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Nasdaq
OrganisationUS

Nasdaq

US electronic stock exchange; lists most drone and defence tech companies covered by Lowdown.

Last refreshed: 30 March 2026

Key Question

Which drone stocks are moving and why?

Latest on Nasdaq

#222 Mar

IMF: AI stocks heading to dot-com levels

#117 Mar

Citi: AI growth won't prevent job loss

#3110 Mar

S&P falls 1.5%, closes up 0.8%

#3110 Mar

Europe locked out of Wall St rebound

#102 Mar

Dow drops 543; markets price a long war

Common Questions
Which drone companies are on Nasdaq?
AeroVironment (AVAV), Red Cat Holdings (RCAT), and Kratos Defense (KTOS) among others.Source: background
Why are drone stocks rising?
Defence spending increases from the Iran conflict and Ukraine war, plus major contract awards like Anduril's $20B Army vehicle, drive investor interest in autonomous systems.Source: background

Background

Nasdaq is the world's second-largest stock exchange by market capitalisation, and the primary listing venue for US technology and defence companies. Most of the drone industry covered by Lowdown trades on Nasdaq, including AeroVironment (AVAV), Red Cat Holdings (RCAT), and Kratos Defense (KTOS).

In the context of the drones and defence sector, Nasdaq movements are a signal of investor sentiment toward autonomous systems and Counter-UAS spending. Red Cat's stock rose over 60% after its SRR programme selection and NATO NSPA listing. AeroVironment's acquisition spree (BlueHalo, ESAero) drives both revenue growth expectations and integration risk concerns.

Nasdaq also reflects broader defence spending cycles. The Iran conflict and Ukraine war have driven sustained inflows into defence tech stocks, while regulatory actions like the FCC Covered List create sudden shifts in which companies benefit.