Unleashing American Drone Dominance, President Trump is Creating Substantial Opportunity

The Trump Administration has made drone dominance one of its top priorities.

For one, President Trump’s “One Big Beautiful Bill” unlocks federal funding for domestic production, makes US skies safer by eliminating Chinese-made drones and components, cuts outdated certification and procurement barriers, and fast-tracks deployment directly to frontline units. It also provides $33 billion in direct spending for advanced drones, autonomous systems, and broader US defense modernization.

Two, the President also unveiled an $892.6 billion defense and national security budget proposal for 2026, which could boost spending on drones.

And three, Secretary of Defense Pete Hegseth’s latest policy directive, Unleashing U.S. Military Drone Dominance, just made it easier for American drone companies—especially those building Group 1 and 2 affordable drone systems—to sell directly to the military, scale production, and innovate without delays from traditional defense procurement bottlenecks including Blue UAS certification timelines.

Fueling more upside, U.S. Transportation Secretary Sean Duffy just unveiled a new proposed rule – Beyond Visual Line of Sight (BVLOS), which will unleash U.S. innovation and “safely integrate unmanned aircraft systems (UAS) into the national airspace system, as noted by the U.S. Department of Transportation.

All of which is helping to fuel a potential $88 billion drone market, as noted by Grand View Research — more than double the industry’s current value of about $36.14 billion.

It’s part of the reason drone stocks, such as ZenaTech (NASDAQ: ZENA) More Than Doubled

Since trading at just $2 in May, shares of ZenaTech rallied to a high of $7.

All thanks to growing drone support by the Trump Administration.

Now back to $4.77, the sky’s still the limit for the stock – especially with the company reporting a 500% jump in year over year revenue in the second quarter. It also posted a 250% jump in revenue for the first six months of 2025.

ZenaTech also delivered its highest-ever quarterly revenue, driven by exceptional performance for its Drone as a Service (DaaS) segment, steady growth in its enterprise SaaS software division, and progress was made towards advancing its defense industry business.

It completed six US land surveying and engineering company acquisitions in the first half of 2025, creating a nationwide platform for drone-powered surveying, inspections, inventory management, and other solutions for business and government.

According to CEO Shaun Passley, Ph.D.:

“The second quarter 2025 was transformative for ZenaTech. Our aggressive entry into the drone services market has generated substantial revenue growth while our established enterprise software business continues to provide a stable foundation. The integration of our land surveying acquisitions positions us to lead the industry in the DaaS pay-per-use and subscription- based drone services for multiple applications from mapping and inspections to precision agriculture and inventory management.”

“Importantly, we made significant headway in our defense business, launching Zena AI, our specialized AI development center for defense applications. We partnered with several consultants to help us find government procurement opportunities, grants, and build relationships to sell to the DoD. And we completed our application submission for the Green UAS certification for the IQ Nani and IQ Square drones, part of our path to be a verified Blue UAS supplier to the DoD. We believe defense will continue to be a key segment for our ZenaDrone subsidiary and we are poised to quickly react to the ongoing historic policy directives furthering American drone makers and industry growth and resulting regulatory and operational changes when implemented.”

Even better, ZenaTech is on a path to profitability.

In fact, management is confident with its plan to achieve sustainable profitability, as drone adoption gains momentum worldwide.

“The demand for drone technology and software solutions is growing rapidly, helped in the US by new Government policy directives, and we are uniquely positioned to capture market share in both commercial and defense sectors,” added CEO Dr. Passley.

With a market cap of just roughly $157 million, ZenaTech is still trading at a valuation well below its peers, while offering significant upside potential for investors.