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TickerTalks›$DPRO
DPDPRO

Draganfly Inc.

$DPRO·$107M·Aerospace & Defense·Industrials
$4.78-0.4%YTD-32.8%1Y+22.9%
Mentions · last 7 days
2026-07-04: 1 posts2026-07-05: 1 posts2026-07-06: 9 posts2026-07-07: 4 posts2026-07-08: 12 posts2026-07-09: 11 posts2026-07-10: 7 posts45+52%
Price updated 2d ago·X counts updated 2d ago
DPDPRO
$DPRODraganfly Inc.
$4.78-0.42%45 posts+52%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $DPRO, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeWinding up for a moveAI verdict · as of 2026-07-11

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Draganfly up 23% t12m on Campus Drone Readiness Program win — small-cap drone story with real revenue growth but tiny scale.

Draganfly builds commercial and defense drone systems — Canadian-based, US-listed, small-cap. It's a genuine drone-theme small-cap with growing revenue, up 23% over the last twelve months but down 33% year-to-date on the broader small-cap rotation.

  • Revenue grew 49% year-over-year in Q1 to $2.3M with a 15% gross margin and wide negative operating margin (-329%) — the top-line growth is real but scale is very small.
  • The valuation is entirely narrative: 23x sales for a business analysts model reaching $14M in FY revenue rising to $32M in 2027 (132% expected growth) — the equity is priced on future commercial and defense-drone contract conversion.
  • The June 25 selection by the International Association of Campus Law Enforcement Administrators (IACLEA) for the National Campus Drone Readiness Program is a real strategic-partnership win — supports positioning as the compliant drone-as-a-service option for US colleges and universities.
  • The macro backdrop is genuinely supportive: North America drone-supply-chain shift away from Chinese manufacturers, TSA drone seizures near World Cup venues driving policy attention, and billions pouring into defense-drone technology.
  • Insider activity is nil in the 90-day window — no directional signal either way.
  • Q1 EPS miss of 20% and Q4 miss of 48% reflect continued operational-scale challenges.
  • The 14% position in the 52-week range shows meaningful technical damage.

The August 11 Q2 earnings is the immediate test — any hint of revenue-growth reacceleration plus concrete IACLEA campus deployment conversion is what would restart the run; another wide-loss quarter combined with continued dilution keeps this stuck at low levels. This is a legitimate speculative small-cap drone story where contract conversion drives the trajectory.

Agrees with X sentimentThe thin X sample (6 posts) is right on the drone-theme leader framing alongside ONDS and MRLN and the IACLEA Campus Drone Program win — those are legitimate positives. Where the crowd's number-check misses: the cited $200M market cap and $150M cash are inconsistent with the actual $107M market cap here.

What to watch: The August 11 Q2 earnings — revenue-growth reacceleration plus concrete campus deployment conversion restarts the run; another wide-loss quarter combined with continued dilution keeps this stuck.

On the calendar: 2026-08-11 — Q2 earnings

thin sentiment samplesentiment number mismatch

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-07-07

Draganfly reported 49% Q1 revenue growth to $2.31M and was selected for a national Campus Drone Implementation and Readiness Program across US colleges. Posters frame DPRO alongside ONDS and MRLN as drone-theme leaders as TSA drone seizures near World Cup venues push the narrative. A $200M market cap with $150M cash and projected 60% growth is cited as an attractive setup.

Read the AI verdict + X sentiment for $DPRO

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Small commercial drone maker offering UAVs, ground robots, and data-collection services across multiple industries.

Industry overviewAI analysisGenerated by AI from underlying data

Where Aerospace & Defense sits in its cycle right now — and what that implies for $DPRO.

Aerospace & Defense · Industrials

No material change from last week — institutions now mark RKLB, LUNR, and RDW against SPCX's $1.

What this means for $DPRO

Direct beneficiary — Draganfly Inc.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+10.9%YTD
+26.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-11.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-16.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-295%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-14.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
23.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-29.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
13.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 11, 2026$-0.12$-0.10-20.0%
Q4 2025Mar 24, 2026$-0.20$-0.13-48.5%
Q3 2025Nov 12, 2025$-0.18$-0.19+5.3%
Q2 2025Aug 11, 2025$-0.44$-0.46+4.3%
Next earningsTue, Aug 11·consensus EPS $-0.11

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$2.3M+49.4%15.0%-329%$-0.17$-8.6M
Q4 FY25$1.9M+18.5%4.5%-408%$-0.33$-10.2M
Q3 FY25$2.2M+14.4%19.5%-228%$-0.25$-5.1M
Q2 FY25$2.1M+22.1%23.9%-211%$-1.51$-5.4M

Forward consensus

4-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$13.9M$10.6M – $17.2M-$0.48-$0.71 – -$0.324
FY27$32.3M$28.4M – $35.8M-$0.37-$0.55 – -$0.182
FY28$36.0M$31.6M – $39.8M-$0.36-$0.41 – -$0.301
FY29$62.0M$54.4M – $68.7M$0.00$0.00 – $0.001

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.14%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-16.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-33.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 22.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β3.735-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 36 other (28 6-Ks · 4 13Gs · 2 SUPPLs · 1 40-F) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Billions Pour into Defense Drone Technology as Drones-as-a-Service Gains Momentumprnewswire.com·10d agoCan Draganfly Benefit From North America's Drone Supply-Chain Shift?zacks.com·12d agoInternational Association of Campus Law Enforcement Administrators Launches National Campus Drone Readiness Program, Selecting Draganfly to Provide Drone Systems, Services and Training in Alignment with Emerging U.S. Drone Policyglobenewswire.com·17d agoDraganfly Inc. (DPRO) Shareholder/Analyst Call Prepared Remarks Transcriptseekingalpha.com·24d agoDRAGANFLY COMPLETES ACQUISITION OF SKIP DYNAMIXglobenewswire.com·31d ago

In themes

Explore the broader themes this ticker is being talked about under.

Defense & Drones

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Voices on X · top 1 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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