Draganfly Inc. (DPRO) Surges 17.12% as U.S. Army Partnership Drives Defense Tech Expansion

Draganfly Inc. (DPRO) surged 17.12% on September 30, 2025, marking its highest level since September 2025, with an intraday gain of 37.41%. The stock has risen 33.66% over three consecutive days, driven by a transformative partnership with the U.S. Army that repositions the company as a key player in defense technology. This agreement, announced on the same day as the rally, integrates Draganfly’s advanced drone systems into military operations through on-site manufacturing, real-time FPV technology, and comprehensive training, reducing supply chain delays and enhancing operational readiness.

The partnership emerged after successful technology demonstrations at the T-REX 24-2 military exercise, showcasing Draganfly’s Commander 3XL and Flex FPV drones in critical reconnaissance and tactical missions. The collaboration also aligns with the company’s expansion of U.S.-based manufacturing, ensuring compliance with NDAA requirements and securing a competitive edge over foreign suppliers. This strategic alignment with defense priorities validates Draganfly’s innovation and operational capabilities, shifting investor focus from speculative growth to execution-driven valuation.

Financially, Draganfly’s $25 million capital raise in July 2025 and a $22.5 million cash balance position the company to scale production and manage logistics for the Army contract without dilutive financing. While Q2 2025 results included a $4.7 million net loss, the company’s low debt-to-equity ratio and strong liquidity underscore its ability to sustain growth. Recent innovations, such as the M.A.G.I.C. system for mine-clearing integrated into Heavy Lift UAVs, further diversify its applications into humanitarian and infrastructure sectors, opening new revenue streams.

Analysts now emphasize Draganfly’s potential to leverage the Army partnership for additional contracts and market share gains. The U.S. drone market, projected to reach $14.55 billion by 2030, offers substantial long-term opportunities. With a current price of $8.14, the stock reflects investor optimism about future revenue and profitability, supported by the company’s technological leadership and strategic execution. As Draganfly transitions from niche defense roles to a core supplier, its ability to capitalize on these catalysts will define its trajectory in the coming months.