LBXpro

Provider of AI-based surveillance and reconnaissance solutions for the defense sector

★LBX25 MemberMost ActiveMost ValuableIPO Watchlist
LBX PPS
1Y return
$130
↑ 92.5% 1Y
Implied Valuation
$97.2B
+59.4% premium
Last Round
Later Stage VC
Later Stage VC · $61.0B
Activity
64.8
#3 most active

Price per share

12M · USD

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Funding history

$M raised · $B post-money

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Signals

6 latest

Anduril wins US Army contract worth up to $1.8B over five years to field its NGC2 command-and-control system at corps scale

Anduril said on October 5, 2026 that the US Army awarded it a contract worth up to $1.8 billion over five years to scale its Next-Generation Command and Control (NGC2) common data layer from division-scale prototyping to corps-scale fielding. The award starts with a $162.8 million base period to field the capability with I Corps in the Pacific, after the Army picked Anduril for the work in June. It turns Anduril's NGC2 prototype work into a funded multi-year Army software programme, materially expanding its revenue visibility.

Source: Anduril

Anduril launches Armory, a defense-tech e-commerce marketplace, and starts recruiting outside suppliers

Anduril launched Armory on 23 September 2026, an e-commerce platform that lets military buyers browse and purchase drones, sensors and electromagnetic-warfare systems online rather than through multi-year procurement cycles. Axios reported the same day that Anduril is also recruiting outside suppliers onto Armory, positioning it as a hub for the broader defense supply chain rather than a catalogue of Anduril's own gear. For the $61B company this is a new direct digital sales channel and a potential marketplace revenue model beyond its own programmes.

Source: Axios

Taiwan to Buy More Than 2,000 Anduril Altius Drones

Taiwan is set to acquire over 2,000 Altius loitering munitions/drones from Anduril, marking a significant international defense deal in the Indo-Pacific.

Source: The Defense Post

Anduril Eyes 1,000 Seattle-Area Engineers in AI Warfighting Buildup

Anduril is aggressively expanding its Seattle-area engineering workforce, targeting up to 1,000 engineers as part of its broader AI warfighting technology buildup.

Source: GeekWire

Boiler Room Accused of Hiding Fees on Pre-IPO Shares Including Anduril

A boiler room operation has been accused of hiding fees on $74 million in pre-IPO shares of companies including SpaceX, Anthropic, Anduril, and Perplexity, raising concerns about secondary market fraud involving high-profile private companies.

Source: Fortune

Anduril Among Top Secondary Market Trades per PitchBook

PitchBook has identified Anduril as one of the top targets for secondary market trades alongside Stripe and Databricks, signaling strong investor demand for pre-IPO shares.

Source: Benzinga

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