Palantir’s autonomous drone ally goes from obscure ticker to hyper‑growth outlier

On the surface it still looks like a niche industrial wireless provider that most investors scroll past, but under the hood sits the only FAA type‑certified “drone in a box” platform cleared for fully automated BVLOS flights without a pilot on site, now tied into a multi‑year government program to deploy thousands of autonomous systems along a national border and a strategic software partnership with Palantir. That combination turned 2025 into a step‑change year: revenue jumped more than 600% to just over 50 million dollars as autonomous systems shifted from pilots to paid deployments, moving the company from proof‑of‑concept into early scale.

In January 2026 the balance sheet was rewired to match those ambitions, with roughly 960 million dollars of fresh capital lifting the cash pile to about 1.5 billion dollars and giving management room to chase a minimum 375 million dollars of revenue this year – more than seven times 2025 – without worrying about liquidity. The market, however,…