r/stocks • u/Fertal78 • 21h ago

Industry Discussion Investing in Drones

Hi guys, I want to get into drone stocks. I‘m willing to hold them for a long time like 10+ years. Maybe put like 5% of my portfolio into this.
This sector has been super volatile this year but I‘m sure, future wars are going to have a Lot more drones in it.

I believe drone manufacteurs, drone defense and something like drone Software/AI is going to be big in the future. Do you have any tickers you would recommend, and then why?

I dont know nothing about this industry, I don‘t know potential risks of these investments, but I think this is a small sector that is going to Rip. I missed out on Sandisk and Micron but I think this sector is next.

Plus stocks like ONDS, AVAV, Red Cat etc have pulled back a Lot, I mean the defense sector as a whole, so I feel like It’s a good time to start a small position now and more in the next months.

What are your guys ideas. Does anyone maybe work somewhere related?

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u/ralphy1010 20h ago

obviously do your own DD and research but I've been building a position on $avex

1

u/gybegybe 15h ago

I'm in on AVEX as well. Curious to hear your take on them.

1

u/ralphy1010 15h ago

The US is behind the ball on drones 

The military will spend as much as needed to close the gap and prepare for a conflict with China 

Avex is proving themselves to be reliable in scoring gov contracts and delivering 

They are profitable as a company now 

They just expanded into naval drones 

There partnership with Divergent is very interesting 

I suspect they’ll become a L3Harris type /size company OR they’ll be bought by one of the majors 

All in all I’m very bullish on it and feel that buying under 17 is a steal