Trump's Drone Dominance Play: US Government May Soon Own Stakes In These Stocks

The Trump administration is in active talks to take equity stakes in domestic drone manufacturers through the Pentagon's Office of Strategic Capital. This follows the June 2025 'Drone Dominance' executive order and FY2027 defense budget allocating tens of billions for drone production, targeting 300,000 low-cost attack drones by 2027. The $1 billion Drone Dominance Program is actively running with 49 companies competing in Phase II qualifying events.

05/28/2026, 10:57 AM • Benzinga

Drones-Led Disruption Accelerates as Commercial Adoption Surges Across Industrial Markets

The Drone-as-a-Service (DaaS) market is experiencing rapid growth across industrial sectors including construction, agriculture, energy, and infrastructure inspection. The global DaaS market is estimated at $6-8 billion in the mid-2020s and projected to reach $25+ billion within a decade. Key developments include ZenaTech's acquisition of an Alberta-based surveying company for oil and gas services, Draganfly's counter-drone system contract with Army Research Laboratory, Quantum Cyber's autonomous ground vehicle patent filing, Red Cat's acquisition of wireless power technology company Quaze, and Safe Pro's AI threat detection collaboration with Lantronix.

05/21/2026, 9:30 AM • Benzinga

Draganfly to Host Shareholder Update Call on May 11, 2026

Draganfly Inc. announced a shareholder update call scheduled for May 11, 2026, where CEO Cameron Chell will discuss recent milestones and strategic direction, while CFO Paul Sun will review Q1 2026 financial highlights. The company also announced that its Flex FPV Drone was selected by two additional U.S. Department of War units, reflecting continued demand for its defense systems. Additionally, Draganfly partnered with Japanese drone maker ACSL as an exclusive distributor to bring NDAA-compliant drones to the Canadian market.

05/08/2026, 4:00 PM • GlobeNewswire

Drones as a Service Emerges as Critical Infrastructure for Modern Business and Defense Ops

The Drone-as-a-Service (DaaS) market is rapidly expanding as a scalable solution for commercial and defense applications, projected to grow from $6-8 billion today to $27-179+ billion by 2030. ZenaTech reported record 558% revenue growth to $12.9M in 2025 driven by 20 acquisitions, while competitors including Ondas, Unusual Machines, Draganfly, and Kratos are advancing defense contracts and expanding their autonomous systems capabilities.

04/29/2026, 9:47 AM • Benzinga

The Arms Race Has Gone Airborne: What Investors Need to Know

The defense sector is entering a super cycle driven by geopolitical tensions and the rapid advancement of autonomous, AI-enabled drone technology. Edge AI capabilities eliminate connectivity vulnerabilities, while the economics of drone warfare have flipped—allowing inexpensive drones to overwhelm expensive defense systems. Military procurement timelines have compressed from years to 1-2 years, with 2027 projected as the breakout year for revenue scaling. Companies with full product line ecosystems and vertical integration are positioned to lead this multi-year spending wave.

04/06/2026, 5:46 PM • Investing

Global Counter-UAS Interceptor Market Surges Amid Escalating Drone Warfare Threats

The global counter-UAS (unmanned aerial system) interceptor market is experiencing rapid growth, projected to expand from $6-8 billion in the mid-2020s to over $20 billion by 2030, driven by escalating drone warfare threats and the need for advanced defense systems. Key players including ZenaTech, VisionWave, Draganfly, AeroVironment, and Safe Pro Group are advancing counter-drone technologies through manufacturing expansion, government contracts, and innovative defense solutions.

04/02/2026, 9:50 AM • Benzinga

Draganfly Stock Sheds 21% Post-Earnings — Here's Why It's Still A Buy

Draganfly (NASDAQ: DPRO) stock fell 21.8% following disappointing Q4 earnings, with a wider-than-expected loss of 24 cents versus 13 cents consensus and revenue missing estimates by 19%. However, the company achieved record 2025 revenue of $7.7 million (up 18% YoY) driven by growing drone demand in defense and public safety. Despite the miss, analysts maintain a Buy rating with a $13 price target, suggesting 160% upside potential as the sell-off appears to be an overreaction to non-recurring inventory charges.

03/25/2026, 6:21 PM • Benzinga

Billions in Flight: AI and Autonomous Drone Technologies Set to Disrupt Global Markets

AI-powered autonomous drones are transforming logistics, defense, and infrastructure sectors with the global AI-in-drone market projected to grow from $12.3 billion in 2024 to over $51.3 billion by 2033. Key developments include ZenaTech's integrated counter-UAS system combining interceptor drones with AI software, Draganfly and Palladyne AI's successful swarm autonomy integration, and AgEagle's eBee VISION system selection by the U.S. Army for training programs.

03/25/2026, 8:30 AM • Benzinga

Autonomous Warfare Takes Flight: Military Drone Market Set for Explosive Growth Through 2030

The global military drone market is experiencing rapid expansion, projected to reach $22.81 billion by 2030 from $15.8 billion in 2025. The counter-drone market is expected to grow at 26.5% CAGR to $14.51 billion by 2030. Multiple defense companies are advancing autonomous drone technologies and counter-UAS solutions, including interceptor systems designed to address asymmetric warfare challenges at significantly lower costs than traditional air defense systems.

03/19/2026, 9:50 AM • Benzinga

Draganfly Announces Pricing of US$50.0 Million Registered Direct Offering

Draganfly Inc. announced a registered direct offering of 7.15 million common shares at US$7.00 per share, raising approximately US$50 million in gross proceeds. The company plans to use the funds for general corporate purposes, including product development, growth initiatives, working capital, potential acquisitions, and R&D. The offering is expected to close on February 27, 2026, subject to regulatory approvals.

02/25/2026, 8:50 PM • GlobeNewswire

Drone Stocks Soar As Trump Clips The Wings of Defense Majors

President Trump threatened to ban stock buybacks and dividends for defense contractors failing to meet production benchmarks and proposed capping executive compensation at $5 million for underperforming firms. However, he also proposed expanding the military budget to $1.5 trillion in 2027. While major defense contractors initially dropped 4-6%, smaller drone and autonomous systems manufacturers surged on expectations of increased Pentagon contracts and a decentralized domestic manufacturing base.

01/08/2026, 1:27 PM • Benzinga

Maduro Down, Drone Stocks Up After Venezuela Mission

Following the U.S. capture of Venezuelan President Nicolás Maduro on January 3, drone stocks surged on Monday as markets recognized the effectiveness of unmanned technology in the operation. The precision raid on Caracas involved over 150 aircraft and demonstrated drone systems' critical role in disabling air defenses and providing real-time intelligence, prompting investors to pivot toward autonomous defense systems.

01/05/2026, 12:05 PM • Benzinga

Drone Stocks Catch A Tailwind As FCC Grounds China

The FCC has banned foreign-made drones, particularly Chinese manufacturers DJI and Autel, from the U.S. market following a national security determination. This regulatory action has created a significant market opportunity for domestic drone manufacturers, with five key U.S. companies positioned to capture market share previously dominated by Chinese competitors.

12/24/2025, 12:18 PM • Benzinga

Digital Revolution in Industrial Sectors Continues to Accelerate Demand for The Drone Mapping Market

The drone surveying market is projected to grow from $1.97 billion in 2025 to $11.49 billion by 2035, driven by increasing demand for aerial intelligence and high-precision mapping across agriculture, mining, construction, and environmental monitoring sectors.

10/09/2025, 9:05 AM • Benzinga

Drone-as-a-Service Market Estimated to Reach $27 Billion By 2033 as Drone Manufacturers Ramp up Production Efforts

The global Drone-as-a-Service (DaaS) market is projected to grow from $6.3 billion in 2024 to $27.3 billion by 2033, with a CAGR of 18.1%. DaaS offers scalable aerial drone services across industries like construction, real estate, and public safety, enabling businesses to access advanced drone solutions without technical expertise.

10/02/2025, 9:20 AM • Benzinga