Nuburu Inc. Expands into Software‑Driven Resilience with Acquisition of Orbit

Nuburu Inc. (NYSE American: BURU), the industrial technology company best known for its high‑performance blue laser systems used in battery manufacturing and 3D metal printing, has announced a strategic move into the software domain. By securing operating control of Orbit S.r.l., a revenue‑generating SaaS platform that specializes in operational resilience, risk intelligence, and mission‑critical decision support, Nuburu is adding a recurring‑revenue business line that complements its existing laser, drone, and electronic‑warfare product portfolio.

How the Deal Was Structured

The control of Orbit was achieved through a $2.0 million capital increase that Nuburu had announced in October 2025. Nuburu’s wholly‑owned subsidiary, Nuburu Defense LLC, subscribed to both tranches of the investment, allowing the company to acquire roughly 22 % of Orbit’s issued and outstanding equity. Importantly, the investment package granted Nuburu enhanced governance and reserved‑matter rights that effectively give it control over Orbit’s operations and strategy. With the transaction closed, Orbit is now fully consolidated into Nuburu’s U.S. GAAP financial statements, marking the first time the company’s software arm is reflected on its balance sheet.

Strategic Implications

  • Dual‑Use Expansion: Nuburu has long positioned itself at the intersection of industrial manufacturing and defense technology. The Orbit acquisition deepens its defense and security capabilities, providing a software layer that can be integrated with its laser systems and unmanned aerial platforms. This aligns with the company’s multi‑vertical growth strategy, which seeks to combine hardware and software for end‑to‑end solutions in both commercial and military markets.

  • Recurring Revenue Stream: Orbit’s SaaS model delivers predictable, subscription‑based income, which contrasts with the project‑based revenue typical of laser and additive‑manufacturing contracts. This diversification is expected to stabilize cash flows and improve earnings predictability—an attractive proposition for investors given Nuburu’s current price‑to‑earnings ratio of –0.1.

  • Scalability and Data Synergy: The resilience platform’s focus on operational risk and decision support dovetails with Nuburu’s physics‑based laser technology. By integrating these capabilities, the company can offer clients a comprehensive suite that covers both the physical manufacturing process and the digital oversight required to maintain operational continuity—particularly critical in defense environments.

Financial Snapshot

As of January 22, 2026, Nuburu’s share price closed at $0.191, well below its 52‑week high of $0.85 and near the 52‑week low of $0.121. The company’s market capitalization stands at approximately $690 260, reflecting the small‑cap status that often accompanies high‑growth, niche technology firms. While the acquisition of Orbit introduces additional revenue and margin potential, the overall valuation remains modest, offering room for upside if the new software business scales as projected.

Looking Ahead

Nuburu has indicated that it plans to pursue a full acquisition of Orbit’s remaining equity interests, contingent upon shareholder approval. Should this step be completed, the company would gain complete control over the SaaS platform, potentially unlocking further synergies and cost savings. Meanwhile, the existing 22 % stake and governing rights already provide a significant strategic foothold.

Investors and analysts will now be watching how effectively Nuburu can integrate Orbit’s software solutions with its laser and defense assets, and whether this dual‑use strategy translates into measurable financial gains. The next quarterly reports will be critical in assessing the early performance impact of this new venture, particularly in terms of recurring revenue growth and margin expansion.