AeroVironment Inc. (AVAV)
AeroVironment: The Lesson I Learned From Missing The Drone Rally
AeroVironment is a leading drone stock, recently transformed by its BlueHalo acquisition, expanding into lasers, AI, and advanced defense tech. AVAV's revenue surged 140% year-over-year to $454.7 million, with a massive backlog and strong contract wins, but margins have slipped, and integration costs are high. The stock's valuation is extremely elevated, reflecting high expectations for government budgets, successful integration, and margin recovery, making short-term risk significant.
AeroVironment, Inc. - Special Call
AeroVironment, Inc. - Special Call Company Participants Denise Pacioni - Director of Investor Relations Wahid Nawabi - Chairman of the Board, President & CEO Scott Bowman - CTO & Senior VP of Global Engineering Trace Stevenson - President of Autonomous Systems William Ferguson - President of Space, Cyber & Directed Energy Mary Clum - Executive Vice President of Space & DE Mission Systems Church Hutton - Chief Growth Officer Kevin McDonnell - Executive VP & Chief Financial Officer Conference Call Participants Andre Madrid - BTIG, LLC, Research Division Austin Moeller - Canaccord Genuity Corp., Research Division Colin Canfield - Cantor Fitzgerald & Co., Research Division Kenneth Herbert - RBC Capital Markets, Research Division Peter Arment - Robert W. Baird & Co. Incorporated, Research Division Louie Dipalma - William Blair & Company L.L.C.
Defense tech stocks top picks, analysts see upside from Golden Dome program
RBC Capital Markets analysts believe key programs, such as Golden Dome and space communications and operations, will continue to support the recent strength in the defense tech stocks. In a research note published on Thursday, the analysts stated they continue to favor Karman Space & Defense (NYSE: KRMN), AeroVironment (NASDAQ:AVAV) Inc, and Kratos Defense & Security Solutions Inc (NASDAQ: KTOS) in the space.
AeroVironment Is a Hot Buy With a Double-Digit Upside
AeroVironment NASDAQ: AVAV is a hot buy in September due to its business, defense industry position, recent acquisition, and analysts' sentiment trends. The sentiment trends say it all, including a sharp increase in coverage, 100% of analysts tracked by MarketBeat rating at Buy, and the price target trend is positive.
AeroVironment (AVAV) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for AeroVironment (AVAV) give insight into how the company performed in the quarter ended July 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
AeroVironement: Sell AVAV Stock Ahead of Earnings?
AeroVironment (NASDAQ:AVAV), a prominent drone manufacturer, is set to announce its earnings on Tuesday, September 9, 2025. For traders focused on events, analyzing past patterns can offer a strategic edge.
AeroVironment (AVAV) Registers a Bigger Fall Than the Market: Important Facts to Note
In the closing of the recent trading day, AeroVironment (AVAV) stood at $259.61, denoting a -1.33% move from the preceding trading day.
AeroVironment (AVAV) Registers a Bigger Fall Than the Market: Important Facts to Note
In the most recent trading session, AeroVironment (AVAV) closed at $260.07, indicating a -2.83% shift from the previous trading day.
AeroVironment (AVAV) Stock Sinks As Market Gains: Here's Why
AeroVironment (AVAV) reached $262.48 at the closing of the latest trading day, reflecting a -3.56% change compared to its last close.
Insider report: These stocks had the biggest sales by executives in the past week
Some investors follow company insiders on the notion that they would know better than anyone when it's the right time to buy or sell shares. CNBC rounded up some of the biggest sales over the last week.
America Wants Drone Dominance: Are These Stocks Ready to Soar?
The recent passage of the Trump administration's One Big, Beautiful Bill provides $150 billion in additional defense spending. That pushes total U.S. defense spending close to $1 trillion.
3 Drone Stocks Take Flight on Hegesth's Bold Memo: Who and Why
Several drone stocks surged on July 11 after the United States Department of Defense (DoD) released a memo with highly bullish implications for the industry. In the memo titled “Unleashing U.S. Military Drone Dominance," Secretary of Defense Pete Hegseth shared his vision for increased U.S. drone production and use.
