Home / Sectors / DefenseTech Stack
🛡️ Sector Stack

The DefenseTech Stack

The complete tracker for defense technology companies — autonomous systems, AI-powered weapons, drone warfare, and national security tech.

45
Companies Tracked
$54B
Total Funding Raised
16
Pre-IPO Companies
9
S-1 Filed
🏆
Top DefenseTech Companies
Ranked by valuation — 45 companies tracked
1
SpaceX S-1 Filed

Aerospace and defense company. Active S-1 filed April 1, 2026 targeting $75B Nasdaq IPO in June 2026 at $1.75T–$2T valuation — largest IPO in history. $15B combined revenue (SpaceX + xAI merger). Starlink: $10B revenue, 10M subscribers. Government contracts with NASA and DoD. 30% retail allocation.

Valuation: $1.75T – $2T Raised: $11.9B IPO Filed
2
CrowdStrike S-1 Filed

Cloud-native endpoint security and threat intelligence platform.

Valuation: $73B Raised: $481M Public
3
Anduril Industries Pre-IPO

Anduril Industries builds autonomous defense systems for the US military. $60B valuation, $4.6B raised. Track IPO readiness score and funding timeline.

Valuation: $60B Raised: $10.6B Series K
4
Wiz ipo-pending

Cloud security platform offering agentless visibility across multi-cloud environments.

Valuation: $12B Raised: $1.9B Series D+
5
Saronic Pre-IPO

AI-powered autonomous surface vessels for the U.S. Navy and allies, scaling shipbuilding capacity for modern maritime defense.

Valuation: $9.25B Raised: $3.98B Series G
6
Shield AI S-1 Filed

Defense AI company building autonomous pilot technology for military aircraft.

Valuation: $12.7B Raised: $573M Pre-IPO
7
Netskope S-1 Filed

Cloud security platform providing Zero Trust Network Access and data protection for modern enterprises.

Valuation: $7.5B Raised: $1.9B Pre-IPO
8
Rubrik S-1 Filed

Cloud data security company providing backup, ransomware recovery, and data observability.

Valuation: $7B Raised: $553M Public
9
Lacework private

AI-driven cloud security platform providing anomaly detection and threat hunting.

Valuation: $8.3B (peak) Raised: $1.9B Acquired
10
Snyk Pre-IPO

Developer-first security platform for finding and fixing vulnerabilities in code.

Valuation: $7.4B Raised: $2.6B Series D+
11
Joby Aviation public

Electric air taxi company developing the first commercial eVTOL aircraft.

Valuation: $5.5B Raised: $2.1B Public
12
Skydio ipo_pipeline

American autonomous drone manufacturer for defense, public safety, and enterprise use.

Valuation: $4.5B Raised: $1.04B Series F
13
Arctic Wolf S-1 Filed

Security operations company offering 24/7 managed detection and response as a service.

Valuation: $4.3B Raised: $1.3B Pre-IPO
14
XBow Pre-IPO

Autonomous AI-powered security testing platform for continuous red teaming

Valuation: $1B+ Raised: $270M series_e
15
Relativity Space Pre-IPO

Aerospace company 3D-printing rocket engines and launch vehicles.

Valuation: $4.2B Raised: $1.3B Series D+
16
Rocket Lab public

End-to-end space company providing dedicated small satellite launches.

Valuation: $3.5B Raised: $288M Public
17
Firefly Aerospace private

Commercial launch vehicle company developing the Alpha rocket for small satellite launches to low Earth orbit.

Valuation: $2B Raised: $400M Series D+
18
Illumio S-1 Filed

Zero trust segmentation company preventing breach propagation across cloud and data centers.

Valuation: $3.2B Raised: $1.24B Pre-IPO
19
Drata Pre-IPO

Continuous security and compliance automation platform for cloud-native companies.

Valuation: $2B Raised: $478M Series D
20
Island private

Enterprise browser replacing Chrome and Edge with a managed, secure browser for corporate use.

Valuation: $1.3B Raised: $485M Series D
📊
Sector Pipeline
Company count by funding stage
Series A
2
Series B
6
Series C
4
Series D
3
Series E
3
Series F
2
Pre-IPO
4
Public
5
Series D+
4
series_c
2
Acquired
2
Series K
1
series_e
1
series_d
1
Series G
1
Private
1
Recent IPO
1
series_b
1
IPO Filed
1
💰
Recent Funding Rounds
Latest deals in the DefenseTech sector
Hermeus
Series C · Apr 2026
$350M
Led by Khosla Ventures
Linx Security
Series B · Apr 2026
$50M
Led by Insight Partners
Saronic
Series D · Mar 2026
$1.75B
Led by Kleiner Perkins
Shield AI
Series G · Mar 2026
$2B
Led by Advent International, JPMorgan Chase Strategic Investment Group
Cloaked
Series B · Mar 2026
$375M
Led by General Catalyst, Liberty City Ventures
XBow
Series C · Mar 2026
$120M
Led by DFJ Growth, Northzone
Oasis Security
Series B · Mar 2026
$120M
Led by Craft Ventures, Cyberstarts
Overland AI
Series B · Feb 2026
$100M
Led by 8VC
Ursa Major
Series E · Nov 2025
$100M
Led by Eclipse
Vulcan Elements
Government Loan (DoD OSC) · Nov 2025
$620M
Led by Pentagon Office of Strategic Capital
🔭
Sector Themes
Key narratives driving the DefenseTech sector in 2026
1

Autonomous weapons systems replacing manned platforms

2

AI-powered decision making in contested environments

3

Drone swarm warfare enabling asymmetric deterrence

4

Space-based ISR feeding battlefield AI data pipelines

5

Cybersecurity as warfighting domain — zero-day economics

🔗
Related Sectors
Explore adjacent Stack hubs