# 8 HOT Defense Drone Stocks to Watch in 2026!

Page: https://stenobird.com/podcast/nanalyze-6316207/8-hot-defense-drone-stocks-to-watch-in-2026
Text version: https://stenobird.com/podcast/nanalyze-6316207/8-hot-defense-drone-stocks-to-watch-in-2026.md
Podcast: [Nanalyze](https://stenobird.com/podcast/nanalyze-6316207)
Published: 2026-04-03T16:50:10+00:00
Episode link: https://podcasters.spotify.com/pod/show/nanalyze/episodes/8-HOT-Defense-Drone-Stocks-to-Watch-in-2026-e3hd0kp
Audio file: https://anchor.fm/s/da142640/podcast/play/117915737/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-3-3%2F421354978-44100-2-9af1fb0a64507.m4a
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/nanalyze-6316207/episodes/8-hot-defense-drone-stocks-to-watch-in-2026
Duration seconds: 962

## Resource

Drone stocks are soaring lately as geopolitical tensions rise and investors look for ways to profit. Today, we'll look at eight defense drone stocks: Red Cat $RCAT, Ondas $ONDS, Kraken $KRKNF, Aerovironment $AVAV, Swarmer $SWMR, Kratos $KTOS, Draganfly $DPRO, and Palladyne AI $PDYN to see if any of them meet our investment criteria. We'll also look at the broader defense drone thesis. Is it too late to invest in defense drones? Let's find out. Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/ . This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/kBEO-iWE5sQ.

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/nanalyze-6316207/episodes/8-hot-defense-drone-stocks-to-watch-in-2026/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/nanalyze-6316207/8-hot-defense-drone-stocks-to-watch-in-2026.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.