January 30th, 2026 | 09:00 CET
DroneShield disappoints! Plug Power fights for survival! American Atomics stock poised for an overdue rally?!
Tech analyst Pip Klöckner paints a clear picture for 2026: he expects NVIDIA CEO Jensen Huang to become the world's most influential energy lobbyist. Without additional, reliable energy, data centers cannot operate - and without data centers, no one will buy NVIDIA chips. Meta is already fully committed to nuclear energy, underlining how critical stable baseload power has become in the AI race. American Atomics stands to benefit from this development. After all, uranium is needed regardless of who builds the nuclear power plants or ultimately wins the AI arms race. Importantly, American Atomics is developing several promising projects directly in the United States. The AI-driven energy boom has also lifted hydrogen stocks in the past, including Plug Power, but the euphoria has faded, and the Copmany is now fighting for survival. And what about DroneShield? The drone defense specialist's shares have taken a sharp hit in recent days. Was the sell-off triggered by the latest quarterly figures, or is something else at play?
time to read: 5 minutes
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Author:
Fabian Lorenz
ISIN:
PLUG POWER INC. DL-_01 | US72919P2020 , DRONESHIELD LTD | AU000000DRO2 , AMERICAN ATOMICS INC | CA0240301089
Table of contents:
Author
Fabian Lorenz
For more than twenty years, the Cologne native has been intensively involved with the stock market, both professionally and privately. He is particularly passionate about national and international small and micro caps.
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American Atomics benefits regardless of who operates the nuclear power plants
Tech analyst Pip Klöckner paints a clear picture for 2026: he expects NVIDIA CEO Jensen Huang to become the biggest energy lobbyist this year. Klöckner argues that the energy hunger behind the chips delivered by NVIDIA is equivalent to the scale of a large number of nuclear power plants. Growth at NVIDIA, therefore, means even more pressure on grids and generation. His point is clear: without additional, reliable energy, data centers cannot run – and without data centers, no NVIDIA chips will be purchased.
The issue of energy supply is central to the entire AI industry. Meta is going on the offensive with nuclear energy and is relying on a mix of new reactor concepts and existing nuclear power for its AI expansion. It is even going so far as to pay for electricity in advance. For example, for a 1.2 GW project from Oklo and a 2.8 GW project from TerraPower. At the same time, founder Mark Zuckerberg's company has secured 2.1 GW from Vistra's existing nuclear power plants. Meta had already signed a deal with a Constellation-operated nuclear power plant in Illinois in June 2025. Meta is thus increasingly acting as a financially strong "anchor customer" for capital-intensive small reactor ideas, some of which are still in development, thereby accelerating the industrialization of new capacities. This shows that energy supply is becoming a core competence in the AI race and that Meta is prepared to actively co-finance its expansion. Other hyperscalers are likely to pursue similar concepts.
How can investors benefit from the nuclear boom? Companies such as Vistra, Oklo, and Constellation have already performed well. In addition, there are major development risks. It therefore seems interesting to focus on a sector that will benefit regardless of who builds and operates the nuclear power plants: uranium companies.
One interesting uranium stock is American Atomics. The Canadian company is currently developing the Big Indian uranium project in the US state of Utah. In the east of the traditional Lisbon Valley district, it has secured an area that has hardly been explored to date. The chances of substantial finds are high. Around 78 million pounds of triuranium dioxide (U₃O₈) have already been mined on the west side in the past. American Atomics plans not only to mine uranium in the future, but also to take over processing and enrichment. The planned processing plant is set to establish new standards in environmentally friendly metal refining.
The Company is still in its infancy, but is valued at less than CAD 15 million. Investors therefore have the opportunity to get in early. For those who would like to learn more about American Atomics and the Company's current developments, register for the upcoming virtual International Investment Forum ii-forum.com on February 25, 2026. Founder Conor Lynch will be presenting live.
Plug Power fights for survival
It is actually incomprehensible why American Atomics is trading at its current level when even hydrogen companies are being swept up in the AI energy boom. Plug Power, for example, has failed to establish a profitable business model for years. Instead, it is struggling to get shareholders to approve a massive capital increase.
While no major orders have been reported recently, a milestone project has been completed. The installation of 100 MW PEM GenEco™ electrolysers has been completed in Sines, Portugal. Since the project began in October 2025, ten 10 MW GenEco electrolyser modules have been installed at the Galp Group's refinery. The plant is currently being ramped up and is expected to produce up to 15,000 tons of renewable hydrogen per year. This is expected to reduce the refinery's greenhouse gas emissions by 110,000 tons per year.
Plug CRO Luis Crespo commented: "This installation demonstrates that large-scale green hydrogen is not only possible, but already a reality today, and Plug is playing a key role in this. The completion of the Sines refinery project is a pivotal moment for the energy transition in Europe and a model for the decarbonization of hard-to-electrify industries."
DroneShield: -20% in a few days, why?
And what is actually going on at DroneShield? For a week now, the drone defense specialist's stock has been in reverse gear. Within a few trading days, it fell by just over 20%.
Yet last week, the stock benefited from positive analyst commentary. Analysts at Bell Potter confirmed their "Buy" recommendation for DroneShield shares, and anticipate significant orders for the Company in the coming months. DroneShield is a clear beneficiary of growing security budgets. Drone defense is not only an important issue in principle, but will also benefit from major events in 2026. Analysts expect DroneShield to be involved in protecting the 2026 FIFA World Cup in North America and the "America 250" celebrations. In the US, new comprehensive powers granted to authorities in the area of drone defense are likely to lead to a surge in demand. As a result, the price target for DroneShield shares has been raised from AUD 4.40 to AUD 5. The stock is currently trading at around AUD 3.60.
On January 27, DroneShield reported its results for the fourth quarter of 2025 and the full year. Revenue for the last three months of the year was AUD 63.5 million. Total revenue for 2025 was AUD 201.6 million. This may have caused disappointment for some, as revenue for the third quarter of 2025 was AUD 92.9 million, which was significantly higher. Overall, the report was conspicuously "quiet." A detailed press release or shareholder letter would have been desirable.
The decline in DroneShield's revenue compared to the previous quarter should not be overestimated, but it should be monitored. If larger orders do come in, the stock is likely to rebound. A price rally appears to be overdue for American Atomics. Demand for uranium is set to increase in the coming years, and the Company is developing three projects directly in the US for this purpose. Plug Power remains something for speculators. A sustainable trend reversal for the stock is not in sight.
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