SPAI

Safe Pro Group Inc.

Nasdaq · Orthopedic, Prosthetic & Surgical Appliances & Supplies · Inc. DE · CIK 0002011208
$5.51 -8.32% $123.9M
Vol
Market Cap$123.9M
Cap SizeMicro Cap
Inst. Holders4 funds
Inst. Value$1.7M
Inst. Activity2 buys / 0 sells
SEC Reports4
Press Releases8
Exchange Nasdaq·Sector Orthopedic, Prosthetic & Surgical Appliances & Supplies·Inc. DE·CIK 0002011208·Prev Close $6.01

Recent Activity

Jun 2, 2026 Press
Safe Pro Group received a U.S. Army order for a Threat Analysis Kit featuring its AI-powered NODE edge compute system in
Impact 5/10
Jun 2, 2026 announcement
Safe Pro Secures U.S. Army Order for AI-Powered Threat Analysis Kit Integrated With Red Cat Black Widow Drones
U.S. Army Award Represents First Turnkey “Kit” Order Including AI Edge Processing NODE, Red Cat Dron
Jun 2, 2026 Press
Safe Pro Group received a U.S. Army order for a Threat Analysis Kit featuring its AI-powered NODE edge compute system an
Impact 5/10
Jun 2, 2026 SEC
Safe Pro Group announced a U.S. Army order for a turnkey AI-powered Threat Analysis Kit, including its NODE edge compute
8-K — Impact 5/10
May 27, 2026 Insider
Miller John Edward sold 25,000 shares
Director @ $0.00 ($0.00)
May 27, 2026 Insider
Dean Arthur T sold 25,000 shares
Director @ $0.00 ($0.00)
May 27, 2026 Insider
Van Arsdale Lee sold 25,000 shares
Director @ $0.00 ($0.00)
May 15, 2026 SEC
Safe Pro Group reported record Q1 2026 revenue of $1,220,129, a 560% YoY increase, driven by a 2,400% surge in AI produc
8-K — Impact 6/10

Price Targets

Historical data — last covering-analyst action Nov 2025. No current recommendation available.
$10.67 (Nov 2025)
Current $5.51 Low $9.00 Median $10.00 High $13.00 3 analysts
$9.00 $13.00

Analyst Ratings

Historical distribution89% buy · 9 analysts · last covering-analyst action Nov 2025
2Strong Buy
6Buy
1Hold
0Sell
0Strong Sell
Historical Analyst Actions
DateFirmActionRating
Nov 18, 2025 Lake Street INITIATE Buy
Sep 9, 2025 Northland Capital Markets INITIATE Outperform
Jul 17, 2025 Litchfield Hills INITIATE Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Next Q $-0.13 ▼ -38.9% $-0.14 — $-0.11 57% YoY 2
Next FY $-0.23 ▼ -94.3% $-0.42 — $-0.07 56% YoY 3
Current FY $-0.51 ▼ -16.8% $-0.53 — $-0.47 40% YoY 3
Current Q $-0.14 ▼ -27.3% $-0.14 — $-0.14 -8% YoY 2

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$1.3MADD
RENAISSANCE TECHNOLOGIES LLC$322.4KNEW
MORGAN STANLEY$36.7KDOUBLED
BANK OF AMERICA CORP$37.00

Recent Insider Trades

DateInsiderTypeValue
May 27, 2026Miller JohnA$0.00
May 27, 2026Dean ArthurA$0.00
May 27, 2026Van ArsdaleA$0.00
May 27, 2026CARLISE THERESAA$0.00
May 27, 2026ERDBERG DANIYELA$0.00
4 institutional holders with $1.7M total value (405,006 shares) as of 2025-Q4. Top holders: VANGUARD, RENAISSANCE, MORGAN. Net buying activity: 2 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC318,680$1.3M78.7%ADD +98.0%
2RENAISSANCE TECHNOLOGIES LLC77,500$322.4K19.1%NEW
3MORGAN STANLEY8,817$36.7K2.2%DOUBLED +1645.9%
4BANK OF AMERICA CORP /DE/9$37.000.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
VANGUARD GROUP INCADD160,914318,680+98.0%$1.3M2025-Q4
MORGAN STANLEYDOUBLED5058,817+1645.9%$36.7K2025-Q4
VANGUARD GROUP INCNEW160,914$1.1M2025-Q3
RENAISSANCE TECHNOLOGIES LLCNEW64,600$453.5K2025-Q3
UBS Group AGADD9,87614,966+51.5%$105.1K2025-Q3
UBS Group AGADD5,3169,876+85.8%$27.2K2025-Q2
MORGAN STANLEYEXIT10,0000-100.0%$0.002025-Q2
MORGAN STANLEYNEW10,000$21.8K2025-Q1
UBS Group AGTRIM7,2175,316-26.3%$11.6K2025-Q1
5 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 27, 2026Miller John EdwardDirectorA25,000$0.00$0.00
May 27, 2026Dean Arthur TDirectorA25,000$0.00$0.00
May 27, 2026Van Arsdale LeeDirectorA25,000$0.00$0.00
May 27, 2026CARLISE THERESAChief Financial OfficerA150,000$0.00$0.00
May 27, 2026ERDBERG DANIYELChairman and CEOA460,500$0.00$0.00
Apr 1, 2026CARLISE THERESAChief Financial OfficerA100,000$0.00$0.00
Mar 6, 2026ERDBERG DANIYELChief Executive OfficerF47,942$0.00$0.00
Mar 6, 2026CARLISE THERESAChief Financial OfficerF19,242$0.00$0.00
Historical analyst distribution (last covering-analyst action Nov 2025): 89% buy across 9 analysts — 2 strong buy, 6 buy, 1 hold, 0 sell, 0 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Nov 2025. No current recommendation available.
$10.67 mean target (Nov 2025)
$9.00 Low $13.00 High
MetricValue
Current Price$5.51
Target Low$9.00
Target Mean$10.67
Target Median$10.00
Target High$13.00
# Analysts3
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Next Q
2026-09-30
$-0.13 $-0.14 $-0.11 56.9% -38.9% 0↑ 2↓ $0.0B 1836.8% 2
Next FY
2027-12-31
$-0.23 $-0.42 $-0.07 55.5% -94.3% 1↑ 1↓ $0.0B 155.7% 3
Current FY
2026-12-31
$-0.51 $-0.53 $-0.47 40.0% -16.8% 0↑ 2↓ $0.0B 1068.4% 3
Current Q
2026-06-30
$-0.14 $-0.14 $-0.14 -7.7% -27.3% 0↑ 2↓ $0.0B 2

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.140
7d ago$-0.140
30d ago$-0.110-0.030
60d ago$-0.110-0.030
90d ago$-0.110-0.030
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 3 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Nov 18, 2025 Lake Street INITIATE Buy
Sep 9, 2025 Northland Capital Markets INITIATE Outperform
Jul 17, 2025 Litchfield Hills INITIATE Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262610089%
May 1, 20262610089%
Apr 1, 20262610089%
Mar 1, 20262610089%
Feb 1, 20262610089%
Jan 1, 20262610089%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 2, 2026
announcement
Safe Pro Secures U.S. Army Order for AI-Powered Threat Analysis Kit Integrated With Red Cat Black Widow Drones
U.S. Army Award Represents First Turnkey “Kit” Order Including AI Edge Processing NODE, Red Cat Drones, Operational Support Services and Annual Softwa
Jun 2, 2026
contract
UPDATE: Safe Pro Awarded U.S. Army Order For AI-Powered Threat Analysis Kit Together with Red Cat Black Widow Drones
Safe Pro Awarded U.S. Army Order For AI-Powered Threat Analysis Kit Together with Red Cat Black Widow Drones
Jun 2, 2026
contract
Safe Pro Awarded U.S. Army Order For AI-Powered Threat Analysis Kit Together with Red Cat Black Widow Drones
Safe Pro Awarded U.S. Army Order For AI-Powered Threat Analysis Kit Together with Red Cat Black Widow Drones
May 26, 2026
other
Safe Pro Celebrates 50,000th AI-Powered Landmine Detection Milestone Pioneering Modernized Force Protection and Humanitarian Innovation
Safe Pro Celebrates 50,000th AI-Powered Landmine Detection Milestone Pioneering Modernized Force Protection and Humanitarian Innovation
May 20, 2026
contract
Safe Pro and Lantronix Advance Their Collaboration Delivering AI-Driven Edge Intelligence for Defense and Commercial Autonomous Systems
Safe Pro and Lantronix Advance Their Collaboration Delivering AI-Driven Edge Intelligence for Defense and Commercial Autonomous Systems
May 19, 2026
other
Safe Pro and Red Cat to Unveil InFlight Real-Time AI Threat Detection Capabilities to the U.S. Army Onboard the Black Widow™ Drone Platform
Safe Pro and Red Cat to Unveil InFlight Real-Time AI Threat Detection Capabilities to the U.S. Army Onboard the Black Widow™ Drone Platform
May 18, 2026
contract
Safe Pro Awarded Additional U.S. Government Subcontract Modification for Extended Support of AI Powered Edge Processing Systems
Safe Pro Awarded Additional U.S. Government Subcontract Modification for Extended Support of AI Powered Edge Processing Systems
May 15, 2026
earnings
Safe Pro Reports Record 560% Revenue Growth in First Quarter as Artificial Intelligence Sales Surge 2,400%, Delivering AI Gross Margins Over 72%
Safe Pro Reports Record 560% Revenue Growth in First Quarter as Artificial Intelligence Sales Surge 2,400%, Delivering AI Gross Margins Over 72%
May 15, 2026
short_volume
Short Volume: SPAI — 57.9% short (0.5M / 0.8M)
Short: 465,377 | Exempt: 9,159 | TRF Vol: 803,890 | Short Ratio: 57.9% | Off-exchange volume (dark pool + OTC)
May 13, 2026
earnings_calendar
SPAI Q1 2026 Earnings Scheduled — 2026-05-13
May 11, 2026
other
Safe Pro’s Edge AI Battlefield Threat Detection Selected by U.S. Army for Upcoming Force-on-Force Combat Exercise
Safe Pro’s Edge AI Battlefield Threat Detection Selected by U.S. Army for Upcoming Force-on-Force Combat Exercise
May 4, 2026
other
Safe Pro Launches New Growth Team Led by Brian Mack as Chief Growth Officer and Benjamin Chitty as VP of Government Growth
Safe Pro Launches New Growth Team Led by Brian Mack as Chief Growth Officer and Benjamin Chitty as VP of Government Growth
Apr 29, 2026
contract
Safe Pro Group Inc. Enters Master Teaming Agreement with U.S. Government Prime Contractor to Fuse AI Powered Air and Ground Autonomy
Safe Pro Group Inc. Enters Master Teaming Agreement with U.S. Government Prime Contractor to Fuse AI Powered Air and Ground Autonomy
Apr 27, 2026
other
Safe Pro to Demonstrate AI-Powered Mission Planning at U.S. Army Fort Leonard Wood Maneuver Support Center of Excellence Event
Safe Pro to Demonstrate AI-Powered Mission Planning at U.S. Army Fort Leonard Wood Maneuver Support Center of Excellence Event
Apr 20, 2026
buyback
Safe Pro Reports on Share Repurchase Program, Reinforcing Commitment to Shareholder Value and Capital Return
Safe Pro Reports on Share Repurchase Program, Reinforcing Commitment to Shareholder Value and Capital Return