The Key Catalysts That Could Send Drone Stocks Sky-High

Distributed on behalf of ZenaTech

Drone stocks, including ZenaTech (NASDAQ: ZENA), Red Cat Holdings (NASDAQ: RCAT), Ondas Holdings (NASDAQ: ONDS), Kratos Defense & Security Solutions (NASDAQ: KTOS), and Draganfly Inc. (NASDAQ: DPRO) (CSE: DPRO) could see higher highs.
For one, drones are just starting to revolutionize multi-billion-dollar industires, such as construction and infrastructure, agriculture, logistics, energy and utilities, public security, engineering and telecom.
Two, late last year, the Federal Communications Commission Public Safety and Homeland Security Bureau said models of foreign-made drones and critical components would be banned in the U.S. All in an effort to strengthen U.S. drone dominance, as we also saw with President Trump’s $892.6 billion defense and national security budget proposal for 2026, and Secretary of Defense Pete Hegseth’s policy directive, Unleashing U.S. Military Drone Dominance.
In fact, such developments underscore a shift toward trusted and compliant drone technologies, positioning ZenaTech’s ZenaDrone for increased adoption of its American-made, NDAA-compliant (National Defense Authorization Act) drone platforms across defense, public-sector, and government applications.
Three, we’re seeing massive demands for drone swarm technology, thanks to defense needs, surveillance, and industrial applications. Valued at about $828.5 million in 2024, the global swarm drone market is expected to be worth about $3.06 billion by 2032.
Fueling momentum, ZenaTech Successfully Tested Four IQ Nano Indoor Drones Using Swarm Technology for Inventory Management Applications Benefiting Government and Defense

ZenaTech just announced that it successfully conducted advanced testing of its proprietary ZenaDrone IQ Nano indoor inventory management drones and drone swarm technology.
The tests incorporated four drones configured to fly simultaneously and independently in a GPS-denied environment, each drone on a different flight path executing rapid bar code scanning of packages in a simulated warehouse environment. The successful test validates the company’s scalable, software-driven solution for addressing mission-critical defense logistics and inventory tracking challenges as global defense organizations increasingly prioritize automation, accuracy, and operational readiness.
As noted by Shaun Passley, Ph.D., ZenaTech CEO:
“Executing this successful test of multiple IQ Nano inventory drones and swarm technology marks another accomplishment in our mission to build drone platforms that modernize defense logistics and help the federal government agencies manage assets in global warehouses, armories, and depots. These facilities need speed, accuracy, and reliability, yet many still rely on manual, error-prone processes. As global demand for autonomous systems accelerates, we believe our AI-driven, scalable platform is uniquely positioned to deliver measurable gains in inventory data accuracy, operational efficiency, and mission readiness.”
Drone swarm technology, consisting of multiple drones working together autonomously, sharing information and tasks to complete a mission more efficiently, has grown in importance as defense and commercial markets seek faster, safer, and more intelligent ways to manage large, complex environments needing real-time visibility and operational efficiency that traditional methods can no longer provide.
Alongside indoor inventory drone swarm technology for defense and commercial inventory management, the company is also working on drone swarm advancements for applications such as wildfire management. While still in the early stages, drone swarms turn autonomy into a scalable platform—delivering faster operations, higher reliability, and system-level efficiency that single drones can’t achieve.
The IQ Nano, a compact indoor drone with a starting size of approximately 20” X 20”, is specifically built to operate in GPS-denied environments such as warehouses and military facilities. Designed for inventory management through barcode scanning and security applications, it features advanced obstacle avoidance and supports AI-driven drone swarms or fleets, making it a critical asset in ZenaTech’s ZenaDrone autonomous solutions.
Other related developments from around the markets include:

Red Cat Holdings, a U.S.-based provider of advanced all-domain drone and robotic solutions for defense and national security, announced preliminary unaudited revenue results for its fourth quarter and full year ended December 31, 2025. Based on preliminary, unaudited financial data, fourth quarter 2025 revenue is expected to be between $24.0 million and $26.5 million, representing an approximate 1,842% increase compared to the $1.3 million reported in the fourth quarter of 2024. Based on preliminary, unaudited financial data, full year 2025 revenue is expected to be between $38.0 million and $41.0 million, representing an approximate 153% increase compared to the $15.6 million reported for the full year 2024. “These preliminary unaudited results for the fourth quarter and full year 2025 reflect strong execution across the business. This outperformance was driven by robust demand from defense and government customers, expanding program wins, and our ability to rapidly scale production to meet mission-critical requirements,” said Jeff Thompson, CEO of Red Cat. “As we look ahead into 2026, we see continued growth, supported by an increased pipeline, improving operating leverage, and our expanding role as a trusted provider of next-generation unmanned systems.”
Ondas Holdings expects to report revenue of $27.0 to $29.0 million for the quarter ended December 31, 2025, 51% higher than the prior Q4 2025 revenue target. For the full year ended December 31, 2025, expected revenue is between $47.6 and $49.6 million, 23% higher than the prior full-year revenue target for 2025. Ondas' prior revenue targets for Q4 2025 and full-year 2025 included a contribution of $3 - 4 million for Roboteam which closed in December 2025. Additionally, on a preliminary basis, Ondas' estimated backlog is $65.3 million as of December 31, 2025, a 180% increase from $23.3 million on November 13, 2025. The Company's pro-forma cash balance exceeds $1.5 billion as of December 31, 2025, adjusted for the Company's recent offering of approximately $1.0 billion. Ondas has raised its 2026 revenue target to a range of $170 to $180 million, 25% higher than the previous company target of $140 million that included $30 million attributable to Roboteam.
Kratos Defense & Security Solutions announced the opening of its new 55,000-square-foot state-of-the-art hypersonic and “Other” system manufacturing and payload integration facility in Princess Anne, Maryland. The advanced facility will significantly enhance Kratos’ capabilities to support launch operations and hypersonic testing for the Multi-Service Advanced Capability Hypersonics Test Bed (MACH-TB) 2.0 program and other customers from agencies including the U.S. Navy, US Air Force, DARPA, and the Missile Defense Agency. “This strategic investment in Princess Anne represents Kratos’ commitment to expanding our nation’s hypersonic testing infrastructure and capabilities,” said Dave Carter, President of Kratos Defense & Rocket Support Services Division. “The new facility enables us to increase production capacity, streamline payload integration processes, and respond even more rapidly to the growing demand for affordable hypersonic flight testing.”

Draganfly Inc., announced that it secured a strategically significant international military order for Commander 3XL drones. The order, placed through a recognized defense contractor, represents a significant milestone for Draganfly, reinforcing the Commander 3XL’s position as a trusted, multi-mission platform for government and defense operations worldwide. It also marks Draganfly’s selection for the first phase of a formal evaluation process as part of an ongoing program to integrate drone solutions throughout military operations. Due to contractual and regulatory restrictions, specific customer details cannot be disclosed. However, the procurement underscores the rapidly growing international demand for secure, NDAA-compliant unmanned systems capable of supporting a wide variety of operational needs, including situational awareness, reconnaissance and logistics support, while providing the flexibility to adapt to emerging payloads and technologies in the future. “This contract in the Asia Pacific region represents a meaningful endorsement for the Commander 3XL platform and Draganfly’s expanding footprint in global defense operations,” said Cameron Chell, Draganfly’s Chief Executive Officer. “Our team has worked closely with our partner to meet the needs of the nation’s defense department, demonstrating that Draganfly is equipped to meet delivery, compliance, export, timeline, and volume requirements.”
Legal Disclaimer / Except for the historical information presented herein, matters discussed in this article contains forward-looking statements that are subject to certain risks and uncertainties that could cause actual results to differ materially from any future results, performance or achievements expressed or implied by such statements. Winning Media is not registered with any financial or securities regulatory authority and does not provide nor claims to provide investment advice or recommendations to readers of this release. For making specific investment decisions, readers should seek their own advice. Winning Media is only compensated for its services in the form of cash-based compensation. Pursuant to an agreement Winning Media has been paid three thousand five hundred dollars for advertising and marketing services for ZenaTech by ZenaTech. We own ZERO shares of ZenaTech. Please click here for full disclaimer.
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