Volatus Aerospace: Countercyclical Buying Opportunity!?
Drone stocks continue to struggle on the stock market. However, there should be no doubt about the industry’s sustainably positive future prospects. The use of unmanned systems in both the military and civilian sectors is still in its infancy. This could present countercyclical buying opportunities. One example is Volatus Aerospace. While the stock is currently consolidating, the positive news flow continues with new orders and technological advances.
Most recently, Volatus achieved a major developmental milestone with its V-Cortex autonomy platform. In initial flight tests, a drone navigated and flew stably without a GNSS signal or additional external sensors. The system relied exclusively on the sensors that come standard on board. The technology is therefore well suited to operations in environments where GPS is disrupted, blocked, or unavailable. This is important not only in military conflict zones but also, for example, in densely built-up cities or remote regions such as the Arctic or Greenland.
Volatus has designed V-Cortex as a platform-independent, modular autonomy software for various unmanned systems. This is intended to enable rapid integration into a wide variety of aircraft and mission functions. Developed entirely in Canada, the platform combines flight control with AI-based autonomy functions and is supported, among others, by the Canadian NRC-IRAP program. Further flight tests and demonstrations are planned for 2026, before V-Cortex is to be gradually transitioned into operational use.
In September, Volatus Aerospace announced another operational success: a 5-year contract with the Canadian government to supply tactical ISR drone systems to the Canadian Armed Forces. The initial order comprises 100 systems, and delivery is scheduled to begin as early as this quarter. Additionally, Canada may call up to 4,900 additional units at its discretion. This opens a procurement pathway for up to 5,000 systems. The government framework stipulates a maximum price of CAD 5,000 per system and a maximum procurement volume of CAD 25 million. For context: Volatus generated total revenue of CAD 34.2 million in 2025.
Volatus Aerospace will present live at the virtual International Investment Forum (IIF) on October 7, 2026. Registration is free.
In addition to the drones themselves, Volatus is to provide, among other things, payloads, ground stations, data links, training, spare parts, and software support. It is also strategically notable that Volatus has qualified for all five areas of the Canadian Defence Drone Initiative (DDI) and can therefore compete in future tenders for unmanned systems, communications, integration, testing, and training.
https://youtu.be/F4ajDCojMRo?si=XNXoEHVhjc9cyVRW
BioNTech: A Sign of Weakness or a Breakthrough?
Is the announced closure of BioNTech’s sites in Marburg, Idar-Oberstein, and Tübingen a sign of weakness or a breakthrough? The media response has been largely critical. “WirtschaftsWoche” calls it a setback for Germany as a business location. In addition to the approximately 1,800 jobs, Germany could also lose important mRNA expertise and strategically relevant production capacity. At the same time, questions are being raised about whether BioNTech could have channelled the billions from the COVID-19 boom more quickly into new, commercially successful products.
“Handelsblatt” also views the development with skepticism. The closure of the Tübingen site in particular is drawing criticism, as BioNTech had only acquired CureVac in 2025. CureVac founder Ingmar Hoerr criticizes the move and points to the government funding the company had previously received. The works council in Idar-Oberstein speaks of a loss of trust and criticizes what it sees as an insufficient search for alternatives.
The “ZEIT” takes a significantly more positive view. It emphasizes that BioNTech aims to significantly reduce its cost base through the downsizing. Starting in 2029, the company expects to save approximately EUR 500 million annually. The company plans to channel these funds into research, development, and the market launch of new cancer drugs. The site closures are therefore part of a broader strategic realignment away from the COVID-19 business and toward oncology.
So far, the news has not sparked any noticeable reaction on the stock market. BioNTech’s stock has been trading sideways for four weeks and is currently trading at around EUR 86. Even “Buy” recommendations have recently been ignored by investors. Jefferies, Berenberg, and UBS have recently advised investors to buy. Price targets range from USD 135 to USD 140.
Micron: Simply Strong
Micron’s stock rally has recently stalled. Following strong price gains through June, investors are increasingly doubting whether the exceptionally strong growth in revenue, profits, and margins can be sustained over the long term. With its latest figures and outlook, the memory chip manufacturer aims to dispel this skepticism.
Micron Technology closed fiscal year 2026 with record results and once again exceeded Wall Street’s high expectations. In the fourth quarter, revenue jumped to USD 54.23 billion, up from USD 11.32 billion in the same period a year earlier. Adjusted earnings per share reached USD 33.42. For the full year 2026, Micron’s revenue rose from USD 37.38 billion to USD 133.19 billion, while net income nearly tenfolded from USD 8.54 billion to USD 84.97 billion. The growth driver was the data centre and cloud applications business, which is benefiting from the ongoing expansion of AI infrastructure. The outlook was also impressive. For the first quarter of 2027, Micron expects revenue of USD 61.5 billion and adjusted earnings per share of USD 38.15. This forecast is significantly above previous market expectations.
Initial analyst reactions have been correspondingly positive. Cantor Fitzgerald points in particular to the stock’s continued low valuation and considers it a bargain given the earnings it expects. Raymond James sees ongoing memory-chip supply bottlenecks as a positive sign. This could lead to structural stabilization in the traditionally highly cyclical memory market. According to calculations by D.A. Davidson, the company’s unrealized contractual obligations now total at least USD 150 billion.
However, the figures are not without their question marks. While Deutsche Bank maintains its “Buy” recommendation and a price target of USD 1,550, it points to cost pressures and weaker margin momentum. Furthermore, the key question remains: How sustainable are the currently exceptionally high price and margin levels for DRAM and NAND memory?
Volatus Aerospace impresses with its clear focus on the military and civilian drone market. Its long-term prospects are undisputed. The positive news flow continues. Micron’s numbers are simply strong. It remains to be seen whether the skeptics will be won over and the stock will take off again. BioNTech has recently been clearly overshadowed by its competitor Moderna. This can likely only change through convincing research results.
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