tech
February 27, 2026
Oppenheimer predicts the global drone market will be worth $400 billion in a decade. How to play it
A newer 'lower-skies' category within the global defense market is growing twice as fast as the entire market. Oppenheimer analysts have a way to play it.
TL;DR
- The global drone market is projected to reach $400 billion in ten years, up from $45 billion, according to Oppenheimer.
- Drones are considered the fastest-growing investment opportunity in physical artificial intelligence.
- The defense sector's booming growth, driven by geopolitical conflicts, is a key catalyst for drone market expansion.
- Oppenheimer analysts believe the future market will be dominated by unmanned drones, robots, and autonomous systems.
- Ondas is highlighted as a top stock for the 'lower-skies' drone market, with potential for high ROI.
- BlackSky Technology and Iridium Communications are recommended for their roles in drone observability and satellite connectivity.
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