U.S. government is reportedly set to invest in drone industry. These are Wall Street’s favorite plays
The Wall Street Journal, citing people familiar with the matter, reported the Pentagon has held talks with drone companies and that deals could give the U.S. government some ownership stake. Analysts cited potential beneficiaries including Unusual Machines, which rose over 60% after the report, and Motorola Solutions and Axon Enterprise. Oppenheimer raised 2027 drone TAM to $140B. Barclays and others highlighted AeroVironment, Kratos, Ondas, Palantir, Aevex, and Red Cat.
MAY 28·finance.yahoo.com→
Prediction: Palantir Stock Will Trade at This Price Next Year
Palantir reported Q4 2025 revenue of $1.406B, up 70% year over year, with U.S. commercial revenue up 137% and a Rule of 40 score of 127%, according to the article. Despite this, PLTR shares are down 22.99% year to date amid valuation compression. The piece says reaching $225 would require sustained triple-digit U.S. commercial growth and adjusted free cash flow near $4.125B.
MAY 28·finance.yahoo.com▲
Palantir Stock Is Down 34% from Its Highs. Don’t Miss This Chance to Buy the Dip.
Palantir reported strong growth across U.S. commercial and government segments, with U.S. commercial revenue up 133% and U.S. government up 84% year over year. The company said contract value bookings rose 135% and net dollar retention reached 150%. Remaining deal value was $11.8 billion (+98% YoY). Palantir raised 2026 revenue guidance to about $7.66 billion (from ~$7.19 billion).
