SPAI Safe Pro Group Inc.

NEUTRAL Impact: 5/10 PRESS-RELEASE
Horizon weeks Filed Jun 2, 2026 Processed 3d 6h ago Wire GlobeNewswire
Press release: contract
Latest settled — T+1d ⚠ clustered
SPAI ▲ +0.42% at T+1d
NEUTRAL call ✓ call won +0.42% · α vs SPY +1.11% · entry $5.96 → $5.99
Next anchor: T+5d in 4d
Currently $5.55 · -6.88% from $5.96 entry
Entry anchored
Jun 2, 08:59 AM ET
via Databento tick
T+1d
+0.42%
call +0.42% · α +1.11%
$5.99
settled 2d ago
T+5d
call — · α —
in 4d
T+20d
call — · α —
in 26d
T+60d
call — · α —
in 3mo

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Executive Summary

Safe Pro Group received a U.S. Army order for a Threat Analysis Kit featuring its AI-powered NODE edge compute system and Red Cat Black Widow drones, awarded via a defense prime contractor subcontract. Delivery is expected in Q2 2026, providing a tangible government contract win but no contract value disclosed.

Actionable Insight

Monitor Q2 2026 delivery completion for potential revenue recognition catalyst. The absence of contract value limits near-term earnings impact, but follow-on orders from this U.S. Army engagement could drive future estimates. Watch for any material contract value disclosure in subsequent filings.

Key Facts

  • Received a U.S. Army order for a Threat Analysis Kit featuring Safe Pro's NODE AI edge compute system and Red Cat Black Widow drones.
  • Contract awarded via a new subcontract from a Defense Prime Contractor.
  • Includes annual AI model/algorithm software upgrades, training, and operational support.
  • Delivery anticipated in Q2 2026.
  • No contract value, revenue, or financial terms disclosed in the release.
  • Company's AI dataset includes 2.8M+ drone images and 50,368+ confirmed detections from over 35,000 acres in Ukraine.

Financial Impact

Undisclosed — no dollar value for the order or subcontract provided.

revenue

Risk Factors

  • No contract value disclosed — market may not be able to size the opportunity.
  • Forward-looking language around delivery timing and acceptance; risk of delays or scope changes.
  • Historical stock volatility on this ticker (T+20 avg alpha -7.46% vs SPY) suggests large moves possible but negative net payoff after trading costs.

Market Snapshot

Exchange
Nasdaq
Sector
Orthopedic, Prosthetic & Surgical Appliances & Supplies
Analyst Consensus
89% bullish (9 analysts)

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

DocumentAccession Number
PRESS-RELEASE Data (Synthetic)press-3305240
12 reports for SPAI
Performance horizon
67% Hit rate 4 of 6 directional calls best @ T+20▲ +8.43%Apr 29, 2026
Filters
Rows
Reports for SPAI — sortable, filterable
Type Now
Jun 2, 2026
3d ago
Press Release
BULLISH ★ 5/10
$5.96 $5.99▲ +0.42%▲ +1.11%$5.55 (−6.88%)
Jun 2, 2026
3d ago
Press Release
NEUTRAL ★ 5/10
$5.96 $5.99▲ +0.42%▲ +1.11%$5.55 (−6.88%)
Jun 2, 2026
3d ago
8-K
BULLISH ★ 5/10
$5.96 $5.99▲ +0.42%▲ +1.11%$5.55 (−6.88%)
Jun 2, 2026
3d ago
Press Release
BULLISH ★ 5/10
$5.96 $5.99▲ +0.42%▲ +1.11%$5.55 (−6.88%)
May 20, 2026
16d ago
Press Release
NEUTRAL ★ 4/10
$3.95 $4.20▲ +6.33%▲ +6.13%$5.55 (+40.51%)
May 18, 2026
18d ago
Press Release
NEUTRAL ★ 4/10
$4.14 $4.00▼ −3.38%▼ −2.73%$5.55 (+34.06%)
May 15, 2026
21d ago
8-K
BULLISH ★ 6/10
$4.35 $4.14▼ −4.83%▼ −4.77%$5.55 (+27.59%)
May 15, 2026
21d ago
Press Release
BULLISH ★ 6/10
$4.35 $4.14▼ −4.83%▼ −4.77%$5.55 (+27.59%)
Apr 29, 2026
5w ago
Press Release
BULLISH ★ 5/10
$4.15 $4.39▲ +5.78%▲ +4.76%$5.55 (+33.73%)
Apr 3, 2026
8w ago
8-K
NEUTRAL ★ 3/10
$4.10 $3.76▼ −8.29%▼ −8.36%$5.55 (+35.37%)
Showing 10 of 12

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