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ZenaTech Advances Three ZenaDrone Defense Platforms Through Blue UAS Certification Pathway

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ZenaTech (Nasdaq: ZENA) reports that three ZenaDrone defense platforms—the ZenaDrone 1000, IQ Square, and IQ Nano—have advanced to the cybersecurity phase of the U.S. Department of Defense Blue UAS Green-to-Blue certification pathway.

They have completed onboarding and NDAA supply-chain reviews and now face third-party cybersecurity validation, with final Blue UAS status still subject to remaining phases and DCMA review.

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AI-generated analysis. Not financial advice.

Positive

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Key Figures

ZenaDrone 1000 payload: 40 kg IQ Nano size: 20"×20" IQ Square size: 40"×40" +5 more
8 metrics
ZenaDrone 1000 payload 40 kg Medium-sized VTOL rugged construction/defense drone lifting capacity
IQ Nano size 20"×20" Starting size for compact indoor, GPS-denied environment drone
IQ Square size 40"×40" Starting size for VTOL survey and reconnaissance drone
Registered offering size US$25,000,000 Aggregate offering price of common shares and warrants in 424B5
Shares offered 11,792,455 shares Common shares in May 2026 registered direct offering
Offering price US$2.12 per share Per-share purchase price in May 2026 equity offering
Warrant exercise price US$2.50 per share Exercise price of common share purchase warrants, 5.5-year term
Shelf registration capacity US$250,000,000 Maximum aggregate amount under Form F-3/A shelf

Market Reality Check

Price: $1.3600 Vol: Volume 4,801,824 is 61% a...
high vol
$1.3600 Last Close
Volume Volume 4,801,824 is 61% above the 20-day average of 2,977,616, indicating elevated trading interest ahead of/around this news. high
Technical Shares at $1.36 are trading below the 200-day MA of $3.65 and sit 80.87% under the 52-week high, near the 52-week low at $1.33.

Peers on Argus

ZENA fell 10.53% while sector peers were mixed: AISP (-0.42%), HPAI (-2.19%), SA...
1 Up

ZENA fell 10.53% while sector peers were mixed: AISP (-0.42%), HPAI (-2.19%), SANG (-2.36%), REKR (+2.40%), BKKT (+6.78%) with BKKT also in momentum scanners up 10.36%. This points to stock-specific pressure rather than a broad sector move.

Historical Context

5 past events · Latest: May 14 (Positive)
Pattern 5 events
Date Event Sentiment Move Catalyst
May 14 Defense drone progress Positive +5.0% Advanced ZenaDrone 2000 interceptor toward field flight testing in 2026.
May 12 New defense market Positive +1.0% Formed Phoenix Aero in Lviv to target GCC and Middle East defense demand.
May 07 DaaS acquisition Positive +0.0% Agreed to acquire Australian surveying firm, expanding DaaS into Queensland.
May 05 2025 results letter Neutral -10.9% Reported 558% revenue growth to $12.9M CAD with a $45.2M net loss.
Apr 28 Conference showcase Positive -4.2% Announced largest AUVSI Xponential presence highlighting defense drones and DaaS.
Pattern Detected

Recent operational and conference news has not consistently translated into positive price moves, and strong growth disclosures have coincided with notable selloffs.

Recent Company History

Over the last month, ZenaTech has highlighted rapid expansion in drones and DaaS. On Apr 28, a major AUVSI Xponential defense showcase was followed by a -4.23% move. The May 5 shareholder letter outlining 558% 2025 revenue growth and a $45.2M net loss saw shares fall 10.88%. Subsequent news on Phoenix Aero’s Gulf defense focus (May 12) and ZenaDrone 2000 progress (May 14) produced modest gains. Today’s Blue UAS pathway update fits this defense build-out narrative against ongoing volatility.

Regulatory & Risk Context

Active S-3 Shelf · $250,000,000
Shelf Active
Active S-3 Shelf Registration 2026-02-23
$250,000,000 registered capacity

An amended Form F-3 shelf dated Feb 20, 2026 allows ZenaTech to issue up to $250,000,000 of various securities. The shelf is effective and has been used at least once, via a May 18, 2026 prospectus supplement for a registered offering of common shares and warrants. This structure provides flexibility for additional capital raises under the same shelf.

Market Pulse Summary

This announcement advances three ZenaDrone defense platforms into the cybersecurity phase of the Blu...
Analysis

This announcement advances three ZenaDrone defense platforms into the cybersecurity phase of the Blue UAS certification process, a key step toward NDAA-compliant procurement eligibility. It builds on recent defense-focused milestones, including ZenaDrone 2000 development and Phoenix Aero’s Gulf-oriented production plans. Investors may monitor completion of remaining certification phases, execution on government-use cases, and the company’s capital strategy under its $250,000,000 shelf and recent $25,000,000 equity offering.

Key Terms

ndaa, penetration testing, vtol, gps-denied, +1 more
5 terms
ndaa regulatory
"Blue UAS certification establishes National Defense Authorization Act (NDAA) compliance and clears a vendor"
The National Defense Authorization Act (NDAA) is an annual U.S. law that sets the budget, rules and priorities for national defense and related security programs. It matters to investors because its spending choices, procurement rules and policy measures can directly affect which companies win government contracts, face new export or equipment restrictions, or see demand shift—much like a city budget determining which contractors get hired and which projects move forward.
penetration testing technical
"phase three—cybersecurity validation—where third-party penetration testing will assess system resilience"
Penetration testing is a controlled security check where experts try to break into a company’s computer systems, networks or applications to find weaknesses before real attackers do. For investors it signals how well a company manages cyber risk, potential costs from breaches or compliance failures, and the firmness of operational defenses—think of it as hiring a professional to test all the locks and alarm systems so vulnerabilities can be fixed before they cause damage.
vtol technical
"a medium-sized VTOL (Vertical Takeoff and Landing) rugged construction drone capable of lifting ~40 kg"
VTOL stands for vertical take-off and landing and describes aircraft that can lift off and land straight up and down instead of needing a runway, like a helicopter combined with an airplane. Investors care because VTOL designs open new markets for short-range transport, air taxis, cargo delivery and defense applications, and they bring specific technical, regulatory and manufacturing risks and costs that can affect a company’s revenue potential and timeline for profits.
gps-denied technical
"a compact indoor drone (starting size 20″×20″), built to operate in GPS-denied environments such as warehouses"
An environment described as “GPS-denied” is one where satellite-based location signals are blocked, weak, or unreliable, such as indoors, underground, in dense urban canyons, or under intentional interference. Investors care because companies that rely on precise positioning—like makers of drones, autonomous vehicles, robotics, and defense systems—face higher technical risk or new business opportunities to sell alternative navigation solutions; it’s like asking someone to drive without a map, so demand shifts to backup technologies and services.
isr technical
"Designed for inspection, surveillance, and reconnaissance (ISR) applications, critical cargo applications"
ISR stands for socially responsible investing (from the French phrase Investissement Socialement Responsable) and means choosing stocks, bonds or funds based on environmental, social and governance criteria in addition to financial return. Like picking a brand that matches your values, ISR matters to investors because it helps align portfolios with personal or institutional priorities, can reduce exposure to companies with regulatory or reputational risks, and can influence demand and valuation for firms deemed more sustainable.

AI-generated analysis. Not financial advice.

ZenaDrone 1000, IQ Square, and IQ Nano enter the cybersecurity phase of the Department of Defense accelerated Green-to-Blue certification framework

VANCOUVER, British Columbia, May 19, 2026 (GLOBE NEWSWIRE) -- ZenaTech, Inc. (Nasdaq: ZENA) (FSE: 49Q) (BMV: ZENA) (“ZenaTech”), a technology solution provider specializing in AI (Artificial Intelligence) drone, Drone as a Service (DaaS), enterprise SaaS, and Quantum Computing solutions, announces that three of its ZenaDrone subsidiary’s defense platforms—the ZenaDrone 1000, IQ Square, and IQ Nano—have advanced to the cybersecurity phase of the U.S. Department of Defense’s Blue UAS certification pathway, positioning the company for eligibility on U.S. government and defense procurement lists. The three platforms are being evaluated together under the recently streamlined Green-to-Blue framework administered by the Association for Uncrewed Vehicle Systems International (AUVSI). Blue UAS certification establishes National Defense Authorization Act (NDAA) compliance and clears a vendor for direct procurement by U.S. defense agencies, federal departments, and allied government buyers.

“Blue UAS certification unlocks direct access to the U.S. defense agency market, a high-growth, NDAA-compliant opportunity we are positioning to capture,” said Shaun Passley, Ph.D., CEO of ZenaTech. “Demand for secure autonomous systems is accelerating across intelligence, surveillance, reconnaissance, logistics, and asymmetric warfare, and our progress through cybersecurity, manufacturing, and supply chain readiness reflects disciplined execution. We are on the final stretch toward certification and look forward to delivering scalable, mission-critical drone solutions to government and defense customers.”

ZenaDrone’s submissions have completed phases one and two of the AUVSI-administered pathway, including application onboarding and submission of the consolidated hardware bill of materials (HBOM) and NDAA supply-chain compliance documentation across all three platforms. The drones are now advancing to phase three—cybersecurity validation—where third-party penetration testing will assess system resilience, encryption integrity, and operational security under simulated adversarial conditions. Final Blue UAS status remains subject to successful completion of the remaining certification phases and the Defense Contract Management Agency (DCMA) review.

The Blue UAS pathway has shifted materially since ZenaTech filed its initial Green UAS applications last year to the benefit of “made in America” drone manufacturers and the advancement of innovation. Under the updated Green-to-Blue framework, the Department of Defense now leverages third-party assessors and the Green UAS process—including AUVSI-led evaluations—to perform much of the cybersecurity, supply-chain, and NDAA compliance validation earlier in the pipeline. While the DoD retains ultimate authority over Blue UAS status and defense procurement access, the path leading to certification has become more distributed, scalable, and faster for domestic manufacturers.

ZenaDrone’s multi-function AI drone systems currently in this certification process include: 

  • The ZenaDrone 1000, a medium-sized VTOL (Vertical Takeoff and Landing) rugged construction drone capable of lifting ~40 kg, with AI-enabled autonomy, and secure communications via its proprietary Drone Net system. Designed for inspection, surveillance, and reconnaissance (ISR) applications, critical cargo applications, and border patrol via a gas version currently under development, being designed for longer flights. It has undergone paid trials with both the U.S. Air Force and Navy Reserve for applications, including critical cargo delivery such as temperature-controlled medical supplies.
  • The IQ Nano, a compact indoor drone (starting size 20″×20″), built to operate in GPS-denied environments such as warehouses or military facilities for inventory management via barcode scanning and security applications, features obstacle avoidance and AI-driven drone swarms or fleets.
  • The IQ Square, a VTOL drone (starting size 40”×40”) engineered for line-of-sight surveys, infrastructure inspections, road and bridge inspections, and defense reconnaissance tasks.

About ZenaTech

ZenaTech, Inc. (Nasdaq: ZENA) (FSE: 49Q) (BMV: ZENA) is a technology company that specializes in AI autonomy drone platforms to transform industrial, government, and defense sectors. Its subsidiaries include drone manufacturing through ZenaDrone, a global Drone as a Service (DaaS) business, and a separate enterprise SaaS division of multiple software brands. The Company is executing an acquisition-led DaaS roll-up strategy to digitize and automate legacy service industries like land surveys and inspections, driving drone-based scalable, recurring revenue growth. With an operating footprint spanning North America, Europe, the Middle East, and Asia, ZenaTech is advancing AI drones for agriculture and logistics, as well as ISR, cargo, and counter-UAS applications for U.S. defense and NATO allies. The company is investing in next-generation technologies, including drone swarms, quantum computing, and advanced AI autonomy to capture long-term opportunities in key markets through its R&D initiatives

About ZenaDrone

ZenaDrone, a wholly owned subsidiary of ZenaTech, develops and manufactures autonomous drone solutions that can incorporate machine learning software, AI, predictive modeling, Quantum Computing, and other software and hardware innovations. Created to revolutionize the hemp farming sector, its specialization has grown to multifunctional drone solutions for surveying, monitoring, inspection, tracking, process automation, and defense applications. Currently, the ZenaDrone 1000 drone is used for crop management applications and critical field cargo applications in the defense sector, the IQ Nano indoor drone is used for inventory management and security in the warehouse and logistics sectors, the IQ Square is an outdoor drone designed for power washing and inspections use in commercial and government sectors, and the IQ Quad is for land surveys.

Contacts for more information:

Company, Investors, and Media:
Linda Montgomery
ZenaTech
312-241-1415
investors@zenatech.com

Investors:
Michael Mason
CORE IR
investors@zenatech.com

Safe Harbor

This press release and related comments by management of ZenaTech, Inc. include “forward-looking statements” within the meaning of U.S. federal securities laws and applicable Canadian securities laws. These forward-looking statements are subject to the safe harbor provisions under the Private Securities Litigation Reform Act of 1995. This forward-looking information relates to future events or future performance of ZenaTech and reflects management’s expectations and projections regarding ZenaTech’s growth, results of operations, performance, and business prospects and opportunities. Such forward-looking statements reflect management’s current beliefs and are based on information currently available to management. In some cases, forward-looking information can be identified by terminology such as “may”, “will”, “should”, “expect”, “plan”, “anticipate”, “aim”, “seek”, “is/are likely to”, “believe”, “estimate”, “predict”, “potential”, “continue” or the negative of these terms or other comparable terminology intended to identify forward-looking statements. Forward-looking information in this document includes, but is not limited to ZenaTech’s expectations regarding its revenue, expenses, production, operations, costs, cash flows, and future growth; expectations with respect to future production costs and capacity; ZenaTech’s ability to deliver products to the market as currently contemplated, including its drone products including ZenaDrone 1000, IQ Square and IQ Nano; ZenaTech’s ability to develop products for markets as currently contemplated; ZenaTech’s anticipated cash needs and it’s needs for additional financing; ZenaTech’s intention to grow the business and its operations and execution risk; expectations with respect to future operations and costs; the volatility of stock prices and market conditions in the industries in which ZenaTech operates; political, economic, environmental, tax, security, and other risks associated with operating in emerging markets; regulatory risks; unfavorable publicity or consumer perception; difficulty in forecasting industry trends; the ability to hire key personnel; the competitive conditions of the industry and the competitive and business strategies of ZenaTech; ZenaTech’s expected business objectives for the next twelve months; ZenaTech’s ability to obtain additional funds through the sale of equity or debt commitments; investment capital and market share; the ability to complete any contemplated acquisitions; changes in the target markets; market uncertainty; ability to access additional capital, including through the listing of its securities in various jurisdictions; management of growth (plans and timing for expansion); patent infringement; litigation; applicable laws, regulations, and any amendments affecting the business of ZenaTech and other related risks ‎‎‎and uncertainties disclosed under the ‎heading “Risk Factors“ ‎‎‎‎in the Company’s Form F-1, Form 20-F and other filings filed ‎‎‎with the United States Securities and Exchange Commission (the “SEC”) on EDGAR through the SEC’s website at www.sec.gov. The Company undertakes ‎‎‎no obligation to update forward-‎looking ‎‎‎‎information except as required by applicable law. Such forward-‎‎‎looking information represents ‎‎‎‎‎managements’ best judgment based on information currently available. ‎‎‎No forward-looking ‎‎‎‎statement ‎can be guaranteed and actual future results may vary materially. ‎‎‎Accordingly, readers ‎‎‎‎are advised not to ‎place undue reliance on forward-looking statements or ‎‎‎information.‎


FAQ

What did ZenaTech (NASDAQ: ZENA) announce about Blue UAS certification on May 19, 2026?

ZenaTech announced that three ZenaDrone defense platforms entered the cybersecurity phase of the U.S. Department of Defense Blue UAS pathway. According to ZenaTech, the drones completed onboarding and NDAA supply-chain documentation and are now progressing through third-party cybersecurity validation.

Which ZenaDrone platforms from ZenaTech (ZENA) are in the Blue UAS Green-to-Blue pathway?

Three ZenaDrone platforms are in the Green-to-Blue pathway: ZenaDrone 1000, IQ Square, and IQ Nano. According to ZenaTech, these systems are being evaluated together under the streamlined AUVSI-administered framework for cybersecurity, supply-chain, and NDAA compliance.

What is the cybersecurity phase in the Blue UAS process for ZenaTech ZENA drones?

The cybersecurity phase focuses on validating resilience, encryption integrity, and operational security. According to ZenaTech, third-party penetration testing will assess the ZenaDrone 1000, IQ Square, and IQ Nano under simulated adversarial conditions as part of phase three of the Green-to-Blue pathway.

How could Blue UAS certification affect ZenaTech (NASDAQ: ZENA) government procurement access?

Blue UAS certification would make ZenaDrone platforms eligible for direct procurement by U.S. defense agencies and allied governments. According to ZenaTech, certification establishes NDAA compliance and positions the company for inclusion on government and defense procurement lists, subject to final approvals.

What capabilities do ZenaDrone 1000, IQ Nano, and IQ Square offer for defense users?

ZenaDrone 1000 is a medium VTOL drone for ISR and critical cargo, IQ Nano targets indoor, GPS-denied environments, and IQ Square supports surveys and reconnaissance. According to ZenaTech, all integrate AI features, with ZenaDrone 1000 already used in paid U.S. military trials.