Dec. 17 at 9:25 PM
Stifel is calling 2026 the “Year of the Drones,” arguing that U.S. defense spending is tilting hard toward unmanned systems and counter‑drone tech as the Pentagon plans to field tens of thousands of low‑cost drones and boost autonomy and counter‑UAS funding by billions of dollars.
AeroVironment, Inc. (
$AVAV), Kratos Defense & Security Solutions (
$KTOS), Ondas Holdings (
$ONDS), CACI International (
$CACI), Leidos (
$LDOS)
https://prismmarketview.com/2026-seen-as-year-of-the-drones-as-u-s-military-spending-shifts-stifel-says/