Draganfly was selected to provide Flex FPV drones and training services to U.S. Air Force Special Operations Command units in partnership with DelMar Aerospace, though financial terms were not disclosed. This deal marks the company’s first direct military equipment and service agreement, underscoring its technology’s competitiveness in critical defense missions.

The firm secured a Commander 3XL drone order for an Asia-Pacific military application and formed strategic partnerships with Babcock International and Critical Infrastructure Technologies, while also deploying drones for search and rescue operations in Sweden. These agreements demonstrate growing global demand for its unmanned systems across defense and emergency response sectors.

To accommodate anticipated military and commercial demand, Draganfly plans a 20-fold production increase aiming for $100 million in revenue in 2026, with measures to mitigate tariff, manufacturing and supply chain risks. This aggressive scale-up supports its ongoing revenue growth, which topped 14% year-over-year in the last reported quarter.

All four covering analysts maintain bullish ratings on Draganfly, with a consensus price target of $16.75 implying roughly 118% upside. Their positive stance reflects confidence in the company’s expanding defense partnerships and growth trajectory despite potential dilution and profitability challenges.