Defense Tech Stocks and IPO’s Surge with Defense Spending
Stocks Mentioned: (Nasdaq: $VWAV), @VWAVInc (NASDAQ: $VOYG), (NASDAQ: $AIRO), (NYSE: $KRMN), (NASDAQ: $PLTR)
Investorideas.com, a leading investment platform for trading and
investment ideas in space and defense stocks, releases a sector snapshot
highlighting recent IPOs and new listings in the defense tech industry,
featuring recently NASDAQ listed, VisionWave Holdings, Inc. (Nasdaq: VWAV).
With significant US defense spending commitments, emerging
defense companies are gaining momentum. The US defense budget for 2025 is
estimated at $962 billion, making it the world's largest military budget. In
2025, the defense industry is experiencing a major transformation due to
geopolitical pressures, technological breakthroughs, and shifting capital flows;
and the market is paying attention.
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Looking at what is happening in the
sector Morningstar reported, “Voyager Technologies (NASDAQ: VOYG) closed its first day of trading on the New York Stock Exchange
at $56.48 per share, giving it an 82% pop from its IPO price. It’s a
temperature check for the hottest sector in venture capital outside of
artificial intelligence: defense tech.”
Aiming to capitalize on this opportunity, VisionWave Holdings, Inc. (Nasdaq: VWAV), a next-generation defense technology company
seeking to redefine battlefield superiority through AI-powered autonomy and
advanced multi-domain sensing, today announced that its common stock and
warrants began trading on the Nasdaq Global Market under the symbols “VWAV” and
“VWAVW” on July 15, 2025, following the successful completion of its business
combination.
From the news: VisionWave
enters the public markets at a moment of increased demand for intelligent
defense solutions. According to Technavio, a leading global technology
research and advisory company, global defense-related IT spending is set to
grow by over $23 billion from 2024 to 2028 consistent with overall defense
expenditure expected to surpass $2.3 trillion by 2028.
Moreover, the U.S. government’s 2025 “Big Beautiful
Bill” earmarks approximately $16 billion for military AI, along with at least
$1.4 billion in targeted DoD/NNNSA AI and autonomy investments. VisionWave
believes it is strategically positioned during this period of expected market
transformation.
“VisionWave was founded to lead the next evolution of
defense autonomy, scaling technologies that respond in real time and adapt in
the field with the goal of outperforming legacy systems—saving lives and
changing how wars are won,” said Noam Kenig, CEO of VisionWave.
At the heart of VisionWave’s offering is a real-time,
adaptive AI core that powers high-resolution radar, low-SWaP RF imaging, and
multispectral sensing. These proprietary systems enable autonomous operation
across air, land, and sea that are designed to deliver actionable intelligence
and mission-critical awareness in seconds, not minutes.
The platform is designed to replace legacy systems
that are slow, siloed, and outdated, giving war fighters, border patrol, and
homeland security forces a decisive edge in modern threat environments.
VisionWave is already engaged with Tier-1 defense
manufacturers and national security programs across the U.S. and allied
nations, with several pilots and technical evaluations underway.
Near-term priorities
include:
·
Accelerating commercialization of Vision-RF,
super-resolution radar, and AI sensing systems
·
Investing in the Company’s proprietary AI core, the
foundation of all products
·
Establishing U.S. manufacturing operations and
expanding R&D capabilities in Canada
·
Fast-tracking co-development partnerships with leading
defense integrators
·
Pursuing active defense contracts with U.S. agencies
and Golden Dome initiatives
These strategic moves are designed to rapidly scale
operations, solidify VisionWave’s competitive edge, and generate long-term
value for shareholders.
Douglas Davis, Executive Chairman of VisionWave,
added:
“The Nasdaq listing is not just a milestone—it is a launchpad. We have built
the tech, the team, and the partnerships. Now we are scaling to meet global
demand for intelligent, mission-adaptive defense systems.”
Business Combination Highlights:
·
Post-merger enterprise value of approximately $174
million
·
Approximately 14.3 million shares of common stock
outstanding
·
No PIPE or minimum cash condition at closing
·
Bannix Acquisition Corp. and VisionWave Technologies
now wholly owned by VisionWave Holdings, Inc.
On June 16, 2025 AIRO Group Holdings,
Inc. (NASDAQ: AIRO),
a company specializing in advanced aerospace and defense technologies,
announced the closing of its initial public offering of 6,900,000 shares of its
common stock, including the full exercise of the underwriters’ option to
purchase 900,000 additional shares, at a public offering price of $10.00 per
share.
The stock traded as high as over $39
following its IPO and is currently trading in the $22- 23.00 range.
AIRO is organized into four operating
segments, each of which represents a critical growth sector in the aerospace
and defense market: Drones, Avionics, Training, and Electric Air Mobility.
AIRO recently announced
plans to expand its US footprint with the addition of a new manufacturing and
engineering development facility. This strategic move builds on the success of
AIRO’s existing operations and is driven by the growing global demand for
AIRO’s flagship product, the RQ-35 ISR Drone.
The RQ-35 ISR Drone has rapidly
gained international recognition for its reliability, performance, and mission
versatility across defense and security sectors. Known in military applications
as the RQ-35 Heidrun, the system offers significant advantages over existing
micro-ISR drones due to its combination of full autonomy, long flight
endurance, and ease of operation. It has been rigorously tested and deployed in
harsh electronic warfare and GPS-denied environments, including active conflict
zones, where it has demonstrated exceptional resilience and effectiveness.
In February, Karman Holdings Inc. (NYSE: KRMN),
a leader in the rapid design, development and production of critical
next-generation system solutions for launch vehicle, satellite, spacecraft,
missile defense, hypersonic and UAS customers, announced the
pricing of its initial public offering of 23,000,000 shares of its common stock at a public
offering price of $22.00 per share.
With the stock closing at over $56.00
on July 21st, the company announced preliminary second quarter fiscal year 2025 financial results
in connection with an underwritten public offering (the "Offering")
of 20,000,000 shares of its common stock being offered by certain selling
stockholders. The selling stockholders expect to grant the underwriters a
30-day option to purchase up to an additional 3,000,000 shares of common stock.
The Company is not selling any shares of common stock and will not receive any
proceeds from the sales of shares in the Offering. The Company also announced
it will issue financial results for the Company’s second quarter fiscal year
2025 after financial markets close on Thursday, August 7, 2025.
From
the news: For the three months ended June 30,
2025, we expect net income to be between $6.17 million and $6.20 million,
compared to net income of $4.60 million for the three months ended June 30,
2024.
For the three months ended June 30,
2025, net income margin is expected to be 5.4%, compared to net income margin
of 5.4% for the three months ended June 30, 2024.
For the three months ended June 30,
2025, we expect funded backlog to be between $712.00 million and $715.00
million, representing an estimated increase of approximately 34.8% and 35.4%,
compared to funded backlog of $528.01 million for the three months ended June
30, 2024.
Defense tech, and specifically
AI-driven defense technology, is making headlines based on money flow. On July 4, 2025, President Donald Trump enacted the ‘One Big
Beautiful Bill Act’, allocating billions of dollars to US technology, defense,
infrastructure and border security.
Companies like AI /Defense tech company Palantir
Technologies Inc. (NASDAQ: PLTR) paved the way for investors in 2025 with its
performance, and new defense stocks are now benefiting from the momentum.
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