Palladyne AI: Speculative Upside Built On Vertically Integrated Defense Bet

2026-02-02 09:53:37 ET

I reviewed Palladyne AI Corp ( PDYN ) for the first time back in the middle of October . At the time I rated the stock a hold, as there was a lot of uncertainty for the company. I liked the market that the company was going after, integrating AI and robots, particularly for industrial applications. I still like the market that it is targeting. Manufacturing is a market I am interested in investing in, and automation within that market will have value. The real concern was around the lack of market success and really a timeline of when the company might actually prove its technology and reach commercialization....

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