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RegExp("[?&]notifications=1(&|#|$)");"desktop"===y&&i&&b.test(window.location.search)&&(i.checked=!0)};be("ybar-mod-notification",(function(e){var t={isUH3:"crunch"===e.getConfig().ytheme,notifContainer:document.getElementById("notification-container"),notifBadge:document.getElementById("notif-badge"),notifMenu:document.getElementById("ybarNotificationMenu"),notifMenuOpener:document.querySelector("#ybarNotificationMenu + label"),notifDropdown:document.getElementById("notifDropdownContainer"),tooltipContainer:document.querySelector(".".concat(Vn)),notifLabel:document.querySelector(".".concat($n))};t.notifDropdown&&ro(e,t)}))}()}};]]>TipRanksSat, Aug 30, 2025, 11:15 AM 9 min readOver the past two decades, aerial drones have rapidly shifted from niche technology to mainstream defense assets. What began as experimental tools has evolved into critical military applications, where drones now play pivotal roles in electronic and video surveillance, intelligence gathering, and precision-strike missions.Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.Defense departments worldwide are increasingly deploying drone technologies – the wars in Ukraine and the Middle East serving as current examples – and both established aerospace giants and emerging firms are racing to meet the growing demand.That accelerating adoption has attracted Needham analyst Austin Bohlig, who notes the opportunities brewing. “We believe the domestic unmanned aerial systems (UAS) market is entering a multi-year supercycle, driven by a generational shift in defense priorities toward autonomous unmanned platforms… Led by the Trump’s Administration heightened priority for autonomous solutions, we estimate the FY26 DoD Budget and the One Big Beautiful Bill is allocating a record $15B+ to offensive and defensive unmanned systems… Outside of the DoD, we also see growing federal demand for drone and counterUAS solutions to secure borders and protect critical infrastructure,” Bohlig opined.On the back of this thesis, Bohlig recommends two drone stocks that he believes are primed to benefit. But does the rest of Wall Street share his optimism? To find out, we turned to the TipRanks database.Unusual Machines (UMAC)We’ll start in the world of small-cap stocks, with Unusual Machines. This Orlando-based company got its start in 2019, and is focused on the acquisition and development of drone technology – particularly on first-person view, or FPV, tech. Early last year, Unusual Machines made two important acquisitions – Fat Shark, a firm that designs and manufactures the ultra-low latency video goggles used by FPV drone pilots and operators, and Rotor Riot, an e-commerce marketplace that deals mainly in drones and has built a large customer base of FPV pilots. These acquisitions gave Unusual Machines a foot in both camps – in the development and manufacture of drone technology and components, and in the sale of commercial FPV drones.The company bills itself as a quirky innovator in the latest drone technology, and as a cutting-edge operator able to meet the varying needs of commercial and government (read – military) customers. Company management has noted that the drone industry is rapidly expanding in the US, and that much of its support is coming from Federal Government policy as embodied in laws such as the American Securities Drone Act, and from international conflicts such as the war in Ukraine. Unusual Machines is working to shift its supply chains and manufacturing bases toward American sources, seeing an increased demand for non-Chinese suppliers in the drone market.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P 5006,460.26 -41.60 (-0.64%)Dow 3045,544.88 -92.02 (-0.20%)Nasdaq21,455.55 -249.61 (-1.15%)Russell 20002,366.42 -11.99 (-0.50%)VIX15.36 +0.93 (+6.44%)Gold3,516.10 +41.80 (+1.20%)PortfolioSign in to access your portfolioSign inTop gainersAMBA Ambarella, Inc. 82.48 +11.85 (+16.78%)IREN IREN Limited 26.48 +3.44 (+14.93%)BABA Alibaba Group Holding Limited 135.00 +15.43 (+12.90%)AFRM Affirm Holdings, Inc. 88.46 +8.47 (+10.59%)DOOO BRP Inc. 62.98 +5.49 (+9.55%)Top losersMRVL Marvell Technology, Inc. 62.87 -14.36 (-18.60%)CHA Chagee Holdings Limited 19.11 -2.89 (-13.14%)RMBS Rambus Inc. 73.77 -7.32 (-9.03%)DELL Dell Technologies Inc. 122.15 -11.90 (-8.88%)BLSH Bullish 59.03 -5.40 (-8.38%)Most activeWBA Walgreens Boots Alliance, Inc. 11.98 0.00 (0.00%)OPEN Opendoor Technologies Inc. 4.4500 +0.1800 (+4.22%)NVDA NVIDIA Corporation 174.18 -5.94 (-3.30%)LCID Lucid Group, Inc. 1.9800 -0.0900 (-4.35%)MRVL Marvell Technology, Inc. 62.87 -14.36 (-18.60%)Earnings eventsMy earnings eventsEarnings eventsTrending tickersETH-USD Ethereum USD 4,472.84 +79.41 (+1.81%)DNUT Krispy Kreme, Inc. 3.5500 -0.0150 (-0.42%)OKLO Oklo Inc. 73.64 -4.25 (-5.46%)BTC-USD Bitcoin USD 108,538.78 -3.01 (-0.00%)SCHD Schwab U.S. Dividend Equity ETF 27.92 +0.10 (+0.36%)Top economic events