T3 Defense Inc.
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See all $DFNS insider activity →T3 Defense Inc. (DFNS) filed an SEC Form 8-K — Termination of a Material Definitive Agreement. Item 1.02 Termination of Material Definitive Agreement. On August 28, 2026, T3 Defense Inc. (the “Company”) executed and delivered the Cancellation Agreement with Project 35 Ltd. (“Project 35”) and X S.A. Security and Defense Ltd. (the “Seller”). Pursuant to the terms of Cancella
T3 Defense (Nasdaq: DFNS) announced its subsidiary Tiltan will license Majestic.ai, its AI synthetic data platform, to a sensor systems developer. This marks the first customer-operated software license for Majestic.ai, previously offered as a managed service. The company expects this model to drive repeatable revenue and support more programs without additional labor. No revenue has been recognized yet, and the customer, engagement value, and scope are undisclosed.
T3 Defense (DFNS) stock surged 64.3% in pre-market trading after Noble Financial upgraded it to Buy with a $30 price target. Trading was briefly halted due to volatility. Fugazi Research countered with a critical report questioning the company's financial health. T3's Rimon division reported record July 2026 revenue of $2.6M, with YTD sales at $5.25M, exceeding 2025's total.
Recent DFNS coverage spans market movers, corporate actions and technology.
Termination removes the previously announced equity stake and related financing, likely reducing dilution concerns and may support the stock.
Potential shift to repeatable software licensing revenue.
Analyst upgrade drives strong buying pressure.
The new product line expands DFNS's addressable market and may boost future revenue, but short‑term pressure from the surprise announcement could keep the stock volatile.
The new market entry signals growth potential but short‑term pressure on the stock.
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T3 Defense Inc. (DFNS) filed an SEC Form 8-K — Termination of a Material Definitive Agreement. Item 1.02 Termination of Material Definitive Agreement. On August 28, 2026, T3 Defense Inc. (the “Company”) executed and delivered the Cancellation Agreement with Project 35 Ltd. (“Project 35”) and X S.A. Security and Defense Ltd. (the “Seller”). Pursuant to the terms of Cancella
1 min readT3 Defense (Nasdaq: DFNS) announced its subsidiary Tiltan will license Majestic.ai, its AI synthetic data platform, to a sensor systems developer. This marks the first customer-operated software license for Majestic.ai, previously offered as a managed service. The company expects this model to drive repeatable revenue and support more programs without additional labor. No revenue has been recognized yet, and the customer, engagement value, and scope are undisclosed.
1 min readT3 Defense (DFNS) stock surged 64.3% in pre-market trading after Noble Financial upgraded it to Buy with a $30 price target. Trading was briefly halted due to volatility. Fugazi Research countered with a critical report questioning the company's financial health. T3's Rimon division reported record July 2026 revenue of $2.6M, with YTD sales at $5.25M, exceeding 2025's total.
2 min readT3 Defense Inc. (DFNS) is expanding into the counter-drone market through its subsidiary Rimon Agencies Ltd. The company will provide mobile infrastructure for drone and counter-drone systems, targeting defense and security customers. DFNS shares traded at $23.29 on Aug. 21, down 4.55%, despite the announcement. The company listed on Nasdaq under the ticker DFNS.
2 min readT3 Defense (DFNS) shares fell 13.32% to $21.15 on Friday, despite broader market gains. The company's subsidiary, Rimon Agencies, entered the UAV and counter-UAV market, developing configurable platforms for defense programs. The technology sector, where DFNS is listed, underperformed with a 0.13% gain.
2 min readPremarket trading on Friday shows significant moves in several stocks. RFAI surged 489% to $75.00, SUGP rose 46% to $4.04, and USDE climbed 18% to $4.72. Conversely, DFNS dropped 18% to $20.05, OSIS fell 15% to $186.47, and OPHC declined 11% to $8.21. These early swings may indicate momentum for the regular trading session.
1 min readT3 Defense (DFNS) received a notice from Nasdaq for failing to meet the minimum stockholders' equity requirement of $10 million. The company has until October 5, 2026, to submit a compliance plan, with a possible 180-day extension. The stock remains listed on the Nasdaq Global Market.
1 min readT3 Defense (DFNS) reported negative equity of -$19.66M as of June 30, 2026, down from $42.52M in March 2026. Nasdaq issued a 45-day compliance notice for failing to meet the $10M minimum equity requirement. The company attributes the decline to losses from common warrant liability changes, totaling $98.96M for six months and $80.88M for three months. DFNS has until October 5, 2026, to submit a compliance plan to avoid potential delisting.
2 min readT3 Defense Inc. (DFNS) reported $4M revenue and a net loss of $81.43M for the 2026 quarter, compared to $0 revenue and a profit a year earlier. The company saw revenue growth due to commercial operations and strategic acquisitions, including a 60% stake in Project35. It completed a reverse stock split and regained Nasdaq compliance.
1 min readT3 Defense Inc. reported $7.6M revenue for H1 2026, driven by acquisitions, but a $107.6M non-cash warrant liability loss resulted in a net loss of $109.6M. The company maintains liquidity through cash, credit, and subsidiaries, and plans growth via recent acquisitions and a reverse stock split.
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