DroneShield Shares Surge Amidst Global Defense Spending Boom

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The equity of counter-drone specialist DroneShield has emerged as a standout performer on the Australian exchange in early 2026. Investors are now weighing whether the sector has peaked or is merely at the dawn of a sustained upcycle, as the stock’s 363% return over the past twelve months has dramatically outpaced the broader market. This performance is fueled by shifting geopolitical dynamics and a rapidly growing order book.

Concrete business developments underscore the bullish sentiment. In the closing weeks of 2025, DroneShield secured multiple significant contracts, highlighting robust demand:

• A $49.6 million agreement with a European military client, with delivery scheduled for Q1 2026.
• An $8.2 million order for handheld counter-drone Read more...