Droneshield Shares Recapture A$4 Level as One-Year Gain Hits 500%

Droneshield shares (ASX:DRO) experienced a resurgence, reclaiming the A$4 level after a period of volatility, driven by strong contract wins and expansion initiatives. The company’s one-year return now stands at an impressive 500%, reflecting heightened market confidence in the counter-drone technology sector.

Price Targets

The Droneshield share price closed today at A$4.08, a 2.77% increase on the day, and an impressive 32.47% since the start of the year, barely two weeks in. This movement comes amidst a backdrop of significant gains over the past year, alongside periods of price fluctuation influenced by internal and external factors.

Droneshield has recently secured a landmark A$61.6 million contract with a European military customer, exceeding its entire 2024 revenue of A$57.5 million. The deal involves the supply of handheld detection and counter-drone systems. The company also reported a 480% increase in revenue in the second quarter of 2025, reaching A$38.8 million, and held A$176.3 million in committed purchase orders for 2025 delivery.

In July 2025, Droneshield announced a A$13 million investment in a new 3,000sqm production facility in Alexandria, Sydney. This expansion is projected to increase the company’s annual production capacity to A$900 million by mid-2026 and A$2.4 billion by the end of 2026.

However, the company faced scrutiny in November 2025 when CEO Oleg Vornik and other senior directors sold substantial portions of their shares, totaling approximately A$70 million. This led to a share price decline and prompted the implementation of governance reforms, including mandatory minimum insider shareholdings and revised trading policies.

In December 2025, DroneShield secured an A$8.2 million contract with an unnamed “western military” government department.

Analysts have responded positively, with the average one-year price target revised to A$5.25, representing a 41.10% increase from prior estimates.