PDYNearnings
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- −$0.25Missed
- vs −$0.21 expected on Nov 10
- Stock move on it
- +0.85%
- one session
- Price
- $3.30
- −4.77% today · $310M cap
Past and upcoming reports
1
| Nov 10, 2026 | Sep 30, 2026 | Before the market opens | −$0.21 | Missed−$0.25 | +0.85% |
After the report
Nov 10, 2026 report
PDYN missed EPS estimates as shares fell 3.08%, while defense-order timing and cash burn remained key uncertainties
Palladyne AI reported third-quarter fiscal 2026 EPS of -$0.25 versus -$0.21 estimated, a 19.05% miss. Shares closed at $3.46 on November 11, down $0.11, after trading between $3.36 and $3.90. Revenue growth remained a positive longer-term signal, but operating margin was -360.7% and the stock remained below its 20-, 50-, and 200-day moving averages. No post-earnings news or dated defense-order update was provided.
Reported against expected
MissedReported EPS was -$0.25 for the quarter ended September 30, 2026, versus -$0.21 estimated. the $0.04 shortfall was a 19.05% miss.
Guidance
No explicit post-earnings guidance or dated outlook was provided. Stock intelligence identified defense-order updates as the next catalyst and warned that contract delays could pressure growth expectations.
How the stock reacted
On November 11, shares fell 3.08% to $3.46, with 1.48 million shares traded. the event-day and day-one reaction percentages were unavailable.
What changed
EPS was -$0.25 versus -$0.21 expected, a 19.05% miss. shares fell 3.08% to $3.46 afterward.
What the price now assumes
The decline and price below the 20-, 50-, and 200-day averages reflect concern over losses and execution risk.
What it means for the business
Maintain a cautious bias. upgrade only after a defense-order update and evidence that losses or cash burn are improving.
The next one to three months, as we saw it then
Better case30%
A defense-order update could validate the 171.8% trailing revenue-growth profile and improve confidence in the growth thesis.
Base case45%
The stock remains volatile as revenue growth offsets, but does not yet resolve, the EPS miss and severe operating losses.
Worse case25%
Contract delays and continued cash burn could force financing, spending cuts, or a lower growth outlook.
If you hold it
Hold only if willing to tolerate execution risk. trim if defense-contract delays or additional cash-burn and financing pressure are disclosed.
If you are watching
Enter only after a concrete defense-order update and evidence of improving losses. do not trade if neither catalyst nor profitability improvement appears within 90 days.
Scenario odds are a judgement, not measured.