Why DroneShield, Gentrack, Metals X, and Northern Star shares are tumbling today

These shares are ending the week in the red. But why?

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A male investor wearing a blue shirt looks off to the side with a miffed look on his face as the share price declines.

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The S&P/ASX 200 Index (ASX: XJO) is on course to end the week in the red. At the time of writing, the benchmark index is down 0.5% to 8,664.3 points.

Four ASX shares that are falling more than most today are listed below. Here's why they are dropping:

DroneShield Ltd (ASX: DRO)

The DroneShield share price is down 9% to $3.07. This appears to have been driven by profit taking from some investors. For example, even after factoring in today's and yesterday's declines, this counter drone technology company's shares remain up over 40% since this time last month and an incredible 300% year to date. The latter means that a $5,000 investment on 31 December would be worth approximately $20,000.

Gentrack Group Ltd (ASX: GTK)

The Gentrack share price is down 5.5% to $9.57. This morning, this software company revealed that it has lost a contract. It advised that an Australian customer has told the company that it is no longer part of a process aimed at replacing their current platform. Management remains positive on the future, though. It said: "We do not expect this decision to negatively impact revenues either this financial year or next. We remain confident of delivering our medium-term guidance of growing revenue at more than 15% CAGR and a 15-20% EBITDA margin after expensing all development cost."

Metals X Ltd (ASX: MLX)

The Metals X share price is down 5% to 62.2 cents. This follows the release of the tin miner's second quarter update. Although the tin miner reported stronger production from the Renison operation during the three months, its tin-in-concentrate shipments were down significantly quarter on quarter from 3,230 tonnes to 2,202 tonnes. This ultimately led to the company's cash and cash equivalents balance decreasing from the first quarter to $230.5 million from $249.5 million.

Northern Star Resources Ltd (ASX: NST)

The Northern Star share price is down over 1.5% to $16.00. This may have been driven by the release of a broker note out of Citi this morning. In response to its quarterly update, the broker has downgraded this gold miner's shares to a neutral rating (from buy) with a reduced price target of $18.00 (from $21.00). Citi was disappointed with its update and the lack of colour in relation to its outlook in FY 2026.

Citigroup is an advertising partner of Motley Fool Money. Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended DroneShield and Gentrack Group. The Motley Fool Australia has positions in and has recommended Gentrack Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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