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TickerTalks›$DPRO
DPDPRO

Draganfly Inc.

$DPRO·$161M·Aerospace & Defense·Industrials
$3.71-5.0%YTD-45.0%1Y-66.7%
Price updated 2m ago·X counts updated 5d ago
DPDPRO
$DPRODraganfly Inc.
$3.72-4.99%122 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $DPRO on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

122X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $DPRO's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data11 posts analyzed · as of 2026-09-11

Draganfly is bullish on X — noteworthy call OI additions (73.2K/111K), unusual call-option volume, and Canadian sovereign-defense drone narrative building. Watched alongside UMAC/ONDS as drone-cohort re-igniter next week; still a sleeper with a sense it enlivens.

Read what X is saying about $DPRO

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $DPRO — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventEvent coming upAI verdict · as of 2026-10-03

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

A Canadian drone microcap that just got a $10M check from a Trump Jr.-adjacent fund — real news, but earnings are tiny and the ramp is still a promise.

Draganfly is a $193M microcap that moved from pure story stock to story-with-funding when it closed a $10M strategic investment from Unusual Machines (the Trump Jr.-backed drone company) and a U.S. asset manager on September 29.

  • Quarterly revenue of $2.3M in Q1 2026 is up 49% YoY, but the absolute scale is tiny against the mcap — this is a 2027-2028 ramp story, not a current-fundamentals story.
  • Sell-side has 2026 revenue of $10.8M stepping to $24.8M in 2027 and $45.2M in 2028 with EPS staying deeply negative — the equity is priced on the Canadian sovereign-defense tailwind and the sector reflex, not on the earnings table.
  • The $10M raise meaningfully extends runway (beta 3.8 and -14.9% FCF yield were a solvency clock), and option-chain activity (73.2K/111K OI adds) plus beta-chase into the drone cohort are the current price drivers.

At $5.29 this remains a story-stock bet with real sector tailwinds — the November 11 earnings print is the first chance to see whether the new capital is accelerating bookings, and until then the beta is to UMAC and ONDS, not Draganfly's own fundamentals.

Agrees with X sentimentX is bullish on option flow and the drone-cohort reflex; the TickerTalks read agrees the catalyst setup is real but is more cautious — a $10M raise is runway, not revenue, and the ramp still has to show up on the P&L.

What to watch: November 11 Q2 earnings and any booking commentary tied to Canadian or U.S. sovereign-defense contracts; follow-on strategic announcements with Unusual Machines; sector-wide drone-stock action around UMAC and ONDS as the beta anchor.

On the calendar: Q2 earnings scheduled 2026-11-11

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — Defense procurement backlogs remain intact on NATO 2% GDP commitments.

What this means for $DPRO

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

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
-5.3%YTD
-0.4%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
Q2 2026Aug 10, 2026$-0.24$-0.11-118.2%
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%
Next earningsWed, Nov 11·consensus EPS $-0.19

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

5-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$10.7M$10.1M – $11.3M-$0.68-$0.89 – -$0.524
FY27$24.7M$24.0M – $25.3M-$0.65-$0.81 – -$0.344
FY28$41.9M$35.8M – $53.9M-$0.70-$0.94 – -$0.323
FY29$107.3M$98.1M – $123.1M-$0.65-$0.77 – -$0.571
FY30$187.1M$171.1M – $214.7M-$0.25-$0.29 – -$0.222

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.0.7×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.3%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.-22.4%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.-34.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 36.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.6% 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.

+ 35 other (30 6-Ks · 3 13Gs · 2 SUPPLs) in window

Recent news

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

Can Draganfly Turn Medical Drone Delivery Into a Growth Opportunity?zacks.com·3d agoDraganfly Makes Strategic Investment in Ukraine Defence Technology Company Solutionglobenewswire.com·3d agoNew Strong Sell Stocks for October 9thzacks.com·7d agoDraganfly to Present at 2026 Raymond James Aerospace, Defense & Government Services Conferenceglobenewswire.com·8d agoDraganfly Inc. (NASDAQ:DPRO) Stock Has Consensus Target Price of $11.62defenseworld.net·9d ago

In themes

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

Defense & Drones

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Voices on X · last 7 days

No standout posts about $DPRO on X in the 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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