DPRO
DRAGANFLY INC.
Research: Finviz ↗·Perplexity ↗
No convergence signal this quarter — shown because tracked funds have filed 13D/G on this stock.
News Summary
PositiveDraganfly reported Q2 2026 revenue growth of 26% YoY to $2.66M, but missed analyst estimates and posted a $12.0M net loss with adjusted EPS of -$0.24 (vs. -$0.11 consensus). However, major defense contract wins (Army Flex FPV, DEVCOM counter-drone potentially worth hundreds of millions), the Skip Dynamix acquisition, and a strong analyst consensus (6 analysts rating 'Strong Buy' with $10.91–$14.00 price targets) suggest significant upside potential if execution on military contracts materializes.
Red flags
- •EPS miss: -$0.24 vs. consensus -$0.11 (118% worse than expected)
- •Gross margin compressed to 20% in Q2 2026
- •Net loss widened to $12.0M despite revenue growth, driven by $3.74M share-based compensation and inventory write-downs
- •High stock volatility and competitive industry pressures flagged as investor-limiting risks
Fund 13D/13G Filings (3)
Tracked funds' beneficial-ownership filings on this stock — disclosed within days of a position change, fresher than the quarterly 13F. Since Filing compares the stock to SPY from the filing date (shown for filings within the last 90 days).
| Fund | Form | ∆ Shares | % of Class | Since Filing | Filed | Src |
|---|---|---|---|---|---|---|
| Citadel Advisors | SC 13G/A | −1.6M | 1.0% | -10.7% vs SPY -12.5% abs | 2026-08-14 | ↗ |
| Citadel Advisors | SC 13G/A | — | 5.3% | -19.0% vs SPY -13.5% abs | 2026-05-15 | ↗ |
| Citadel Advisors | SC 13G | NEW | 8.6% | — | 2026-03-06 | ↗ |