ANDURIL

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*Data last updated: 2026-05-10 01:54 (UTC+8)

As of 2026-05-10 01:54, Anduril (ANDURIL) is priced at $0, with a total market cap of --, a P/E ratio of 0,00, and a dividend yield of 0,00%. Today, the stock price fluctuated between $0 and $0. The current price is 0,00% above the day's low and 0,00% below the day's high, with a trading volume of --. Over the past 52 weeks, ANDURIL has traded between $0 to $0, and the current price is 0,00% away from the 52-week high.

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Anduril (ANDURIL) Latest News

2026-04-23 02:31SpaceX Expands Role in Golden Dome Defense Project, Partners with Anduril and Palantir on Command and Control SoftwareGate News message, April 23 — SpaceX is expanding its role beyond satellite hardware into command and control systems for the Golden Dome missile defense project, working alongside Anduril, Palantir, Aalyria and other defense firms to develop software that links separate military systems. Led by General Michael Guetlein, the consortium has already conducted a live demonstration. The system is designed to combine data from multiple sources, enable rapid decision-making, and support an in-orbit test of space-based interceptors (weapons designed to destroy incoming missiles) scheduled for 2027. The Golden Dome initiative operates within SHIELD, a US$151 billion contracting framework running through 2035 that can include approximately 2,100 companies. The broader program carries a long-term estimate of US$185 billion. A Pentagon official confirmed the software integration is a key but unproven component of the overall effort.2026-04-13 11:42Gate股票专区4月13日首发上线OpenAI、Anthropic等5款Pre-IPO永续合约,支持1-10倍杠杆交易Gate News 消息,据 2026 年 4 月 13 日 Gate 官方公告 Gate 股票专区将于 2026 年 4 月 13 日 20:00 (UTC+8) 首发上线 OPENAI、ANTHROPIC、ANDURIL、KALSHI、POLYMARKET 五个 USDT 结算永续合约盘前交易,支持 1-10 倍做多和做空操作。 OpenAI 是人工智能研究实验室,开发了 ChatGPT、DALL·E 等产品,目前处于 Pre-IPO 阶段。Anthropic 是由前 OpenAI 核心成员创立的大模型公司,专注于安全可靠 AI。Anduril Industries 是 Oculus 创始人帕尔默·拉奇联合创立的 AI 和自主防务科技公司。Kalshi 是美国 CFTC 监管的预测市场交易所。Polymarket 是全球最大的去中心化预测市场。 各合约均以 10 亿美元为估值单位进行价格计算,例如公司估值为 8000 亿美元时,单位价格为 800 美元。

Hot Posts su Anduril (ANDURIL)

GateUser-bd883c58

GateUser-bd883c58

10 ore fa
问AI · 黄金穹顶项目如何增强公司战略地位? Rocket Lab(火箭实验室)交出了一份全面超越预期的季报,**营收首次突破2亿美元**,同时宣布拿下公司史上最大发射合同及特朗普政府"黄金穹顶"导弹防御项目订单,两大催化剂叠加,向市场证明其商业航天版图正在快速扩张。 5月7日,Rocket Lab最新公布的财报显示,2026年第一季度,**公司营收达2.003亿美元,同比增长63.5%**,超越分析师预期的1.896亿美元,**GAAP毛利率创历史新高至38.2%**。每股亏损较去年同期的12美分收窄至7美分,盈利质量持续改善。财报发布后,公司股价盘后一度飙升近7%,年内涨幅扩大至约13%,过去12个月累计涨幅逾250%。 ![](https://img-cdn.gateio.im/social/moments-ec03220cf8-aabc50a371-8b7abd-e5a980) 与此同时,公司在财报发布当天集中释放多项重磅商业进展:一份保密客户签订的史上最大发射合同、与雷神(Raytheon)合作入选"黄金穹顶"天基拦截器项目、与安杜里尔(Anduril Industries)签署的3000万美元高超音速试飞协议,以及收购机器人公司Motiv Space Systems的计划。**公司订单积压总额较上季度环比增长20.2%,达22亿美元**,远超市场预期的19.9亿美元。 首席执行官彼得·贝克(Sir Peter Beck)表示: > "这份创纪录的合同释放了一个清晰信号——太空产业需要更多发射能力,而且需要来自真正能兑现承诺的发射商。" ![](https://img-cdn.gateio.im/social/moments-cc93eacf7e-9008450aa2-8b7abd-e5a980) 财报还显示,展望二季度,**公司给出2.25亿至2.40亿美元的营收指引,中值约2.325亿美元**,大幅领先华尔街此前预测的2.05亿美元,**若顺利兑现将再度刷新季度营收纪录。** 营收与利润:双线全面超越预期 -------------- 财报显示,一季度总营收2.003亿美元中,产品收入1.275亿美元,同比增长57.8%;服务收入7286万美元,同比增长74.5%,服务端增速更快,反映出发射服务和合同执行频率的提升。 ![](https://img-cdn.gateio.im/social/moments-50fd8b17c0-cf476b8871-8b7abd-e5a980) **毛利润达7649万美元,超越华尔街约7300万美元的预期,而去年同期仅为3520万美元,一年间近乎翻番。** GAAP毛利率38.2%,剔除摊销及股权激励后的Non-GAAP毛利率更高达43.0%,较去年同期的33.4%跃升近10个百分点,产品规模化生产能力的提升与高价值合同占比上升是核心驱动。 **净亏损方面**,Q1 GAAP净亏损为4502万美元,较去年同期的6062万美元明显收窄;调整后EBITDA亏损压缩至1175万美元,较去年同期的2996万美元改善显著。 **运营费用方面**,Q1合计1.325亿美元,同比增长40.2%。其中研发费用净额8051万美元,同比增长46.1%,主要用于Neutron中型运载火箭及Archimedes发动机的研发推进;销售、一般及行政费用5195万美元,同比增长32.1%,并购相关交易成本及团队扩张带来一定拖累。 ![](https://img-cdn.gateio.im/social/moments-736148b5f8-d32d8ad8bf-8b7abd-e5a980) 史上最大合同:Neutron需求在首飞前已获真金白银验证 ---------------------------- 财报发布当天,**火箭实验室同步宣布公司历史上金额最大的单一发射合同。**买家身份保密,合同内容包括5次专属Neutron火箭发射任务和3次专属Electron火箭发射任务,执行周期横跨2026年至2029年。 ![](https://img-cdn.gateio.im/social/moments-047fc422a3-02d78619e5-8b7abd-e5a980) 公司未披露合同具体金额,但明确表示已超过今年3月签订的上一份纪录合同——彼时价值1.9亿美元,意味着新合同价值极有可能突破2亿美元量级。 本季度,公司共签署31份新的Electron及HASTE合同及5份Neutron发射合同,合同获取数量已超过2025年全年签约总量,需求端的爆发性增长清晰可见。**当前未执行发射订单累计达70个任务,公司在今年一季度售出的发射任务数量已超过2025年全年。** **![](https://img-cdn.gateio.im/social/moments-1f8217c64b-ebb85ace2b-8b7abd-e5a980)** 国防版图扩张:"黄金穹顶"与高超音速武器双双落地 ------------------------ 在国防领域,火箭实验室本季度收获两项标志性订单,进一步强化其在美国国家安全领域的战略地位。 **其一,公司与雷神(Raytheon)携手,被美国太空军选中参与"太空拦截器"(Space-Based Interceptor)项目的能力验证,该项目是特朗普政府"黄金穹顶"(Golden Dome for America)导弹防御计划的核心组成部分。** 该项目将同时调用火箭实验室的发射能力与卫星制造能力,被公司视为端到端太空能力价值的集中体现。一旦项目规模落地,将为公司带来显著且持续的政府收入来源。 **其二,国防科技独角兽安杜里尔(Anduril Industries)与火箭实验室签署3000万美元协议,将使用后者的HASTE发射载具执行多次高超音速武器测试飞行任务。** **![](https://img-cdn.gateio.im/social/moments-260f6123ad-d45ff37fd5-8b7abd-e5a980)** Neutron火箭:首飞推迟至四季度,商业需求已提前锁定 ---------------------------- 作为公司未来增长最重要的引擎,Neutron中型火箭的首飞时间最新目标定为2026年第四季度。 今年1月,一次一级储箱测试中发生破裂事故,是导致本轮推迟的直接原因。 Neutron最大可将15000公斤货物送入近地轨道,设计目标是直接对标SpaceX的猎鹰9号(Falcon 9),并具备卫星部署、深空探测乃至载人飞行的能力扩展潜力。 尽管如此,需求端的验证已提前到来。**上述史上最大合同中,Neutron占据5份发射任务,客户已在火箭首飞之前便以真金白银完成押注。** 研发端,Archimedes发动机鉴定工作稳步推进,第二级及可重复使用整流罩系统取得阶段性进展,公司同步发布了新型卫星电推力器Gauss,持续丰富空间系统产品矩阵。 资产负债:现金充裕,并购整合提速 ---------------- 财报显示,截至2026年3月31日,公司持有现金及现金等价物12.055亿美元,加上可流通有价证券,总流动性超过20亿美元,较2025年末的8.287亿美元增长约45%,主要来自本季度ATM发行净募资约4.46亿美元。可转换优先票据余额已从1.524亿美元大幅降至3687万美元,杠杆风险显著下降。 总资产扩大至28.2亿美元,较2025年末的23.2亿美元明显提升,商誉及无形资产合计约4.29亿美元,反映出Mynaric收购完成后的资产并表效应。经营活动净现金流出5033万美元,较去年同期的5423万美元略有收窄,主要消耗来自应收账款增加及存货扩张。 ![](https://img-cdn.gateio.im/social/moments-c154e059d0-dbf7d957b7-8b7abd-e5a980) 并购层面,**公司本季度完成了对德国激光光学通信公司Mynaric AG的收购,正式建立"火箭实验室欧洲"的第一个欧洲据点,以强化在卫星组件规模化供应方面的能力。** 与此同时,公司签署了收购Motiv Space Systems的最终协议,Motiv拥有经火星任务验证的机器人技术,此次收购将同步实现机器人能力引入与太阳能帆板驱动组件(SADA)等高价值卫星核心部件的垂直一体化整合。 二季度指引再超预期 --------- 展望二季度,**公司给出营收2.25亿至2.40亿美元的指引区间,中值约2.325亿美元,大幅领先华尔街此前预测的2.05亿美元。** GAAP毛利率指引为33%至35%,低于一季度的38.2%,主要原因可能与Mynaric并表后摊销费用增加及发射任务节奏调整有关; Non-GAAP毛利率指引为38%至40%,运营效率仍保持高位。调整后EBITDA亏损预计为2000万至2600万美元,利息净收入约1250万美元将继续为业绩提供缓冲。 ![](https://img-cdn.gateio.im/social/moments-c01c550a12-f6561d5359-8b7abd-e5a980) Roth Capital在今年4月将Rocket Lab目标价从90美元上调至100美元,维持"买入"评级,认为公司正处于太空科技与国防支出双重加速的战略窗口期。
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ConsensusBot

ConsensusBot

10 ore fa
![](https://img-cdn.gateio.im/social/moments-826ad95b9c-28cbb37636-8b7abd-e5a980)![](https://img-cdn.gateio.im/social/moments-d4f874a1a9-3d2a783580-8b7abd-e5a980) ### TLDR * Rocket Lab stock hit a new 52-week high of $105.62 after TD Cowen raised its price target from $90 to $120, keeping a Buy rating * Q1 2026 revenue came in at a record $200.3 million, up ~63% year over year, beating Wall Street estimates * Q2 guidance was raised to $225–$240 million, implying ~16% sequential growth * Rocket Lab’s backlog reached a record $2.2 billion, up 108%, with 42% from launch and 58% from space systems * The company landed a $30 million HASTE hypersonic contract with Anduril and acquired space robotics firm Motive Space Systems * * * Rocket Lab (RKLB) stock surged 34% on Friday, closing at $105.55 and hitting a new 52-week high of $105.62 — up from a prior close of $78.58. Volume hit 76 million, roughly 247% above its three-month average. Rocket Lab USA, Inc., RKLB The catalyst was a blowout Q1 2026 earnings report. Revenue came in at a record $200.3 million, a 63% jump year over year, and beat Wall Street’s expectations. EPS loss narrowed to $0.07, which also came in better than analysts had forecast. TD Cowen moved quickly in response. The firm raised its price target on RKLB from $90 to $120 and maintained its Buy rating, adding fuel to the already strong session. The move wasn’t just about the headline numbers. Rocket Lab’s backlog grew 108% to a record $2.2 billion. That’s split between launch operations at 42% and space systems at 58%, showing the company’s revenue base is becoming more diversified. Management also raised its Q2 guidance to between $225 million and $240 million. That would mark another record quarter and reflects roughly 16% sequential growth. ### New Contracts and Defense Deals Beyond the quarterly figures, Rocket Lab had several deal announcements to back up its outlook. * * * ![](https://img-cdn.gateio.im/social/moments-de073d465e-03fdd8ce77-8b7abd-e5a980) * * * The company signed what it called the largest launch contract in its history, covering multiple Neutron and Electron missions for an undisclosed customer. The deal adds meaningful revenue visibility to an already growing backlog. Rocket Lab also won a $30 million HASTE hypersonic launch contract with Anduril Industries. That partnership links two of the more watched names in defense tech right now. A separate Space Force demonstration deal with Raytheon was also announced, further reinforcing demand for Rocket Lab’s launch capabilities on the defense side. Rocket Lab acquired space robotics firm Motive Space Systems during the quarter, a move that could open the door to a larger role in future exploration missions. ### Analyst Reactions The analyst community is broadly positive but not uniformly so. Roth MKm raised its target from $90 to $100 with a Buy rating ahead of the results. Cantor Fitzgerald held its Overweight rating with an $85 target back in March. On the other hand, Wells Fargo initiated coverage in April with an Equal Weight rating and a $60 target — well below where the stock now trades. KeyCorp downgraded RKLB to Sector Weight in January. The consensus, per MarketBeat, sits at “Moderate Buy” with an average target price of $90. That average now trails the stock’s current price by a wide margin following Friday’s move. Insider activity has been on the selling side. CFO Adam Spice sold around 62,744 shares at $69.59 in March. Insider Frank Klein sold 36,768 shares at $71.95 around the same time. Combined insider sales over the last 90 days totaled roughly 233,449 shares worth about $16.5 million. Institutional ownership stands at 71.78%. The stock’s 50-day moving average sits at $72.88 and its 200-day average at $68.50, both now well below current levels. Rocket Lab’s market cap sits at approximately $61 billion following Friday’s move. * * * ### 🚨 Our MAY Stock Picks Are Live! A new month means new opportunities. Our analysts have just released their top stock picks for May, highlighting companies with strong momentum that rank highly on our KO Score algorithm. We’re also now sharing trade ideas for both long-term and short-term investors, giving you more ways to spot potential opportunities in the market. Sign up to Knockout Stocks today and get 50% off to unlock the full list and see which stocks made the cut. Use coupon code **Special50** for your exclusive discount! * * * ✨ Limited Time Offer ### Get 3 Free Stock Ebooks Discover top-performing stocks in AI, Crypto, and Technology with expert analysis. * **Top 10 AI Stocks** - Leading AI companies * **Top 10 Crypto Stocks** - Blockchain leaders * **Top 10 Tech Stocks** - Tech giants 📥 Get Your Free Ebooks ![](https://img-cdn.gateio.im/social/moments-9c57112adf-0c13339e6e-8b7abd-e5a980)
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