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The Trump administration’s new drone tariffs show how its trade strategy is shifting toward targeted duties, stricter rules of origin, and tougher enforcement.

American drone companies got a sudden lift in the stock market Friday after President Trump announced plans to impose tariffs on imported drones.

Drone makers and suppliers, including two companies with ties to the Trump family, rallied Friday after the White House said it’s applying a tariff on imports of unmanned aircraft systems and their components.

President Donald Trump on Thursday announced new tariffs on foreign drones and components. Drone stocks jumped on the news.

On this episode of Stock Movers: Drone companies including AeroVironment Inc. (AVAV), Aevex Corp. (AVEX), and Unusual Machines Inc. (UMAC) rose on news that the Trump administration plans to apply a 100% tariff on imports of unmanned aircraft systems and their components. Applied Matierals (AMAT) fell despite an earnings forecast that topped estimates. Investors had a muted reaction to earnings even though the stock has more than doubled this year. Gemini Space Station (GEMI) fell as the crypto platform's earnings report faced crypto market headwinds and a wider-than-expected adjusted Ebitda loss. Reddit (RDDT) climbed on the news that the stock is set to be included in the S&P 500 index.

Stock Market Today: The Dow Jones index falls Friday after surprise retail sales data. AI chip giant Applied Materials dives on earnings.

U.S. drone stocks are climbing premarket after the White House said it would levy tariffs on drones deemed to pose a national-security threat. Among the stocks taking off is a company backed by Donald Trump, Jr. President Trump imposed 100% tariffs on drones with a maximum takeoff weight of more than 25 kilograms as well as those with thermal imaging capabilities and some critical components.

Drone stocks are rising following President Donald Trump’s new tariff policies on imported drones and components.

AeroVironment’s updated analyst models now point to a lower implied fair value, with the estimate moving from about US$251.93 to roughly US$225.77 per share. Recent Street research links this reset in the price target to a mix of optimism around contract momentum and market positioning, set against concerns about execution risks, heavier investment, and valuation after expectations were sharply revised. As you read on, you will see how to track these shifting views and what to watch as the...

AeroVironment (AVAV) stock action is drawing attention after new US tariffs on imported drones and components, a sizable U.S. Army unmanned systems contract, and a recent partnership focused on autonomous defense technologies. See our latest analysis for AeroVironment. AeroVironment’s recent 32.0% 30 day share price return and 19.9% 90 day share price return suggest building momentum, even though the year to date share price return is down 26.1% and the 1 year total shareholder return is down...

AeroVironment stock has delivered strong gains over the past three years, yet the current checks suggest it may now sit close to its intrinsic value rather than offering an obvious bargain. The Discounted Cash Flow (DCF) estimate points to the shares trading around fair value, while traditional market multiples lean more on the expensive side. AeroVironment has returned about 105% over the past three years, which puts extra focus on whether today’s price fairly reflects its future cash...

Trump’s new tariffs put duties of up to 100% on imported drones and parts while encouraging companies to manufacture more products in the U.S.

Investing.com -- President Donald Trump signed a proclamation Thursday imposing aggressive tariffs on imports of unmanned aircraft systems and their critical components under Section 232 of the Trade Expansion Act. The action establishes a layered duty regime designed to curb reliance on foreign supply chains, address pressing national security concerns, and accelerate domestic production capacity across the industrial base. Under the new order, heavy industrial and military-grade drones, specif

Ondas raised its revenue outlook and still got punished, breaking a monthlong winning streak in a sector where every drone name is now watching its back. The selloff raises a pointed question about whether richly valued momentum stocks can survive their own good news.

AeroVironment's 35.1% monthly surge comes amid strong defense demand, a $117.3 million Army contract and a new autonomous systems partnership.

Expensive stocks often command premium valuations because the market thinks their business models are exceptional. However, the downside is that high expectations are already baked into their prices, leaving little room for error if they stumble even slightly.

Innovative Solutions and Support (ISSC) delivered earnings and revenue surprises of +37.50% and +9.56%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Ondas’ nearly 40% short interest is fueling squeeze hopes as investors watch revenue growth and guidance.

In the closing of the recent trading day, AeroVironment (AVAV) stood at $193.81, denoting a -1.13% move from the preceding trading day.

KTOS gains ground in unmanned systems and hypersonics, but supply-chain risks remain as investors weigh its growth and valuation.

Astronics (ATRO) delivered earnings and revenue surprises of +25.00% and +6.11%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Kopin is posting one of its sharpest single-session surges of the year after pairing a revenue beat with a partnership that could push its MicroLED technology into a market most investors never expected it to enter.

AeroVironment (AVAV) just landed the kind of contract that changes how investors see a company. The drone maker won a U.S. Army order worth at least $400 million for its Locust laser system, and the stock reacted fast. Shares closed at $186.73 on August 7, up 9.12% on the day and about 22% ...

Unusual Machines just posted revenue that obliterated Wall Street estimates, yet the EPS miss and a massive stock compensation charge tell a messier story beneath the headline. With the entire drone sector surging in lockstep, figuring out whether UMAC deserves its momentum or is simply riding a policy wave matters now.

Shares of Red Cat Holdings (NASDAQ:RCAT) are extending a sharp post-earnings rebound, rising 6.84% in Monday trading to $9.84. That builds on a 22.31% gain over the past week, a run that started from a $7.53 base on July 31. The question worth asking: is the entire drone group moving, or is this RCAT alone? ... Red Cat Holdings (RCAT) Stock Is Jumping Today: What’s Moving Drone Stocks?

AeroVironment recently announced a reported US$400 million U.S. Army production contract for its AI-assisted Locust directed-energy counter-drone system, alongside new board appointments and upcoming director retirements that reshape its governance profile. This combination of a landmark Pentagon directed-energy contract and added board-level aerospace-and-defense finance expertise could influence AeroVironment’s growth priorities and capital allocation decisions. We’ll now examine how the...

The reported contract would mark the Pentagon’s first production order for a directed-energy counter-drone system beyond the prototype stage.

↘️ Trade Desk (TTD): Shares in the advertising technology company fell 27% after it reported lower-than-expected quarterly revenue. ↗️ Atlassian (TEAM): Shares in the software company behind Jira and Confluence shot up 31% premarket following a revenue beat powered by accelerated growth in its cloud business.

AeroVironment (AVAV) closed at $171.12 in the latest trading session, marking a +1.82% move from the prior day.

ONDS stock surges 20.6% in a month as acquisitions and rising orders lift its outlook, but profitability issues and execution risks temper the upside case.