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

US drone stocks such as Ondas, AeroVironment, Kratos, Unusual Machines and Red Cat are set for a legendary rotation as the Trump administration is in talks to fund US drone companies, per a WSJ report shared by @zerohedge. 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 

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 

Drone stocks fell in 2026 even as backlogs hit records: Ukraine turned aircraft into ammunition, and the Pentagon's 2027 request holds nearly $75B for drones and counter-drone. AeroVironment's reordered loitering munitions and Kratos's jet drones are highest conviction. Counter-drone names Ondas, Axon, Motorola Solutions, Safe Pro, DroneShield and Rheinmetall gain as threats grow, Unusual Machines from Chinese-parts bans. Primes bury drone exposure; pure plays may not convert backlog. x.com  … Show more

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 

Drone stocks could go on a tear this fall because drone funding is bipartisan, so a likely Democratic midterm win shouldn't derail the trade. Democrats backed Ukraine war funding and could pass bigger, faster aid. Drone bills, from the Chinese-drone ban to the COUNTER Act, have co-sponsors from both parties, so drones and counter-drones are the least contested part of the $1.5T budget. Nearly every drone stock beat and raised, yet sentiment is still depressed. LightPath stands out. x.com  x.com  … Show more

A US military-budget increase would be well-timed for defense stocks as most appear to be bottoming or sitting on support. If history repeats, one will probably be announced soon. Since the earlier sell signals, Amprius is down about 42%, AeroVironment about 60% and Ondas about 54%; many other names also look oversold. 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

Drone and autonomy stocks are where government money is going next, as Trump pursues funding deals to boost domestic drone production. Dell is up over 50% since Trump said to buy it, and drone names could do the same once he announces picks. The list spans AeroVironment, Kratos, Red Cat, Ondas, Draganfly, Unusual Machines, Swarmer and Palladyne AI; counter-drone names DroneShield and L3Harris; and primes Northrop Grumman, Lockheed Martin, Textron, General Dynamics and Boeing. x.com  x.com