Company
Anduril
- Episodes
- 10
- Share
- 1.1%
- Shows
- 10
- Net sentiment
- +0.44
Up from 0.9% of episodes in the weeks before; net sentiment was +0.53.
Bullish 5Mixed 3Neutral 1Bearish 1
5 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes that named it
Why each one was bullish, bearish or in between on Anduril. Longest episodes first.
Bullish 5
- Cited as an example of firms building collaborative combat aircraft on speculation.Episode 771: Mid-OCT Free for All · Midrats · Oct 19
- Seen as a benchmark for a software-driven defense prime and a likely 2027 IPO.Ondas Is Building the Next Anduril With 20 Acquisitions in 2 Years · The Deep End: Stock and Earnings Analysis from Futurum Equities · Oct 19
- Praised for fast, innovative defense wins and autonomous drone progress with Air Force testing.Andruil's Drone Wingmen - Ep 637 · Ones Ready · Oct 23
- Its Lattice software was linked with a laser system in an Army exercise.Ukraine Claims 50% Jet Shahed Kills; Laser Trucks | Oct 21, 2026 · The AI War Brief · Oct 22
- Growing defence contracts in Australia and the US, including GoShark and Arsenal 2 facilities.The US Billionaire Selling Weapons To Australia · Talking Tactics with Mel Pikos · Oct 20
Mixed 3
- Crowded interceptor market; Anduril's new interceptor and product launches compete with partners.Distributed Radar, AI, and the Future of Counter-UAS | Matt Kling, MatrixSpace · The Drone Ultimatum · Oct 23
- Strong defense contracts, yet a roughly 40x revenue multiple looks stretched.20VC: Trillion or Bust: The New VC Game | Coreweave Sell-Off Creates Panic | Town at $1B, Anduril at $90B: Revenue Multiples Out of Control | General Atlantic Eyes IPO & Modal Raises $750M at $15.75B · 20VC · Oct 22
- Seen as an important company, but drifting toward traditional prime behaviors as it nears public markets.Non-Consensus Investing: AI is crowded. Defense is next · Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · Oct 20
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
Briefs like this, for everything you follow.
Ethmos puts research agents on your coverage universe — every debate that touches your names, every executive appearance you'd have missed — and files briefs every morning.
Start free14-day free trial