ANDURIL Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
15:00
04 авг
04 авг
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.
Выс.
21:00
03 авг
03 авг
Indirect mention of a partnership approach in defense tech, which is a core part of Anduril's business, suggesting a collaborative or competitive dynamic.
Сред.
21:00
03 авг
03 авг
SBA has had exploratory discussions with various satellite providers about potential terrestrial infrastructure needs, indicating a potential future business opportunity.
13:00
03 авг
03 авг
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
30 июл
30 июл
Anduril's expansion in Southern California is a nascent positive demand driver for Essex's multifamily portfolio, but too new to quantify.
Выс.
14:00
29 июл
29 июл
BXP has previously delivered a similar full-building redevelopment for defense tech company Anduril, highlighting this as a repeat business model.
Выс.
12:00
29 июл
29 июл
Indirect reference to the ecosystem around large projects, but no direct mention of Anduril in the transcript.
Низ.
12:00
28 июл
28 июл
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.
Выс.
07:30
23 июл
23 июл
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.
Сред.
20:30
07 мая
07 мая
General statement about frontier model companies; hard to link to Anduril specifically, though Anduril is a frontier AI/defense company.
Низ.
21:00
06 мая
06 мая
Indicates strong adoption of PTC's Onshape CAD product in the robotics/defense tech space, suggesting a high-growth customer base.
Выс.
21:00
06 мая
06 мая
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.
Низ.
13:00
06 мая
06 мая
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.
Низ.
13:00
01 мая
01 мая
Space vehicle production and launch growth, which Linde highlights, indirectly benefits from Anduril's focus on space and defense technologies.
Сред.
15:00
30 апр
30 апр
No specific mention of Anduril was identified; this is a placeholder and should be ignored.
12:00
30 апр
30 апр
The broader commercial space sector, which may include Anduril, is seen as a growth area for Air Products.
Низ.
08:30
23 апр
23 апр
Lockheed supplies Anduril on certain programs, highlighting the blurring lines between prime contractors and new entrants.
Выс.
15:00
14 апр
14 апр
Mention of 'global e-commerce juggernauts' is vague and does not specifically name a company, so this is a watch-only mention.
Низ.
21:30
12 фев
12 фев
Flat ICAPS spending suggests limited immediate direct impact from defense-focused chip demand, though indirect demand from AI data centers could alter projections.
Низ.
16:00
12 фев
12 фев
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.
Сред.
22:00
11 фев
11 фев
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.
Выс.
15:00
05 фев
05 фев
Potential demand from a data center developer in the Upper Midwest, though the specific customer is unnamed and unconfirmed.
Низ.
17:00
28 янв
28 янв
Armis provides unmatched asset visibility across IT, OT, IoT, and medical devices, forming the foundation for ServiceNow's unified security stack.
Выс.
13:00
28 янв
28 янв
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.
Низ.
13:00
27 янв
27 янв
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.
Низ.
22:00
02 дек
02 дек
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.
Сред.
22:30
25 ноя
25 ноя
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.
Низ.
21:30
12 ноя
12 ноя
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.
Сред.
13:45
05 ноя
05 ноя
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.
Низ.
Об аналитическом покрытии ANDURIL
Buzzberg отслеживает ANDURIL в 1 источниках. Бычьих сигналов: 0, медвежьих: 0, от 30 аналитиков. Сентимент разделён поровну. Всего отслеживается 30 торговых идей. За последние 7 дней: наблюдение: 5. Последние спикеры: Patrick Murphy, Alex Karp, Brendan Cavanagh.