US companies producing drones and drones solutions such as Kratos Defense (KTOS.US) and AeroVironment (AVIV.US) gain more than 10% today amid US defence secretary Hegseth signalling a new Pentagon strategy focused on drones military potential. The US Department of Defense announced a directive to "unleash U.S. military drone dominance yesterday. The U.S. Department of Defense (DoD) is scrapping old restrictions and fast-tracking domestic drone adoption in a bold move to boost battlefield readiness and technological dominance.
-
The DoD rescinds 2021–2022 policies that blocked military units from buying drones with Chinese-made components.
-
Troops can now buy, test, and train with compliant small unmanned aerial systems (UAS) without bureaucratic delays.
-
Hundreds of American-made drone products are now approved for military use, aiming to rival adversaries who mass-produce low-cost drones.
-
The DoD encourages private investment to fuel domestic drone innovation and AI-driven combat systems.
-
The roster of DoD-approved drones and software—Blue UAS—is growing rapidly.
-
Drone combat will become part of official military training in 2025, including simulated drone-on-drone warfare.
AeroVironment and Kratos Defense stock charts

Source: xStation5
Start investing today or test a free demo
Create account Try a demo Download mobile app Download mobile app
Source: xStation5
The content of this report has been created by XTB S.A., with its registered office in Warsaw, at Prosta 67, 00-838 Warsaw, Poland, (KRS number 0000217580) and supervised by Polish Supervision Authority ( No. DDM-M-4021-57-1/2005). This material is a marketing communication within the meaning of Art. 24 (3) of Directive 2014/65/EU of the European Parliament and of the Council of 15 May 2014 on markets in financial instruments and amending Directive 2002/92/EC and Directive 2011/61/EU (MiFID II). Marketing communication is not an investment recommendation or information recommending or suggesting an investment strategy within the meaning of Regulation (EU) No 596/2014 of the European Parliament and of the Council of 16 April 2014 on market abuse (market abuse regulation) and repealing Directive 2003/6/EC of the European Parliament and of the Council and Commission Directives 2003/124/EC, 2003/125/EC and 2004/72/EC and Commission Delegated Regulation (EU) 2016/958 of 9 March 2016 supplementing Regulation (EU) No 596/2014 of the European Parliament and of the Council with regard to regulatory technical standards for the technical arrangements for objective presentation of investment recommendations or other information recommending or suggesting an investment strategy and for disclosure of particular interests or indications of conflicts of interest or any other advice, including in the area of investment advisory, within the meaning of the Trading in Financial Instruments Act of 29 July 2005 (i.e. Journal of Laws 2019, item 875, as amended). The marketing communication is prepared with the highest diligence, objectivity, presents the facts known to the author on the date of preparation and is devoid of any evaluation elements. The marketing communication is prepared without considering the client’s needs, his individual financial situation and does not present any investment strategy in any way. The marketing communication does not constitute an offer of sale, offering, subscription, invitation to purchase, advertisement or promotion of any financial instruments. XTB S.A. is not liable for any client’s actions or omissions, in particular for the acquisition or disposal of financial instruments, undertaken on the basis of the information contained in this marketing communication. In the event that the marketing communication contains any information about any results regarding the financial instruments indicated therein, these do not constitute any guarantee or forecast regarding the future results.