DroneShield Stock: A Dramatic Rescue Attempt – Can It Recover in 2025?

• What Happened to DroneShield’s Stock?
• How Is DroneShield Trying to Fix the Damage?
• Is the Sell-Off Overdone?
• Should You Buy, Hold, or Sell DroneShield Stock?
• What’s Next for DroneShield?
• FAQs

DroneShield, once a high-flying stock, has become a cautionary tale for investors. After a PR disaster involving corrected contract announcements and questionable stock sales by top executives, the company is scrambling to regain trust. With shares down over 70% from their peak, is this a buying opportunity or a falling knife? We dive into the chaos, the cleanup, and whether DroneShield can turn things around.

What Happened to DroneShield’s Stock?

DroneShield’s stock has been on a wild ride, plummeting over 70% from its 52-week high in October 2024. The drop followed a disastrous sequence of events: a $7.6 million contract announcement was retracted, and shortly after, top executives, including the CEO and Chairman, sold shares worth around $70 million. The market reacted harshly, erasing billions in market cap. As of November 2025, the stock is struggling to find support at €1.05, leaving investors wondering if the worst is over or if more pain lies ahead.

How Is DroneShield Trying to Fix the Damage?

The company is taking drastic steps to restore confidence. An independent review of its information disclosure policies and insider trading practices has been launched, overseen by external directors. Chairman Peter James admitted the company’s communication with stakeholders "fell short of expectations." Meanwhile, Matt McCrann, CEO of the critical US division, has resigned, with Tom Branstetter stepping in as interim leader. These moves aim to stabilize operations and rebuild credibility, but skeptics remain.

Is the Sell-Off Overdone?

Some analysts, like those at Bell Potter and MPC Markets, argue the stock is oversold. They point to a robust sales pipeline of over $2.5 billion and record revenues. CEO Oleg Vornik insists the Core business remains strong. However, the market isn’t convinced—today’s further decline shows investors need tangible proof, not just promises. Until the independent review concludes and new, verified contracts materialize, volatility is likely to persist.

Should You Buy, Hold, or Sell DroneShield Stock?

This is the million-dollar question. The stock’s steep discount might appeal to contrarians, but the risks are high. The company’s reputation is tarnished, and trust won’t return overnight. For now, DroneShield remains a speculative play, best suited for investors with a high risk tolerance. As always, do your own research—this article does not constitute investment advice.

What’s Next for DroneShield?

The path to recovery hinges on two things: the outcome of the internal investigation and the company’s ability to secure new contracts without controversy. Until then, the stock will likely remain under pressure. For long-term believers, this could be a buying opportunity. For everyone else, it might be wise to wait for clearer skies.

FAQs

Why did DroneShield’s stock crash?

The stock plummeted after a retracted $7.6 million contract announcement and insider stock sales by executives, sparking a crisis of confidence.

Is DroneShield’s business still viable?

CEO Oleg Vornik claims the CORE business is strong, with record revenues and a $2.5 billion pipeline, but the market remains skeptical.

Should I invest in DroneShield now?

It depends on your risk appetite. The stock is cheap but carries significant uncertainty. Consult a financial advisor before making decisions.