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Unusual Machines, AeroVironment other drone stocks advance as Trump's tariffs on drones and parts formally go into effect.

Vectus Air Defense Systems to provide Air Defense as a Service for critical infrastructure; Swarmer — a founding partner with a 20% equity interest, contributing battle-proven air defense technologies and autonomy. Vectus Air Defense Systems to provide Air Defense as a Service for critical infrastructure; Swarmer — a founding partner with a 20% equity interest, contributing battle-proven air defense technologies and autonomy.

Swarmer is a high-margin SaaS play targeting the autonomous drone market, with a unique software-only business model. Despite a recent earnings miss, SWMR maintains strong growth prospects, aiming for $40 million in revenue by 2028 and 80%+ gross margins. SWMR's flagship Trident OS has proven deployment in Ukraine, supporting recurring revenues and a $355 million near-term market opportunity.

U.S. stock futures were mixed this morning, with the Dow futures falling around 0.1% on Friday.

Swarmer NASDAQ: SWMR reported second-quarter 2026 revenue of approximately $216,000, up from $138,000 in the prior-year period, as the autonomous-systems software company completed its first full quarter as a public company. The company also reported a wider net loss as it increased spending on personnel, engineering, product development and public-company operating costs.

Swarmer, Inc (SWMR) Q2 2026 Earnings Call Transcript

AUSTIN, Texas, Aug. 13, 2026 (GLOBE NEWSWIRE) -- Swarmer, Inc (“Swarmer” or the “Company”) (Nasdaq: SWMR), a drone autonomy software company which has supported more than 100,000 real-world combat missions in Ukraine since April 2024, today announced financial results for the quarter ended June 30, 2026 (“Q2 2026”), and discussed recent business developments.