DroneShield

(AI video summary)

This video was created on 22 January 2026 for IG audiences by ausbiz.

ASX code: DRO

Bell Potter call 2026 ‘the year of the drone’

DroneShield drew attention on Wednesday after new broker commentary highlighted rising global demand for drone and counter‑drone technology. Broker Bell Potter called 2026 the ‘year of the drone’, pointing to the Russia–Ukraine conflict and growing global investment in drone and counter‑drone systems. It also cited a United States (US) Department of Defense (DoD) plan to buy around 340 000 small drones over the next two years.

Bell Potter raised its price target by 13% to $5 per share, maintaining a 'buy' rating. It noted potential demand from the US public safety market, with events such as the FIFA World Cup and the nation’s 250th anniversary expected to support adoption

DroneShield share price outlook

Analysts warned the stock is unlikely to match its 300% rise from last year, noting that ‘last year’s winners often lag’. They also pointed to management share sales, including the chief executive officer (CEO) and a senior executive exiting their holdings - viewed as a sign that near‑term upside may be limited.

Investment outlook

Opinions on DroneShield remain split. Bulls highlight long‑term demand in defence and public safety markets, while bears point to dilution, governance risks and uncertain profitability.