5월 6일
5월 6일
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.
낮음
13:00
5월 6일
5월 6일
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.
낮음
13:00
5월 1일
5월 1일
Space vehicle production and launch growth, which Linde highlights, indirectly benefits from Anduril's focus on space and defense technologies.
중간
15:00
4월 30일
4월 30일
No specific mention of Anduril was identified; this is a placeholder and should be ignored.
12:00
4월 30일
4월 30일
The broader commercial space sector, which may include Anduril, is seen as a growth area for Air Products.
낮음
08:30
4월 23일
4월 23일
Lockheed supplies Anduril on certain programs, highlighting the blurring lines between prime contractors and new entrants.
높음
15:00
4월 14일
4월 14일
Mention of 'global e-commerce juggernauts' is vague and does not specifically name a company, so this is a watch-only mention.
낮음
21:30
2월 12일
2월 12일
Flat ICAPS spending suggests limited immediate direct impact from defense-focused chip demand, though indirect demand from AI data centers could alter projections.
낮음
16:00
2월 12일
2월 12일
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.
중간
22:00
2월 11일
2월 11일
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.
높음
15:00
2월 5일
2월 5일
Potential demand from a data center developer in the Upper Midwest, though the specific customer is unnamed and unconfirmed.
낮음
17:00
1월 28일
1월 28일
Armis provides unmatched asset visibility across IT, OT, IoT, and medical devices, forming the foundation for ServiceNow's unified security stack.
높음
13:00
1월 28일
1월 28일
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.
낮음
13:00
1월 27일
1월 27일
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.
낮음
22:00
12월 2일
12월 2일
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.
중간
22:30
11월 25일
11월 25일
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.
낮음
21:30
11월 12일
11월 12일
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.
중간
13:45
11월 5일
11월 5일
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.
낮음
ANDURIL 애널리스트 커버리지
Buzzberg는 1개 소스에서 ANDURIL을 추적합니다. 애널리스트 30명의 강세 콜 0개와 약세 콜 0개가 있습니다. 심리가 팽팽하게 나뉘었습니다. 총 거래 아이디어 30개를 추적합니다. 최근 7일: 관찰 5개. 최근 발언자: Patrick Murphy, Alex Karp, Brendan Cavanagh.