Why DroneShield, Larvotto, Neuren, and Zip shares are rising today

These shares are starting the week positively. But why?

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Key points

  • Despite the S&P/ASX 200 Index slightly declining to 8,995.1 points in afternoon trade, DroneShield shares are up 2% following a quarterly update revealing a 1,091% revenue increase and significant committed revenue for 2025.
  • Larvotto Resources shares are up 8% due to a non-binding indicative takeover offer from the United States Antimony Corporation, which is under consideration by their board with appointed financial and legal advisers.
  • Neuren Pharmaceuticals shares are up 8% after the US FDA granted fast track designation for its NNZ-2591 treatment, coinciding with milestone awareness activities for related syndromes.

The S&P/ASX 200 Index (ASX: XJO) is on course to start the week with a small decline. In afternoon trade, the benchmark index is down slightly to 8,995.1 points.

Four ASX shares that are not letting that hold them back are listed below. Here's why they are rising:

DroneShield Ltd (ASX: DRO)

The DroneShield share price is up 2% to $4.68. This follows the release of the counter-drone technology company's quarterly update. DroneShield reported a 1,091% increase in revenue to $92.9 million for the third quarter of FY 2025. This was a record quarter of revenue for DroneShield and more than double its previous record. Another positive was that its committed revenue for 2025 is now $193.1 million. This compares to the $57 million of revenue it recorded for the whole of 2024.

Larvotto Resources Ltd (ASX: LRV)

The Larvotto Resources share price is up 8% to $1.34. This has been driven by news that the gold and antimony company has received a non-binding indicative takeover offer from the United States Antimony Corporation (USAC). It has offered a fixed exchange ratio of 6 USAC common stock shares for every 100 Larvotto shares. The company has not made a decision on the offer at this stage. It said: "The Board of Larvotto has appointed Barrenjoey Capital Partners and Allion Partners as financial and legal advisers to help them consider the Indicative Offer. The Board will carefully consider the Indicative Offer and provide shareholders with their advice in due course."

Neuren Pharmaceuticals Ltd (ASX: NEU)

The Neuren Pharmaceuticals share price is up 8% to $22.38. The catalyst for this is news that the US FDA has granted fast track designation for its NNZ-2591 treatment in Phelan-McDermid syndrome (PMS), along with Angelman and Pitt Hopkins syndromes. Neuren's CEO, Jon Pilcher, said: "As we approach Phelan-McDermid Syndrome Awareness Day on 22 October, we are very pleased to announce Fast Track designation for our NNZ-2591 program. Neuren's Koala trial is the first ever Phase 3 clinical trial for PMS, which we hope may lead to a much-needed treatment for this community."

Zip Co Ltd (ASX: ZIP)

The Zip Co share price is up 4% to $4.60. Investors have been buying this buy now pay later provider's shares following the release of its quarterly update. For the three months ended 30 September, Zip reported a 38.7% increase in total transaction volume (TTV) to $3.9 billion. A key driver of this was a 51% jump in US TTV to approximately $2.9 billion. In addition, Zip announced an increase to its share buyback limit from $50 million to $100 million. CEO Cynthia Scott said: "The increase in our on-market share buy-back limit from $50m to $100m is consistent with our capital management framework which guides our approach to maximising shareholder returns, while preserving balance sheet strength and the flexibility to pursue attractive growth opportunities."

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. The Motley Fool Australia has no position in any of the stocks mentioned. 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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