President Trump is now investing billions into drones.
He is replacing Chinese technology in military.
Here's 7 companies with 10x-20x probabilty:
1.
$ONDS โ Iron Drone Raider
โ Autonomously intercepts hostile drones mid-air using a net (no jamming)
โ Customers: Middle East military, UAE, NATO Europe, U.S. public safety
โ Revenue up 555% YoY. $14.4M in defense orders in 2024 alone.
2.
$AVAV โ Switchblade 600 Puma
โ Tube-launched kamikaze drone that destroys armored targets on impact
โ Customers: U.S. Army, Marine Corps, Italy MoD, NATO allies, Ukraine (via FMS)
โ $874M Army contract $990M Switchblade IDIQ. Scaling to 1,200 units/month.
3.
$KTOS โ XQ-58A Valkyrie
โ High-subsonic combat drone that flies alongside F-35s as a loyal wingman
โ Customers: U.S. Air Force, U.S. Marine Corps, Space Force, international militaries
โ $231.5M Marine Corps contract $1.45B Pentagon prime. Revenue $1.3B ( 19% YoY).
4.
$AVEX โ Group 3 OWA UAS
โ 3D-printed one-way attack drone built for GPS-denied environments at scale
โ Customers: U.S. Air Force
โ $18.5M Air Force contract (May 2026). Just raised $320M in April 2026 IPO.
5.
$UMAC โ NDAA-compliant drone components
โ Not a drone maker โ they're the supply chain. Motors, FPV systems, flight controllers that replace banned Chinese parts.
โ Customers: U.S. Army, Red Cat Holdings, DoD Blue UAS approved vendors
โ $12.8M Army component deal. Florida motor factory coming online.
6.
$RCAT โ Black Widow FANG FPV
โ Soldier-portable recon drone FPV strike drone for platoon-level ops
โ Customers: U.S. Army (Program of Record), NATO, Air Force Special Ops
โ Army acquisition target: 5,880 Black Widow units over 5 years.
7.
$DPRO โ Flex FPV Commander 3XL
โ Tactical FPV drones deployed with active U.S. Army units โ they also teach soldiers to build them in the field
โ Customers: U.S. Army, Dept of War units, Asia-Pacific military, Babcock International
โ Production scaling from $5M to $100M capacity in 2026.
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