Palladyne AI shares jumped 26.9% after beating revenue forecasts and raising 2026 guidance amid strong backlog and new product launch.

Palladyne AI shares surged 26.9% to $9.43 on Thursday after reporting fourth-quarter 2025 revenue of $1.66 million, a 118% year-over-year increase, surpassing analyst expectations. The company narrowed its net loss to $1.49 million, or $0.04 per share, from $52.97 million a year earlier. It raised its 2026 revenue guidance to $24–27 million, projecting growth of 357% to 415% year-over-year, citing a nearly $18 million backlog and the launch of Palladyne IQ 2.0. Despite a recent adjusted loss of 16 cents per share, the results and optimistic outlook boosted investor sentiment.