US drone stocks jump as government eyes funding, while US pushes local production and aims for 300K drones by 2027. Meanwhile, China’s DJI releases independent security report to challenge FCC ban.
Kratos drones & defense tech are booming, with strong growth, rising demand, and shares seen climbing from $70 toward $119.
AIRO reported Q4 2025 revenue of $48.3M (up YoY) but missed Wall Street forecasts. 2026 guidance calls for 15-25% growth backed by $150M drone backlog.
Rocket Lab has secured its largest contract ever — $190 million for 20 HASTE hypersonic test launches with the U.S. Department of War. This pushes the company’s total backlog past $2 billion.
President Trump proposes 50% increase in US military spending to $1.5 trillion by 2027, citing tariff revenue as funding source despite budget concerns.
KeyBanc initiates coverage on AVAV and KTOS with bullish ratings. Redwire lands docking systems contract for European spacecraft Nyx, stock jumps.
