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Dear Fellow Investor,
Buy the Dips in These Three Drone Stocks
The Trump Administration has made drone dominance one of its top national priorities—and that’s creating some of the best profit opportunities we’ve seen in years.
For starters, President Trump’s much-anticipated “One Big Beautiful Bill” unlocks massive federal funding for domestic production. The legislation sets aside $33 billion in direct spending for advanced drones, autonomous systems, and broader U.S. defense modernization. This move alone is enough to ignite a surge in demand for American-made drones and related technologies.
But that’s just the beginning.
The President also unveiled an $892.6 billion defense and national security budget proposal for 2026, with a heavy emphasis on scaling unmanned aerial systems. For investors, that means more taxpayer money flowing into companies that build drones for the military, homeland security, and law enforcement agencies.
Even more importantly, Secretary of Defense Pete Hegseth rolled out a sweeping new policy directive titled “Unleashing U.S. Military Drone Dominance.” This measure cuts through years of red tape, making it far easier for American drone companies to sell directly to the military. It also eases constraints on scaling production and accelerates innovation by reducing delays tied to traditional procurement bottlenecks, including the cumbersome Blue UAS certification timeline.
And there’s yet another bullish catalyst:
U.S. Transportation Secretary Sean Duffy just proposed a new Beyond Visual Line of Sight (BVLOS) rule, designed to “safely integrate unmanned aircraft systems into the national airspace system.” According to the Department of Transportation, this rule will open the door for commercial drone operators, logistics companies, and critical infrastructure firms to fully deploy drone fleets at scale without today’s operational limits.
Together, these policies are fueling a boom that could send the global drone market soaring from $36.14 billion today to more than $88 billion, according to Grand View Research. That’s more than double the industry’s current size—and American companies are poised to take a far greater share of that market now that Washington is cutting dependence on Chinese-made drones.
For investors, this is a “buy-the-dip” opportunity in some of the market’s most explosive drone stocks.
Company: AeroVironment (SYM: AVAV)
We first highlighted AeroVironment (SYM: AVAV) back on July 14, when the stock traded near $268. Since then, shares soared to a high of $284.17 before pulling back to about $241.66.
That dip is exactly the type of setup long-term investors should love.
AeroVironment is one of the premier U.S. drone manufacturers, with products widely used by the Pentagon and allied defense forces. Its portfolio includes small unmanned aircraft systems (UAS) like the Puma and Raven, tactical missile systems, and even next-generation loitering munitions.
Just as importantly, analysts are waking up to the size of the opportunity. Needham recently initiated coverage on AVAV with a buy rating, noting the company’s total addressable market has expanded nearly fivefold to $50 billion. That growth is being driven by rising defense demand, new international orders, and the increasing role drones play in both intelligence gathering and combat operations.
With the stock pulling back to strong support around $230, AVAV looks like a textbook buy-the-dip candidate with long-term tailwinds.
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Company: Ondas Holdings (SYM: ONDS)
Another name to watch closely is Ondas Holdings (SYM: ONDS).
Shares temporarily dipped to $3.25 before rebounding to about $4.45—and analysts believe there’s much more upside ahead.
Needham calls Ondas “one of the best-positioned U.S.-based pure-play drone companies to capture accelerating demand for autonomous offensive and defensive platforms.” That’s a strong endorsement from a firm known for its expertise in identifying high-growth defense and aerospace names.
The numbers also tell a bullish story. Ondas recently reported an EPS loss of eight cents, beating estimates by two cents. Revenue came in at $6.27 million, up 553% year over year, and ahead of expectations by more than half a million dollars.
With strong execution, growing contracts, and a market that’s about to be supercharged by federal funding, Ondas has the potential to be one of the breakout drone plays of 2025–2026.
Company: Draganfly (SYM: DPRO)
The third name on our radar is Draganfly (SYM: DPRO)—a company that has already delivered spectacular gains for investors.
After bottoming out near $1.63 in June, the stock exploded to $7.30 before settling back to about $4.32. Now, it looks like it’s gearing up for another leg higher.
Fueling the move is news that the Department of Defense awarded Draganfly a contract for its Commander3 XL drone. Known as the “Swiss Army Knife” of drones for its adaptability, payload flexibility, and robust flight performance, the Commander3 XL will be used for intelligence, surveillance, and reconnaissance (ISR) missions requiring advanced capabilities.
This is exactly the type of validation small defense companies dream of—a U.S. military contract that demonstrates confidence in its technology and opens the door to larger deals in the future.
Given the stock’s sharp pullback after its summer rally, investors once again have a chance to accumulate shares at an attractive price before the next wave of momentum buying begins.
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