defense technology

$VWAV operates in attractive defense-tech sector but faces business model ambiguity, structural selling pressure, and unproven revenue traction, demanding execution proof.

Global counter-UAS market projected to surge from $6-8B to over $20B by 2030, driven by escalating drone threats and government defense spending.

Mercury Systems awarded contract by L3Harris to supply solid-state data recorders for U.S. Space Development Agency's Tranche 3 satellite constellation, expanding its role across all four program tranches.

Ondas completes World View acquisition, integrating Stratollite® ISR technology to expand defense platform capabilities and addressable market.

IM Cannabis reports C$54.7M revenue with 134% Germany growth and positive C$4.7M operating cash flow, while planning defense tech acquisition.

Red Cat Holdings completes Apium Swarm Robotics acquisition, integrating advanced autonomous swarm technology into its Black Widow drone platform for military applications.

Privately-held Gecko Robotics secures $71M five-year Navy contract to inspect 18 warships using AI robots, exceeding its lifetime revenue.

Kratos Defense appoints aerospace veteran David King to board. King led Dynetics' threefold revenue growth before its $1.65B Leidos acquisition.

Ondas secured $1.5B in cash and raised 2026 revenue guidance to $375M, driven by 629% YoY Q4 growth. Analyst sees 100%+ upside potential.

AeroVironment launches LOCUST X3 laser defense system with sub-$5 per-shot costs amid record backlog, but stock falls 3.55% as Q3 earnings miss pressures shares.

Ondas Holdings surged Monday on blowout Q4 revenue of $30.1M (629% YoY growth) and Q1 guidance of $38-40M, despite EPS miss and expected widening losses.

Global military drone market projected to reach $22.81B by 2030 from $15.8B in 2025, while counter-UAS market surges at 26.5% CAGR.

$SWMR surged 520% on IPO debut to $31, but has since cooled, declining 12.73% to $48 as market sentiment normalizes around defense AI technology.

Critical Metals develops Tanbreez rare-earth project in Greenland, targeting 2028-2029 production with U.S. government backing through $12B Project Vault initiative.

Ondas forms European drone defense joint venture with Heidelberg to expand autonomous systems capabilities into Germany, Ukraine, and EU markets.

ZenaTech shares decline despite unveiling Interceptor-P1 counter-UAS drone; stock down 30.91% in 12 months with bearish technical signals.

ZenaTech subsidiary ZenaDrone developing affordable Interceptor P-1 autonomous drone to counter hostile unmanned systems for U.S., Middle Eastern, and Ukrainian defense needs.

Kratos Defense partners with Airbus on AI-equipped Valkyrie drones while reporting 20% growth, record $1.57B backlog, and plans to quintuple production by 2028.

JFB Construction announced a 2-for-1 stock split effective March 25, 2026, doubling shares to 14.03 billion ahead of its $1.5 billion all-stock merger with defense tech firm XTEND.

GE Aerospace and Palantir expand AI partnership to boost U.S. Air Force aircraft readiness through predictive maintenance and supply chain optimization.