Jefferies keeps AUD 1.25 target for DroneShield stock on October 16

Published on 10/17/2026 at 22:32 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

The next software release is due November 3, 2026. DroneShield stock traded at AUD 1.56 on October 16, 2026, up 9.86 percent versus ASX prior close.

Analyst target remains central

Jefferies maintained a Sell rating and an AUD 1.25 target on October 16, 2026.
DroneShield's next software release is due on November 3, 2026, with thermal classification accuracy improving 44.00 percent.
DroneShield stock last traded at AUD 1.56 at 4:11 p.m. AEDT on October 16, 2026, up 9.86 percent versus the ASX prior close.
DroneShield's market capitalization was AUD 1.4 billion, with a P/E ratio of -46.29.

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Jefferies maintained a Sell rating and an AUD 1.25 price target for DroneShield on October 16, 2026, according to Markets Insider. The target is 19.87 percent below the AUD 1.56 price recorded for the ASX session. DroneShield last traded at AUD 1.56 on October 16, 2026 at 4:11 p.m. AEDT, up 9.86 percent versus the ASX prior close.

Software date brings a second marker

DroneShield's Q4 software release is scheduled to become available on November 3, 2026. The company said in its October 14 release that thermal camera classification accuracy improves by 44.00 percent, while fixed-wing identification improves 18.00 percent in precision and 8.00 percent in recall. The update is delivered through Mission Ready Services to more than 4,200 software-enabled devices.

Committed revenue reaches AUD 261 million

Committed fiscal 2026 revenue reached AUD 261.0 million as of October 12, 2026, up 35.00 percent from the prior corresponding period and within the AUD 250.0 million to AUD 270.0 million outlook, Streetwise Reports reported on October 16, 2026. The figure reflects confirmed orders scheduled for delivery, rather than revenue already recognized in full.

Price position on the ASX

The ASX session showed a day range of AUD 1.42 to AUD 1.58, with volume of 9,592,556 shares against an average volume of 12,124,945 shares. At AUD 1.56, DroneShield stood 9.86 percent above its 52-week low of AUD 1.42 and 69.35 percent below its 52-week high of AUD 5.09, based on the October 16, 2026 quotation.

Valuation and scheduled release

DroneShield had a market capitalization of AUD 1.4 billion and a P/E ratio of -46.29 as of October 16, 2026. Markets Insider also cited a Hold consensus with an AUD 1.97 average target, while Jefferies' AUD 1.25 target remains the more cautious named view in the latest report.

Comparison with peers

DroneShield (ASX, AUD): plus 9.86 percent, P/E -46.29, market capitalization AUD 1.4 billion.

AeroVironment (Nasdaq, USD): minus 1.16 percent, P/E -20.93, market capitalization USD 6.2 billion.

Ondas Holdings (Nasdaq, USD): minus 4.88 percent, P/E 91.24, market capitalization USD 3.5 billion.

Next date for investors

The November 3, 2026 software availability date is the next clearly scheduled operating milestone. It gives the market a defined point for assessing whether the new capabilities can support wider use of the subscription platform and the company's recurring-revenue strategy.