Calls
1
u/PerfectOriginaln610
Reddit r/ValueInvesting
Win Rate
0.0%
return
-60.2%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 12
$3.82
-60.2%
The author argues ZENA is an early-stage drone/DaaS company positioned to benefit from rising defense drone demand, similar to where ONDS and Kratos were before they ran. Catalysts cited include Q3 2025 revenue growth of 1,225% YOY with DaaS contributing 82% of revenue, defense contracts in pilot phase for 2026, completed paid trials with the US Air Force and Navy Reserve, a new manufacturing facility operational in Q1 2026, and 20 completed acquisitions with a 25 DaaS acquisition target for mid-2026. The author notes the main risks are that no defense contracts are guaranteed yet and it is unclear whether the acquisitions will integrate properly.
Defense
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u/PerfectOriginaln610 has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: ZENA.
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