Droneshield Ltd (DRO) – is it a buy?
Hi, I bought Droneshield a few months ago and sold out well. I’m wondering whether to go back to the well again?
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Answer
Hi Michael,
DRO has been one of the most discussed stocks in our Q&A through 2025 as the stock and defence sector have gone from strength to strength. From a valuation perspective its expensive but with revenue surging +480% YoY its easy to see why. On Wednesday we heard that the June quarter was its highest revenue quarter to date, reporting revenue of $38.8 million, up from the AU$6.7 million it reported in the year-ago quarter.
- Also, $176.3 million of revenue had already been received or was under committed purchase orders for the full year.
Everything points towards further growth with DRO expanding manufacturing capacity from the current $500 million-per-annum to $2.4 billion-per-annum by the end of 2026, including a dedicated 3,000 square-meter production space in Sydney.
Shawn recently liked the stock technically between $3 and $3.25 and while it actually dipped to $2.82 after this week’s solid update, he sees new highs above $4.10.
