ENTITY
Anduril

Anduril (ANDURIL US)

32
Analysis
Industrials • United States
Hardware-software defense systems for autonomous drones, surveillance towers, and counter-drone warfare
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bullish•Threod Systems
•10 Mar 2026 08:00

Primer: Threod Systems - 10 Mar 2026

Developer and producer of unmanned aircraft systems (UAS) for intelligence, surveillance, target acquisition, and reconnaissance operations

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Sacra
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bullish•KrattWorks
•10 Mar 2026 08:00

Primer: KrattWorks - 10 Mar 2026

Developer of jamming-resistant tactical ISR drones with thermal and visual cameras for rapid situational awareness in critical scenarios

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Sacra
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bullish•KrattWorks
•18 Dec 2025 08:00

$22M/year DJI Of Estonia

TL;DR: With drones responsible for 70% of casualties in the Russo-Ukrainian war, Estonia's KrattWorks shifted focus from firefighting drones to...

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Sacra
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bullish•Govini
•15 Oct 2025 08:00

Primer: Govini - 15 Oct 2025

Software dashboard for defense agencies to manage acquisition, logistics, and modernization decisions

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Sacra
98 Views
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bullish•Govini
•15 Oct 2025 08:00

$100M/year Palantir For Supply Chain

TL;DR: Emerging from the Pentagon's 2010s push to de-risk defense supply chains, Govini sells high-margin SaaS ($15K-$150K per seat) that helps...

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