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TickerTalks›$DPRO
DPDPRO

Draganfly Inc.

$DPRO·$170M·Aerospace & Defense·Industrials
$5.49+1.3%YTD-38.1%1Y+20.4%
Mentions · last 7 days
2026-08-22: 2 posts2026-08-23: 4 posts49-4%
Price updated 38m ago·X counts updated 9d ago
DPDPRO
$DPRODraganfly Inc.
$5.49+1.29%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 hypeWinding up for a moveAI verdict · as of 2026-09-01

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

Draganfly is a $170M drone microcap benefiting from 100% foreign-drone tariffs — the executive comp is what raises eyebrows.

Draganfly Inc is a Canadian-based commercial UAV/drone systems provider — public-safety, defense, and industrial customers. Up 21% t12m but down 38% YTD, currently coiling on the mixed Q2 print and executive-compensation criticism.

  • Revenue growth is real: last four quarters printed 14-49% YoY at operating margin -211% to -409% — the top-line ramp is real but profitability is far off, and analyst FY27 revenue estimates at $32.7M (from $14.1M FY26) reflect meaningful growth.
  • The last four EPS prints missed consensus (0-118%) — the wider Q1 miss reflects real losses expanding, though FY28 EPS at -$0.36 shows modest improvement.
  • Position sits at only the 15th percentile of the 52-week range with volume 12.7x normal — massive volume acceleration despite the drawdown, which reflects the +21% day rally (news-driven).
  • The Aug 25 appointment of Brigadier General AJ Pasagian USMC (Ret'd) as President of Draganfly Defense USA is a real credibility signal, and the 100% foreign-drone tariffs (Aug 14) are a real tailwind grouping DPRO with ONDS and RDW.

The path forward is decided by whether the tariff tailwind converts to named US commercial/defense contract wins, Q3 revenue trajectory continuing above 25% YoY, and any color on FY27 profitability. A named DoD or DHS contract plus a Q3 revenue beat restarts the momentum; the $3.4M executive-comp criticism plus continued 5x-revenue-lag-vs-peers invalidates the coil at these levels.

Agrees with X sentimentAligned with the split — the bulls' Q2 revenue $2.66M (+26% YoY) beat by $0.31M, product sales +34.6% YoY, US-based tariff tailwind (up to 100% on foreign drones), and DPRO grouped with ONDS and RDW are real. The bears' 'revenue stuck in $2Ms while US drone peers grow 500%+' and '$3.4M in executive comp during ~80% drawdown' shareholder-unfriendly criticism is legitimate.

What to watch: The Nov 11 Q3 print — revenue trajectory continuing above 25% YoY, foreign-drone tariff tailwind conversion to named US contracts, and FY27 profitability color. The $3.4M executive-comp criticism plus continued 5x-revenue-lag-vs-peers invalidates the coil; a named DoD or DHS contract plus a Q3 revenue beat restarts momentum.

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.12.7×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.15%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.+17.3%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.-13.3%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 today27.9% 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.β3.715-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·18d agoComparing Draganfly (NASDAQ:DPRO) & Leonardo (OTCMKTS:FINMF)defenseworld.net·20d agoDPRO Q2 Earnings Call Puts Defense Ramp-Up and Timing in Focuszacks.com·21d ago

In themes

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

Defense & Drones

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Voices on X · top 12 · 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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