Aerovironment soared last year on strong growth and the acquisition of BlueHalo. The stock is off to a strong start in 2026.
In the latest trading session, AeroVironment (AVAV) closed at $370.68, marking a +1.56% move from the previous day.
AeroVironment surges 55.1% in a month, beating its industry as strong revenue growth, partnerships and defense contract wins fuel investor optimism.
AeroVironment (AVAV) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
AeroVironment, Inc. remains a high-conviction, volatile defense play, driven by record contract awards and persistent global tensions. Despite 151% revenue growth (9% ex-BlueHalo), AVAV's adjusted gross margin fell sharply to 27%, raising profitability concerns. Guidance was raised to $1.95–$2.0B revenue, but non-GAAP EPS was lowered; execution risk is high with 70% of EBITDA expected in Q4.
For decades, the defense sector was viewed as a safe harbor for conservative investors. Companies like Lockheed Martin NYSE: LMT or General Dynamics NYSE: GD were treated as bond proxies, stocks that offered slow growth, reliable dividends, and low volatility.
AVAV, KTOS and DPRO are some stocks in the drone technology space that are worthy of investment consideration.
AeroVironment's NASDAQ: AVAV fiscal Q2 (FQ2) earnings release was mixed, but the positives outweigh the negatives. The negatives include margin pressures from integration costs related to the Blue Halo acquisition.
Yesterday we were watching whether AeroVironment could sustain its explosive revenue trajectory while returning to profitability.
AeroVironment, Inc. (AVAV) Q2 2026 Earnings Call Transcript
While the top- and bottom-line numbers for AeroVironment (AVAV) give a sense of how the business performed in the quarter ended October 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
AeroVironment (AVAV) came out with quarterly earnings of $0.44 per share, missing the Zacks Consensus Estimate of $0.85 per share. This compares to earnings of $0.47 per share a year ago.