Dec. 6 at 10:07 PM
$BURU Reasons for Potential Positive Impact
Market Opportunity: The JV targets the substantial NATO UAV (unmanned aerial vehicle) defense market, estimated at
$7 to
$10.3 billion annually.
Revenue Projections: The companies anticipate the JV reaching approximately
$100 million in annual revenue by the end of 2028.
Strategic Shift: The agreement is a key component of Nuburu's strategic transformation from an industrial blue-laser company to a defense and security solutions provider, a move that has generally been viewed favorably by the market.
Previous Market Reaction: When the Strategic Framework Agreement for the JV was first announced in October 2025, Nuburu's stock experienced a significant surge (up to 25% in premarket trading), indicating a positive initial market reception to the news.
European Hub: The definitive agreement aims to establish a European-based manufacturing and research hub under Italian law, which could enhance its position in the European defense market