With Substantial Demand, The Sky’s the Limit for These Five Drone Stocks

Distributed on behalf of ZenaTech.
Drones are just starting to transform the $2.09 trillion telecom market, creating massive opportunity for related stocks, such as ZenaTech (NASDAQ: ZENA), Leonardo DRS Inc. (NASDAQ: DRS), Ondas Holdings (NASDAQ: ONDS), Red Cat Holdings (NASDAQ: RCAT), and AIRO Group Holdings (NASDAQ: AIRO).
Not only are drones quickly becoming an essential tool for the U.S. government, but also for multi-billion-dollar businesses involved in defense, construction, logistics, agriculture, oil and gas, public security, deliveries, engineering, and telecom.
All of which is having a substantial impact on a potential $355.55 billion drone-as-a-service (DaaS) market and related stocks, such as ZenaTech – especially with its offer to acquire a well-established UK-based 3D design and modeling company serving the Telecom sector.
In fact, the company’s DaaS model is designed to provide flexible, on-demand access to drone services for surveying, inspections, maintenance, power washing, precision agriculture and more, eliminating the need to have to invest in drone hardware and software, worry about maintenance, regulatory compliance, or finding pilots.
The model also offers scalability to use more often or less often based on business needs and utilizes ZenaDrone’s multifunction AI autonomous drones.
Fueling upside, ZenaTech Just Signed an Offer to Acquire a UK Telecom Sector 3D Design & Modeling Company, Expanding Drone as a Service European Footprint
ZenaTech, Inc. (Nasdaq: ZENA) just signed an offer to acquire a well-established UK-based 3D design and modeling company serving the Telecom sector. The new potential acquisition provides transmission tower design, upgrade, and inspection services, and marks ZenaTech’s first expansion of its Drone as a Service business into the UK.
In addition, ZENA expects this to help it expand its strategic international footprint in Europe, and provide new opportunities within the telecommunications and infrastructure sectors.
All of which could be strengthened by the UK company’s long-standing leading telecom customers, providing advanced 3D scanning, modeling, and design—including digital twins and building information modeling—that enables more efficient building, maintaining, and upgrading of critical telecom infrastructure.
As noted by ZENA CEO Shaun Passley, Ph.D.:
“This proposed acquisition further demonstrates our commitment to expand our DaaS business beyond the US seeking targeted long-term growth opportunities, while continuously seeking new industries poised for drone-enabled transformation opportunity.”
“As telecom networks undergo unprecedented transformation with 5G infrastructure modernization and greater cost controls, the integration of advanced drone-based 3D modeling solutions positions us to help deliver faster and more precise cell tower infrastructure solutions while enhancing safety standards. By combining trusted industry-specific expertise with our drone innovation, we are building a global platform that delivers innovation and efficiencies we can leverage across sectors,” he added.
So far, ZenaTech has now completed eight acquisitions toward its goal of establishing 25 Drone as a Service locations by mid-year, 2026.
Other related developments from around the markets include:
Leonardo DRS Chairman and CEO Bill Lynn just said, “Leonardo DRS delivered another set of strong financial results marked by healthy bookings, solid organic revenue growth and continued profit and margin expansion in the second quarter. The need to deter and contest heightened global threats continues to bolster customer demand for our innovative, high-performance technologies. Amidst a more dynamic macro backdrop, we remain focused on disciplined execution and delivering differentiated capabilities to customers.”
Red Cat Holdings, a drone technology company integrating robotic hardware and software for military, government, and commercial operations, today announced that its wholly owned subsidiary, Teal Drones, has achieved AS9100 certification from NSF International Strategic Registrations (NSF-ISR), a leading global certification body for aerospace and defense quality systems. The AS9100 standard, developed by the International Aerospace Quality Group (IAQG) and based on ISO 9001, is the globally recognized benchmark for quality management in the aviation, space, and defense sectors. It includes aerospace-specific requirements that strengthen quality control, safety, and traceability. The certification confirms that Teal Drones meets these demanding standards across the full product lifecycle, covering design, manufacturing, and maintenance, ensuring consistent quality, reliability, and performance for customers and partners worldwide.
Ondas Holdings, a leading provider of private industrial wireless networks and commercial drone and automated data solutions, announced a definitive agreement to acquire Apeiro Motion, an Israeli developer of advanced ground robotics, fiber optic communications systems and mission-critical automation technologies which will be operated under the Company's Ondas Autonomous Systems business unit. The transaction is subject to customary closing conditions and is expected to close in the third quarter of 2025. "Apeiro will bring to Ondas a rare combination of world-class engineering talent, field-proven platform development capabilities, and trusted relationships with premier defense customers," said Eric Brock, Chairman and CEO of Ondas. "Their team has shown an exceptional ability to deliver mature, mission-ready autonomous systems that are both innovative and operationally valuable. We believe this acquisition will align perfectly with our strategy to lead the autonomous defense and security sector by bringing operating scale, commercial reach, and platform integration to the next generation of dual-use robotic technologies."
AIRO Group Holdings, a global leader in advanced aerospace and defense technologies, today announced at EAA AirVenture 2025 in Oshkosh, WI, the development of its new middle-mile, medium-lift cargo drone and the expansion of its operations into the YMX Innovation Zone in Mirabel, Quebec. The initiative is led by its Electric Air Mobility segment, Jaunt Air Mobility, and its Canadian subsidiary, Jaunt Air Mobility Canada. Jaunt’s presence in this hub for Advanced Air Mobility (AAM) innovation strengthens its collaboration with Vertiko Mobilité, a Canadian leader in AAM operations and ground infrastructure development, and benefits from the support of Aéroports de Montréal (ADM). The new cargo drone is designed to carry 250–500 lbs. over distances of 200+ miles, aiming to provide an efficient, low-emission alternative to traditional middle-mile freight solutions such as box trucks and tractor-trailers.
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