TLDR
- Nuburu (BURU) stock jumped 86% on Tuesday and another 30% in pre-market Wednesday after announcing the acquisition of Italian software firm Orbit S.r.l.
- The deal marks Nuburu’s expansion beyond blue laser technology into defense software, entering the $3 billion global operational resilience market.
- The acquisition will happen in two phases: first, a $1.5 million payment for 10.7% ownership, then full acquisition by December 2026 at a $12.5 million valuation.
- Orbit develops crisis management and operational resilience software used by NATO and defense agencies across physical and digital systems.
- The transaction will be completed through Nuburu Defense LLC with total investments up to $5 million over three years, creating new recurring revenue streams through software subscriptions.
Nuburu stock closed Monday with an 86% gain, reaching $0.4750 per share. The rally continued in after-hours trading with another 30% jump to $0.6200.
The surge came after the company announced a binding agreement to acquire Orbit S.r.l., an Italian software firm. This represents Nuburu’s first move beyond its core blue laser business into defense software solutions.
The deal will be executed through Nuburu’s subsidiary, Nuburu Defense LLC. The structure involves two distinct phases spread over multiple years.
In the first phase, Nuburu Defense will begin with a $1.5 million payment to secure a 10.7% ownership stake in Orbit. Over the next three years, the company plans to invest up to $5 million total in the Italian firm.
The second phase involves acquiring the remaining shares of Orbit. This purchase is scheduled to complete by December 31, 2026, at a pre-money valuation of $12.5 million.
Software Capabilities Enter the Mix
Orbit develops software for business continuity and crisis response. The platform helps organizations maintain operations during disruptions across both physical and digital systems.
The technology has gained traction with NATO and defense agencies. These organizations are focused on digital transformation and improving their ability to handle threats.
Orbit’s software runs on a continuous operational cycle. This includes planning, sensing, decision-making, action, and learning phases.
Key features include situational awareness driven by open-source intelligence (OSINT). The platform also offers crisis alerting systems and automated compliance reporting tools.
These capabilities align with what defense sectors need for operational resilience. The software helps organizations prepare for and respond to various crisis scenarios.
Growth Projections and Market Entry
The acquisition positions Nuburu to enter a market valued between $2.9 billion and $3.6 billion. This global operational resilience market serves NATO, U.S., and EU defense sectors.
Orbit is projecting strong revenue growth over the coming years. The company estimates $3.22 million in revenue for 2026, climbing to $19.29 million by 2028.
The recurring revenue model from software subscriptions provides predictable income streams. This differs from Nuburu’s traditional hardware sales approach.
With global distribution rights for Orbit’s platform, Nuburu can now offer integrated solutions. The company will combine its laser hardware with Orbit’s software capabilities and Tekne’s electronic warfare systems.
This creates an end-to-end offering for mission-critical defense environments. Allied forces modernizing their infrastructure for hybrid threats represent the target customer base.
The deal underwent external financial review to determine fair valuation. Nuburu’s independent directors approved the transaction terms.
Orbit is owned by Alessandro Zamboni, who serves as Nuburu’s Co-CEO. The company followed governance protocols despite this connection.
Nuburu’s stock has struggled over the past year. Shares have fallen more than 50% in the last 12 months, trading between $0.12 and $1.60.
Year-to-date, BURU shares are down about 29%. However, this acquisition announcement reversed the downward trend dramatically with the 86% single-day gain on Tuesday.
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