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.
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.
Needham initiated coverage of Red Cat, highlighting its strong position in the exploding drone market and the huge opportunity provided by the U.S. Army's SRR program.
Red Cat's Black Widow drone, a small, tough, US-made system, is now approved for NATO. It helps allied forces with quick, secure spying and scouting for missions. NATO countries can easily buy it through a special catalog, ensuring trusted tech.
