Which Drone Stock Will Dominate the Next War: AVAV, KTOS, or ONDS?
Key takeaways
- Which Drone Stock Will Dominate the Next War: AVAV, KTOS, or ONDS?
- The analyst who called NVIDIA in 2010 just named his top 10 stocks and AeroVironment wasn t one of them.
- German blitzkrieg tactics showed how armored columns could slice through lines when supported by air power and infantry.
Which Drone Stock Will Dominate the Next War: AVAV, KTOS, or ONDS? Rich Duprey Sun, May 3, 2026 at 9:56 PM GMT+7 5 min read AVAV KTOS ONDS NVDA Quick Read Aero Vironment (AVAV) generated $821M in fiscal 2025 revenue (up 14.5% year-over-year) and carries a $1.1B funded backlog for its battle-tested Switchblade loitering munitions. Kratos Defense & Security Solutions (KTOS) reported 2025 revenue of $1.35B (up 18.5%) with its XQ-58 Valkyrie loyal wingman platform driving 12.1% organic growth in Q4, while Ondas Holdings (ONDS) exploded 605% to $50.7M in 2025 revenue and raised 2026 guidance to at least $375M on drone-in-a-box and counter-UAS deployments.
Ukraine and Middle East combat has proven that low-cost, expendable drone swarms and loitering munitions overwhelm traditional air defenses, shifting defense procurement toward attritable systems that AeroVironment, Kratos, and Ondas are positioned to supply at scale.
The analyst who called NVIDIA in 2010 just named his top 10 stocks and AeroVironment wasn t one of them. Get them here FREE.