Jul. 16 at 11:05 PM
The drone and defense sector is going through a major bear market. 🐻📉
After a strong run, several defense technology names have experienced deep pullbacks as investors reassess valuations, government spending expectations, and growth timelines.
9 drone & defense stocks I’m following — （Part 1）
$KTOS -64% from YTD high of
$134.00
$AVAV -64% from YTD high of
$408.25
$DPRO -60% from YTD high of
$10.62
$AVEX -58% from YTD high of
$40.99
$RCAT -57% from YTD high of
$18.02
Large drawdowns often create opportunities to study companies before the next cycle begins.
The key factors now: contracts, execution, revenue growth, and the ability to benefit from long-term defense modernization.
Which drone or defense stock are you watching after this selloff? 👇
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