Drone Defense Scan
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Drone Defense Scan
raw scan snapshot — prices as of scan date, not live 24 rows · screens, not recommendations
Data as-of 2026-07-06 close.
Pure-play drone/autonomy names staged a sharp short-covering bounce this week — AVAV +33.83% 7D, KTOS +17.61% 7D, UMAC +16.91% 7D — even though 30-day and vs-SMA200 readings still show deep structural damage (AVAV -57.68% from 52wk high, regime: downtrend; KTOS regime: collapse). The defense-ETF/prime layer kept grinding higher more durably: ITA, DFEN, and RTX all sit at RSI 69-70 in confirmed uptrends. AXON is the rollover risk to watch — RSI 79.4 in a "parabolic" regime, +32.12% 30D — extended enough that the next move is more likely a pullback than a continuation.
Quick Snapshot
| Signal | Reading |
|---|---|
| Overall | 🟡 Bifurcated — durable ETF/prime uptrends (ITA/DFEN/RTX) vs. a violent but unconfirmed pure-play drone bounce (AVAV/KTOS/UMAC) |
| Key insight | The pure-play bounce hasn't repaired the trend yet (all still deeply below 52wk highs, several in "collapse"/"downtrend" regime) — treat as short-covering, not a turn, until a SMA200 reclaim shows up |
Price Table
| Stock | Price | RSI | 7D% | 30D% | vs SMA20 | Trend | From 52wkHigh |
|---|---|---|---|---|---|---|---|
| AXON | $622.35 | 79.4 | +15.10% | +32.12% | +30.1% | up | -29.75% (regime: parabolic) |
| RTX | $201.37 | 69.7 | +5.09% | +12.71% | +7.9% | up | -6.12% |
| DFEN | $87.85 | 69.5 | +10.66% | +31.39% | +16.4% | up | -10.13% |
| ITA | $250.78 | 69.9 | +3.64% | +10.43% | +5.7% | strong-up | -0.09% |
| MSI | $422.83 | 61.5 | +2.94% | +4.25% | +3.9% | up | -14.10% |
| TDY | $654.98 | 60.1 | +3.18% | +6.96% | +4.4% | strong-up | -5.54% |
| LMT | $538.00 | 55.9 | +7.76% | +3.45% | +3.3% | weak-up | -22.25% |
| NOC | $547.75 | 55.3 | +9.85% | +1.28% | +3.4% | weak-up | -29.23% |
| ESLT | $811.01 | 52.9 | +10.23% | -2.18% | +1.9% | strong-up | -20.18% |
| AVAV | $176.84 | 53.6 | +33.83% | -4.25% | +6.8% | weak-up | -57.68% (regime: downtrend) |
| UMAC | $21.65 | 49.3 | +16.91% | -16.25% | -5.6% | strong-up | -36.99% |
| EOPSF | $6.89 | 49.9 | -1.44% | -10.40% | +0.1% | neutral | -23.61% (too-young) |
| KTOS | $53.54 | 48.3 | +17.61% | -7.26% | +0.1% | strong-down | -60.04% (regime: collapse) |
| LASR | $65.30 | 47.2 | +2.78% | -2.20% | -0.6% | weak-down | -24.90% |
| PL | $30.86 | 44.7 | +4.53% | -5.74% | +2.4% | weak-down | -40.38% |
| RCAT | $10.11 | 45.0 | +6.86% | -18.86% | -6.7% | strong-down | -46.17% (regime: collapse) |
| KRKNF | $4.66 | 42.0 | -0.22% | -11.91% | -5.5% | down | -42.62% (regime: collapse) |
| DPRO | $5.12 | 41.2 | +0.99% | -20.25% | -8.6% | strong-down | -64.44% |
| AVEX | $19.60 | 45.5 | +13.13% | -14.82% | -0.1% | neutral | -53.71% (too-young) |
| DRSHF | $1.73 | 39.7 | +9.55% | -14.36% | -5.5% | strong-down | -60.59% (regime: collapse) |
| ONDS | $7.82 | 39.2 | -5.24% | -24.08% | -11.1% | down | -48.82% (regime: collapse) |
| AMPX | $13.09 | 39.7 | -7.40% | -30.48% | -13.7% | down | -45.96% (regime: collapse) |
Promotion Candidates / Rollover Risks
- Promotion watch, not yet confirmed: AVAV, KTOS, UMAC — the week's biggest bounces, but trend/regime labels (downtrend/collapse) haven't flipped; wait for a SMA200 reclaim before treating this as a turn.
- Rollover risk: AXON — RSI 79.4, regime "parabolic," +32.12% 30D — the most overbought name in the book, due for a pullback.
- Durable holds, unchanged: ITA, DFEN, RTX — the only names compounding gains without a violent bounce; the safer defense exposure.
- Structural avoid, unchanged: ONDS, AMPX, KRKNF, DPRO — still deep in collapse/downtrend with negative 30D despite the sector-wide bounce.
Related
10 events DateTypeEvent
Jul 11 ScanDrone Defense Scan Jul 17 ScanDrone Defense Scan Jul 25 ScanDrone Defense Scan Jul 28 ScanDrone Defense Scan Jun 26 ScanDrone Defense Scan Jun 25 ScanDrone Defense Scan Jul 31 ScanDrone Defense Scan Jun 20 ScanDrone / Defense Scan Aug 8 ScanDrone Defense Scan Aug 14 ScanDrone Defense Scan No direct external sources are attached to this read.