How to Invest in Anduril in 2025: A Complete Guide to Private Market Opportunities

• Understanding Anduril's Business Model
• Current Investment Options for Anduril Stock
• When Will Anduril Go Public?
• Alternative Investments for Retail Investors
• ETFs With Defense Tech Exposure
• The Future of Defense Investing
• Final Thoughts
• Frequently Asked Questions

Anduril Industries has emerged as one of the most intriguing defense technology companies, blending Silicon Valley innovation with national security solutions. While its autonomous systems and AI-powered defense platforms attract significant investor interest, accessing Anduril stock remains challenging as the company stays private. This comprehensive guide explores legitimate investment pathways, alternative options, and what to expect from Anduril's potential future IPO.

Understanding Anduril's Business Model

Founded in 2017 by Oculus VR creator Palmer Luckey, Anduril Industries represents a fundamental shift in defense contracting - prioritizing agile software development over traditional hardware manufacturing. The company's Core innovation is its Lattice OS platform, an advanced autonomous command system that integrates real-time data from drones, ground sensors, and other battlefield assets into a unified operational picture.

Unlike legacy defense contractors focused on massive capital projects like fighter jets or aircraft carriers, Anduril takes a modular approach combining:

• AI-powered decision-making software
• Networked autonomous systems
• Rapid prototyping capabilities

The company has demonstrated remarkable growth through strategic acquisitions:

Industry analysts estimate Anduril's revenue grew from $420 million in 2023 to approximately $1 billion in 2024, though as a private company, these figures remain unverified. The company's valuation reportedly reached $28 billion during its Series G funding round in early 2025.

What makes Anduril particularly interesting is its Silicon Valley approach to defense contracting. The company operates with startup-like agility while tackling some of the Pentagon's most complex challenges. Its workforce includes significant talent from Palantir and other tech-defense crossover firms, creating what industry observers call the "Palantir diaspora" effect in national security innovation.

The company's focus areas align with emerging defense priorities:

• Autonomous systems integration
• AI-driven battlefield decision making
• Next-generation missile defense technologies
• Tactical edge computing solutions

While traditional defense stocks like Lockheed Martin and Northrop Grumman remain publicly traded options for investors, Anduril's private status creates unique challenges for those seeking exposure to its innovative defense technologies.

Current Investment Options for Anduril Stock

As of August 2025, Anduril Industries remains a privately held defense technology company, meaning its shares aren't available on public stock exchanges like the NYSE or Nasdaq. This creates unique challenges and opportunities for investors interested in gaining exposure to this innovative defense contractor.

Options for Accredited Investors

For qualified investors (those with a net worth exceeding $1 million excluding primary residence, or annual income above $200,000 for individuals/$300,000 for couples), there are limited pathways to invest:

It's worth noting that most employee shares come with right-of-first-refusal (ROFR) clauses, meaning Anduril can block unauthorized transfers. According to company statements, nearly all employee stock is subject to transfer restrictions requiring board approval.

Risks and Scams to Avoid

The private nature of Anduril's stock has led to numerous fraudulent schemes:

• Third-party brokers claiming to offer "pre-IPO" shares (Anduril states it doesn't work with such brokers)
• Investment funds promising indirect access (many lack actual Anduril holdings)
• Forward contracts attempting to circumvent ROFR provisions (may be legally void)

The company has been vocal about warning investors, stating: "Any offer to invest in Anduril that does not come from or through Anduril is very likely a scam." They recommend reporting suspicious offers to the SEC or FINRA.

Alternative Investment Options

For non-accredited investors or those seeking more liquid alternatives, consider:

According to TradingView data, the defense sector has shown relative stability despite broader market volatility, with the ITA ETF delivering 12.3% annualized returns over the past three years.

While Anduril's potential IPO remains speculative (company founder Palmer Luckey has suggested 2026 as a possibility), investors should carefully evaluate their options and risk tolerance when considering any private market investments.

When Will Anduril Go Public?

Anduril Industries, the defense technology company founded by Oculus VR creator Palmer Luckey, has been generating significant interest regarding its potential transition to public markets. While initial speculation pointed toward a possible 2026 debut, recent developments indicate the timeline remains fluid as the company continues to thrive in the private sector.

The company's strategic positioning at the intersection of advanced technology and national security creates unique considerations for its public market debut. Unlike conventional defense contractors or pure-play tech firms, Anduril's hybrid business model combines:

• Silicon Valley-style innovation cycles
• Defense sector contract stability
• Proprietary AI/autonomous systems
• Modular product development approach

Key indicators suggest Anduril may maintain its private status longer than initially anticipated:

For the investment community, this extended private phase creates both challenges and opportunities. Market analysts suggest monitoring these signals for potential IPO movement:

The defense technology landscape continues evolving rapidly, with Anduril positioned as a disruptive force regardless of its public market status. Observers recommend focusing on the company's technological advancements and contract wins as leading indicators of its long-term trajectory.

Alternative Investments for Retail Investors

For retail investors seeking exposure to advanced military technologies similar to Anduril's offerings, these publicly traded defense companies present viable alternatives:

1. General Dynamics (GD)

With a diversified portfolio spanning aerospace, marine systems, and combat vehicles, General Dynamics offers robust exposure to defense innovation. The company's Gulfstream business unit recently unveiled autonomous flight systems for military transport aircraft, while its mission systems division develops cutting-edge electronic warfare solutions.

Notable advantages:

• Leading supplier of nuclear submarines to the U.S. Navy
• Pioneering work in cybersecurity through GDIT
• Consistent dividend growth with 2.8% current yield

2. L3Harris Technologies (LHX)

This defense electronics specialist focuses on the sensor and communication systems that power modern warfare. L3Harris has emerged as a leader in space-based surveillance and electronic warfare systems, with recent contracts for next-generation military radios that incorporate machine learning for secure communications.

Recent milestones:

• Selected for Space Development Agency's missile tracking constellation
• Developing AI-powered signal processing for electronic warfare
• Expanding in unmanned surface vessel technology

3. Leidos Holdings (LDOS)

As a prime systems integrator, Leidos bridges the gap between traditional defense contracting and Silicon Valley innovation. The company's work on the Army's Integrated Visual Augmentation System (IVAS) demonstrates its capabilities in augmented reality for battlefield applications, while its cybersecurity solutions protect critical defense infrastructure.

Strategic differentiators:

• Leading provider of hypersonic missile defense systems
• Expanding portfolio of autonomous ground vehicles
• Strong position in health and logistics technology for military

These established defense players offer investors varying degrees of exposure to technological innovation while providing the liquidity and transparency of public markets. Analysts highlight Leidos as particularly well-positioned for growth in defense IT modernization, while General Dynamics offers stability through its shipbuilding backlog.

ETFs With Defense Tech Exposure

For investors looking to gain exposure to the defense technology sector through diversified instruments, exchange-traded funds present an efficient investment vehicle. Below are three specialized ETFs that target distinct segments within the defense and advanced technology space:

provides targeted exposure to companies developing advanced defense systems, including electronic warfare and space technologies. With a moderate expense ratio of 0.50%, this fund includes defense electronics leaders like BAE Systems alongside emerging innovators in military communications.

focuses specifically on breakthrough defense technologies, from quantum computing applications to advanced materials science. Its 0.60% expense ratio reflects its active approach to identifying next-generation defense solutions before they reach mainstream adoption.

offers pure-play exposure to the autonomous systems revolution, encompassing both military and commercial drone applications. While carrying a higher 0.70% fee, it provides access to specialized firms driving innovation in unmanned systems across all domains.

These funds represent differentiated approaches to defense technology investing, allowing portfolio construction based on specific technological themes rather than traditional sector classifications. Investors should consider their risk tolerance and investment horizon when selecting among these specialized products.

The Future of Defense Investing

The defense technology sector is undergoing a radical transformation, with private companies like Anduril Industries and SpaceX leading the charge in next-generation national security solutions. At the center of this shift is the "Golden Dome" initiative—a proposed $175 billion missile defense system that combines satellite networks, AI-driven analytics, and autonomous platforms to create a real-time threat detection and interception grid.

Unlike traditional defense contractors focused on hardware like fighter jets and battleships, Anduril represents a new breed of defense firm prioritizing software-first solutions. Its Lattice OS platform integrates data from drones, sensors, and autonomous systems to provide battlefield awareness. Meanwhile, SpaceX's reusable launch capabilities and Starlink satellite constellation position it as a critical infrastructure provider for space-based defense systems.

For investors, this creates both opportunities and challenges:

The investment landscape presents unique hurdles. While public companies like Palantir offer direct exposure to defense AI, the most innovative firms remain private. New financial instruments like the XOVR ETF attempt to bridge this gap by including select private holdings alongside public ones, though access remains limited.

Three key factors are driving this transformation:

For retail investors unable to access private markets, alternative options include:

• Public defense stocks with AI exposure (Lockheed Martin, Northrop Grumman)
• Specialized ETFs like the SPDR S&P Kensho Future Security ETF (FITE)
• Companies providing enabling technologies (semiconductors, cloud computing)

The BTCC research team notes that while the Golden Dome remains in development, its potential scale suggests it could reshape defense budgets for decades. However, investors should carefully consider their risk tolerance—many cutting-edge defense technologies face long development cycles and uncertain adoption timelines.

As national security becomes increasingly tech-driven, the line between Silicon Valley and the defense industrial base continues to blur. This creates both new investment opportunities and complex questions about how to value companies operating at this intersection.

Final Thoughts

The best investment strategy for 2025 depends entirely on your individual financial goals, investment timeline, and personal risk tolerance. Based on current market conditions and historical trends, three asset classes show particularly strong potential:

With potential market corrections ahead, undervalued companies with strong fundamentals may outperform growth stocks. Look for sectors with reasonable P/E ratios and consistent dividend histories.

Secondary cities with growing populations and infrastructure development offer compelling opportunities, especially in markets with favorable demographic trends. Consider REITs for diversified exposure.

The leading cryptocurrency continues to demonstrate its value as a hedge against monetary inflation and currency debasement. For those considering crypto exposure, platforms like BTCC provide secure trading options with advanced charting tools from TradingView.

However, the single most important investment you can make is in your financial education. Understanding market cycles, risk management, and portfolio diversification will serve you better than any single asset pick.

This analysis is provided by the BTCC research team using data from CoinGlass and other verified financial sources. Remember that past performance never guarantees future results, and you should always conduct thorough due diligence before making any investment decisions.

Frequently Asked Questions

Is Anduril publicly traded?

No, as of August 2025 Anduril remains a privately held company. Its stock isn't available on public exchanges, though accredited investors may find limited opportunities through secondary markets.

When will Anduril IPO?

While founder Palmer Luckey previously mentioned 2026 as a possibility, the company's recent $28 billion valuation target suggests it may delay going public while private funding remains available.

How can I buy Anduril stock?

Accredited investors can explore secondary markets like Nasdaq Private Market, though most transactions require company approval due to shareholder agreements. Retail investors currently have no direct access.

What are good alternatives to Anduril stock?

Public companies like Kratos Defense (drones), Palantir (military AI), and Lockheed Martin (defense tech) offer similar exposure. Defense-focused ETFs provide diversified options.

Is Anduril profitable?

As a private company, Anduril doesn't disclose financials. Third-party estimates suggest revenue grew from $420 million in 2023 to $1 billion in 2024, but profitability remains unknown.