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5 Drone Stocks Poised for Liftoff in 2026

Investing.com Logo Investing.com By Jesse Cohen
5 Drone Stocks Poised for Liftoff in 2026

The drone industry is experiencing explosive growth driven by military demand, AI-powered autonomy, and expanding commercial applications. Five companies are highlighted as strong investment opportunities: AeroVironment dominates tactical drones with 20% upside potential; Textron offers balanced drone exposure with 28% upside; Kratos Defense excels in AI-powered military drones with 63% upside; Ondas provides critical drone connectivity infrastructure with strong growth projections; and Red Cat Holdings is a small-cap disruptor in counter-drone technology with 10-65% upside potential.

Insights
AVAV   positive

Dominates military and small UAS sector with flagship products seeing heavy Pentagon demand. Strong analyst consensus with 20% upside to $383 price target by 2026. Solid financial health score of 2.21 and expanding into AI-driven autonomous systems.