
Drone stocks jump: AeroVironment AVAV, Unusual Machines UMAC, Ondas ONDS and Red Cat RCAT rally
Drone stocks jumped on June 30, 2026 after AeroVironment's (AVAV) beat, with AeroVironment up about 20% and Unusual Machines (UMAC) about 15%. Beaten-down names Ondas (ONDS) and Red Cat (RCAT) finally bounced, even as Washington and Beijing escalate a drone trade war.

AeroVironment (AVAV) jumps after hours on a Q4 beat and raise (June 29)
AeroVironment (AVAV) beat on both lines in fiscal Q4, with adjusted EPS of $1.84 and revenue of $641.6M up about 133% year over year, then guided fiscal 2027 well above. The stock jumped roughly 15% after hours.

AeroVironment (AVAV) reports earnings tonight, and drone stocks Red Cat (RCAT) and Ondas (ONDS) rally with it
AeroVironment (AVAV) reports earnings after Monday's close, and the small-cap drone group is rallying with it, led by Red Cat (RCAT) up about 8%, with Ondas (ONDS) and Draganfly (DPRO) higher.

Ondas (ONDS): a Lockheed Martin (LMT) deal, 10x revenue, and a stock cut in half
Ondas (ONDS) has a Lockheed Martin (LMT) counter-drone deal, a $457 million backlog and revenue up tenfold. It also has 508 million shares, heavy short interest, insider selling, and a Cramer meme-stock label. Both stories are true.