Expert Predicts Drones Are the ‘Unlikely Catalyst’ for Battery Breakthroughs. Time to Buy AeroVironment, Ondas, and Red Cat?
Key takeaways
- Expert Predicts Drones Are the ‘Unlikely Catalyst’ for Battery Breakthroughs.
- Aero Vironment s (AVAV) record $1.1B funded backlog and Ondas (ONDS) 1,080% quarterly revenue jump both ride a proposed $54B FY2027 autonomous systems budget.
- Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and AeroVironment didn t make the cut.
Expert Predicts Drones Are the ‘Unlikely Catalyst’ for Battery Breakthroughs. Time to Buy Aero Vironment, Ondas, and Red Cat? Danielle Liverance Sat, June 20, 2026 at 9:54 PM GMT+7 5 min read RCAT AVAV ONDS NVDA Quick Read Energy expert Lubershein argues the Pentagon will pay a premium for triple-density batteries that automakers won t, solving the funding problem EVs never could. If this thesis plays out, it would be a major catalyst for drone-makers.
Aero Vironment s (AVAV) record $1.1B funded backlog and Ondas (ONDS) 1,080% quarterly revenue jump both ride a proposed $54B FY2027 autonomous systems budget. Red Cat (RCAT) is another smaller drone-maker that could benefit if battery density dramatically improves.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and AeroVironment didn t make the cut. Grab the names FREE today.