---
title: "QUICK SPARK: Drone Stocks Rally on Trump's Latest Tariff Move"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/295956062.md"
description: "U.S. drone stocks rallied after President Trump imposed tariffs on foreign-made drones and parts, boosting domestic manufacturers like Ondas, Draganfly, and Red Cat. The administration is also considering equity stakes in U.S. firms to accelerate production under the Drone Dominance Program, though conflicts of interest involving Trump's sons have raised concerns."
datetime: "2026-08-14T15:59:33.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/295956062.md)
  - [en](https://longbridge.com/en/news/295956062.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/295956062.md)
---

# QUICK SPARK: Drone Stocks Rally on Trump's Latest Tariff Move

U.S.-listed drone stocks are rallying after President **Donald Trump** imposed tariffs on foreign-made drones and drone parts.

Friday’s drone stock movers include:

-   **Ondas Holdings** (NASDAQ:ONDS)
-   **Red Cat Holdings** (NASDAQ:RCAT)
-   **Kratos Defense** & **Defense & Security Solutions** (NASDAQ:KTOS)
-   **ZenaTech** (NASDAQ:ZENA)
-   **Unusual Machines Inc.** (AMEX:UMAC)
-   **Draganfly Inc.** (NASDAQ:DPRO)
-   **Aerovironment** (NASDAQ:AVAV)

**Read Also: Short Sellers Attack Ondas, Avis Budget, RH: Here Are the 10 Most Shorted Stocks**

## Trump’s Tariffs Boost Domestic Drone Makers

-   Friday’s announcement of sweeping import restrictions has triggered a premarket surge for U.S. manufacturers.
-   The tariffs aim to curb international reliance, with exemptions for non-sensitive components receiving a 180-day grace period. Commerce Secretary Howard Lutnick is authorized to establish a program to incentivize domestic manufacturing investments.

## Government’s Strategic Moves in Drone Sector

In a move to accelerate domestic production, the Trump administration is considering taking equity stakes in U.S. drone firms.

The Pentagon’s Office of Strategic Capital is leading discussions on a mix of debt and equity financing for select companies. This strategy, reported May 28, is part of the broader Drone Dominance Program aimed at reducing dependence on foreign components.

Meanwhile, Trump’s eldest sons, **Donald Trump Jr.** and **Eric Trump**, have backed at least three drone-related companies even as the administration pours money into the sector — raising conflict-of-interest concerns that remain unresolved publicly.

**Read Also: Space Earnings Week: 1 Blowout Beat, 2 Ugly Misses and a Lot of Optimism**

_Image: Shutterstock_

### Related Stocks

- [RCAT.US](https://longbridge.com/en/quote/RCAT.US.md)
- [ONDS.US](https://longbridge.com/en/quote/ONDS.US.md)
- [DPRO.US](https://longbridge.com/en/quote/DPRO.US.md)
- [RCAX.US](https://longbridge.com/en/quote/RCAX.US.md)
- [ONDU.US](https://longbridge.com/en/quote/ONDU.US.md)
- [ONDL.US](https://longbridge.com/en/quote/ONDL.US.md)
- [KTOS.US](https://longbridge.com/en/quote/KTOS.US.md)
- [ZENA.US](https://longbridge.com/en/quote/ZENA.US.md)
- [UMAC.US](https://longbridge.com/en/quote/UMAC.US.md)
- [AVAV.US](https://longbridge.com/en/quote/AVAV.US.md)
- [CAR.US](https://longbridge.com/en/quote/CAR.US.md)
- [RH.US](https://longbridge.com/en/quote/RH.US.md)

## Related News & Research

- [Ondas wins multi-million-dollar Israeli defense tender for next-generation tactical attack drones](https://longbridge.com/en/news/295537107.md)
- [Ondas Reports Q2 Earnings This Week – Options Traders Brace for a Huge 14% Move in ONDS Stock](https://longbridge.com/en/news/295538180.md)
- [Lantronix Targets Drone Boom With Edge AI, U.S.-Based Supply Push](https://longbridge.com/en/news/295990535.md)
- [ONDS: Record Q2 revenue, strong bookings, and acquisitions drive raised 2026 outlook and growth momentum](https://longbridge.com/en/news/295797367.md)
- [Red Cat director Nicholas R. Liuzza Jr. sells 55,000 shares for $584,650](https://longbridge.com/en/news/295849339.md)