DroneShield stock extends losses as investors weigh HY26 earnings and guidance

Published on 09/15/2026 at 14:29 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

DroneShield stock closed at AUD 1.61 on the ASX on September 14, 2026, down 3.3 percent as the shares trade near a 52-week low around AUD 1.59. The counter-drone company reported HY26 revenue of AUD 126 million, up 74 percent year on year, but with an EBITDA loss of AUD 12.4 million and a net loss of AUD 32.2 million.

DroneShield, AU000000DRO1, Illustration mit AI erstellt.

DroneShield stock (ISIN AU000000DRO1) finished the September 14, 2026 session at AUD 1.61 on the ASX, down 3.3 percent from the previous close as the counter-drone specialist continued to underperform the broader market.

HY26 figures show strong growth but deeper losses

According to Stock World, DroneShield reported half-year 2026 revenue of AUD 126,000,000, representing a 74 percent increase versus the prior-year half-year period.

The same HY26 report showed an adjusted operating EBITDA loss of AUD 12,400,000 and a net loss of AUD 32,200,000, underscoring that the company remains in investment mode despite the sharp top-line expansion in the first half of fiscal 2026, as highlighted by Stock World.

Management is still guiding for full-year 2026 revenue in a range of AUD 250,000,000 to AUD 270,000,000, implying that the company expects to roughly double its HY26 revenue figure in the second half and stay on a steep growth trajectory, according to Stock World.

Order backlog and recurring revenue support long-term story

In the HY26 disclosure, DroneShield reported contractually committed revenue of AUD 240,000,000 at the end of the half-year, a figure that nearly matches the midpoint of the full-year guidance and provides visibility for investors looking at the 2026 and 2027 order pipeline, as noted by Stock World.

The share of recurring revenue in DroneShield's mix increased from 3 percent in the prior-year half to 9.2 percent of total revenue in HY26, meaning that the proportion of subscription-like or service income roughly tripled year on year, according to Stock World.

Analyst views and price pressure at 52-week low

The market reaction to DroneShield's HY26 figures has been negative so far: the stock fell about 2.8 percent in one recent Frankfurt session to close at around EUR 1.02, and it is down roughly 45 percent year to date, according to performance data cited by Stock World.

On September 15, 2026, commentary from Motley Fool Australia pointed out that DroneShield shares are trading around AUD 1.59 near their 52-week low, far below a previous high of AUD 6.70, with the 12-month average analyst price target sitting at approximately AUD 1.98.

The same overview noted that individual broker targets are higher still, with Bell Potter publishing a target of AUD 2.40 and Canaccord Genuity at AUD 2.60, suggesting potential upside of roughly 51 percent and 64 percent respectively from the AUD 1.59 level if those forecasts are achieved, as reported by Motley Fool Australia.

Stock trades near lows on ASX

Per recent ASX trading data referenced by FNArena, DroneShield stock traded under the ticker DRO and closed at AUD 1.61 on the ASX on September 14, 2026, after moving in an intraday range of roughly AUD 1.59 to AUD 1.64 and ending the day close to its recent low.