Trump's 100% tariffs on foreign-made drones should send demand soaring for US drone makers and suppliers. AeroVironment has a $1.2B funded backlog; Kratos has a $2.1B backlog and jet drones with no foreign substitute; Ondas, the fastest grower, posted a record $83.8M quarter. Red Cat's Black Widow is an Army program of record, Unusual Machines makes 15,000 NDAA-compliant motors a month, AIRO has a $163M drone backlog and LightPath's US-made infrared optics become the default. x.com  x.com  x.com  … Show more

Drones are the future of military warfare, and Ondas, Kratos Defense, Unusual Machines and AeroVironment are the best drone stocks to buy in what is a second chance at the sector. Another big contract or acquisition announcement is only a matter of time. x.com 

AEVEX Aerospace actually manufactures drones at scale, while Ondas mostly issues shares, making AEVEX the far better long. AEVEX did $432.9M of 2025 revenue to Ondas's $50.7M at 72% of the market cap, with $503M of funded backlog toward an $800M 2026 guide and 1,000 drones a month from Tampa. Ondas lacks a consolidated US factory, its share count went from 49M to 482M in three years, and it trades at 23-28x forward sales versus AEVEX's 4.5x. AEVEX's October lockup expiry is worth trimming into. … Show more

Public defense stocks look mispriced because demand and private valuations are rising while their shares fall 20%. Anduril raised $5 billion at $61 billion, about 28x sales, while Ondas trades near 5x with a comparable counter-drone stack. The five primes' backlog rose 23.7% to $1.36 trillion, and the Pentagon's FY2027 request has $75 billion for drones and counter-drone tech. Peace rotates spending rather than ending it, and as in the 1990s, a bear market should spur small-cap consolidation. … Show more

Defense and drone stocks have been oversold even though their fundamentals have not changed. Ondas offers explosive growth and counter-drone exposure, Kratos has Valkyrie and hypersonics, AeroVironment has Switchblade and Army contracts, Unusual Machines has leverage to drone components, and Red Cat has Army wins and NDAA-compliant drones. x.com 

Ondas Holdings' valuation is hard to justify, and its long-term risk/reward looks less favorable than AeroVironment or Kratos. Per @rzayev7895's read of the earnings, growth comes from acquisitions rather than organically, share count rose 200-300%, market cap roughly quadrupled, cash comes from stock sales, and most backlog arrived with acquired companies. Ondas is more than drones, with critical private networks, but that does not change the valuation view. x.com  x.com  x.com 

AeroVironment is a long-term buy on weakness because its counter-drone and directed-energy position keeps strengthening while the chart stays depressed. It won a $464.8M US Army LOCUST contract, its first US production contract for high-energy lasers, plus a >$50M international order, and is one of four systems in the US counter-drone directed-energy pilot ahead of a December shoot-off. The stock has built a $135-150 range for three months with improving MFI, a potential bullish divergence. … Show more

Drone makers AeroVironment, Kratos and Ondas look set for another strong run after the Trump administration imposed a 100% tariff on foreign-made drones, per @unusual_whales citing the NYT. Defense names including Lockheed Martin, RTX and General Dynamics are easy buys now ahead of a golden era in 2027-2028. As @fundmyfund notes, 2026 has been awful for many of these stocks, but long-term charts show big bases that can fuel powerful moves, and defense funding should arrive in coming weeks. x.com  … Show more

AeroVironment's latest print was solid but not full confirmation that profitability is on track. Revenue and EPS beat, funded backlog reached $1.5B and AxS grew 21%, validating demand, but SCDE fell 21% and EBITDA declined year over year. Even after the brutal defense selloff since Q1, whether the stock has bottomed is still unclear. x.com 

Legacy defense primes such as Lockheed Martin, RTX and Northrop Grumman are losing work as counter-drone contracts go to newer software-defined systems. The US deployment of Anduril's counter-drone system for homeland defense shows a company that did not exist a decade ago doing what legacy air-defense primes used to own outright. The trade is that reallocation inside flat-to-modest budgets, not the budget number itself. x.com