RISING TIDES
Observations from the IMC Research Process


Drones Are Taking Off

 

The global drone market is set to more than double by 2030, surging from $73B to $163B.

  • Defense spending surge. Increased global defense spending is significantly propelling the UAV (Unmanned Aerial Vehicle) market. At the 2025 NATO Summit, member states agreed to increase defense spending to 5% of GDP by 2035. The proposed US defense budget for next year totals over $1 trillion (+13.4% increase) with a focus on modernizing and accelerating the acquisition of advanced combat drones.
  • Next-gen tech. AI-powered autonomous systems, improved battery efficiency, enhanced imaging sensors – these innovations are expanding the capabilities of drones across industries such as agriculture, logistics, construction and energy.
  • UAV stocks on the move. To name a few: $DRSHF specializes in counter-drone technology, $KTOS developing hypersonic drones capable of speeds exceeding 5x the speed of sound, $AXON integrating AI into its drone operations, and $AVAV doubled its funded backlog and recently acquired technology company BlueHalo.

The sky isn’t the limit – it’s the starting line.

This report is provided for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any securities. IMC or its clients may hold positions in securities mentioned; the mention of specific companies does not imply endorsement or a recommendation. Past trends do not guarantee future results.

X

Please fill out the form below to request the strategy fact sheet.

Name(Required)
(i.e. john@mycompany.com)
Which strategy are you requesting?(Required)

Your email and website usage data (via cookies) will solely be used for internal purposes. We will not contact you for marketing or share your information with third parties, except as required by law. You can manage cookies through your browser, and we implement reasonable security measures to protect your data.