Tank warfare defined World War II.
In the closing of the recent trading day, AeroVironment (AVAV) stood at $183.5, denoting a -4.6% move from the preceding trading day.
The United States Air Force has no plans to retire its remaining fleet of Boeing B-52 Stratofortress bombers for at least a couple more decades, and the old "BUFFs" as they are known, will be in service until the late 2040s or early 2050s, perhaps even longer. However, even as the Air Force will adopt the Northrop Grumman B-21 Raiders in the coming year, the B-52s won't be the only old workhorses that will remain in the bomber fleet.
AVAV and TDY expand unmanned and sensor-driven surveillance capabilities as defense demand climbs, putting both stocks in investors' sights.
The defense tech specialist is helping the U.S. military develop counter-drone solutions.
AeroVironment expands into space-based systems and directed energy, adding electronic warfare and secure communications to support complex defense programs.
AeroVironment is upgraded to a strong buy with a $335 price target, reflecting nearly 70% upside. LOCUST X3 laser system has completed safety trials and is positioned as the first validated operational counter-UAS laser. I expect LOCUST to drive significant revenue growth as it enters high-rate production and commercialization for U.S. and global customers.
AVAV's acquisition push strengthens its defense capabilities, enhancing tech integration and unlocking new revenue opportunities.
AeroVironment plunges 52.1% in three months, pressured by costs, competition and funding risks, raising concerns despite strong liquidity.
AVAV deepens its defense footprint by shifting toward mission support and lifecycle services, aiming to secure steady, long-term program involvement.
AeroVironment, Inc. is rated buy after a significant drop, with upside potential outweighing downside risk despite the SCAR contract loss. AVAV's $1.7B SCAR contract termination led to a $151.3M goodwill impairment and reduced FY26 revenue guidance to $1.85–$1.95B. The current backlog stands at $1.1B, with new contracts—including $186M for Switchblade drones—demonstrating robust demand for AVAV's defense technologies.
KTOS and AVAV scale unmanned systems and technologies as drone warfare demand rises, drawing fresh investor focus on both defense stocks.