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  5. AVAV: CNBC The drone market is about to go parabolic because of AI and war. [AeroVironment Inc.]
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Q: CNBC The drone market is about to go parabolic because of AI and war. How to play it.

Which 2 should I buy?

Thank you.
Asked by Ross on March 26, 2026
5i Research Answer:

Valuations are high in the space, so investors should expect volatility. For larger players, we think KTOS and AVAV are the two main 'pure-plays'. On the smaller, higher risk side, PNG and ONDS. 

Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in ONDS.

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