SPAI Safe Pro Group Inc.

BULLISH Impact: 5/10 8-K
Horizon weeks Filed Jun 2, 2026 Processed 10d 20h ago SEC 0001493152-26-026778
8-K context-dependent: Items 7.01
Latest settled — T+1d ⚠ clustered
SPAI ▲ +0.42% at T+1d
LONG call ✓ call won +0.42% · α vs SPY +1.11% · entry $5.96 → $5.99
Next anchor: T+5d due 4d ago
Currently $5.12 · -14.09% from $5.96 entry
Entry anchored
Jun 1, 03:59 PM ET
via Databento tick
T+1d
+0.42%
call +0.42% · α +1.11%
$5.99
settled 10d ago
T+5d
call — · α —
due 4d ago
T+20d
call — · α —
in 18d
T+60d
call — · α —
in 2mo

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Executive Summary

Safe Pro Group announced a U.S. Army order for a turnkey AI-powered Threat Analysis Kit, including its NODE edge compute system and Red Cat Black Widow drones, with a total purchase price of approximately $743,000. This is the company's first integrated 'Kit' order combining hardware, AI software licensing, and operational support, with delivery expected in Q2 2026.

Actionable Insight

The $743K order is modest in absolute size but strategically significant as the first integrated 'Kit' sale, potentially opening a recurring revenue stream from annual software licensing and support. Monitor for follow-on orders from the U.S. Army or other defense customers, and watch Q2 2026 delivery completion for revenue recognition.

Key Facts

  • U.S. Army order for a Threat Analysis Kit valued at approximately $743,000.
  • Kit includes Safe Pro's AI-powered NODE edge compute system and Red Cat Black Widow drones.
  • First turnkey 'Kit' order combining hardware, annual AI software licensing, and operational support.
  • Delivery anticipated in Q2 2026.
  • Awarded via a subcontract from a Defense Prime Contractor.

Financial Impact

Approximately $743,000 total purchase price for the U.S. Army order.

revenue

Risk Factors

  • Order value is small relative to the company's $128M market cap; revenue impact may be limited.
  • Delivery and acceptance by the U.S. Army in Q2 2026 is subject to execution risk.
  • Dependence on continued subcontract relationship with the Defense Prime Contractor.

Market Snapshot

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

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001493152-26-026778
Exhibit: ex99-1.htm0001493152-26-026778
Document: 0001493152-26-026778-index-headers.html0001493152-26-026778
Document: 0001493152-26-026778-index.html0001493152-26-026778
Document: 0001493152-26-026778.txt0001493152-26-026778
12 reports for SPAI
Performance horizon
60% Hit rate 3 of 5 directional calls best @ T+20▲ +8.43%Apr 29, 2026
Filters
Rows
Reports for SPAI — sortable, filterable
Type Now
Jun 2, 2026
10d ago
Press Release
BULLISH ★ 5/10
$5.96 $5.99▲ +0.42%▲ +1.11%$5.12 (−14.09%)
Jun 2, 2026
10d ago
Press Release
NEUTRAL ★ 5/10
$5.96 $5.99▲ +0.42%▲ +1.11%$5.12 (−14.09%)
Jun 2, 2026
10d ago
8-K
BULLISH ★ 5/10
$5.96 $5.99▲ +0.42%▲ +1.11%$5.12 (−14.09%)
Jun 2, 2026
10d ago
Press Release
BULLISH ★ 5/10
$5.96 $5.99▲ +0.42%▲ +1.11%$5.12 (−14.09%)
May 20, 2026
23d ago
Press Release
NEUTRAL ★ 4/10
$3.95 $4.20▲ +6.33%▲ +6.13%$5.12 (+29.62%)
May 18, 2026
25d ago
Press Release
NEUTRAL ★ 4/10
$4.14 $4.00▼ −3.38%▼ −2.73%$5.12 (+23.67%)
May 15, 2026
28d ago
8-K
BULLISH ★ 6/10
$4.35 $4.14▼ −4.83%▼ −4.77%$5.12 (+17.70%)
May 15, 2026
28d ago
Press Release
BULLISH ★ 6/10
$4.35 $4.14▼ −4.83%▼ −4.77%$5.12 (+17.70%)
Apr 29, 2026
6w ago
Press Release
BULLISH ★ 5/10
$4.15 $4.39▲ +5.78%▲ +4.76%$5.12 (+23.37%)
Apr 3, 2026
10w ago
8-K
NEUTRAL ★ 3/10
$4.10 $3.76▼ −8.29%▼ −8.36%$5.12 (+24.88%)
Showing 10 of 12

US Market Status

Market Closed — Opens Mon (52h 24m)

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