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    Drone technology is already in action. I can see many companies using for commercial purposes. Nowadays they are used for rescue operation, areas where human intervention is difficult, high altitude places, defense drones used in battle field, cinema shooting and much more. They are a few players on the market especially for this industry like ONDAS, AVAV, RedCat. How do you view them ?

    Drone Companies
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    Posted by Compound-V-Injected

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    13 Comments

    1. BeneficialQuality899 on

      I’m waiting for Anduril. None of them are as good. Also, Lockheed Martin has Vectis which is superior than anything else available currently

      Edit: Anduril has only hinted at potential IPO. LMT is next best thing and their drones perform just as well.

    3. Nam_Jhi on

      Drones are definitely growing fast across industries. ONDAS, AVAV, and RedCat all have potential, but they’re at very different stages… tech adoption, contracts, and regulations matter a lot. Keep an eye on who’s actually landing long-term commercial or defense deals

    4. KalLindley on

      Lantronix interests me. I bought a small take a week or so ago after reading about their drone platform.

    7. sasoras on

      Not sure I get what you mean? Are you saying their ability to expand into commercial markets in other countries or something?

      Those 3 at best can only do well in the US market due to US regulations(protectionism), commercial entry is likely limited to the US as well.

      The reason being DJI utterly dominates world wide, 70%-80% market share, and even higher if focused on commercial. Their vertical integration and tech is worlds apart. They also have a cult following on par with Tesla.

      Don’t expect much from them in the commercial or enterprise sectors, they can at best be used for allied military like Nato countries. Essentially although focused in drones, those stocks are basically a military play like RTX or LMT.

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