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23.08.26 - 06:03
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Inside America′s Drone Arms Race: What Industry Experts See Ahead Of Procurement Supercycle (ZeroHedge)
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Inside America's Drone Arms Race: What Industry Experts See Ahead Of Procurement Supercycle
Our coverage of America's Group 1 to Group 3 drone industry has centered on Unusual Machines and Ondas, two companies positioned to reap the benefits from what could become a historic procurement cycle next year. The catalyst is the Department of War's Defense Autonomous Warfare Group, which is preparing to direct $55 billion toward autonomous systems. If that spending materializes as planned, companies offering NDAA-compliant drones and drone components, scalable manufacturing capacity, and field-ready platforms should be best positioned to capture the coming flood of orders.
For more clarity on the drone space, Canaccord Genuity recently hosted the "Drone Dominion" panel, which included executives from AeroVironment, Leonardo DRS, Unusual Machines, Codan Tactical Communications, and Juno Industries.
"The panel opened with a consensus that drone warfare has shifted from individual air...
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21.08.26 - 19:54
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Unusual Machines Jumps 7%, Ondas Climbs 4%, Kratos Defense Rises 3% as the Drone Trade Snaps Back (24/7 Wall St.)
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Thursday's drone selloff is finding a partial bid on Friday, with recovery size against drop size telling the real story. A group hit hard together is bouncing together, though unevenly and incompletely. Unusual Machines (NYSEAMERICAN:UMAC) stock is up 7% to $27.78 in Friday midday trading, snapping back after an 8% Thursday slide. Also, Ondas Holdings ... Unusual Machines Jumps 7%, Ondas Climbs 4%, Kratos Defense Rises 3% as the Drone Trade Snaps Back...
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19.08.26 - 02:48
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Drone Stocks See Limited Losses Tuesday During Nasdaq Sell-Off: Red Cat, Ondas Flat While AeroVironment Tumbles (24/7 Wall St.)
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Drone stocks held up remarkably well during Tuesday's Nasdaq sell-off. Red Cat Holdings (NASDAQ:RCAT) closed down 2%, Ondas Holdings (NASDAQ:ONDS) finished up 1%, essentially flat, while AeroVironment (NASDAQ:AVAV) fell roughly 4% to around $174. Let's review trading during in especially wild market day. Defense Names Sidestep the AI Hardware Rout Today's action told a clean ... Drone Stocks See Limited Losses Tuesday During Nasdaq Sell-Off: Red Cat, Ondas Flat While AeroVironment Tumbles...
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17.08.26 - 18:36
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Red Cat Slides 4% on Maritime Autonomy Deal, Ondas Holdings Pulls Back (24/7 Wall St.)
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Red Cat (NASDAQ:RCAT) shares are down 4% to $10.65 Monday afternoon, slipping despite a fresh maritime autonomy partnership announcement from the company's Blue Ops division. The pullback follows a scorching run that lifted Red Cat stock 21% for the week through Friday and 40% over the past month. The move looks like consolidation. Red Cat ... Red Cat Slides 4% on Maritime Autonomy Deal, Ondas Holdings Pulls Back...
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17.08.26 - 13:01
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"Ballpark To Battlefield": Ondas′ M&A Blitz Builds Drone And Ground Robotics Empire (ZeroHedge)
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"Ballpark To Battlefield": Ondas' M&A Blitz Builds Drone And Ground Robotics Empire
Our mid-June initiation, "How To Profit From the Asymmetric Warfare Boom," identified the leading public and private companies positioned across the drone and counter-drone space.
Our first single-name coverage focused on Unusual Machines on July 23 (read here). The stock has since surged nearly 77% (read here), signaling that Wall Street is beginning to reprice these defense names as the Ukraine-Russia conflict and the Gulf-area conflict have forever changed how warfare is conducted on the modern battlefield.
As our asymmetric-warfare boom theme continues to evolve, our attention now shifts to another AI-enabled defense and drone company that has spent the year on a merger-and-acquisition spree to expand its drone offerings ahead of a massive procurement supercycle for these technologies from the Department of War.
The bull thesis surrounding Ondas, according to Roth analyst Scott Searle,...
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14.08.26 - 19:24
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Unusual Machines Soars 22%, Red Cat Climbs 8%, Ondas Gains 4% on Trump’s 100% Drone Tariff (24/7 Wall St.)
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Unusual Machines (NYSE:UMAC) stock is soaring 22% to $33.24 midday Friday, leading a scattered rally in domestic drone names. The catalyst was President Trump signing a proclamation Thursday imposing tariffs on imported drones and unmanned aircraft parts, citing national security. Red Cat Holdings (NASDAQ:RCAT) shares are climbing 8% to $11.02, while Ondas Holdings (NASDAQ:ONDS) stock ... Unusual Machines Soars 22%, Red Cat Climbs 8%, Ondas Gains 4% on Trump's 100% Drone Tariff...
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