DUKRW

DUKE Robotics Corp.

No convergence signal this quarter — shown because tracked funds have filed 13D/G on this stock.

Days to cover (short int.)

1.0d↓-17.9%

as of 2026-07-31

News Summary

Negative

Duke Robotics reported Q2 2026 revenue of $149K with a net loss of $726K (vs. $269K loss YoY), while commencing a materially expanded Insulator Cleaning Drone program and securing a Strong Buy consensus rating with a $12 price target from Maxim Group. However, the stock has declined ~27% from post-earnings levels despite positive analyst sentiment, and the company remains pre-revenue at material scale with cash sufficient only through 2028.

Red flags

•Net loss increased 170% YoY despite only 4% revenue growth ($149K vs. $143K)
•Diluted loss per share deteriorated to $(0.26) from $(0.12) YoY
•Stock down 27% in ~77 days post-earnings despite analyst upgrades, indicating loss of investor confidence
•Revenue remains negligible ($149K quarterly); company heavily dependent on near-term commercialization of IC Drone program
•CEO transition effective Sept 8, 2026 creates near-term leadership uncertainty during critical commercialization phase
•Cash runway extends only to 2028 with dependence on 'projected receipts from existing commercial agreements' (not guaranteed)

Fund 13D/13G Filings (1)

Tracked funds' beneficial-ownership filings on this stock — disclosed within days of a position change, fresher than the quarterly 13F. Since Filing compares the stock to SPY from the filing date (shown for filings within the last 90 days).

Fund	Form	∆ Shares	% of Class	Since Filing	Filed	Src
Citadel Advisors	SC 13G	NEW	10.0%	-27.8% vs SPY -25.9% abs	2026-05-26	↗