Defense Tech Stocks and IPO’s Surge with Defense Spending
Stocks Mentioned: (Nasdaq: $VWAV), @VWAVInc (NASDAQ: $VOYG), (NASDAQ: $AIRO), (NYSE: $KRMN), (NASDAQ: $PLTR)
Investorideas.com, a leading investment platform for trading and investment ideas in space and defense stocks, releases a sector snapshot highlighting recent IPOs and new listings in the defense tech industry, featuring recently NASDAQ listed, VisionWave Holdings, Inc. (Nasdaq: VWAV).
With significant US defense spending commitments, emerging defense companies are gaining momentum. The US defense budget for 2025 is estimated at $962 billion, making it the world's largest military budget. In 2025, the defense industry is experiencing a major transformation due to geopolitical pressures, technological breakthroughs, and shifting capital flows; and the market is paying attention.
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Looking at what is happening in the sector Morningstar reported, “Voyager Technologies (NASDAQ: VOYG) closed its first day of trading on the New York Stock Exchange at $56.48 per share, giving it an 82% pop from its IPO price. It’s a temperature check for the hottest sector in venture capital outside of artificial intelligence: defense tech.”
Aiming to capitalize on this opportunity, VisionWave Holdings, Inc. (Nasdaq: VWAV), a next-generation defense technology company seeking to redefine battlefield superiority through AI-powered autonomy and advanced multi-domain sensing, today announced that its common stock and warrants began trading on the Nasdaq Global Market under the symbols “VWAV” and “VWAVW” on July 15, 2025, following the successful completion of its business combination.
From the news: VisionWave enters the public markets at a moment of increased demand for intelligent defense solutions. According to Technavio, a leading global technology research and advisory company, global defense-related IT spending is set to grow by over $23 billion from 2024 to 2028 consistent with overall defense expenditure expected to surpass $2.3 trillion by 2028.
Moreover, the U.S. government’s 2025 “Big Beautiful Bill” earmarks approximately $16 billion for military AI, along with at least $1.4 billion in targeted DoD/NNNSA AI and autonomy investments. VisionWave believes it is strategically positioned during this period of expected market transformation.
“VisionWave was founded to lead the next evolution of defense autonomy, scaling technologies that respond in real time and adapt in the field with the goal of outperforming legacy systems—saving lives and changing how wars are won,” said Noam Kenig, CEO of VisionWave.
At the heart of VisionWave’s offering is a real-time, adaptive AI core that powers high-resolution radar, low-SWaP RF imaging, and multispectral sensing. These proprietary systems enable autonomous operation across air, land, and sea that are designed to deliver actionable intelligence and mission-critical awareness in seconds, not minutes.
The platform is designed to replace legacy systems that are slow, siloed, and outdated, giving war fighters, border patrol, and homeland security forces a decisive edge in modern threat environments.
VisionWave is already engaged with Tier-1 defense manufacturers and national security programs across the U.S. and allied nations, with several pilots and technical evaluations underway.
Near-term priorities include:
· Accelerating commercialization of Vision-RF, super-resolution radar, and AI sensing systems
· Investing in the Company’s proprietary AI core, the foundation of all products
· Establishing U.S. manufacturing operations and expanding R&D capabilities in Canada
· Fast-tracking co-development partnerships with leading defense integrators
· Pursuing active defense contracts with U.S. agencies and Golden Dome initiatives
These strategic moves are designed to rapidly scale operations, solidify VisionWave’s competitive edge, and generate long-term value for shareholders.
Douglas Davis, Executive Chairman of VisionWave, added:
“The Nasdaq listing is not just a milestone—it is a launchpad. We have built the tech, the team, and the partnerships. Now we are scaling to meet global demand for intelligent, mission-adaptive defense systems.”
Business Combination Highlights:
· Post-merger enterprise value of approximately $174 million
· Approximately 14.3 million shares of common stock outstanding
· No PIPE or minimum cash condition at closing
· Bannix Acquisition Corp. and VisionWave Technologies now wholly owned by VisionWave Holdings, Inc.
On June 16, 2025 AIRO Group Holdings, Inc. (NASDAQ: AIRO), a company specializing in advanced aerospace and defense technologies, announced the closing of its initial public offering of 6,900,000 shares of its common stock, including the full exercise of the underwriters’ option to purchase 900,000 additional shares, at a public offering price of $10.00 per share.
The stock traded as high as over $39 following its IPO and is currently trading in the $22- 23.00 range.
AIRO is organized into four operating segments, each of which represents a critical growth sector in the aerospace and defense market: Drones, Avionics, Training, and Electric Air Mobility.
AIRO recently announced plans to expand its US footprint with the addition of a new manufacturing and engineering development facility. This strategic move builds on the success of AIRO’s existing operations and is driven by the growing global demand for AIRO’s flagship product, the RQ-35 ISR Drone.
The RQ-35 ISR Drone has rapidly gained international recognition for its reliability, performance, and mission versatility across defense and security sectors. Known in military applications as the RQ-35 Heidrun, the system offers significant advantages over existing micro-ISR drones due to its combination of full autonomy, long flight endurance, and ease of operation. It has been rigorously tested and deployed in harsh electronic warfare and GPS-denied environments, including active conflict zones, where it has demonstrated exceptional resilience and effectiveness.
In February, Karman Holdings Inc. (NYSE: KRMN), a leader in the rapid design, development and production of critical next-generation system solutions for launch vehicle, satellite, spacecraft, missile defense, hypersonic and UAS customers, announced the pricing of its initial public offering of 23,000,000 shares of its common stock at a public offering price of $22.00 per share.
With the stock closing at over $56.00 on July 21st, the company announced preliminary second quarter fiscal year 2025 financial results in connection with an underwritten public offering (the "Offering") of 20,000,000 shares of its common stock being offered by certain selling stockholders. The selling stockholders expect to grant the underwriters a 30-day option to purchase up to an additional 3,000,000 shares of common stock. The Company is not selling any shares of common stock and will not receive any proceeds from the sales of shares in the Offering. The Company also announced it will issue financial results for the Company’s second quarter fiscal year 2025 after financial markets close on Thursday, August 7, 2025.
From the news: For the three months ended June 30, 2025, we expect net income to be between $6.17 million and $6.20 million, compared to net income of $4.60 million for the three months ended June 30, 2024.
For the three months ended June 30, 2025, net income margin is expected to be 5.4%, compared to net income margin of 5.4% for the three months ended June 30, 2024.
For the three months ended June 30, 2025, we expect funded backlog to be between $712.00 million and $715.00 million, representing an estimated increase of approximately 34.8% and 35.4%, compared to funded backlog of $528.01 million for the three months ended June 30, 2024.
Defense tech, and specifically AI-driven defense technology, is making headlines based on money flow. On July 4, 2025, President Donald Trump enacted the ‘One Big Beautiful Bill Act’, allocating billions of dollars to US technology, defense, infrastructure and border security.
Companies like AI /Defense tech company Palantir Technologies Inc. (NASDAQ: PLTR) paved the way for investors in 2025 with its performance, and new defense stocks are now benefiting from the momentum.
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