Drone Stocks Rally as High-Beta Small Caps Lead: Red Cat Jumps 10%, Ondas Climbs 8%, AeroVironment Ticks Up
Published . Updated .
This report is about defense.
Directly affected
Indirectly affected
- ITA iShares U.S. Aerospace & Defense ETF-3.2% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “drone” (defense) in this story.
- XAR SPDR S&P Aerospace & Defense ETF-7.5% 30d
SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “drone” (defense) in this story.
- XLI Industrial Select Sector SPDR-1.1% 30d
Industrial Select Sector SPDR holds the industrials sector that AeroVironment belongs to, so it often moves with news about it.
- BA The Boeing-10.2% 30d
The Boeing is a peer of AeroVironment in aircraft; rivals often move on the same news.
- JOBY Joby Aviation-23.5% 30d
Joby Aviation is a peer of AeroVironment in aircraft; rivals often move on the same news.
- BETA BETA Technologies
BETA Technologies is a peer of AeroVironment in aircraft; rivals often move on the same news.
- ACHR Archer Aviation-30.7% 30d
Archer Aviation is a peer of AeroVironment in aircraft; rivals often move on the same news.
- EMBJ Embraer S.A
Embraer S.A is a peer of AeroVironment in aircraft; rivals often move on the same news.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| ONDS | -1.14% | -2.19% | base | +7.38% | after close | after close | after close |
| AVAV | -6.26% | -6.26% | base | +1.18% | after close | after close | after close |
| ITA | -0.49% | -1.27% | base | -0.25% | after close | after close | after close |
| XARNo price data for this ticker | — | — | — | — | — | — | — |
| XLINo price data for this ticker | — | — | — | — | — | — | — |
| BA | +1.16% | -0.32% | base | -10.01% | after close | after close | after close |
| JOBYNo price data for this ticker | — | — | — | — | — | — | — |
| BETANo price data for this ticker | — | — | — | — | — | — | — |
| ACHRNo price data for this ticker | — | — | — | — | — | — | — |
| EMBJNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Market Call
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Drone Stocks Rally as High-Beta Small Caps Lead: Red Cat Jumps 10%, Ondas Climbs 8%, AeroVironment Ticks Up Yahoo Finance
Source: Yahoo Finance
Defense
| Company | When | Move | Status |
|---|---|---|---|
| AVAV | that day | +1.18% | still updating |
| AVAV | three days earlier | -6.26% | final price |
| AVAV | five days earlier | -6.26% | final price |
| BA | that day | -10.01% | still updating |
| BA | three days earlier | -0.32% | final price |
| BA | five days earlier | +1.16% | final price |
| ITA | that day | -0.25% | still updating |
| ITA | three days earlier | -1.27% | final price |
| ITA | five days earlier | -0.49% | final price |
| ONDS | that day | +7.38% | still updating |
| ONDS | three days earlier | -2.19% | final price |
| ONDS | five days earlier | -1.14% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Maria Elvira Salazar sold Boeing (BA), worth $1,001 - $15,000 on 24 Sep 2026. That is 33 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Boeing (BA), worth $1,001 - $15,000 on 24 Aug 2026. That is 64 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Boeing (BA), worth $500,001 - $1,000,000 on 21 Aug 2026. That is 67 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Joby Aviation (JOBY), worth $15,001 - $50,000 on 28 Aug 2026. That is 60 days before publication. Filed 8 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
How solid the defense case looks
12 out of 100Price not final
“Drone Stocks Rally as High-Beta Small Caps Lead: Red Cat Jumps 10%, Ondas Climbs 8%, AeroVironment Ticks Up” scores 12 out of 100. The score uses 1 sources. The price is not final yet.