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Drone stocks are moving higher together, with Unusual Machines (NYSEAMERICAN:UMAC) stretching further than its listed peers. This session belongs to the group rather than to any single Unusual Machines story, and the shape of the bounce says a lot about where the buying is landing. In afternoon trading, Unusual Machines stock is up 6% to […]

Drone strikes on Saudi Arabia’s key pipeline showed how cheap unmanned aircraft can rattle critical infrastructure and energy markets almost overnight. That kind of wake up call puts a premium on companies that help detect and neutralise hostile drones, especially those with strong balance sheets and sizeable cash reserves. This article breaks down three financially solid drone defense stocks from our screener that fit that profile. The three stocks below are just a starting sample from this...

Red Cat shares have tumbled from their 52-week high as CEO Jeffrey Thompson sells $1.6 million worth of stock, putting insider activity in focus.

Red Cat (NASDAQ:RCAT) is positioning its drone and unmanned surface vessel businesses around lessons drawn from active conflict zones, with Chairman and CEO Jeff Thompson emphasizing battlefield testing, production readiness and interoperability as key differentiators. Speaking at a Piper Sandler e

Small-cap drone stocks are sliding in lockstep again Friday while the broader market barely flinches, and the pattern behind the selloff tells a very different story than it might appear on the surface.

In recent months, Red Cat Holdings outlined plans to reach US$150 million to US$180 million in 2026 revenue, underpinned by AI-enabled Black Widow drones, Hellcat systems for Ukraine and Blue Ops unmanned surface vessels, while scaling manufacturing to meet defense demand without building new facilities. At the same time, the company’s revenue miss against Wall Street expectations and mixed analyst reactions highlight the execution risks that accompany its rapid ramp-up in advanced drone and...

AVAV's expanding autonomous and defense technology portfolio is driving growth, contracts and new opportunities across UAS and directed energy.

Red Cat Holdings (RCAT) operates in the drone and robotics sector, where peers like Draganfly are expanding secure, domestic technology through partnerships and acquisitions. This activity brings renewed attention to how RCAT’s defense-focused portfolio is positioned. Recent price action has been rough for Red Cat Holdings, with the share price falling about 32% over the past month and roughly 38% over the last 90 days, while the 1-year total shareholder return is down about 37%. Despite...

Something is breaking down inside the drone trade, and it is not hitting every name the same way. The split forming across the group this session points to a shift in how the market is pricing these stocks against each other.

By Karen Roman Swarmer, Inc.’s (Nasdaq: SWMR) pending acquisition ofUkrainian unmanned-ground-vehicle maker Ratel Robotics could lead to $200 million in 2027 revenue and $20 million in adjusted EBITDA, according to a research note by Lucid Capital Markets. Swarmer, which boasts Blackwater founder and industry veteran Erik Prince as its non-executive chairman, is in a definitive […] The post Swarmer Targets $200M in Pro Forma Revenue Next Year – Report appeared first on ExecEdge.

Draganfly is expanding secure-drone capabilities as demand grows for domestic systems, with defense wins, partnerships and rising sales.

AeroVironment won a $465 million Army laser weapon contract and posted record revenue, while Kratos and Red Cat Holdings also stand to benefit from growing military demand for high-energy laser and counter-drone technology.

AeroVironment (NASDAQ:AVAV) stock is up 6% to $155.22 midday Monday, extending a post-earnings recovery the rest of the drone group hasn’t joined. The move follows the defense contractor’s fiscal first-quarter results reported earlier this month. The gain still leaves AeroVironment shares down 36% year to date. Ondas (NASDAQ:ONDS) stock is rising 2% to $7.37 on […]

ONDS has raised its 2026 revenue target to $525-$550 million, but hitting it hinges on a steep H2 ramp in backlog conversion and production scaling.

The insider disposed of 13% of his direct stake in the drone technology firm.

UMAC stock has exploded higher while its closest drone rivals have actually lost ground, putting investors at a crossroads that could define their returns for the rest of the year.

Ondas has lifted its 2026 revenue outlook as Q2 sales and backlog have surged, putting backlog conversion and margin progress at the center of execution.

ONDS' 18.2% pullback comes as revenues, backlog and orders surge, but widening losses, cash burn and M&A integration risks still cloud the value case.

ONDS pairs explosive 2026 revenue growth and a $757 million backlog with widening losses, cash burn and integration risks that test its path to profit.

Analysts see high-risk, high-reward potential in Red Cat Holdings, Taysha Gene Therapies, and Solaris Resources, each projected to roughly double despite significant company-specific risks.

Ondas' shares are down 21.9% YTD despite surging revenues and backlog, as losses, cash burn and M&A execution risks keep investors cautious.

Oil price strength and higher energy costs are feeding through to inflation readings, which keeps pressure on interest rates and government budgets. Defense spending can become harder to plan in this setting, so financially solid contractors can have an edge. This article focuses on drone defense companies with robust balance sheets and strong cash positions and highlights three stocks from this group that merit a closer look. The three stocks profiled below are just a starting point, since...

Something unusual is happening across drone stocks this Tuesday morning, and the pattern of declines reveals exactly what kind of market day this is and who gets hurt most when risk appetite vanishes from speculative defense names.

Drone stocks are selling off hard at midday while the broader market climbs, and no earnings miss, contract loss, or macro scare explains the divergence. Something specific is happening inside the drone complex that has nothing to do with the headlines.

Drone stocks are cratering Monday at five times the rate of the broader tech market, and not one of these companies reported a single piece of bad news. The reason behind the selloff reveals something important about how these names behave when risk appetite shifts.

Red Cat Holdings stock has delivered a very large 3 year gain, but at a recent price of US$9.62 it now screens as expensive on Simply Wall St's valuation checks. Recent corporate developments and policy news have kept the story in focus, which raises questions about how much of that is already reflected in the current valuation. Red Cat Holdings has returned about 912.5% over the past 3 years, which can leave new buyers with less room for error if expectations reset. Expansion of unmanned...

Red Cat Holdings’ Blue Ops division recently partnered with Havoc to integrate collaborative autonomy and command-and-control software across key uncrewed surface vessels for U.S. and allied defense customers, while also expanding joint demonstration and training fleets in Rhode Island and Florida. Together with a very large year-over-year revenue increase and ongoing production scaling, this integrated maritime autonomy push underscores how Red Cat is evolving from a pure drone maker into a...

Red Cat Holdings (RCAT) recently drew fresh attention after its Blue Ops maritime division agreed to integrate Havoc’s collaborative autonomy and command-and-control software across multiple uncrewed surface vessels for U.S. and allied defense customers. See our latest analysis for Red Cat Holdings. Recent trading reflects a mixed picture for Red Cat Holdings, with a 30 day share price return of 25.92% but a 7 day share price decline of 13.57%, while the 1 year total shareholder return is...

Both companies burn cash heavily, but their paths to profitability, and valuations, diverge sharply.

The provider of advanced drone solutions for defense and national security reported a notable insider stock sale amid strong market gains.