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This is Why Drone Stocks are Already Flying High in the New Year

Distributed on behalf of ZenaTech.

Drone stocks, including ZenaTech (NASDAQ: ZENA), Red Cat Holdings (NASDAQ: RCAT), Ondas Holdings (NASDAQ: ONDS), Kratos Defense & Security Solutions (NASDAQ: KTOS), and Draganfly Inc. (NASDAQ: DPRO) (CSE: DPRO) are flying to higher highs.

For one, drones are just starting to revolutionize various multi-billion-dollar industires, such as construction and infrastructure, agriculture, logistics, energy and utilities, public security, engineering and telecom to name a few. Two, with support from the Trump Administration, drone technology has become an essential tool for the government. Three, recent geopolitical issues, such as the recent action in Venezuela, are fueling even more upside in drone stocks.

In addition, on December 22, 2025, the FCC’s (Federal Communications Commission) Public Safety and Homeland Security Bureau issued a public notice that updated the Covered List, restricting authorization of new foreign-made UAS (Unmanned Aircraft Systems) equipment—including dominant foreign drone maker, DJI—based on national security determination.

Such regulatory developments underscore a shift toward trusted and compliant drone technologies, positioning ZenaTech’s ZenaDrone for increased adoption of its American-made, NDAA-compliant (National Defense Authorization Act) drone platforms across defense, public-sector, and government applications.

Fueling momentum, ZenaTech’s ZenaDrone Subsidiary Positioned for U.S. Defense and Government Demand for NDAA-Compliant Drones from Recent FCC Public Notice

ZenaTech just announced its strategic alignment with recent U.S. government’s actions restricting new foreign-made drone equipment, which has the potential to positively position its ZenaDrone U.S.-based drone subsidiary for U.S. Defense and Government demand.

“Recent developments reinforce the clear reality that drones are now foundational to national security operations. The U.S. is moving quickly to secure trusted supply chains and strengthen its response to drone threats,” said Shaun Passley, Ph.D., ZenaTech CEO.

“We believe ZenaDrone is strategically positioned for success within this environment, including our pursuit of Blue UAS certification, ensuring full NDAA-compliant drone platforms, and our drone manufacturing facilities based in the U.S. We continue our ongoing focus on delivering secure, and compliant drone solutions for ISR, inspection, critical cargo, and infrastructure protection, which we believe meet the evolving needs of defense and government customers.

Further, management believes the current FCC updates, combined with other recent U.S. defense policy directives, may benefit the company’s pursuit of U.S. Defense and Government business by:

· Rising demand for NDAA-compliant, trusted US drone platforms, as federal users prepare for constrained availability of newly authorized foreign-made drone models. ZenaDrone’s Arizona drone manufacturing and assembly plant, and US-aligned Taiwan-based NDAA drone component parts manufacturing subsidiary are both being commissioned for operations in new and expanded facilities

· Expanded deployment opportunities and counter-UAS requirements driven by increased US emphasis on situational awareness, coordination, and operational resilience. ZenaDrone’s platform supports ISR, autonomous cargo delivery and inventory management applications, extending its relevance across defense use cases. ZenaDrone also plans to develop, patent, and accelerate counter-UAS technology for future deployment

ZenaDrone’s multi-function AI drone systems for government and defense are currently at various pilot and certification readiness stages and include:

· The ZenaDrone 1000, a medium-sized VTOL (Vertical Takeoff and Landing) rugged construction drone capable of lifting ~40 kg, with AI-enabled autonomy, and secure communications via its proprietary Drone Net system. Designed for inspection, surveillance, and reconnaissance (ISR) applications, critical cargo applications, and border patrol via a gas version currently under development, being designed for longer flights. It has undergone paid trials with both the US Air Force and Navy Reserve for applications, including critical cargo delivery such as temperature-controlled medical supplies

· The IQ Nano, a compact indoor drone (starting size 20″×20″), built to operate in GPS-denied environments like warehouses or military facilities for inventory management via barcode scanning and security applications, features obstacle avoidance and AI-driven drone swarms or fleets

· The IQ Square, a VTOL drone (starting size 40” X40”) engineered for line-of-sight land surveys, infrastructure inspections, road and bridge inspections, and defense reconnaissance tasks

Other related developments from around the markets include:

Red Cat Holdings, a U.S.-based provider of advanced, all-domain robotic solutions for defense and national security, today announced a strategic collaboration with Safe Pro Group Inc., a leading provider of artificial intelligence (AI)-computer vision technologies. Through this collaboration, Safe Pro’s patented AI-powered image analysis technology will be embedded into Red Cat’s Black Widow drones, enabling U.S. and allied ground personnel to rapidly identify and locate more than 150 types of explosive threats including landmines, anti-personnel mines, cluster munitions, and unexploded ordnance (UXO) in real-time. The integration will allow Safe Pro’s Object Threat Detection (SPOTD) system to process real-time 4k video onboard the Black Widow at the tactical edge and deliver live threat data directly to military situational awareness platforms such as the U.S. Army’s Tactical Assault Kit (ATAK) software ecosystem, enhancing and accelerating decision making critical to mission success.

Ondas Holdings, a leading provider of private industrial wireless networks and commercial drone and automated data solutions, announced a definitive agreement to acquire Apeiro Motion, an Israeli developer of advanced ground robotics, fiber optic communications systems and mission-critical automation technologies which will be operated under the Company's Ondas Autonomous Systems business unit. The transaction is subject to customary closing conditions and is expected to close in the third quarter of 2025. "Apeiro will bring to Ondas a rare combination of world-class engineering talent, field-proven platform development capabilities, and trusted relationships with premier defense customers," said Eric Brock, Chairman and CEO of Ondas. "Their team has shown an exceptional ability to deliver mature, mission-ready autonomous systems that are both innovative and operationally valuable. We believe this acquisition will align perfectly with our strategy to lead the autonomous defense and security sector by bringing operating scale, commercial reach, and platform integration to the next generation of dual-use robotic technologies."

Kratos Defense & Security Solutions, a technology company in defense, national security, and global markets, today unveiled its innovative “Ragnarök” Low-Cost Cruise Missile (LCCM) system, representing a significant advancement in tactical strike capabilities. The Ragnarök LCCM features an optimized design that enables exceptional performance metrics for a system in its class. This strike-focused platform offers an impressive 500 nautical mile range while carrying an 80-pound payload, making it ideal for precision engagement missions across a variety of operational scenarios.

Draganfly Inc., an industry-leading developer of drone solutions and systems, today announced that it has appointed Drone Nerds, a leading U.S. drone retailer, integrator, and service provider, as an official value-added reseller (VAR) for its full line of NDAA-compliant unmanned aerial systems. Drone Nerds will provide sales, integration, training, support, and service for Draganfly’s public safety-grade drone systems across the U.S. and allied markets. As part of this arrangement Drone Nerds will display the Draganfly product line at its upcoming ElevateUAV 2025 conference on October 21–22 in Miami, Florida, where Cameron Chell, CEO of Draganfly, will lead a featured session titled “The Merits and Complexity of NDAA-Compliant Drones.”

Legal Disclaimer / Except for the historical information presented herein, matters discussed in this article contains forward-looking statements that are subject to certain risks and uncertainties that could cause actual results to differ materially from any future results, performance or achievements expressed or implied by such statements. Winning Media is not registered with any financial or securities regulatory authority and does not provide nor claims to provide investment advice or recommendations to readers of this release. For making specific investment decisions, readers should seek their own advice. Winning Media is only compensated for its services in the form of cash-based compensation. Pursuant to an agreement Winning Media has been paid three thousand five hundred dollars for advertising and marketing services for ZenaTech by ZenaTech. We own ZERO shares of ZenaTech. Please click here for full disclaimer.

Contact Information:

Ty Hoffer
Winning Media
281.804.7972
[email protected]