Draganfly's military revenue potential is promising, backed by its defense partnership earlier this year with US prime contractor Global Ordnance. Revenue is growing, and after a year of consolidation, a run of gap-up days points to a possible momentum shift. x.com 

Draganfly is being re-rated from a consumer gadget maker to a defense technology supplier, whose long-term contract cash flows are worth far more than one-off sales. In June 2026 it bought Skip Dynamix and its Orca fixed-wing drone, adding long-endurance, low-cost wide-area patrol and opening more defense bids. It has won military contracts including with AFSOC and works with F4 Defense on counter-drone systems. At about $300 million market cap, single contracts can drive outsized growth. x.com  … Show more

Draganfly's atrocious level of dilution outweighs its appeal as an exciting Canadian drone play. Defense manufacturing is capex-heavy and small caps struggle to raise money, but dilution on this scale, seen at Volatus Aerospace too, is too much. x.com 

Draganfly is mispriced at 1.9x cash while the market sleeps on its defense drone wins. It holds $145M cash and zero debt against a $272M market cap. Recent wins include a DEVCOM counter-drone contract, an Air Force Special Operations FPV award, the Skip Dynamix acquisition and Palladyne AI swarm integration, all NDAA-compliant. x.com 

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 

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

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

LightPath's large drone-camera optics order validates its ability to scale production for military thermal imaging. An unnamed key defense customer ordered over 50,000 optical assemblies amid accelerating U.S. drone procurement; assemblies grew from 23% of FY2025 revenue to 44% in FY2026. x.com 

Electro Optic Systems is accumulating meaningful defense and space opportunities. It has MoUs for Czech vehicle systems and Indian high-energy lasers, was selected for the US Space Force's satellite-tracking reserve, and has an A$700m Kuwait counter-drone contract that could drive over 80% of revenue in 12–24 months. x.com 

Canadian small-cap defence names Firan Technology, Haivision Systems and Kraken Robotics are starting from a small base as the US, Canada and NATO all ramp up defence funding. x.com