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Kraken Robotics Inc. recently announced US $35,000,000 in sales of SeaPower batteries to three unnamed customers, supplying high energy density systems for long-endurance unmanned underwater vehicle missions in the defense, commercial and marine research sectors.
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These agreements highlight the increasing commercial adoption of Kraken’s SeaPower technology, which offers approximately 200% greater energy density and substantially lower weight than traditional subsea battery solutions.
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We’ll now examine how this SeaPower battery order momentum shapes Kraken Robotics’ investment narrative, particularly around higher value defense and undersea applications.
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To own Kraken Robotics, you have to believe that its niche in undersea robotics and sensors can support premium pricing despite a rich valuation and a relatively new management bank. The $35,000,000 SeaPower battery orders reinforce that thesis by indicating real customer demand for its high energy density technology in defense and commercial UUV missions, and could reinforce the revenue story and near-term margins that analysts have been emphasizing. At the same time, the stock has already delivered very large returns for several years and trades at steep sales multiples, so the market may have priced in that optimism. Hiring a seasoned Chief People Officer removes some of the execution risk as Kraken scales, but does not remove the key risks around contract timing, cash flow quality, and past dilution.
However, one key execution risk around the quality of growth still stands out for shareholders.
Kraken Robotics shares are rising, but could they be overextended? Reveal how much they are above fair value.
Twenty-nine members of the Simply Wall St Community see fair value between CA$2.20 and CA$11.29, with opinions spread across that spectrum. As you weigh those views, remember Kraken’s rich sales multiples and reliance on ongoing contract momentum can add both upside and downside to the share price, so it helps to compare multiple independent valuations before committing capital.
Explore 29 other fair value estimates on Kraken Robotics – why the stock could be worth less than half the current price!
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