Today: 8 February 2026
Subscribe
Browse Category

Drones News 22 November 2025 - 28 January 2026

DroneShield stock (ASX:DRO) slides as JPMorgan pops up as 5% holder — what investors watch next

DroneShield stock (ASX:DRO) slides as JPMorgan pops up as 5% holder — what investors watch next

DroneShield shares fell 3.7% to A$3.87 by late morning Monday after a filing showed JPMorgan Chase & Co and affiliates surpassed Australia’s 5% “substantial holder” threshold. The S&P/ASX 200 index rose about 0.7%. The JPMorgan stake, mostly from securities lending, totaled around 46.5 million shares. Traders are watching upcoming contract payments and governance milestones.
12 January 2026
··
Kratos Defense stock (KTOS) jumps again on Valkyrie drone deal, Trump budget push and fresh target hikes

Kratos Defense stock (KTOS) jumps again on Valkyrie drone deal, Trump budget push and fresh target hikes

Kratos Defense shares jumped 9.3% Friday to $113.70, capping a 43% rally since Jan. 2 after Trump proposed a $1.5 trillion 2027 defense budget. The company confirmed it does not pay dividends or buy back stock, backing reinvestment. Northrop, using Kratos’ Valkyrie airframe, secured a $231.5 million contract to develop unmanned Marine Corps aircraft. Kratos reports earnings Feb. 25.
11 January 2026
··
AeroVironment stock (AVAV) jumps as Trump’s defense-budget push keeps drone makers in focus

AeroVironment stock (AVAV) jumps as Trump’s defense-budget push keeps drone makers in focus

AeroVironment shares rose 4.9% to $362.02 after President Trump proposed a $1.5 trillion U.S. military budget for 2027 and signed an order tying contractor payouts to weapons delivery. Parry Labs announced a partnership with AeroVironment on the Army’s new P550 drone. The FCC granted exemptions for some AeroVironment drone imports through 2026. The stock traded near its 52-week high.
9 January 2026
···
AeroVironment stock jumps as Trump’s $1.5 trillion defense-budget call lifts drone names

AeroVironment stock jumps as Trump’s $1.5 trillion defense-budget call lifts drone names

AeroVironment shares jumped 8.8% to $346.45 in late morning trading Thursday after touching $371.20, as U.S. defense stocks rebounded on news of a proposed $1.5 trillion 2027 military budget. The rally followed President Trump’s order barring defense contractor dividends and buybacks until weapons production accelerates. The FCC also announced a temporary exemption for some foreign-made drone imports through 2026.
8 January 2026
··
DroneShield Limited stock slips as JPMorgan drops off the 5% holder list — what investors watch next

DroneShield Limited stock slips as JPMorgan drops off the 5% holder list — what investors watch next

DroneShield Ltd shares fell 1.0% to A$3.85 after a filing showed JPMorgan Chase & Co. and affiliates dropped below the 5% substantial holder threshold. About 21 million shares changed hands. The company recently promoted Louis Gamarra to chief commercial officer and last month announced an $8.2 million contract to supply counter-drone systems to a western military customer.
8 January 2026
··
NASA wants a long-range drone detection system at Kennedy Space Center as security tightens

NASA wants a long-range drone detection system at Kennedy Space Center as security tightens

NASA has issued a notice seeking a drone detection and analysis system for Kennedy Space Center, requiring 24/7 coverage and detection of unknown drones at least 40 nautical miles away. The work may involve classified information. The move follows increased public activity at the site, including new Fraggle Rock-themed programming at the Kennedy Space Center Visitor Complex.
30 December 2025
···
Ondas Holdings (ONDS) Stock Slides on Heavy Volume as Investors Weigh Dilution Filing and 2026 Drone Catalysts

Ondas Holdings (ONDS) Stock Slides on Heavy Volume as Investors Weigh Dilution Filing and 2026 Drone Catalysts

Ondas Holdings shares fell about 7% to $8.48 Friday on heavy volume, while major indexes were flat. The drop followed a recent Form 8-K detailing the issuance of over 7.6 million new shares tied to exchange agreements and a projected $56.6 million non-cash charge for Q4. Ondas has not released new press statements since mid-December.
28 December 2025
···
Military Tech Stocks Week Ahead (Dec. 22–26, 2025): Space Force Satellite Awards, Drone Dominance, and Analyst Calls in Focus

Military Tech Stocks Week Ahead (Dec. 22–26, 2025): Space Force Satellite Awards, Drone Dominance, and Analyst Calls in Focus

The U.S. Space Force’s Space Development Agency awarded $3.5 billion in contracts to Lockheed Martin, L3Harris, Northrop Grumman, and Rocket Lab to build 72 Tracking Layer satellites for missile defense. Each company will deliver 18 satellites under fixed-price agreements. The contracts mark a shift toward recurring tech upgrades in defense spending. Markets may see outsized moves due to thin holiday trading.
21 December 2025
······
Ondas Holdings (ONDS) Stock News and Forecasts as of Dec. 20, 2025: Roboteam Deal, Border-Drone Program, Analyst Targets, and the Risks Investors Are Watching

Ondas Holdings (ONDS) Stock News and Forecasts as of Dec. 20, 2025: Roboteam Deal, Border-Drone Program, Analyst Targets, and the Risks Investors Are Watching

Ondas Holdings shares closed at $9.22 on Dec. 19, 2025, after a year marked by volatile trading and a 52-week range from $0.57 to $11.70. The company drew attention with heavy volume on Dec. 18 and a “Moderate Buy” analyst consensus. Ondas recently announced a contract to develop an autonomous border protection system using thousands of drones for a government client, with an initial order expected in January 2026.
20 December 2025
···
Defense Technology Stocks Today: US Defense Contractors, AI, Drones and Cyber Names React to Policy Risk and 2026 Spending Tailwinds (Dec. 17, 2025)

Defense Technology Stocks Today: US Defense Contractors, AI, Drones and Cyber Names React to Policy Risk and 2026 Spending Tailwinds (Dec. 17, 2025)

Shares of major U.S. defense contractors fell in premarket trading Wednesday after reports the Trump administration is preparing an executive order to restrict dividends, buybacks, and executive pay for firms with over-budget or delayed programs. Meanwhile, the Senate moved closer to passing a $901 billion defense bill, including a 3.8% troop pay raise, signaling continued high defense spending into 2026.
17 December 2025
····
Ondas Holdings (ONDS) Stock on December 8, 2025: New Ukrainian Drone Deal Caps a Wild Year for This Autonomous Defense Play

Ondas Holdings (ONDS) Stock on December 8, 2025: New Ukrainian Drone Deal Caps a Wild Year for This Autonomous Defense Play

Date: December 8, 2025 – For informational purposes only; not investment advice. Ondas Holdings at a Glance: A Microcap That Became a $3.4 Billion Defense Platform Ondas Holdings Inc. (NASDAQ: ONDS) has had the kind of 12‑month run that makes risk managers sweat. As of late trading on December 8, 2025, ONDS is changing hands around $9.20–$9.30 per share, with a market cap of roughly $3.4 billion.StockAnalysis+1 According to StockAnalysis, Ondas’ market value has surged to $3.44 billion, up an eye‑watering 6,537% over the past year as investors repriced the company from a speculative drone-and-wireless microcap into a cash‑rich autonomous
8 December 2025
··
RCAT Stock Forecast for 2025–2026: Can Red Cat Holdings Turn the Drone Supercycle Into Lasting Gains?

RCAT Stock Forecast for 2025–2026: Can Red Cat Holdings Turn the Drone Supercycle Into Lasting Gains?

Red Cat Holdings (NASDAQ: RCAT) is back in the spotlight. The defense‑drone specialist has just reshuffled its leadership team, posted explosive revenue growth, drawn fresh institutional money—and still trades well below its 2025 highs. As of the close on Friday, December 5, 2025, RCAT stock finished at $8.02, giving Red Cat a market capitalization of roughly $957 million. The shares sit about 75% above their 52‑week low of $4.58 and roughly 52% below the high of $16.70 set in October. MarketBeat+1 Here’s a deep dive into the latest RCAT news, Wall Street forecasts, and what it all might mean for
7 December 2025
····
DroneShield and EOS Cooperation in 2025: How Australian Counter‑Drone Tech Is Reinforcing NATO Air Defences

DroneShield and EOS Cooperation in 2025: How Australian Counter‑Drone Tech Is Reinforcing NATO Air Defences

In 2025, two Australian companies – DroneShield and Electro Optic Systems (EOS) – moved from niche suppliers to central actors in NATO’s response to the drone threat over Europe and Ukraine. Their technologies are different but complementary: DroneShield specialises in “soft‑kill” detection and jamming, while EOS brings “hard‑kill” effectors such as guns, lasers and, now, interceptor drones. Importantly, there is no publicly announced formal joint venture between DroneShield and EOS as of December 2025. Instead, their cooperation is happening in practice: their systems are increasingly deployed side‑by‑side inside layered counter‑UAS architectures that NATO states and Australia are rushing to field. A new phase in Europe’s drone war The year has
4 December 2025
···
Ondas Holdings (ONDS) Stock Soars on Border‑Drone Megadeal: December 3, 2025 News, Targets and 2025–2026 Forecasts

Ondas Holdings (ONDS) Stock Soars on Border‑Drone Megadeal: December 3, 2025 News, Targets and 2025–2026 Forecasts

December 3, 2025 — Market session Ondas Holdings Inc. (NASDAQ: ONDS) is in the spotlight again after landing a strategic government tender to build a border‑protection “system of systems” using thousands of autonomous drones. The deal caps a remarkable 12‑month run that’s seen the defense‑tech name surge several hundred percent and transform into a heavily watched AI‑drone and counter‑UAS platform stock. ACCESS Newswire+1 As of mid‑afternoon on Wednesday, ONDS was trading around $8.6–$8.7 per share, up roughly 7–8% on the day, after swinging between the mid‑$7s and upper‑$8s on extremely heavy volume near 90 million shares. StockAnalysis+1 Below is a
3 December 2025
···
Ondas Holdings (ONDS) Stock: New Border‑Drone Contract, 700% Rally and 2025–2026 Forecasts

Ondas Holdings (ONDS) Stock: New Border‑Drone Contract, 700% Rally and 2025–2026 Forecasts

Ondas Holdings Inc. (NASDAQ: ONDS) is back in the spotlight on December 3, 2025, after winning a strategic government tender to build an autonomous border‑protection system using “thousands of drones.” The news caps a year in which the AI‑drone and counter‑UAS specialist has delivered explosive revenue growth, raised its outlook again, and seen its share price multiply several times over — while still burning cash and drawing mixed valuation calls from analysts. Seeking Alpha+4Ondas Holdings Inc.+4Investing.com+4 As of the latest trade on Wednesday, ONDS was changing hands around $7.85, down roughly 3% on the day after swinging between about $7.47
3 December 2025
··
DroneShield Stock Skyrockets 40%: What’s Behind the Surge and What’s Next?

DroneShield (ASX:DRO) Stock Forecast to End‑2025: Can the Counter‑Drone Champion Rebuild Investor Trust?

As of 22 November 2025. This article is general information only and not financial advice. Key takeaways What DroneShield does – and why it matters in 2025 DroneShield is a Sydney‑headquartered defence technology company focused purely on counter‑UAS (counter‑drone)systems. It builds AI‑driven hardware and software to detect, track and defeat drones using radio‑frequency sensing, sensor fusion and electronic warfare, selling to militaries, government agencies, law enforcement and critical infrastructure operators around the world. DroneShield+1 According to the company, the global counter‑drone market is already valued at over US$10 billion and growing quickly as cheap drones reshape modern conflict and security planning. DroneShield DroneShield’s systems are
22 November 2025
··
1 2 3 … 9

Stock Market Today

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 08.02.2026

8 February 2026
LIVEMarkets rolling coverageStarted: February 8, 2026, 12:00 AM ESTUpdated: February 8, 2026, 12:59 AM EST Natural Gas Prices Drop Amid Warmer Forecast and Rising U.S. Production February 8, 2026, 12:59 AM EST. March Nymex natural gas prices fell 2.48% on Friday, retreating from early gains as forecasts indicated above-normal temperatures across the U.S. Midwest and South through February 20, reducing heating demand. The Baker Hughes report showed U.S. active gas drilling rigs hit a 2.5-year high at 130, signaling increased near-term production and adding downward pressure on prices. This follows a surge to a three-year peak last week, triggered by
Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

8 February 2026
Tower Semiconductor shares rose 7.7% to $139.04 Friday after announcing a collaboration with Nvidia on AI data-center networking. The stock touched $141 intraday and gained another 1% after hours. Investors await Tower’s Feb. 11 earnings for details on its silicon photonics work. No financial terms or shipment timeline were disclosed.
Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

8 February 2026
Longsys disclosed new guarantees for a 100 million yuan Hong Kong loan and a $9 million Brazil credit line, bringing its total approved guarantee quota to 11 billion yuan and outstanding guarantees to 5.81 billion yuan. The company said all guarantees are for consolidated subsidiaries and within approved limits. Shares closed at 288 yuan Friday, down 1.6%. China inflation and credit data are due this week.
MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

8 February 2026
MACOM shares rose 3.5% to $235.87 Friday after the company reported fiscal Q1 revenue of $271.6 million and raised its full-year data center growth outlook to 35–40%. Fidelity’s FMR LLC disclosed a 10.7% stake, while shareholder Susan Ocampo filed to potentially sell up to 100,000 shares. Stifel raised its price target to $255. MACOM expects to repay $161 million in convertible notes in March.
Go toTop