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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 […]

China urged the U.S. to remove new tariffs on drones and related parts.

Red Cat just announced a maritime autonomy partnership and watched its stock drop anyway, raising a pointed question about whether Friday's drone tariff rally created a gap between investor enthusiasm and the company's actual order book.

Red Cat stock soars as Trump announces aggressive tariffs on foreign drones. But Wall Street believes RCAT shares will rip higher through the remainder of 2026.

Trump just signed a proclamation slapping steep tariffs on imported drones, and the winners inside the sector are not who most investors expected. Here is why the reaction splits so sharply across the group.

American drone companies got a sudden lift in the stock market Friday after President Trump announced plans to impose tariffs on imported drones.

Drone makers and suppliers, including two companies with ties to the Trump family, rallied Friday after the White House said it’s applying a tariff on imports of unmanned aircraft systems and their components.

Drone stocks are rising following President Donald Trump’s new tariff policies on imported drones and components.

Trump’s new tariffs put duties of up to 100% on imported drones and parts while encouraging companies to manufacture more products in the U.S.

Revenue surged 520% as drone deliveries accelerated and customer base diversified.

Investing.com -- President Donald Trump signed a proclamation Thursday imposing aggressive tariffs on imports of unmanned aircraft systems and their critical components under Section 232 of the Trade Expansion Act. The action establishes a layered duty regime designed to curb reliance on foreign supply chains, address pressing national security concerns, and accelerate domestic production capacity across the industrial base. Under the new order, heavy industrial and military-grade drones, specif

Ondas raised its revenue outlook and still got punished, breaking a monthlong winning streak in a sector where every drone name is now watching its back. The selloff raises a pointed question about whether richly valued momentum stocks can survive their own good news.

Moby summary of Red Cat Holdings, Inc.'s Q2 2026 earnings call

Red Cat (NASDAQ:RCAT) reported second-quarter 2026 revenue of $20.2 million, up 520% from $3.2 million a year earlier, as deliveries across its drone portfolio and defense programs increased. The company said revenue for the first six months of 2026 reached $35.7 million, compared with $4.8 million

Red Cat faces pressure from executive turmoil, lawsuit, insider selling, and weak performance and investor concerns ahead of Q2 earnings.

By Karen Roman Ondas Inc. (Nasdaq: ONDS) said it acquired DZYNE Technologies at $875.8 million, expanding its portfolio across multi-domain ISR, counter-UAS, precision strike, mission intelligence and autonomous systems for […]

Monday - US Markets Closed for Memorial Day Cognex Corp. What happened? On Tuesday, JPMorgan upgraded Cognex Corporation (NASDAQ:CGNX) to Overweight with $75 price target. *TLDR: JPMorgan: Buy Cognex for AI growth. What’s the full story? JPMorgan is upgrading Cognex to Overweight, bumping the price target to $75. Why? Because the firm is betting 35 times its FY27 adjusted EBITDA estimate that if you slap "proprietary AI-enabled solutions" onto factory vision tech, the customer base doubles and e

(Bloomberg) -- Shares of drone makers and suppliers rallied Thursday after a report said the Trump Administration is exploring potential funding deals with a group of companies to increase domestic production and lower costs.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermIran’s Khamenei Says No Going Back for Middle East Rocked by WarApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekTwo More Oil Supertankers Exit Hormuz to Help Push Up FlowsEx-Preside

Defense drone stocks are surging at midday Thursday after a Wall Street Journal and CNBC report indicated the Pentagon is in talks with drone manufacturers about funding deals that could include direct federal equity stakes. Unusual Machines (NYSE:UMAC) stock leads the rally with a 58% intraday jump, while Red Cat Holdings (NASDAQ:RCAT) stock is up ... Trump Invested in Intel And it Soared 500%. Here’s the Next Industry the Government is Buying.

Red Cat Holdings (NASDAQ:RCAT) shares gained 3% on Wednesday after the company completed its acquisition of Quaze Technologies, a Québec-based developer specializing in wireless power transfer systems for unmanned platforms. Quaze will continue operating as an independent business unit within Red Cat while advancing its wireless power technology for integration across the company’s product ecosystem.

Red Cat (NASDAQ:RCAT) reported record fiscal first-quarter 2026 revenue and outlined a sharply expanded opportunity pipeline tied to U.S. and allied demand for unmanned aerial and surface systems, according to management on the company’s earnings call. Chief Executive Jeffrey Thompson said the comp

Red Cat Holdings Inc (RCAT) reports an 849% revenue increase, driven by advanced drone technologies and strategic market positioning, despite facing operational challenges.