Red Cat Holdings Inc (RCAT)

As Counter-Drone Demand Surges, Defense Tech Goes on the OffensiveJune 12, 2026 8:20 AM
PR Newswire (US) Issued on behalf of VisionWave Holdings, Inc.As governments race to field affordable counter-drone and tactical autonomy systems, a wave of defense-tech consolidation is rewarding companies that can bolt advanced AI onto proven sensing hardware — and VisionWave is seeking to put itself at the center of that trend.WEST HOLLYWOOD, Calif. and NESS ZIONA, Israel, June 12, 2026 /PRNewswire/ -- USA News Group News Commentary — The defense and security technology sector has spent the past two years being reshaped by a single, stubborn reality: cheap, weaponized drones are now a battlefield and homeland-security staple, and the systems built to detect, track, and defeat them have become one of the fastest-growing niches in defense spending. Against that backdrop, VisionWave Holdings, Inc. (NASDAQ: VWAV) has moved to acquire a controlling interest in an established 3D perception company, signaling its intent to combine AI-driven sensing with proven imaging hardware at exactly the moment the market is paying up for that combination. On June 8, 2026, Foresight Autonomous Holdings Ltd. (NASDAQ: FRSX) (TASE: FRSX) announced a definitive agreement under which VisionWave will make a strategic equity investment of up to $17.5 million, payable in shares of VisionWave common stock, reflecting a post-investment valuation of approximately $34 million for Foresight. The structure gives VisionWave a path to a controlling 52% stake in Foresight while keeping both companies operating as independent, publicly traded entities. News of the deal sent Foresight shares sharply higher on the day of the announcement, while VisionWave traded up as well — a notable reaction for a transaction that is being paid in stock rather than cash.For VisionWave, the move is less about a single acquisition and more about positioning. The company has spent 2026 assembling a defense-and-sensing platform, and folding in a perception specialist with visible-light, infrared, and neuromorphic sensor technology gives it hardware to pair with its own AI and radio-frequency systems. In a sector where the U.S. government is actively weighing direct financial support for domestic drone and counter-drone firms, owning the full stack — sensors, AI, and RF — is increasingly the price of admission.Inside the VisionWave–Foresight TransactionAccording to the definitive agreement, the transaction is staged in two parts. In Stage 1, VisionWave will receive 46% of Foresight's issued and outstanding ordinary shares in exchange for VisionWave common stock with an aggregate value of approximately $15.5 million. Upon achievement of a defined commercial milestone — specifically, the commencement of a binding pilot project using the integrated Perception Platform — VisionWave will receive an additional 6% stake in exchange for additional VisionWave shares valued at approximately $2 million.Governance follows the money. VisionWave will have the right to appoint two directors to Foresight's board upon the Stage 1 closing, and one additional director upon the Stage 2 closing. The companies have been explicit that both will continue to operate as independent, publicly traded entities, and that the transaction remains subject to all required regulatory, stock-exchange, and shareholder approvals, along with other customary closing conditions.The strategic logic centers on integration. Through the collaboration, Foresight's high-resolution visible-light, infrared, and neuromorphic sensor technologies are expected to be combined with VisionWave's AI and radio-frequency-based perception systems. The stated goal is to create more intelligent, real-time perception solutions for defense and security applications — including counter-unmanned aircraft systems, tactical unmanned systems, border protection, and critical infrastructure monitoring."This strategic investment from VisionWave represents an important opportunity to combine our proven perception expertise with advanced AI technologies," said Haim Siboni, Chief Executive Officer of Foresight. "We believe that it positions Foresight to offer more sophisticated, AI-driven solutions for the growing defense and security markets, where real-time intelligent perception is increasingly critical."VisionWave Holdings describes itself as a defense and advanced sensing technology company developing AI-driven, RF-based sensing, autonomy, and computational acceleration technologies for defense, homeland security, and commercial infrastructure applications. Its stated mission is to connect defense innovation with civilian progress through shared core technologies deployed across air, land, and sea — a framing that maps directly onto the dual-use demand now driving the sector.CONTINUED … Read this and more news for VisionWave Holdings at: https://usanewsgroup.com/vwav-landingWhy the Timing Matters: A Sector Bid Up by Drone DominanceThe deal lands in the middle of a remarkable run for U.S. defense-technology equities tied to drones and counter-drone systems. The Pentagon's "Drone Dominance" initiative has set a target of fielding roughly 300,000 lower-cost autonomous systems by the end of 2027, backed by a multi-hundred-million-dollar budget line, and the administration has reportedly explored providing loans and even direct equity stakes to domestic drone manufacturers. That policy backdrop has repeatedly lifted an entire peer group of listed names in 2026.The investment thesis VisionWave is leaning into is straightforward: as the threat environment intensifies and procurement accelerates, the companies that can deliver intelligent, real-time perception — not just a sensor or just an algorithm, but the integrated system — are the ones positioned to win recurring government and commercial business. By moving to control a perception specialist, VisionWave is attempting to graduate from an early-stage platform story into a company with deployable hardware and a clearer commercialization path.It is worth being clear-eyed about scale. VisionWave is a small-cap, early-stage platform company, and its own filings caution that certain initiatives are early-stage and exploratory, with no assurance of material contributions. The Foresight transaction is also paid in stock, subject to multiple approvals, and structured around a milestone that has not yet been achieved. Those are real execution variables that investors should weigh against the strategic upside.The Company VisionWave Now KeepsVisionWave is seeking to put itself squarely alongside a peer set of listed defense-technology names that the market has been rewarding throughout 2026. The contrast in scale and approach across that group helps frame both the opportunity and the risk in VisionWave's strategy.The following peer comparisons are provided for illustrative and contextual purposes only and do not imply that VisionWave will achieve similar results, valuations, contract awards, or performance. These companies are significantly larger, more established, and have substantially greater resources, revenue bases, operating histories, and market presence than VisionWave, an early-stage platform company. Investors should not assume that VisionWave's strategy or the Foresight transaction will produce comparable outcomes.Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS) sits at the large-program, system-integration end of the spectrum. On April 8, 2026, Kratos disclosed that it had been awarded an Other Transaction Agreement with a total potential value of up to $446.8 million, contingent on the exercise of all options, to serve as prime contractor on the U.S. Space Force's Ground Management and Integration agreement for the Resilient Missile Warning and Tracking program. Kratos is also closely watched for its XQ-58A Valkyrie "loyal wingman" program, which operates alongside manned fighter aircraft — a reminder of how much larger an established prime can be relative to an emerging platform company.Red Cat Holdings, Inc. (NASDAQ: RCAT) anchors the tactical small-UAS and counter-drone side of the group. The company has been selected for the U.S. Army's Short Range Reconnaissance program of record and has pursued production work with Palantir on GPS-denied navigation. Red Cat's portfolio spans ISR and precision-mission drone families, illustrating how the market is assigning premium valuations to companies with both autonomy software and fielded hardware — the same dual-stack logic VisionWave is now pursuing through Foresight.Ondas Holdings Inc. (NASDAQ: ONDS) has spent 2026 broadening from drone hardware into higher-margin defense software, most notably through a $196.6 million all-stock acquisition of defense software firm Omnisys. Ondas is positioned across multi-domain ISR, counter-UAS technologies, AI software, and defense communications infrastructure — a diversification path that, like VisionWave's, is built on the premise that integrated software-plus-hardware platforms command better economics than point products.Unusual Machines, Inc. (NYSE American: UMAC) rounds out the comparison from the NDAA-compliant drone-parts manufacturing angle. The company has highlighted that its partner Powerus advanced to Phase II of the Defense Department's Drone Dominance Program with a low-cost, rapidly deployable, U.S.-manufactured drone platform. Unusual Machines underscores the supply-chain dimension of the sector's growth — the domestic-content and component sourcing that underpins the broader drone buildout VisionWave is aligning itself with.Taken together, these names map the landscape VisionWave is entering: established primes with billion-dollar revenue bases, mid-cap autonomy and ISR specialists, and emerging suppliers. VisionWave is attempting to carve out a perception-platform position within that field, and the Foresight transaction is its clearest statement yet of how it intends to do so.What Comes NextWith the definitive agreement signed, the near-term markers for investors are procedural and operational. The Stage 1 closing depends on regulatory, stock-exchange, and shareholder approvals. The Stage 2 stake hinges on the commencement of a binding pilot project using the integrated Perception Platform — the milestone that converts the partnership from a financing event into a commercial one. And the broader question is whether VisionWave can translate a controlling stake in a perception specialist into the kind of defense and security contracts that the sector's richer valuations are pricing in.For a market that has spent 2026 bidding up anything connected to autonomous and counter-drone systems, VisionWave's play is a clean test of a simple thesis: that owning integrated perception — AI, RF, and proven sensors under one roof — is where durable value in defense technology is increasingly being created.CONTINUED … Read this and more news for VisionWave Holdings at: https://usanewsgroup.com/vwav-landingTrack the signal, not the noise. Eagle Eye (eagle-eye.dev) delivers real-time investor intelligence across social, forum, and news sources.CONTACT:USA News Group
info @acblanke1SOURCES:[1] Foresight Autonomous Holdings Ltd. — "Foresight Secures $17.5 Million Strategic Investment from VisionWave…" (GlobeNewswire, June 8, 2026; primary company release and source of all deal terms and the CEO quotation)[2] Stocktwits / Yahoo Finance — "FRSX Stock Shoots Up 15% Today – Why Investors Are Cheering The Deal With VisionWave Holdings" (June 8, 2026):
https://finance.yahoo.com/markets/stocks/articles/frsx-stock-shoots-15-today-144908135.html [3] The Globe and Mail — counter-drone sector commentary naming VWAV, KTOS, RCAT, ONDS, and UMAC (April 16, 2026):
https://www.theglobeandmail.com/investing/markets/stocks/KTOS/pressreleases/1344943/as-the-counter-drone-era-goes-mainstream-this-nasdaq-ai-defense-stock-just-landed-a-world-cup-deployment-order/[4] Stocktwits — "Why ONDS, RCAT And Other Drone Stocks Are Surging In Overnight Trading" (Drone Dominance program, Omnisys acquisition; late May 2026):
https://stocktwits.com/news-articles/markets/equity/why-onds-rcat-and-other-drone-stocks-are-surging-in-overnight-trading/cZgi5MvResd [5] CoinCentral — "Red Cat, Kratos and Unusual Machines Are Surging…" (Pentagon funding talks, program budget detail; June 2026):
https://coincentral.com/red-cat-kratos-and-unusual-machines-are-surging-is-this-the-start-of-a-drone-stock-supercycle/DISCLAIMER:Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. USA News Group is a third party publisher and news dissemination service provider, which disseminates electronic information through multiple online media channels.This communication is a paid advertisement, and is for general information purposes only. This is a digital media distribution, and is not, and should not be construed as, a paid advertisement in the traditional sense. This communication is being distributed by USA News Group ("USA News Group," "we," "our") on behalf of Market IQ Media Group, Inc. ("MIQ"). MIQ has been paid a fee by VisionWave Holdings, Inc. directly for advertising and digital media from the company. There may be 3rd parties who may have shares of VisionWave Holdings, Inc., and may liquidate their shares which could have a negative effect on the price of the stock. MIQ owns shares of VisionWave Holdings, Inc. which were purchased in the open market, and reserves the right to buy and sell, and will buy and sell shares of VisionWave Holdings, Inc. at any time without any further notice.The information contained herein has been prepared based on publicly available sources, including company news releases and filings, and is believed to be reliable, but its accuracy and completeness are not guaranteed. We have not independently verified all of the information contained herein and undertake no obligation to update it. Comparisons to other companies referenced in this publication are for contextual and illustrative purposes only and do not imply any partnership, endorsement, affiliation, or comparable financial performance. All forward-looking statements involve risks and uncertainties, and actual results may differ materially. Always do your own due diligence and consult a licensed professional before investing. Read our full disclaimer at the link provided in this publication.CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS:This publication contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and Section 21E of the Securities Exchange Act of 1934, as amended. Such forward-looking statements include, without limitation, statements regarding the Foresight transaction (including Stage 1 and Stage 2 closings, milestone achievement, board appointments, and integration), expected benefits of combining technologies, potential commercial applications, market positioning, government support for drone/counter-drone initiatives, and the Company's ability to secure contracts or realize value from the investment.These statements are based on the Company's current expectations and assumptions and are subject to substantial risks and uncertainties that could cause actual results to differ materially from those described. Forward-looking statements are generally identified by words such as "believe," "may," "will," "estimate," "continue," "anticipate," "intend," "expect," "should," "would," "plan," "project," "forecast," "predict," "potential," "target," "seek," or similar expressions, or by statements that events, trends, or results "may," "will," "could," or "should" occur or be achieved.Such forward-looking statements involve known and unknown risks, uncertainties, and other factors that may cause actual results, performance, or achievements to be materially different from any future results, performance, or achievements expressed or implied by the forward-looking statements. These risks and uncertainties include, but are not limited to: risks related to the development, integration, and testing of advanced autonomous systems, AI, RF sensing, and computer vision technologies; the timing and successful closing of the Foresight transaction and any related milestones; regulatory, stock exchange, shareholder, and national security approvals; ability to secure government and defense contracts; market acceptance and competition; availability of capital; macroeconomic and geopolitical uncertainties; intellectual property risks; integration risks; delays in technical or commercialization milestones; dependence on key personnel and partners; and other risks detailed in the Company's filings with the U.S. Securities and Exchange Commission, including its most recent Annual Report on Form 10-K, Quarterly Reports on Form 10-Q, and Current Reports on Form 8-K.All forward-looking statements speak only as of the date of this publication and are expressly qualified in their entirety by the cautionary statements contained herein and in the Company's SEC filings. The Company undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise, except as may be required by law. Investors and readers are strongly cautioned not to place undue reliance on these forward-looking statements.  View original content to download multimedia:https://www.prnewswire.com/news-releases/as-counter-drone-demand-surges-defense-tech-goes-on-the-offensive-302798829.html Original: As Counter-Drone Demand Surges, Defense Tech Goes on the Offensive

Drone stocks rally after report of Pentagon-backed funding discussionsMay 28, 2026 8:54 AM
IH Market News Shares of several U.S. drone manufacturers moved sharply higher Monday after a report from The Wall Street Journal said the Trump administration is considering funding agreements with domestic drone companies to strengthen U.S. production capabilities. Unusual Machines (AMEX:UMAC) surged 25%, while Red Cat (NASDAQ:RCAT) gained 13%. AeroVironment (NASDAQ:AVAV) and Kratos Defense & Security (NASDAQ:KTOS) each climbed 10%. Ondas (NASDAQ:ONDS) advanced 9%, and AIRO Group (NASDAQ:AIRO) rose 7%. According to the report, the administration is exploring financing arrangements with American drone manufacturers as part of a broader push to expand domestic weapons production and lower procurement costs. The discussions reportedly involve several private drone companies as well as Pentagon officials, including representatives from the Office of Strategic Capital, a Defense Department-backed lending office created during the Biden administration to support businesses tied to critical national security supply chains. The negotiations are still ongoing, with defense officials continuing to review participating companies before any final agreements are reached. People familiar with the discussions told the Journal that some proposed deals could involve a combination of debt financing and equity investments through multiple funding structures, potentially giving the U.S. government partial ownership stakes in certain companies. Among the firms reportedly being considered for funding are Performance Drone Works, which recently secured a U.S. Army contract for reconnaissance drones; Unusual Machines, a drone component supplier that counts Donald Trump Jr. as both a shareholder and advisory board member; and Neros Technologies, a Sequoia Capital-backed startup focused on small first-person-view drone systems. Unusual Machines stock price Red Cat Holdings stock price AeroVironment stock price Kratos Defense & Security Solutions stock price Ondas Holdings stock price Airo Group stock price Original: Drone stocks rally after report of Pentagon-backed funding discussions

HC Wainwright Initiates Red Cat at Buy With $20 Price Target. PPS up 9% in pre-market.

Red Cat Shares Rise Following Quaze Technologies Acquisition (RCAT)May 20, 2026 9:55 AM
IH Market News Red Cat Holdings (NASDAQ:RCAT) shares gained 3% on Wednesday after the company completed its acquisition of Quaze Technologies, a Québec-based developer specializing in wireless power transfer systems for unmanned platforms.Quaze will continue operating as an independent business unit within Red Cat while advancing its wireless power technology for integration across the company’s product ecosystem. The unit will also maintain its platform-agnostic approach, supporting third-party manufacturers across aerial, ground, and maritime applications. Acquisition Targets Autonomous Power Solutions Red Cat said the acquisition addresses one of the key challenges limiting robotic autonomy: power management.Quaze’s technology enables autonomous recharging capabilities for unmanned systems, helping extend operational endurance while reducing the need for direct human intervention.The company’s QU6 electronic architecture allows large surfaces to function as wireless charging access points and can be integrated into a wide variety of platforms and environments. Technology Designed for Harsh Operating Conditions According to the company, the system does not require exact alignment, physical connectors, or direct contact between transmitters and receivers.This allows unmanned systems to recharge even in difficult conditions involving debris, sand, ice, or snow.The technology is designed for deployment across vehicle-mounted platforms, drone-in-a-box systems, autonomous surface vessels, fixed infrastructure, and underwater charging stations.Red Cat said the acquisition is expected to strengthen its expansion into maritime systems and broader multi-platform autonomous operations. New Revenue Opportunities Beyond Core Platforms The transaction also expands Red Cat’s addressable market by creating a potential revenue stream outside of its internally developed platforms.Quaze’s wireless power technology is designed to integrate with third-party unmanned systems, positioning it as a possible industry-standard solution for wireless energy transfer within the broader robotics and autonomous systems market.The technology has already been demonstrated across multiple robotic platforms, including aerial drones, ground-based systems, and autonomous underwater vehicles, and is currently being evaluated for dual-use applications.Red Cat Holdings stock price Original: Red Cat Shares Rise Following Quaze Technologies Acquisition (RCAT)

RCAT Ukraine Japan interesting

The Camera Is the New Sensor: Why a Provisional Patent Filing in Hollywood Could Reshape How the Pentagon Buys VisionApril 30, 2026 11:42 AM
PR Newswire (US)

Issued on behalf of VisionWave Holdings, Inc.From counter-drone perimeters to forensic search, the operational question is no longer what is in the frame — it is which frames matter, and one Nasdaq defense-tech name just staked an IP claim on the answer.Equity-Insider.com News CommentaryNEW YORK, April 30, 2026 /PRNewswire/ -- There is a particular kind of buyer in defense procurement right now who has stopped asking for hardware. They are asking for decisions. A homeland-security director who needs to know whether the figure crossing a fence line is a maintenance worker or an intruder. A counter-drone operator who has eight seconds to decide if the airframe overhead is a delivery quadcopter or a weaponized small UAS. A forensic analyst sifting 14 hours of body-cam footage for the one second that matters. The thing they all share is that they already own the cameras. What they do not own is the intelligence to make those cameras think.







That is the gap the U.S. Patent and Trademark Office received a new filing for last week — and it lands inside a procurement cycle that has gone vertical. The Pentagon's Drone Dominance Program is now targeting more than 200,000 autonomous systems. The FY2026 U.S. defense budget has reached approximately $1 trillion, with FY2027 proposals pushing toward $1.5 trillion. The military AI video surveillance segment alone was valued at around $655 million in 2024 and, although there is no guarantee, is forecast to hit roughly $3 billion by 2030. Market size and growth figures are third-party estimates only and are subject to significant uncertainty; see disclaimers below. Inside that wave, a single layer of the stack is doing the heaviest commercial work: the perception software that decides what a pixel is worth.VisionWave Holdings, Inc. (NASDAQ: VWAV) filed a U.S. provisional patent application on April 24, 2026 covering core intellectual property for its xCalibre™ visual intelligence platform. The application — Application No. 64/048,141, titled "Systems and Methods for Converting Camera Streams into Structured Sensor Intelligence for Detection, Verification, and Response" This is a provisional patent application only. A provisional application does not guarantee that any claims will be allowed, that any patent will issue, or that any issued patent will provide meaningful commercial protection or be enforceable.The distinction is not academic. Conventional video analytics treat every frame the same. They run inference on everything, send everything to the cloud, and burn compute and bandwidth on the 99% of footage where nothing operationally important is happening. xCalibre™ is designed to do the opposite. It is built to treat visible, thermal, infrared, stereoscopic, low-light, body-worn, vehicle-mounted, fixed, mobile, airborne, and robotic cameras as intelligent sensor inputs — applying coarse approximation, confidence scoring, and selective refinement so that deep analysis is only triggered where the scene actually matters. The output is not a video clip. It is structured intelligence: object class, identity hypothesis, drone alert, vehicle event, abnormal behavior flag, person-of-interest indication, persistent track, threat score, response recommendation, searchable metadata, and confidence-scored evidence."xCalibre represents a shift from video analytics to video-as-a-sensor intelligence," said Danny Rittman, VisionWave's Chief Technology Officer, in the announcement. "The system is designed to ask a more intelligent question: not simply what is visible in the frame, but which parts of the scene matter, what remains uncertain, and where deeper analysis should be applied."That selective-intelligence model is what makes the filing strategically interesting. However, a provisional patent application does not guarantee that any claims will be allowed, nor that any patent will issue. There can be no assurance that the Company will obtain meaningful patent protection or that any issued patents will be enforceable. It is targeted at the exact deployment environments where conventional video AI falls apart — perimeter security at scale, critical-infrastructure monitoring, defense surveillance, autonomous systems, robotic sensing, drone detection, forensic search, and operational command dashboards. Those are the same use cases the broader peer set has been winning hardware contracts to address. The hardware, increasingly, is commoditized. The intelligence layer is not.And the rest of the field is moving fast around it. The billion-dollar operators in the same procurement lane have been booking April orders that look less like contracts and more like signals.Red Cat Holdings (NASDAQ: RCAT) announced on April 2, 2026 that a NATO ally — facilitated through the NATO Support and Procurement Agency — had selected its Black Widow™ small unmanned aircraft system on a competitive tender, with deliveries scheduled across calendar year 2026. "NATO allies need platforms that are deployable today for use in contested environments, built on secure U.S. supply chains, and able to be manufactured and fielded at scale," said CEO Jeff Thompson. Days later, on April 6, the Company disclosed a strategic partnership between its Blue Ops maritime division and HADDY to deploy large-scale robotic 3D printing and Agentic AI production at its Valdosta, Georgia facility, with the stated goal of doubling overall manufacturing capacity for unmanned surface vessels. Black Widow shares the same end-of-line problem xCalibre™ is designed to solve: a fleet of new airframes is only as good as the perception layer telling the operator what they see.Ondas Inc. (NASDAQ: ONDS) completed its Mistral merger on April 24, 2026 at a $175 million valuation, lifting pro-forma backlog to $457 million when contracted backlog from Mistral and recently acquired World View are included — versus $68 million at year-end 2025. The Company's earlier April 13 disclosure of an initial $68 million order under a multi-year $140 million strategic military engineering program for INDO Earth Moving's heavy ground equipment continues to anchor the autonomy and AI-integration thesis. World View, acquired April 1, adds a stratospheric layer to the same multi-domain ISR concept that the rest of the sector is racing to assemble. The plumbing is being laid; the question of whose intelligence layer rides on top of it is still being decided.Mercury Systems (NASDAQ: MRCY) announced on April 2, 2026 that L3Harris Technologies had selected the company to provide solid-state data recorders for the U.S. Space Development Agency's Tranche 3 Tracking Layer satellite constellation — the missile-warning architecture designed to defend against advanced threats including hypersonic weapons. Mercury reported Q2 fiscal 2026 bookings of $288 million (up 18.6% year-over-year), a book-to-bill of 1.23, and a record backlog of $1.5 billion. Mercury delivers the rugged compute infrastructure that makes AI sensor fusion viable inside platforms operating in harsh, contested environments — exactly the edge where xCalibre™'s architecture is designed to run without cloud dependency.Mobix Labs (NASDAQ: MOBX) disclosed on April 2, 2026 a roughly five-fold expansion of component activity tied to the F-22 Raptor program — securing new and increased orders from two subcontractors that, combined, mark a step-change in the Company's defense footprint. Days later, on April 6, Mobix announced a $3.2 million order for technology used in TSA-deployed airport full-body scanners, bringing total program activity past $6 million. On March 19, 2026, the Company was selected by a major munitions manufacturer for a smart munitions feasibility program focused on anti-drone applications — the same threat layer that xCalibre™ is designed to flag, score, and pass to operators in real time.These third-party developments are publicly reported but are not necessarily indicative of VisionWave's prospects. There can be no assurance that VisionWave will secure similar contracts or achieve comparable results.Step back from any single deal and the procurement pattern is clear. The dollars are flowing toward the layer that decides — not the layer that records. However, there can be no assurance that VisionWave will successfully commercialize xCalibre™, achieve market acceptance, or generate material revenue from the technology. Hypersonic missile-warning, fielded counter-drone systems, edge compute, NDAA-compliant drone components, multi-domain ISR — every one of those programs depends on perception software that can run at the edge, in real time, with the discipline to ignore what does not matter. That is the layer VisionWave just filed a provisional patent on. In a procurement cycle defined by 200,000 autonomous systems, $1 trillion in defense outlays, and a video-AI segment compounding toward $3 billion (estimates only), owning the architecture — not just selling the output — is the moat that gets repriced first.Article Source: https://equity-insider.com/2025/09/25/the-ai-defense-technology-developments-on-the-rise-in-2025-26/CONTACT:
Equity Insider
info @acblanke1DISCLAIMER:This is a paid promotional advertisement. Nothing in this publication should be considered as personalized financial advice or an offer to buy or sell securities. VisionWave Holdings, Inc. has paid compensation to Equity-Insider.com / Market IQ Media Group, Inc. for the preparation and distribution of this material. Equity-Insider and its affiliates may hold shares of VWAV and may sell them at any time, creating a conflict of interest.Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. Equity-Insider.com is a wholly-owned subsidiary of Market IQ Media Group, Inc. ("MIQ"). MIQ has been paid a fee for VisionWave Holdings, Inc. advertising and digital media from the company directly. There may be 3rd parties who may have shares of VisionWave Holdings, Inc., and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. The owner/operator of MIQ owns shares of VisionWave Holdings, Inc. which were purchased in the open market. MIQ reserves the right to buy and sell, and will buy and sell shares of VisionWave Holdings, Inc. at any time thereafter without any further notice. We also expect further compensation as an ongoing digital media effort to increase visibility for the company, no further notice will be given, but let this disclaimer serve as notice that all material, including this article, which is disseminated by MIQ has been approved by VisionWave Holdings, Inc.; this is a paid advertisement, and we own shares of the mentioned company that we will sell, and we also reserve the right to buy shares of the company in the open market, or through other investment vehicles. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.Forward-Looking Statements. This release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as "may," "could," "should," "would," "believe," "expect," "anticipate," "plan," "estimate," "potential," or similar expressions identify forward-looking statements. These statements are based on current expectations and beliefs and involve risks and uncertainties that could cause actual results to differ materially from those described, including but not limited to: (i) the risk that the provisional patent application will not result in issued claims of commercial value; (ii) technical, regulatory, and market risks associated with the development and commercialization of xCalibre™; (iii) the Company's ability to secure government contracts; (iv) competition; (v) dependence on key personnel; and (vi) general economic and defense-budget uncertainties. Investors should review the Company's most recent SEC filings (available at https://www.sec.gov/edgar/browse/?CIK=2038439) for a more complete discussion of risk factors.VisionWave Holdings, Inc. makes no representations or warranties as to the accuracy of third-party projections or market data cited herein. Past performance of peer companies is not indicative of future results for VWAV.Logo - https://mma.prnewswire.com/media/2840019/5947789/Equity_Insider_Logo.jpg



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Original: The Camera Is the New Sensor: Why a Provisional Patent Filing in Hollywood Could Reshape How the Pentagon Buys Vision

The End of GPS Reliability Is Reshaping Modern Combat StrategyApril 22, 2026 9:00 AM
InvestorsHub NewsWireThe End of GPS Reliability Is Reshaping Modern Combat StrategyAINewsWire Editorial Coverage: Satellite positioning has long served as the invisible backbone of military operations, underpinning everything from guided munitions to autonomous drone navigation, but that confidence is now fracturing. Across active combat theatres, navigation signals are being systematically jammed, spoofed and degraded at scale, turning one of warfare's most relied-upon tools into one of its most exploitable vulnerabilities. Drones lose orientation, missions fail mid-flight, and entire system architectures collapse in electronically hostile conditions, prompting defense establishments worldwide to urgently seek alternatives capable of signal-free, satellite-independent operation. Into that gap, SPARC AI Inc. (OTC: SPAIF) (Profile) has introduced its software-based Overwatch platform, which enables unmanned systems to navigate and acquire targets in GPS-denied environments without any hardware modifications, a faster-to-deploy, more scalable alternative to the hardware-intensive solutions that currently dominate the sector. The company is part of a cohort of innovators, including Draganfly Inc. (NASDAQ: DPRO), AeroVironment Inc. (NASDAQ: AVAV), Kratos Defense & Security Solutions (NASDAQ: KTOS) and Red Cat Holdings Inc. (NASDAQ: RCAT), all operating where drone technology, artificial intelligence and defense capability intersect with a shared emphasis on autonomous and military-grade unmanned systems.The deterioration of GPS reliability is no longer a localized or isolated phenomenon; it has solidified as a structural feature of how modern armed conflict unfolds.Conventional methods for addressing GPS-denied navigation have historically centered on physical hardware solutions; SPARC AI has structured its response around a fundamentally different premise.The appetite for satellite-independent navigation is not a projected future state; it is already materializing in market data and validated by the conditions of active conflict.SPARC AI is actively progressing toward deployment in live-conflict environments, with Ukraine serving as the most immediate theater.Among the characteristics most meaningfully distinguishing SPARC AI from conventional defense vendors is the underlying structure of its business model.Click here to view the custom infographic of the SPARC AI editorial.GPS Denial Has Become a Battlefield ConstantThe deterioration of GPS reliability is no longer a localized or isolated phenomenon; it has solidified as a structural feature of how modern armed conflict unfolds. Electronic warfare systems are now routinely activated as a first-strike mechanism, targeting satellite signals to neutralize enemy coordination before any kinetic engagement takes place. A recent article reported extensive GPS interference throughout the Middle East, where jamming activity has impaired both aircraft navigation and maritime operations, illustrating how broadly and severely these tactics are already being deployed.Nowhere is this disruption more apparent than in Ukraine, where drone operations have become key during the conflict. According to some reports, Ukraine could be losing roughly 10,000 unmanned aircraft each month, with GPS interference identified as a leading cause of those losses. That rate of attrition lays bare a fundamental vulnerability: Aerial platforms such as drones, which depend entirely on satellite navigation, are acutely susceptible to electronic attack and frequently rendered mission-incapable under contested conditions.The broader implications reach well beyond any single theatre of war. As noted by The National, GPS may well be the "first casualty" of contemporary conflict, a characterization that underscores how thoroughly electronic warfare has been integrated into military doctrine. This trend is driving defense planners to revisit core assumptions about how navigation, targeting and operational continuity can be maintained.In response, procurement strategies are changing. Armed forces are directing acquisition resources toward platforms capable of functioning without satellite signals, especially for drone and autonomous systems categories where mission success depends on positional accuracy. Satellite independence is no longer an enhanced feature; it has become a foundational threshold for deployment eligibility in contested environments.Given that trajectory, the requirement for GPS-free navigation is not merely pressing; it is foundational. Systems that can sustain reliable positioning and targeting accuracy without exposure to satellite-based vulnerabilities are transitioning rapidly from specialty capabilities to baseline requirements. SPARC AI's Overwatch platform is engineered to fulfill that requirement, offering a software-driven path to resilient navigation precisely where such capability is most urgently needed.Software Replaces Hardware in Navigation DesignConventional methods for addressing GPS-denied navigation have historically centered on physical hardware solutions: custom sensors, inertial navigation units and proprietary platform integrations. These approaches, while capable under certain conditions, tend to be costly, difficult to integrate across diverse fleet configurations and too slow for the rapid deployment timelines modern operations demand. For military organizations seeking agile, cross-platform solutions, this creates a substantial operational and logistical burden.
SPARC AI has structured its response around a fundamentally different premise. Its proprietary Overwatch system delivers both GPS-denied navigation and precision target acquisition entirely through software, removing the need for any physical hardware replacement. This means existing drone platforms can be capability upgraded rather than retired and replaced, substantially compressing both financial outlays and integration timelines.The system is engineered to be hardware agnostic, enabling it to be installed across nearly any unmanned aerial system regardless of original manufacturer. This characteristic carries particular strategic value in defense environments where operational fleets routinely span multiple platforms from different vendors. By avoiding dependence on specific hardware, SPARC AI simultaneously broadens its addressable customer base and lowers the adoption threshold for military operators. The company has already demonstrated this approach through the release of its offline-capable tactical application, which enables drones to function in fully disconnected environments and reinforces the platform's applicability across the most contested operating conditions.In a sector long constrained by hardware dependencies, SPARC AI's software-centric approach signals a structural change in how navigation capability can be delivered. It enables faster integration, reduced acquisition costs and superior scalability, all attributes that map directly onto the most urgent capability requirements confronting defense organizations today.Market Demand Is Already Here — And GrowingThe appetite for satellite-independent navigation is not a projected future state; it is already materializing in market data and validated by the conditions of active conflict. The broader unmanned aerial vehicle sector is on an upward trajectory, with estimates indicating expansion from $73 billion in 2024 to $163.6 billion by 2030, a surge driven by both military investment and commercial adoption across numerous industries.Within that wider ecosystem, the drone navigation systems segment is advancing at an even faster rate. According to Technavio, the drone navigation market is projected to expand at a compound annual growth rate of 31.7%, adding roughly $27 billion in value by 2030. This rate of expansion reflects the growing centrality of precise, dependable navigation in autonomous platforms operating across both military and commercial contexts. The military drone category specifically is expected to nearly double from its current scale, reaching $98 billion by 2033, according to Grand View Research. As defense budgets allocate increasing resources toward autonomous capabilities, navigational resilience is transitioning from a differentiator to a procurement baseline.Additionally, the GPS-denied navigation market segment on its own is projected to grow at approximately 12% CAGR through 2035, sustained by ongoing military modernization programs and the persistently contested nature of modern battlespaces. This trajectory reflects a durable structural shift rather than a temporary market cycle.SPARC AI occupies a position at the confluence of each of these converging growth vectors. Its proprietary offering addresses the precise capability gap generating that demand, situating the company to benefit simultaneously from the acceleration of drone adoption and the widening requirement for satellite-independent operation.Real-World Deployment Validates Real-World PerformanceIn the defense technology sector, validation through real-world operational performance carries greater weight than any laboratory or controlled test environment. A solution's true measure is how it behaves in contested field conditions, where outcomes are unpredictable and adversaries are actively working to degrade system effectiveness. This is precisely the context in which SPARC AI's approach carries its most significant competitive advantage.The company is actively progressing toward deployment in live-conflict environments, with Ukraine serving as the most immediate theater. Last month, the company announced the engagement of an in-country referral agent operating within Ukraine to deepen direct commercial ties with Ukrainian defense stakeholders."The appointment reflects SPARC AI's commitment to accelerating the deployment of its Overwatch GPS-denied navigation and target acquisition platform in the world's most actively contested battlefield environment," the announcement stated. The company observed that the referral agent is embedded in-country and holds established direct connections with active Ukrainian defense personnel, providing SPARC AI with a degree of access and real-time operational intelligence that remote engagement cannot replicate.The scale of the challenge confronting drone operators in that theater amplifies the significance of that foothold. With thousands of drones lost each month largely due to electronic warfare, any solution that can preserve navigational function and targeting precision under those conditions represents a genuinely meaningful capability advancement. Proving performance in this specific environment demonstrates not only technical sophistication but sustained operational reliability under the most demanding circumstances.That category of validation matters enormously in defense procurement. Military acquisition decisions are disproportionately influenced by demonstrated performance in genuine conflict conditions, particularly where active warfare has already exposed the limitations of incumbent systems. A proven track record in these environments can dramatically shorten the path to adoption across other defense customers.Software Model Supports Scalable Long-Term GrowthAmong the characteristics most meaningfully distinguishing SPARC AI from conventional defense vendors is the underlying structure of its business model. Rather than operating as a manufacturer of physical defense hardware, the company functions as a software provider. That distinction carries far-reaching implications for scalability, margin profile and the long-term trajectory of growth.Hardware-based defense solutions are inherently constrained by the economics of physical production: materials, manufacturing capacity, supply chain reliability and logistics complexity all impose ceilings on how rapidly companies can expand. Each additional unit demands tangible resources and compresses margins. Software, by contrast, can be reproduced and distributed across additional platforms at a fraction of the incremental cost.SPARC AI's Overwatch platform benefits directly from that economic reality. Once the software has been developed and validated, it can be licensed and deployed across entire drone fleets without triggering the cost structures associated with physical manufacturing. This allows revenue to scale at a rate that meaningfully outpaces cost growth, generating margin expansion as adoption broadens.The model also positions the company for rapid international growth. With an active international software license in place, an expanding referral network and strategic partnerships such as an OEM trial in India, the company is constructing a commercial architecture capable of rapid multiregional scaling. Expansion into the United States defense market extends that opportunity further.Perhaps the most compounding aspect of the model is the data feedback loop each deployment creates. Every operational engagement generates information that can be used to refine and strengthen the platform's algorithms. Over time, this produces an accumulating performance advantage that grows increasingly difficult for later entrants to replicate.In a threat environment where drone proliferation is accelerating and GPS-based navigation is becoming unreliable, the pairing of scalable software economics with mission-critical performance capability situates SPARC AI as a meaningful contender in the next chapter of defense technology development.Autonomous Defense Systems Scale Across Defense MarketsThe convergence of drone technology, artificial intelligence and defense capability is accelerating the evolution of modern warfare and security operations. Recent developments across the sector highlight growing momentum in autonomous systems, advanced weapons platforms and scalable manufacturing solutions designed to enhance mission effectiveness, adaptability and operational resilience in increasingly complex environments.Draganfly Inc. (NASDAQ: DPRO) and Palladyne AI Corp. announced the successful completion of a key integration milestone. According to the announcement, the two companies have successfully tested Palladyne AI's SwarmOS platform across Draganfly's mission-ready drone components and validated the system through completion of a successful flight simulation. This milestone represents a significant step toward enabling advanced autonomous swarm capabilities for U.S. defense applications.SwarmOS-powered systems are designed to dynamically adapt to evolving mission conditions, including degraded communications or asset loss, allowing the swarm to reconfigure and continue operations autonomously.AeroVironment Inc. (NASDAQ: AVAV) reported the successful demonstration of its palletized LOCUST(R) Laser Weapon System ("LWS") aboard the USS George H.W. Bush in collaboration with the U.S. Navy and the U.S. Army Rapid Capabilities and Critical Technologies Office. During the live-fire event, the Palletized High Energy Laser ("P-HEL") system tracked, engaged and neutralized multiple target drones, marking a major milestone toward fielding operational directed energy capabilities across all domains and platforms. This achievement validates that the LOCUST LWS is truly platform agnostic, seamlessly transitioning from fixed-site and land-based mobile platforms to the dynamic and demanding environment of a maneuvering aircraft carrier.Kratos Defense & Security Solutions (NASDAQ: KTOS) has completed the initial flight series of the Kratos J85 engine version of the Firejet unmanned aerial system ("UAS"), dubbed Mk1 Firejet. This second major configuration of the Firejet enables users to select the model that best suits their operational requirements. With the new J85 engine configuration, the Firejet takes a major step forward in the aero-performance category for customers who need the extra performance. With the new Kratos Spartan engine production facility established in late 2025, production is ramping up for the J85 and other Spartan engine models. Production rates are expected to be in the thousands by later this year and tens of thousands over the next few years, meeting the demand for recapitalization.Red Cat Holdings Inc. (NASDAQ: RCAT) is expanding its Blue Ops manufacturing capabilities through a strategic partnership with HADDY. According to the company, the partnership will equip Blue Ops' manufacturing facility in Valdosta, Georgia, with advanced agentic AI-powered robotic production systems to support the rapid development and production of its line of Unmanned Surface Vessels ("USVs"), effectively doubling overall manufacturing capacity. By combining Blue Ops' expertise in ship building and autonomous maritime systems with HADDY's microfactory approach, the companies are working to streamline how USVs are designed, built, and delivered.These milestones underscore a broader transformation in defense technology, where autonomy, intelligent coordination and rapid production are becoming central to next-generation capabilities. As innovation continues to push the boundaries of unmanned systems across air, land and sea, the integration of AI-driven technologies is poised to redefine how missions are executed and how defense strategies are developed in the years ahead.For more information about SPARC AI Inc., please visit the SPARC AI profile.About AINewsWireAINewsWire (AINW) is a specialized communications platform with a focus on the latest advancements in artificial intelligence ("AI"), including the technologies, trends and trailblazers driving innovation forward. 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Original: The End of GPS Reliability Is Reshaping Modern Combat Strategy

Sensor Fusion Is The New Defense Frontier: AI Video Joins RF In The Race To Counter DronesApril 13, 2026 12:05 PM
PR Newswire (Canada)

As Counter-Drone Spending Marches Toward $20 Billion, Defense Tech Companies Are Layering Visual Intelligence Onto RF-First Architectures To Stay CompetitiveFeatured Tickers: VisionWave Holdings, Inc. (NASDAQ: VWAV), Rekor Systems, Inc. (NASDAQ: REKR), Ondas Inc. (NASDAQ: ONDS), Red Cat Holdings, Inc. (NASDAQ: RCAT), Mercury Systems, Inc. (NASDAQ: MRCY).KEY TAKEAWAYSThe global counter-unmanned aerial system market is projected to grow from approximately USD 2.08 billion in 2025 to roughly USD 19.06 billion by 2035, a CAGR of about 25.8%, according to Precedence Research.[1]VisionWave Holdings (Nasdaq: VWAV) has acquired the xClibre™ AI video intelligence IP — independently valued at approximately USD 60 million by BDO Consulting Group — to add a visual perception layer to its RF-based defense platforms.[2]The Pentagon's Drone Dominance Program is now targeting more than 200,000 autonomous systems, against the backdrop of a 2026 US defense budget being discussed at roughly USD 1 trillion.[3]xClibre is built on an edge-first "video-as-a-sensor" architecture, designed to convert existing camera infrastructure into a real-time AI intelligence layer with no cloud dependency.[2]Featured tickers covered in this report: VWAV, REKR, ONDS, RCAT, MRCY.NEW YORK, April 13, 2026 /CNW/ -- Equity-Insider.com News Commentary — Modern air defense has a problem that money alone cannot solve: too many alerts, not enough certainty. Radio-frequency (RF) sensors are excellent at wide-area detection, but they cannot always tell an operator whether the contact in question is a hostile drone, a stray bird, or a passing aircraft. Visual confirmation has become a non-negotiable input before autonomous engagement — or even authorized human response — can move forward with confidence.







That single operational gap is reshaping the counter-unmanned aircraft system (C-UAS) procurement map. According to Precedence Research, the global C-UAS market is forecast to grow from approximately USD 2.08 billion in 2025 to roughly USD 19.06 billion by 2035, a compound annual growth rate of about 25.8%, with North America accounting for 49% of 2025 market share.[1] Within that growth, control systems — the integration layer that fuses detection, classification, and response — are the fastest-growing component segment, reflecting demand for AI-driven threat prioritization and automated decision support.[1]The macro environment is amplifying the trend. The Pentagon's Drone Dominance Program is now aiming to field more than 200,000 autonomous systems, Section 1709 of the FY25 NDAA has effectively banned foreign-manufactured drones from the US market via FCC implementation, and the 2026 US defense budget is being discussed at roughly USD 1 trillion, with FY2027 proposals reportedly pushing toward USD 1.5 trillion.[3]Against that backdrop, VisionWave Holdings, Inc. (Nasdaq: VWAV) has just made one of the most pointed strategic moves of the cycle.VisionWave Buys The Visual Perception Layer Its Argus Stack Was MissingOn April 13, 2026, VisionWave announced the completed acquisition of the intellectual property assets underlying the xClibre™ AI video intelligence platform, pursuant to a definitive Asset Purchase Agreement dated April 10, 2026. The acquired IP was independently valued at approximately USD 60 million by BDO Consulting Group as of April 10, 2026.[2]VisionWave's defense platforms — including its Argus™ space-enabled counter-UAS architecture and its WaveStrike™ RF-enabled fire-control workflows — had until now relied primarily on RF-based detection.[2][4] xClibre adds the visual perception layer expected to complement those RF capabilities, addressing what management described as a critical capability gap in the Company's sensing architecture."RF sensing tells you something is there. Video intelligence tells you what it is and what it's doing," said Douglas Davis, CEO and Executive Chairman of VisionWave.[2] "With xClibre, we have taken an important step toward delivering both — in a single integrated architecture built for the realities of contested environments. Our near-term focus is validating performance in the field. The commercial path follows from that."Total consideration for the IP portfolio consists of 7,000,000 shares of VisionWave common stock (3,500,000 issued at closing and 3,500,000 contingent upon successful proof-of-concept validation and Nasdaq Shareholder Approval under Nasdaq Listing Rule 5635), plus a USD 6,000,000 promissory note.[2] VisionWave intends to assign the acquired IP into a dedicated subsidiary, xClibre Inc., creating a focused commercial vehicle for development and go-to-market execution.[2]xClibre is designed as a "video-as-a-sensor" platform that converts existing camera infrastructure into a real-time AI intelligence layer. Stated capabilities include automated threat detection with behavioral analytics, rapid forensic search to accelerate post-incident investigation, visual verification of RF-detected contacts to potentially reduce false-positive response rates, and event-driven action pipelines that connect detection to autonomous system response.[2] The platform is built on an edge-first architecture — processing data locally via dedicated compute appliances, with no cloud dependency — a design choice intended to enable deployment in bandwidth-constrained forward environments and meet data sovereignty requirements.[2]Integration is targeted across VisionWave's existing defense stack via APIs and SDKs, with near-term focus on the Argus counter-UAS platform (visual confirmation for RF-identified aerial threats), autonomous interceptor systems, the VARAN unmanned ground vehicle, and fixed-site security deployments with forensic replay capability.[2] A structured proof-of-concept evaluation with an industry partner is targeted for completion in H2 2026, and successful POC outcomes plus Nasdaq Shareholder Approval will trigger release of the remaining 3,500,000 contingent shares.[2]The xClibre transaction lands against an active strategic backdrop. VisionWave previously entered into a definitive agreement to acquire a 51% controlling stake in C.M. Composite Materials, an Israeli manufacturer whose structural assemblies are used in Israel's multi-layer missile defense architecture, including Iron Dome and the Barak 8 long-range air defense system.[3] The Company has also been advancing its qSpeed™ pre-commercial computational acceleration architecture across defense-focused programs — including Argus counter-UAS workflows — where reduced end-to-end latency may enhance operational responsiveness in time-critical scenarios.[4]Other Defense Tech Names Building The AI Sensing StackRekor Systems, Inc. (NASDAQ: REKR)Rekor Systems is one of the purer-play AI computer vision companies on US exchanges. Its Rekor One® roadway intelligence engine ingests data from proprietary systems, third-party sources, and existing infrastructure, applying computer vision, edge processing, pattern recognition, and predictive algorithms to transform that data into actionable intelligence.[5] On June 6, 2025, Rekor announced a one-year, USD 1.2 million Data-as-a-Service contract with a Sun Belt state transportation agency to deploy 150 Rekor Discover® systems, replacing intrusive legacy roadway sensors with FHWA-compliant AI-based technology.[6]On October 23, 2025, the Company announced it would enter the global deepfake detection market via a new subsidiary called Rekor Labs, combining its AI and machine vision expertise to identify synthetic video, audio, and images. Proof-of-concept and alpha milestones were reported as complete, with a full product launch expected in the first half of 2026, and Rekor estimated the global deepfake detection market could exceed USD 30 billion over the next decade.[7] On March 18, 2026, the US Patent and Trademark Office granted Rekor a patent for an incident-based method to retain ALPR and vehicle recognition data based on suspected-offense severity, expanding the Company's IP portfolio in computer vision data management.[8]Ondas Inc. (NASDAQ: ONDS)Ondas — which changed its name from Ondas Holdings Inc. to Ondas Inc. in January 2026 — has built one of the most active counter-drone franchises among small-cap defense plays.[9] Through its Ondas Autonomous Systems unit and operating companies American Robotics, Airobotics, Apeiro Motion, Roboteam, and Sentrycs, the Company offers an integrated suite of autonomous aerial, ground, and counter-UAS solutions, including the Iron Drone Raider autonomous counter-UAS interception platform and the Optimus System.[9]On November 17, 2025, Ondas secured an approximately USD 8.2 million order from a major European security authority to deploy multiple Iron Drone Raider systems at one of Europe's largest international airports, followed on December 1, 2025 by a second USD 8.2 million order from the same governmental customer for a different airport.[10] On December 3, 2025, Ondas announced it had been selected as prime contractor for a major government tender to develop a full-scale drone-based autonomous border-protection system, with an initial purchase order expected in January 2026 and the multi-phase program expected to culminate in the deployment of thousands of autonomous drones.[11] On January 28, 2026, the Company's Optimus drone was added to the Defense Contract Management Agency's Blue List, identifying it as an approved, secure, NDAA-compliant unmanned aircraft system for rapid Department of War procurement.[12]Red Cat Holdings, Inc. (Nasdaq: RCAT)Red Cat is a US-based provider of advanced all-domain drone and robotic solutions for defense and national security, operating through wholly owned subsidiaries Teal Drones and FlightWave Aerospace. Its Family of Systems is led by the Black Widow™ small unmanned aircraft system, which won the US Army's Short Range Reconnaissance (SRR) production contract over Skydio in November 2024.[13]On February 2, 2026, Red Cat announced that an Asia-Pacific ally had selected Black Widow on a competitive tender in December 2025, the second Asia-Pacific ally to recently order the system.[14] Then on April 2, 2026, the Company announced that a NATO ally had selected Black Widow in March 2026 through a competitive tender facilitated by the NATO Support and Procurement Agency (NSPA), with deliveries scheduled across calendar year 2026.[15] Red Cat is widely viewed as a potential beneficiary of the Pentagon's Drone Dominance Program, which is focused on strengthening US ability to deploy advanced unmanned systems in future conflicts.[15]Mercury Systems, Inc. (NASDAQ: MRCY)Mercury Systems delivers mission-critical processing to the edge — the rugged compute infrastructure that makes AI sensor fusion possible inside platforms operating in harsh, contested environments. The Company's products are deployed in more than 300 programs across 35 countries, supporting applications in mission computing, sensor processing, command and control, and communications.[16]On January 15, 2026, Mercury announced contract awards totaling more than USD 60 million for work associated with two critical US space and strategic weapons programs.[16] The Company's Q2 fiscal 2026 results, reported on February 3, 2026, showed bookings of USD 288 million (up 18.6% year-over-year), a book-to-bill of 1.23, and a record backlog of USD 1.5 billion (up 8.8% year-over-year).[17] On March 12, 2026, Mercury acquired SolderMask, Inc. to support higher-rate production across more than 20 Mercury programs, including the US Army's Lower Tier Air and Missile Defense Sensor (LTAMDS) program.[18] And on April 2, 2026, Mercury announced it had been selected by L3Harris Technologies (NYSE: LHX) to provide solid-state data recorders for the US Space Development Agency's Tranche 3 Tracking Layer satellite constellation, designed to protect the United States from advanced missile threats including hypersonic weapons.[19]Frequently Asked QuestionsWhat is xClibre and why does it matter for VisionWave?xClibre is an AI video intelligence platform whose intellectual property assets VisionWave acquired on April 13, 2026 in a transaction valued at approximately USD 60 million by independent valuation from BDO Consulting Group. It is designed as a "video-as-a-sensor" system that converts existing camera infrastructure into a real-time AI intelligence layer, providing the visual perception capability that VisionWave's previously RF-first defense platforms — including Argus counter-UAS — had been missing.[2]How fast is the counter-drone market actually growing?Forecasts vary by methodology, but multiple credible sources point to compound annual growth rates in the 25%–26% range through the early 2030s. Precedence Research projects growth from approximately USD 2.08 billion in 2025 to roughly USD 19.06 billion by 2035 (CAGR of about 25.8%).[1] MarketsandMarkets projects growth from approximately USD 6.64 billion in 2025 to roughly USD 20.31 billion by 2030 (CAGR of about 25.1%) on a slightly different definitional basis.[20]What is the Pentagon's Drone Dominance Program?The Drone Dominance Program is a Department of War initiative aimed at fielding more than 200,000 autonomous systems in support of US forces, accelerating the delivery of advanced unmanned systems to operational units. It exists alongside Section 1709 of the FY25 NDAA, which has effectively banned foreign-manufactured drones from the US market through FCC implementation, against a 2026 US defense budget being discussed at roughly USD 1 trillion.[3]Why is sensor fusion so important in counter-UAS architectures?Single-modality detection — RF alone, radar alone, or optical alone — produces too many false positives in real-world conditions to support autonomous engagement or rapid human authorization. Layered architectures that combine RF detection with electro-optical confirmation and AI-driven classification are now considered the standard for both military and critical-infrastructure deployments. The control-systems segment, which fuses sensor inputs into integrated command interfaces with real-time threat response, is the fastest-growing component category in the C-UAS market.[1]When will VisionWave's xClibre integration be validated?VisionWave plans to conduct a structured proof-of-concept evaluation with an industry partner targeting completion in H2 2026, validating detection accuracy, false-alert performance, and integration across the multi-sensor stack. Successful POC outcomes plus receipt of Nasdaq Shareholder Approval will trigger release of the remaining 3,500,000 contingent shares of the consideration.[2]CONTINUED… Read this and more news for VisionWave Holdings at: https://equity-insider.com/2025/09/25/the-ai-defense-technology-developments-on-the-rise-in-2025-26/Article Sources[1] Precedence Research, "Counter-Unmanned Aerial System (C-UAS) Market Size to Hit USD 19.06 Billion by 2035," https://www.precedenceresearch.com/counter-unmanned-aerial-system-market[2] VisionWave Holdings, Inc., "VisionWave Acquires xClibre™ AI Video Intelligence IP Assets," April 13, 2026 (company press release).[3] PR Newswire / Equity-Insider.com, "Counter-Drone Just Became the Fastest-Growing Niche in Defense. VisionWave Is Already Demonstrating ARGUS," April 6, 2026, https://www.prnewswire.com/news-releases/counter-drone-just-became-the-fastest-growing-niche-in-defense-visionwave-is-already-demonstrating-argus-302734941.html[4] VisionWave Holdings, Inc., "VisionWave Advances qSpeed™ Pre-Commercial Computational Acceleration Architecture Across Defense Programs," January 20, 2026, https://www.globenewswire.com/news-release/2026/01/20/3221720/0/en/VisionWave-Advances-qSpeed-Pre-Commercial-Computational-Acceleration-Architecture-Across-Defense-Programs-Including-Fire-Control-Counter-UAS-and-Intercept-Workflows-Where-Microseco.html[5] Rekor Systems, Inc., corporate website, https://www.rekor.ai[6] StockTitan, "$1.2M AI Traffic Monitoring Contract Won by Rekor Systems," June 6, 2025, https://www.stocktitan.net/news/REKR/sun-belt-state-transportation-agency-to-deploy-150-rekor-discover-1cahyoj7102b.html[7] Rekor Systems, Inc., "Rekor Systems Announces Plan to Enter the Global Deepfake Detection Market," October 23, 2025, https://www.stocktitan.net/news/REKR/rekor-systems-announces-plan-to-enter-the-global-deepfake-detection-tjdi0dvrvvec.html[8] StockTitan, "REKR — Rekor Systems Inc Latest Stock News & Market Updates," https://www.stocktitan.net/news/REKR/[9] Yahoo Finance, "Ondas Inc. (ONDS) Stock Price, News, Quote & History," https://finance.yahoo.com/quote/ONDS/[10] Ondas Holdings Inc., "Ondas Secures Additional $8.2 Million Counter-UAS Order," December 1, 2025, https://ir.ondas.com/press-releases/detail/259/ondas-secures-additional-8-2-million-counter-uas-order[11] Ondas Holdings Inc., "Ondas Wins Strategic Government Tender to Develop and Deploy Autonomous Border-Protection System with Thousands of Drones," December 3, 2025, https://ir.ondas.com/press-releases/detail/261/ondas-wins-strategic-government-tender-to-develop-and[12] Ondas Inc., "Ondas' American Robotics Optimus Drone Approved for Rapid Federal Procurement via DCMA Blue UAS Cleared List," January 28, 2026, https://ir.ondas.com/press-releases/detail/275/ondas-american-robotics-optimus-drone-approved-for-rapid[13] The Robot Report, "Red Cat wins U.S. Army next-gen drone contract over Skydio," November 22, 2024, https://www.therobotreport.com/red-cat-wins-u-s-army-next-gen-drone-contract-over-skydio/[14] Red Cat Holdings, Inc., "Red Cat Secures New Orders for Black Widow™ Drones from Asia-Pacific Ally," February 2, 2026, https://ir.redcatholdings.com/news-events/press-releases/detail/210/red-cat-secures-new-orders-for-black-widow-drones-from-asia-pacific-ally[15] Red Cat Holdings, Inc., "Red Cat Secures New Orders for Black Widow™ Drones from NATO Ally," April 2, 2026, https://www.globenewswire.com/news-release/2026/04/02/3267257/0/en/Red-Cat-Secures-New-Orders-for-Black-Widow-Drones-from-NATO-Ally.html[16] Mercury Systems, Inc., "Mercury Awarded Contracts for U.S. Space and Strategic Weapons Programs," January 15, 2026 (per company news listings).[17] Mercury Systems, Inc., "Mercury Systems Reports Second Quarter Fiscal 2026 Results," February 3, 2026.[18] Mercury Systems, Inc., "Mercury Systems Acquires SolderMask To Support Higher Rate Production," March 12, 2026, https://www.globenewswire.com/news-release/2026/03/12/3255136/18849/en/Mercury-Systems-Acquires-SolderMask-To-Support-Higher-Rate-Production.html[19] Mercury Systems, Inc., "L3Harris Selects Mercury To Provide Solid-State Data Recorders for SDA's Tranche 3 Tracking Layer Satellites," April 2, 2026, https://www.globenewswire.com/news-release/2026/04/02/3267213/18849/en/L3Harris-Selects-Mercury-To-Provide-Solid-State-Data-Recorders-for-SDA-s-Tranche-3-Tracking-Layer-Satellites.html[20] MarketsandMarkets, "Counter-UAS Systems Market — Global Forecast to 2030," https://www.marketsandmarkets.com/Market-Reports/counter-cuas-systems-market-4197284.htmlContactEquity Insiderinfo @acblanke1DISCLAIMERNothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. Equity-Insider.com is a wholly-owned subsidiary of Market IQ Media Group, Inc. ("MIQ"). MIQ has been paid a fee for VisionWave Holdings, Inc. advertising and digital media from the company directly. There may be 3rd parties who may have shares of VisionWave Holdings, Inc., and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this article as the basis for any investment decision. MIQ owns shares of VisionWave Holdings, Inc. that were purchased in the open market and reserves the right to buy and sell, and will buy and sell shares of VisionWave Holdings, Inc. at any time thereafter without any further notice. MIQ also expects to receive further compensation as outlined in our disclosures concerning VisionWave Holdings, Inc. This article is being distributed for Market IQ Media Group, Inc.The above article contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Any statements that express or involve discussions with respect to predictions, expectations, beliefs, plans, projections, objectives, goals, assumptions or future events or performance are not statements of historical fact and may be "forward looking statements." Forward looking statements are based on expectations, estimates and projections at the time the statements are made that involve a number of risks and uncertainties which could cause actual results or events to differ materially from those presently anticipated. Investors are cautioned that all forward-looking statements involve risks and uncertainties, including without limitation, the ability of VisionWave Holdings, Inc. to successfully integrate the xClibre IP, complete the proof-of-concept evaluation, obtain Nasdaq Shareholder Approval for the issuance of the contingent shares, and execute on its broader commercialization roadmap. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.Logo - https://mma.prnewswire.com/media/2840019/5912200/Equity_Insider_Logo.jpg



View original content to download multimedia:https://www.prnewswire.com/news-releases/sensor-fusion-is-the-new-defense-frontier-ai-video-joins-rf-in-the-race-to-counter-drones-302740367.htmlSOURCE Equity Insider

Original: Sensor Fusion Is The New Defense Frontier: AI Video Joins RF In The Race To Counter Drones

Counter-Drone Just Became the Fastest-Growing Niche in Defense. VisionWave Is Already Demonstrating ARGUSApril 6, 2026 3:15 PM
PR Newswire (US)

Pentagon's Drone Dominance Program Drives Counter-UAS Procurement: VWAV, KTOS, PLTR, RCAT, ONDSIssued on behalf of VisionWave Holdings, Inc.NEW YORK, April 6, 2026 /PRNewswire/ -- Equity-Insider.com News Commentary — The Pentagon's Drone Dominance Program is now aiming to field more than 200,000 autonomous systems, Section 1709 of the FY25 NDAA has effectively banned foreign-manufactured drones from the U.S. market, and the 2026 U.S. defense budget is being discussed at roughly $1 trillion with proposals for FY2027 pushing toward $1.5 trillion.[1] Underneath the topline spend, one specific capability has accelerated from secondary priority to urgent requirement: counter-drone. The rapid proliferation of cheap, expendable aerial threats in Ukraine, the Red Sea, and across contested regions has rewritten the defense electronics procurement map. Air bases, critical infrastructure, naval vessels, and forward-deployed units all need the same thing — affordable, sensor-rich, AI-driven systems that can detect, classify, and neutralize hostile drones in real time. The companies positioned to capture that wave include VisionWave Holdings, Inc. (NASDAQ: VWAV), Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS), Palantir Technologies Inc. (NASDAQ: PLTR), Red Cat Holdings, Inc. (NASDAQ: RCAT), and Ondas Holdings Inc. (NASDAQ: ONDS).







The structural tailwinds are unambiguous. The Global X Defense Tech ETF (SHLD) passed $8 billion in net assets in early March, driven by institutional positioning into the drone and defense electronics cohort.[2] NATO allies have committed to spending between 2% and 3% of GDP on defense, with drone and counter-drone procurement explicitly named as priority lines. European defense pipelines for counter-UAS systems are measured in the billions. And on the regulatory side, the FCC's implementation of Section 1709 is creating a structural moat for domestic drone and counter-drone manufacturers that simply did not exist twelve months ago — every U.S. federal, state, and local agency is now on a compressed clock to replace non-compliant equipment with U.S.-made alternatives.Key TakeawaysThe Pentagon's Drone Dominance Program is now targeting more than 200,000 autonomous systems.Section 1709 of the FY25 NDAA effectively bans foreign-manufactured drones from the U.S. market, creating a structural moat for domestic manufacturers.VisionWave Holdings (NASDAQ: VWAV) is assembling a vertically integrated defense platform: ARGUS AI counter-drone, VARAN unmanned ground vehicle, SolarDrone Ltd. UAVs, and a 51% stake in C.M. Composite Materials (a supplier to Iron Dome and Barak 8).The 2026 U.S. defense budget is approaching $1 trillion, with FY2027 proposals pushing toward $1.5 trillion.Comparable defense tech and counter-drone names include Kratos Defense (KTOS), Palantir (PLTR), Red Cat Holdings (RCAT), and Ondas Holdings (ONDS).VisionWave Holdings, Inc. (NASDAQ: VWAV) — ARGUS AI Counter-Drone, VARAN Unmanned Ground Vehicle, and a Composite Materials Stake in Israeli Missile DefenseVisionWave Holdings has spent the last twelve months systematically assembling a vertically integrated autonomous defense platform that maps directly onto the categories the Pentagon is actively procuring. At the center of the platform is ARGUS — the Company's AI-driven counter-drone system designed to detect and analyze aerial threats using RF-based sensing technologies. VisionWave has conducted pilot programs and live demonstrations with defense partners and announced a collaboration with SaverOne to integrate RF-based detection into defense systems. The Company has also stated its intention to pursue a multi-patent portfolio associated with the ARGUS initiative — a critical step in translating technology into defensible intellectual property that can be licensed or integrated into larger defense primes.Beyond ARGUS, VisionWave has introduced the VARAN Unmanned Ground Vehicle platform — designed for surveillance, logistics, and security missions — and announced the PS500000 autonomous ground vehicle program. Through its wholly owned subsidiary SolarDrone Ltd., the Company has advanced multiple UAV initiatives including international discussions regarding wildfire mitigation, infrastructure monitoring, and environmental protection. SolarDrone was selected to participate in Abu Dhabi Sustainability Week 2026, further validating its dual-use positioning.The strategic anchor of VisionWave's 2026 plan is its definitive agreement to acquire a 51% controlling stake in C.M. Composite Materials — a certified Israeli manufacturer specializing in aerospace-grade composite materials whose structural assemblies are embedded in Israel's multi-layer missile defense architecture, including Iron Dome and the Barak 8 long-range air defense system developed jointly by Israel Aerospace Industries and India's Defense Research and Development Organization. C.M. signed a memorandum of understanding regarding the German defense market through the Bundeswehr and is advancing joint venture discussions in India through FBM Technologies. That is a rare combination: a U.S.-listed micro-cap with a direct line into two of the most critical active missile defense programs in the world, and an emerging manufacturing footprint across Germany and India.VisionWave has also formed a joint venture with Boca Jom Ltd. in Israel to advance automated semiconductor design technologies, and established collaborations with PVML for secure AI infrastructure and Aiphex for technology ecosystem expansion. The Company entered into a $10 million Statement of Work supporting development of the QuantumSpeed computational acceleration platform designed to support high-performance computing environments required for advanced AI workloads — connecting the counter-drone thesis directly to the compute layer that makes real-time threat analysis possible.For investors, the structural argument is that VisionWave is not a single-product company trying to win a single contract. It is assembling an integrated stack — ARGUS for counter-drone, VARAN for ground autonomy, SolarDrone for aerial payloads, and C.M. Composite Materials for hardened structural components — all at a market capitalization that does not yet reflect the sum of those parts.CONTINUED… Read this and more on VisionWave at: https://equity-insider.com/2025/09/25/the-ai-defense-technology-developments-on-the-rise-in-2025-26/In other industry developments and happenings in the market include:Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS) — The Unmanned Systems and Hypersonics Play That Is Redefining the Defense Growth CohortKratos has become one of the most polarizing and most closely watched names in the defense sector, with shares up more than 200% over the trailing year and continued momentum into 2026 as the market digests the implications of a possible $1.5 trillion U.S. defense budget and an accelerating Pentagon focus on autonomous and unmanned systems.[3] The Company's portfolio spans unmanned aircraft, satellite communications, missile defense systems, cyber security, and directed-energy weapons, with its XQ-58 Valkyrie jet-powered unmanned aircraft serving as a flagship for low-cost, expendable tactical drone platforms. Kratos has also opened a 55,000-square-foot manufacturing facility dedicated to hypersonic systems — a structural expansion that moves it beyond pure drones into the next layer of missile defense and space applications. For investors looking for the clearest large-cap pure-play on the unmanned and hypersonic themes, KTOS remains the reference name.Palantir Technologies Inc. (NASDAQ: PLTR) — The AI Operating System of the Modern BattlefieldPalantir sits at the software core of every modern defense and counter-drone workflow that relies on multi-sensor data fusion and real-time decision-making. The Company's partnerships with the U.S. Army, intelligence community, and allied forces have made its Gotham and Foundry platforms the default AI operating system for contested environment operations — and the Company's recent work with domestic drone manufacturers, including a well-publicized collaboration with Red Cat Holdings on GPS-denied navigation, has extended its footprint into the small-UAS stack. As counter-drone systems increasingly rely on AI-driven classification and response, Palantir is the software layer that most platforms are being built to integrate with.Red Cat Holdings, Inc. (NASDAQ: RCAT) — The U.S. Army's Short Range Reconnaissance Program of RecordRed Cat Holdings has become one of the under-the-radar innovators in small UAS and counter-drone technology, anchored by its selection as the U.S. Army's Short Range Reconnaissance program of record.[4] The Company's ARACHNID family of platforms, Teal Drones short-range reconnaissance systems, and Flightwave Edge 130 tricopter give it a differentiated product line across multiple mission profiles, while the Blue Ops maritime division extends the platform into uncrewed surface vessels. Red Cat's U.S.-based manufacturing footprint positions it as one of the most direct beneficiaries of Section 1709 enforcement, with federal, state, and local agencies rapidly replacing foreign-manufactured drones with compliant domestic alternatives.Ondas Holdings Inc. (NASDAQ: ONDS) — The Backbone of Autonomous Drone CommunicationOndas Holdings provides the secure wireless network layer that autonomous drone operations fundamentally depend on — a capability that becomes existential as counter-drone and drone-on-drone scenarios proliferate across defense and critical infrastructure applications. The Company's IronDrone platform enables secure, real-time drone operations for industrial, logistics, and military customers, and its business has been scaling into the broader drone infrastructure buildout. Revenue projections for 2028 reach upward of $150 million, driven by AI-powered drone fleets and the continuing expansion of U.S. military and commercial drone deployments that require hardened communications links.[5]SOURCE: https://equity-insider.com/2025/09/25/the-ai-defense-technology-developments-on-the-rise-in-2025-26/CONTACT:EQUITY INSIDER - (604) 265-2873Frequently Asked QuestionsWhat is VisionWave's ARGUS counter-drone system? ARGUS is VisionWave's AI-driven counter-drone platform designed to detect and analyze aerial threats using RF-based sensing technologies. The Company has conducted pilot programs and live demonstrations with defense partners and announced a collaboration with SaverOne to integrate RF-based detection into defense systems.What is SolarDrone Ltd? SolarDrone Ltd. is a wholly owned subsidiary of VisionWave Holdings advancing multiple UAV initiatives including international discussions regarding wildfire mitigation, infrastructure monitoring, and environmental protection. SolarDrone was selected to participate in Abu Dhabi Sustainability Week 2026.Why is VisionWave acquiring C.M. Composite Materials? VisionWave entered into a definitive agreement to acquire a 51% controlling stake in C.M. Composite Materials, a certified Israeli manufacturer of aerospace-grade composite materials whose structural assemblies are embedded in Israel's multi-layer missile defense architecture — including Iron Dome and the Barak 8 long-range air defense system.What is Section 1709 and how does it affect VWAV? Section 1709 of the FY25 NDAA is a federal provision that, through FCC implementation, effectively bans foreign-manufactured drones from the U.S. market. The enforcement creates a structural moat for domestic drone and counter-drone manufacturers as federal, state, and local agencies race to replace non-compliant equipment with U.S.-made alternatives.What is the VARAN Unmanned Ground Vehicle? VARAN is VisionWave's unmanned ground vehicle platform designed for surveillance, logistics, and security missions. It complements the Company's aerial and counter-drone capabilities as part of a broader autonomous defense stack.DISCLAIMER: Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. Equity Insider is owned by Market IQ Media Group, Inc. ("MIQ"). This article is being distributed for MIQ, who has been paid a fee for VisionWave Holdings, Inc. advertising and digital media from the company directly. There may be 3rd parties who may have shares VisionWave Holdings, Inc., and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. The owner/operator of MIQ owns shares of VisionWave Holdings, Inc. which were purchased in the open market. MIQ reserves the right to buy and sell, and will buy and sell shares of VisionWave Holdings, Inc. at any time thereafter without any further notice. We also expect further compensation as an ongoing digital media effort to increase visibility for the company, no further notice will be given, but let this disclaimer serve as notice that all material, including this article, which is disseminated by MIQ has been approved by VisionWave Holdings, Inc.; this is a paid advertisement, and we own shares of the mentioned company that we will sell, and we also reserve the right to buy shares of the company in the open market, or through other investment vehicles. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment. This publication may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are based on current expectations and beliefs and involve risks and uncertainties that could cause actual results to differ materially from those described. Forward-looking statements in this document are subject to risks and uncertainties, including technological, regulatory, market, and geopolitical factors, which may cause actual results to differ materially. VisionWave Holdings, Inc. makes no representations or warranties as to the accuracy of third-party projections or market data cited herein.SOURCES:ExoSwan, "Top Military Drone Stocks 2026: The End of Heavy Armor Doctrine" — https://exoswan.com/military-drone-stocksThe Motley Fool, "Best Drone Stocks to Buy in 2026 and How to Invest" — https://www.fool.com/investing/stock-market/market-sectors/industrials/drone-stocks/Finviz, "5 Drone and Defense Stocks Catching Major Momentum in 2026" — https://finviz.com/news/280383/5-drone-and-defense-stocks-catching-major-momentum-in-2026Investing.com, "5 Drone Stocks Poised for Liftoff in 2026" — https://www.investing.com/analysis/5-drone-stocks-poised-for-liftoff-in-2026-200672829TradingKey, "Drone Stocks Poised for Liftoff in 2026" — https://www.tradingkey.com/analysis/stocks/us-stocks/261673656-drone-stocks-poised-for-liftoff-in-2026-tradingkeyLogo - https://mma.prnewswire.com/media/2840019/5901811/Equity_Insider_Logo.jpg



View original content to download multimedia:https://www.prnewswire.com/news-releases/counter-drone-just-became-the-fastest-growing-niche-in-defense-visionwave-is-already-demonstrating-argus-302734941.html

Original: Counter-Drone Just Became the Fastest-Growing Niche in Defense. VisionWave Is Already Demonstrating ARGUS

Pulled the trigger on 3 small positions from 13.06-13.90 last friday.

RCAT...$15.60...🥳

georgie18

Member Level
Re: None

Thursday, March 19, 2026 10:23:30 AM

Post#
717669
of 717914
RCAT...$14.17 ...🥳...Adding dips...

RCAT...$14.17 ...🥳...Adding dips...

RCAT...$18.38...🥳...Setting up for All Time Highs...

Bullfrog Turns Red Cat’s USVs Into AI-Powered Drone Hunters

https://nextgendefense.com/bullfrog-usv-drone-hunters/

.

Drone and defense stocks rally as Middle East tensions intensifyMarch 2, 2026 10:58 AM
IH Market News
Shares of drone manufacturers and defense technology companies moved sharply higher on Monday as rising geopolitical tensions involving the United States, Israel and Iran fueled investor demand for defense-related assets.Markets reacted after weekend military strikes by U.S. and Israeli forces and subsequent Iranian retaliation heightened concerns about a widening regional conflict, lifting defense-sector equities across the board.AeroVironment (NASDAQ:AVAV) surged 17%, reaching its highest level in more than a month. Kratos Defense & Security Solutions (NASDAQ:KTOS) gained 8%, while Red Cat Holdings (NASDAQ:RCAT) posted one of the strongest advances of the group, jumping 26%.Unusual Machines (NYSE:UMAC), which produces ultra-low-latency video goggles used by drone operators, climbed roughly 11% during the session.nLIGHT (NASDAQ:LASR), known for its high-power semiconductor and fiber laser technologies used in aerospace and counter-drone applications, rose 14% and touched new record highs.Canadian firm ZenaTech (NASDAQ:ZENA), focused on AI-enabled drone solutions serving agriculture, logistics and defense markets, added about 7%.Large U.S. defense primes also participated in the rally, with Lockheed Martin (NYSE:LMT) and RTX (NYSE:RTX) each advancing more than 3%.The escalation in hostilities over the weekend rippled through global financial markets, with defense and security companies emerging as key beneficiaries as investors repositioned toward sectors expected to see increased demand amid geopolitical uncertainty.Get stock prices from InvestorsHub

Original: Drone and defense stocks rally as Middle East tensions intensify

Red Cat Unveils Blue Ops Maritime Push

https://finance.yahoo.com/news/red-cat-unveils-blue-ops-183355892.html

.

Red Cat to ring opening bell tomorrow

https://ir.redcatholdings.com/news-events/press-releases/detail/212/red-cat-to-ring-the-nasdaq-opening-bell-of-friday-february-20-ahead-of-the-companys-innovation-day-event

.

Next Earnings Date Notes/Source
AMPX
Amprius Technologies Inc
March 19, 2026
Estimated

AVAV
AeroVironment Inc.
March 3, 2026
Estimated

CCJ
Cameco Corp.
February 13, 2026
Confirmed, before market open

EADSY
Airbus SE - ADR - Level I
February 19, 2026
Confirmed airbus.com

ENVX
Enovix Corp
February 18, 2026
Estimated

HGRAF
Hydrograph Clean Power Inc
March 3, 2026
Estimated

HPQFF
HPQ-Silicon Resources Inc
April 24, 2026
Estimated for Q4 2025
(Yahoo estimates Feb 4, 2026, but may be for a prior quarter finance.yahoo.com)

IBATF
International Battery Metals Ltd
February 6-17, 2026
Estimated range

NESR
National Energy Services Reunited Corp
March 11, 2026
Estimated

NVDA
NVIDIA Corp
February 25, 2026
Expected, after market close

PILBF
Pilbara Minerals Ltd
February 19, 2026
Estimated for half-year

QS
QuantumScape Corp
February 11, 2026
Confirmed, after market close

RCAT
Red Cat Holdings Inc
February 13, 2026
Estimated

SDST
Stardust Power Inc.
March 26, 2026
Estimated

SES
SES AI Corporation - Ordinary Shares - Class A
March 4, 2026
Expected, after market close

SLDP
Solid Power Inc
February 26, 2026
Estimated

TDY
Teledyne Technologies Inc
April 22, 2026
Estimated

TE
T1 Energy Inc.
March 16, 2026
Estimated

TSLA
Tesla Inc
April 21, 2026
Estimated

ALL MIGHT WANT TO CHECK THE CHART AS RCAT HAS A TECH GAP @ 9.17 to 9.39

95% of all gaps FILL

Innovation Day next month

Or you could come see this next month on Red Cat’s Innovation day in Florida 😊 See you there !https://t.co/kK1Xbk3Uoz— Jeff Thompson (@dronazon) January 17, 2026

😎

DIU offers $100M in prizes for voice-controlled AI-enabled drone swarm ‘orchestrator’

https://breakingdefense.com/2026/01/diu-offers-100m-in-prizes-for-voice-controlled-ai-enabled-drone-swarm-orchestrator/

All good drone companies with promise. Also in... DPRO and SPAI

I am in many drone companies mostly defence
ONDAS
Kratos
RedCat
AeroVironment

may be others...
all doing very nicely thank you but not over the top booming like quantum was 14 months ago.

Red Cat Holdings (RCAT) Is Up 20.7% After Strong FY2025 Defense Revenue Guidance
I have Call Options in RCAT ... LEAPS doing well.
Drone Baby Drone....
https://finance.yahoo.com/news/red-cat-holdings-rcat-20-042855126.html

Red Cat 2.1M order for parts from UMAC

https://www.reddit.com/media?url=https%3A%2F%2Fpreview.redd.it%2Funusual-machines-announces-2-1-million-order-for-drone-v0-xswa4uyl4ndg1.jpeg%3Fwidth%3D1320%26format%3Dpjpg%26auto%3Dwebp%26s%3D24c1944b8c9bd083c3ea7ded00e9e9758c4bd30a

😎

7.25

RCAT...$7.98...🥳...Quick swing from $7.25...All out for now...

georgie18

Member Level
Re: georgie18 post# 17076

Friday, November 28, 2025 7:34:23 AM

Post#
17082
of 17082
RCAT...$7.48...🥳...Gapping...

georgie18

Member Level
Re: None

Tuesday, November 25, 2025 8:25:38 AM

Post#
707032
of 707326
RCAT...$7.24...🥳...Drone Sector bottomed out and Reversing...

RCAT...$7.48...🥳...Gapping...

georgie18

Member Level
Re: None

Tuesday, November 25, 2025 8:25:38 AM

Post#
707032
of 707326
RCAT...$7.24...🥳...Drone Sector bottomed out and Reversing...

ONDS appears to have weathered the r/s storm well. Got its o/s down without trashing the pps via dilution (post split).... like most penny stocks do.

summary from Chat GPT.....

4. Conclusion

✅ The reverse split of ONDS (1-for-3) is confirmed.

✅ Within the six-month window after the split, the price did not fall below the adjusted post-split level in a material way, based on the data available. Instead, it moved from ~$14 to an interim high ~$15.40.

Why did Ondas Holdings perform the reverse split in 2020 ?

Ondas Holdings carried out the 1-for-3 reverse split in 2020 primarily to facilitate a public equity offering and strengthen its capital structure, rather than for a listing-compliance issue like avoiding a sub-$1 share price. The reverse split reduced the number of outstanding common shares while keeping the authorized share count high enough to support additional capital raising and corporate purposes.

Capital-raising considerations
Around that time, Ondas was issuing Series A preferred stock and then conducting a public equity offering to raise several million dollars of new capital for working capital, technology development, and general corporate purposes.

A higher per-share price and lower share count made the company’s common stock more suitable for that offering structure and for institutional investors, while still leaving enough authorized shares available for future issuance.

Share structure and marketability
The reverse split consolidated existing shares so that each investor held fewer shares at a higher price, which can improve perceived marketability and reduce very low per-share prices that some investors avoid.

Following the split, Ondas had a substantially reduced number of shares outstanding but maintained a large authorized share pool, giving the company flexibility to issue additional equity for financing, incentives, or strategic transactions without immediately increasing the authorized share count again.

These are on my list......... RCAT, ONDS and UMAC all have a history of doing an R/S. So that's a big risk for me. They will do it again if needed.

ONDS
UMAC(HB)
KTOS
RCAT
ZENA(HB)
SPAI(HB)
DRSHF(HB)
DPRO(HB)

UAVS...UMAC...RCAT...🥳...is what I just bought...but there are many others...

What are your top drone stocks? I was following them several months ago but then they tanked (for the most part).

RCAT...$7.24...🥳...Drone Sector bottomed out and Reversing...

Been invested in this for years. Great day! Just the beginning. Really surprised with how hot this stock is right now there are not a ton more followers here. Just the beginning. Next year could seriously have revs in the 300-500m range for redcat. Spread the news here on IHUB before its to late to get in on this potential 10x bagger. We are also not talking pie in the sky pump explaining how those revenues might come to be. There is a logical path to it with even just existing Army, DOD, and Board Patrol contracts along with their new USV business.

Red Cat initiated with a Buy at Needham

https://www.tipranks.com/news/the-fly/red-cat-initiated-with-a-buy-at-needham-thefly?utm_source=webullapp.com&utm_medium=referral

.

Red Cat CEO Interview

RCAT, 10Q due out Wednesday 9/17 according to Seeking Alpha

Red Cat shares rise on NATO approval of Black Widow drone

https://investorshub.advfn.com/stock-market/NASDAQ/red-cat-RCAT/stock-news/96802378/red-cat-shares-rise-on-nato-approval-of-black-wido

Patience is again rewarded.

The Edge130 Blue drone is manufactured by Red Cat Holdings through its subsidiary FlightWave Aerospace Systems .

The Edge 130 Blue is described as "the ultimate military-grade tricopter for your long-range mapping, inspection, surveillance, and reconnaissance needs" with "impressive vertical take-off and landing capabilities, hover and forward flight modes"

Red Cat Holdings (NASDAQ: RCAT) is "a drone technology company integrating robotic hardware and software for military" applications. The Edge 130 Blue is part of the Blue sUAS (Small Unmanned Aircraft Systems) Cleared List which means it's approved for use by U.S. government and military agencies.

Recent developments show the company has been securing significant contracts, including $518K in new orders from U.S. Government Agencies and a $1-million contract to provide Edge 130 Blue drones for the US Army. They're also expanding internationally, supplying systems to the Royal Australian Navy.

The U.S. military has unveiled a new small unmanned aircraft system during multinational drills in Egypt.

According to the U.S. Air Force, the 1st Special Operations Wing launched the Edge 130 Blue small unmanned aircraft system (sUAS) during BRIGHT STAR 25 at Talet Al Keif, Egypt, on August 30, 2025. The demonstration highlighted the drone’s long-range endurance and advanced capabilities designed for government and military use.

The Edge 130 Blue is described as a military-grade tricopter capable of vertical takeoff and landing, hovering, and forward flight. Weighing just 1,200 grams, it can remain airborne for more than two hours in forward flight mode, giving it what developers call an industry-leading endurance among Blue UAS-approved platforms.

Red Cat Holdings Inc et al v. Vector Defense Inc. et al

https://www.pacermonitor.com/public/case/59355561/Red_Cat_Holdings_Inc_et_al_v_Vector_Defense_Inc_et_al

Teal Drones Founder Faces Lawsuit from Former Company Over Trade Secret Dispute

https://dronelife.com/2025/08/06/teal-drones-founder-faces-lawsuit-from-former-company-over-trade-secret-dispute/

The timing of the fuzzy panda piece is indeed fuzzy -

https://www.linkedin.com/pulse/state-court-pentagons-doorstep-teal-vs-vector-cant-carl-cagliarini-vr4yf/

State Court to the Pentagon’s Doorstep: The Teal Vs Vector Question That Washington Can’t Ignore
Carl C.
Carl C.
Entrepreneur, Innovator, Team Builder, Board Member. Subject Matter Expert - Autonomous Systems / Next Generation Defense Capabilities


August 19, 2025
Carl Cagliarini

The lawsuit between Red Cat Holdings’ Teal Drones and Vector may be filed in Utah, but there could be further fallout from this. There could be weight applied in Washington, not just Salt Lake City. What is unfolding is not just a private-sector IP dispute , it has questions that could result in a direct challenge to the trust model that underpins the Department of Defense’s engagement with the U.S. and Global innovation base.

Vector’s CEO is not an outsider to that ecosystem. He was a career military officer whose last posting, from September 2023 through June 2024, was inside the Pentagon’s Office of Strategic Capital. His title? Director of Army Investments, with a concurrent role as Co-Director of Strategic Engagement.

That trusted position comes with intimate proximity to some of the most sensitive technologies, investment strategies, and commercial partnerships in the U.S. defense space.It is a role predicated on confidentiality, fiduciary restraint, and an unambiguous firewall between government knowledge and private commercial activity.

The court filings in Teal vs. Vector allege that individuals from Vector, toured Teal’s facility. What followed, according to the complaint, involved conduct that, if proven, could be classified as corporate / industrial espionage. These are not my words ; they are the allegations that Red Cat’s legal team have placed before a judge. Red Cat is a publicly listed company. It operates under the scrutiny of institutional investors, SEC reporting obligations, and internal governance that does not allow frivolous legal filings. They are not chasing social media engagement. They are pursuing a legal relief pending possible financial remedy.

If those allegations survive challenge by Vector, we are not simply debating whether Vector has a product or an edge in the drone market derived from these activities, we are confronting a far more consequential question: if the CEO of Vector believed such conduct was reasonable within the commercial sphere just after having his post in Washington, then if this is found in Favour of Teal, then what confidence should anyone have that the intellectual property and proprietary data he accessed while serving in the Office of Strategic Capital is untouched, un-compromised, and may bring questions in the minds of innovators that perhaps anything presented in that timeframe could now be open to have been surreptitiously duplicated or repurposed?

This is where the Utah courtroom becomes a possible catalyst for take up by the Department of Defense Inspector General, congressional oversight committees, and federal investigators, where they must ask:

Have any technologies, concepts, or investment intelligence acquired through Pentagon channels subsequently been leveraged for Vector’s commercial benefit?
Are there any records or indications to suggest that any private-sector innovators unknowingly briefing a future competitor under the guise of a trusted DoD investment official?
How can the Pentagon assure current and future partners that their proprietary disclosures will not follow departing officials into the portfolios of their own private ventures?

The defence innovation sector operates on two currencies: capability and trust. Lose capability and you lose a market. Lose trust and you lose the supply chain, the capital flow, and the will of innovators to work with you. If the allegations in Teal vs. Vector stand up in court, they don’t just burn Vector’s brand , they could then move rapidly to then char the connective tissue between critical government innovation programmes and the companies they seek to accelerate.

This is why the Pentagon must be cognisant of the ramifications of this case and treat this not as an isolated corporate squabble but contemplate a potential breach of its own institutional safeguards. We are now in a situation where a single compromised actor could cast doubt on the entire Office of Strategic Capital’s credibility. And that doubt will not remain domestic , allies, foreign partners, and joint development programmes will all be asking the same question: how secure is our data when we share it with those entrusted in Washington?

The Pentagon spends hundreds of millions every year on innovation outreach precisely to pull cutting-edge technology into its operational base faster. That effort depends on founders, engineers, and investors believing that what they share in secure settings will remain secure. If the firewall or trust appears porous, the model collapses.

For Vector, the immediate legal and reputational horizon is stark. A preliminary injunction could halt operations. Federal attention could expand the scope of discovery far beyond Teal’s complaint. Investors could see not just a startup risk, but a federal investigation risk. Defence primes and procurement officers will avoid even the perception of contamination ; there are always safer vendors This is why the CEOs past service, far from shielding him, substantially raises the stakes. Military service does not confer immunity from commercial accountability. If anything, it imposes a higher standard, because the breach, if proven, is not merely a matter of corporate misconduct; it is likely going to raise further questions of possible betrayal of a public trust, accepted by the presence of a military commission and a uniform.

The Utah court will rule on the commercial dispute. But regardless, Washington must decide whether the integrity of its technology capture and investment arm faces a full investigation. The implications are too large, and the precedent too dangerous, to view this as just another IP fight between defence startups. Because if this injunction is upheld in Utah, then the Department of Defense then possibly faces a crisis of confidence with industry that could take years to repair.

Sounds like Red Cat may be a dead cat.
https://www.investing.com/news/stock-market-news/red-cat-stock-falls-after-fuzzy-panda-issues-shorts-citing-production-failures-4195592?utm_medium=feed&utm_source=yahoo&utm_campaign=yahoo-www

Earnings dates
$RCAT Red Cat Holdings Inc Aug 14, 2025 After Market Close
$JOBY Joby Aviation Inc Aug 6, 2025 5:00 PM ET
$SLDP Solid Power Inc Aug 6, 2025 4:30 PM ET
$AMPX Amprius Technologies Inc Aug 7, 2025 5:00 PM ET
$NVDA NVIDIA Corp Aug 27, 2025 After Market Close

EPS report either 8/7 or 8/14

Military to unleash use of small drones

https://breakingdefense.com/2025/07/hegseth-signs-unleashing-us-military-drone-dominance-memo/

Testing....  This still active?

I think he meant $10, not $1

Nicknerck doesn't kniw how to trade