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TickerTalks›$DPRO
DPDPRO

Draganfly Inc.

$DPRO·$170M·Aerospace & Defense·Industrials
$5.42+21.4%YTD-38.1%1Y+20.4%
Mentions · last 7 days
2026-08-21: 2 posts2026-08-22: 2 posts2026-08-23: 4 posts49-4%
Price updated 2h ago·X counts updated 8d ago
DPDPRO
$DPRODraganfly Inc.
$5.42+21.39%49 posts-4%
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 hypeCooling offAI verdict · as of 2026-08-30

Catching its breath after a run — could pick back up or fade from here.

Draganfly -38% YTD despite drone-tariff tailwind — Q2 rev +26% but stuck at $2M/qtr while US peers grow 500%+.

Draganfly is a $170M drone micro-cap. Should be a Trump 100% drone-tariff beneficiary but revenue stuck at $2M/quarter while US drone peers grow 500%+.

How it reads:

  • Growth is mediocre: Q1 revenue +49.4% YoY to $2M, Q4 was +22.1% — real growth off tiny base, but not competitive with the AeroVironment/Kratos peer group.
  • Margins are burn-heavy: -295% operating margin (Q1), -15% FCF yield — pre-revenue-scale losses.
  • Valuation is priced for hope: 23x sales, -2x EV/EBITDA (negative), -11x PE — the multiple prices the tariff-tailwind narrative, not P&L.
  • Position is at 52w lows: 6.5th percentile 52w, 3.4% below 50-day, 28.6% below 200-day on 159% baseline volume — real distribution.
  • The Aug 14 Trump 100% drone tariff move plus Aug 25 Pasagian (Brigadier General USMC) appointment as President of Draganfly Defense USA is the operational stack.
  • The specific tell the sample flags: revenue stuck in $2M-range while US drone peers (ONDS, RDW) grow 500%+ — the tariff tailwind isn't showing up.
  • Insider signal is silent: zero events in 90-day window — no P-Purchase to defend the setup.

The Nov 11 print is the test — a specific defense-contract revenue disclosure plus Pasagian-led pipeline commentary keeps the tariff-tailwind narrative; another sub-$3M revenue quarter plus continued distribution drops to $3.50 support.

Agrees with X sentimentAgree with the mixed take — the bullish anchors (Q2 revenue +26% YoY beat by $0.31M with product sales +34.6% YoY, US tariffs up to 100% on foreign drones as US-based tailwind grouping with ONDS/RDW) and bearish (EPS -$0.33 missed by $0.21, revenue stuck in $2M-range while US drone peers grow 500%+, $3.4M in exec/insider issues) both map to real signals; the honest add is at 6.5th percentile 52w the tape agrees with the bear.

What to watch: Nov 11 earnings — a specific defense-contract revenue disclosure plus Pasagian-led pipeline commentary keeps the tariff-tailwind narrative; another sub-$3M revenue quarter plus continued distribution drops to $3.50 support.

On the calendar: 2026-11-11 — Q3 earnings

X sentiment

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

Mixed sentiment9 posts analyzed · as of 2026-08-17

Draganfly chatter is mixed. Bullish: Q2 revenue $2.66M (+26% YoY) beat by $0.31M with product sales +34.6% YoY, and new US tariffs of up to 100% on foreign drones are described as a US-based tailwind grouping DPRO with ONDS and RDW. Bearish: EPS of -$0.33 missed by $0.21 with losses widening, one poster is baffled that revenue is stuck in the $2Ms while US drone peers grow 500%+, and $3.4M in executive comp during a ~80% drawdown drew criticism as shareholder-unfriendly. The stock traded -5% to -10% around the print.

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
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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

Defense budget tailwinds — NATO spending commitments and Pentagon procurement acceleration — support backlogs at prime contractors. Commercial space is a separate driver: launch cadence and satellite constellations are pulling RKLB and LUNR on their own momentum, independent of traditional defense spending.

What this means for $DPRO

Partial — upstream oil & gas exposure ties to commodity price cycle; Draganfly Inc.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+16.3%YTD
+15.0%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

4-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$14.1M$10.7M – $17.4M-$0.49-$0.71 – -$0.324
FY27$32.7M$29.0M – $35.9M-$0.37-$0.55 – -$0.183
FY28$36.4M$32.2M – $40.0M-$0.36-$0.41 – -$0.311
FY29$62.8M$55.6M – $69.0M$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.1.6×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.6%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.-3.4%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.-28.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 32.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.4% 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.β3.715-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.

+ 31 other (26 6-Ks · 4 13Gs · 1 40-F) in window

Recent news

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

Draganfly Appoints Brigadier General AJ Pasagian USMC (Ret'd) as President of Draganfly Defense USA Operationsglobenewswire.com·7d agoCan DPRO's Expanding Drone Platform Unlock Its Next Phase of Growth?zacks.com·12d agoQUICK SPARK: Drone Stocks Rally on Trump's Latest Tariff Movebenzinga.com·17d agoComparing Draganfly (NASDAQ:DPRO) & Leonardo (OTCMKTS:FINMF)defenseworld.net·20d agoDPRO Q2 Earnings Call Puts Defense Ramp-Up and Timing in Focuszacks.com·20d 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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