2 days ago
AVAV stock has plunged 40% in a year despite a historic $464M Army laser contract and a record $1.5B funded backlog.
AeroVironment's LOCUST laser cuts drone intercept costs from millions to under $10 per shot, backed by 300 cartel drones already downed at the southern border.
Nawabi sold 28,265 shares at $139 while ***** ysts set a $226 average price target, leaving investors to weigh insider doubt against a 47x forward P/E.
Just released. Our ***** ysts combed the entire stock market and named the ten best stocks to buy right now, and AeroVironment didn't make the cut. Enter your email to see the names that beat AVAV. The report is free. Enter your email and see if any of your stocks made the cut.
AeroVironment (NASDAQ:AVAV) chairman and chief executive Wahid Nawabi went on CNBC this week with an arithmetic problem for defense investors. Drones being thrown at Western militaries and border installations cost roughly $150,000 apiece, according to Nawabi, while the interceptors historically used to knock them down cost millions of dollars per shot. His pitch is that AeroVironment's LOCUST directed-energy laser, per Nawabi, brings that engagement cost down to less than $10 per shot.
#nawabi #avav #cost #locust
AeroVironment's LOCUST laser cuts drone intercept costs from millions to under $10 per shot, backed by 300 cartel drones already downed at the southern border.
Nawabi sold 28,265 shares at $139 while ***** ysts set a $226 average price target, leaving investors to weigh insider doubt against a 47x forward P/E.
Just released. Our ***** ysts combed the entire stock market and named the ten best stocks to buy right now, and AeroVironment didn't make the cut. Enter your email to see the names that beat AVAV. The report is free. Enter your email and see if any of your stocks made the cut.
AeroVironment (NASDAQ:AVAV) chairman and chief executive Wahid Nawabi went on CNBC this week with an arithmetic problem for defense investors. Drones being thrown at Western militaries and border installations cost roughly $150,000 apiece, according to Nawabi, while the interceptors historically used to knock them down cost millions of dollars per shot. His pitch is that AeroVironment's LOCUST directed-energy laser, per Nawabi, brings that engagement cost down to less than $10 per shot.
#nawabi #avav #cost #locust
2 days ago
On September 9, AeroVironment Inc. (NASDAQ:AVAV) revealed its Q1 FY27 results, posting its highest ever first quarter revenue. Topline figure of $480.5 million marked a 6% year-over-year growth, fueled by a $15.5 million jump in product sales and a $10.3 million expansion of service revenue. The company reported a book-to-bill ratio of 1.4, after total bookings for the quarter came in at $0.7 billion. Let's explore the underlying drivers of AeroVironment's impressive first quarter print.
Photo by NASA on Unsplash
The first quarter record topline figure reflects on strength across the underlying business lines. The Autonomous Systems (AxS) and the ***** e, Cyber and Directed Energy (SCDE) segments contributed $346 million and $134.5 million to the total revenue, respectively. The overall gross profit jumped 31% during the quarter to $124.6 million. This pushed gross margin to 26% from 21% posted a year earlier.
Adjusted diluted earnings per share for the first quarter almost doubled, from $0.32 in the same period last year to of $0.59 in the recently concluded quarter. The company also increased its funded backlog, which clocked in at $1.5 billion, compared to $1.2 billion recorded on April 30.
With a strong backlog position and landmark strategic wins, management upheld its full-year guidance, with topline figures estimated to land between $2.125 billion and $2.225 billion. It has forecasted an adjusted EBITDA ranging from $305 million to $325 million, along with diluted EPS between $3.02 and $3.34 on adjusted basis.
#million #quarter #billion #first
Photo by NASA on Unsplash
The first quarter record topline figure reflects on strength across the underlying business lines. The Autonomous Systems (AxS) and the ***** e, Cyber and Directed Energy (SCDE) segments contributed $346 million and $134.5 million to the total revenue, respectively. The overall gross profit jumped 31% during the quarter to $124.6 million. This pushed gross margin to 26% from 21% posted a year earlier.
Adjusted diluted earnings per share for the first quarter almost doubled, from $0.32 in the same period last year to of $0.59 in the recently concluded quarter. The company also increased its funded backlog, which clocked in at $1.5 billion, compared to $1.2 billion recorded on April 30.
With a strong backlog position and landmark strategic wins, management upheld its full-year guidance, with topline figures estimated to land between $2.125 billion and $2.225 billion. It has forecasted an adjusted EBITDA ranging from $305 million to $325 million, along with diluted EPS between $3.02 and $3.34 on adjusted basis.
#million #quarter #billion #first
3 days ago
AeroVironment (AVAV) shares are inching lower ahead of the drone company's fiscal Q1 earnings scheduled to be released after the market closes on Sept. 9. Consensus is for AVAV to record $0.22 in earnings per share (EPS) for its first quarter, which would represent a 31.25% decline on a year-over-year basis.
Heading into the quarterly print, AeroVironment stock is down more than 60% versus its year-to-date high.
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#year #consensus #NVIDIA
Heading into the quarterly print, AeroVironment stock is down more than 60% versus its year-to-date high.
Dear Nvidia Stock Fans, Mark Your Calendars for September 10
Rocket Lab Keeps Landing Defense Deals. Here's Why **** ysts Aren't Getting More Bullish.
Why Stifel Just Revamped Its Price Target for Microsoft Stock
#year #consensus #NVIDIA
10 days ago
The defense industry is undergoing a major transformation, with governments increasing spending on drones, autonomous systems, counter-UAS technologies, and precision weapons. This creates a favorable backdrop for AeroVironment (AVAV), which is positioned at the forefront of next-generation defense.
With the BlueHalo acquisition last year, AeroVironment broadened its capabilities across air, land, sea, ***** e, and cyber, giving it exposure to multiple areas of rising defense demand. This positioning has been reinforced by several recent developments.
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#defense #aerovironment #dear #mark
With the BlueHalo acquisition last year, AeroVironment broadened its capabilities across air, land, sea, ***** e, and cyber, giving it exposure to multiple areas of rising defense demand. This positioning has been reinforced by several recent developments.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
Why ***** ysts Think Sellas Life Sciences Stock Can Gain 150% From Here
#defense #aerovironment #dear #mark
11 days ago
The defense industry is undergoing a major transformation, with governments increasing spending on drones, autonomous systems, counter-UAS technologies, and precision weapons. This creates a favorable backdrop for AeroVironment (AVAV), which is positioned at the forefront of next-generation defense.
With the BlueHalo acquisition last year, AeroVironment broadened its capabilities across air, land, sea, ****** e, and cyber, giving it exposure to multiple areas of rising defense demand. This positioning has been reinforced by several recent developments.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
Why ****** ysts Think Sellas Life Sciences Stock Can Gain 150% From Here
#defense #Stock
With the BlueHalo acquisition last year, AeroVironment broadened its capabilities across air, land, sea, ****** e, and cyber, giving it exposure to multiple areas of rising defense demand. This positioning has been reinforced by several recent developments.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
Why ****** ysts Think Sellas Life Sciences Stock Can Gain 150% From Here
#defense #Stock
1 month ago
Trump's 100% drone tariff proclamation drove UMAC up 22% and RCAT up 8%, rewarding companies competing directly against now-heavily-taxed imported parts.
AVAV and KTOS gained just 1-2% on identical news, since established Pentagon contractors face less import competition and gain little from the tariffs.
UMAC had already surged 114% year to date before Friday's spike, raising the valuation bar for investors chasing the tariff-driven rally.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Red Cat Holdings didn't make the cut. Grab the names FREE today.
Unusual Machines (NYSE:UMAC) stock is soaring 22% to $33.24 midday Friday, leading a scattered rally in domestic drone names. The catalyst was President Trump signing a proclamation Thursday imposing tariffs on imported drones and unmanned aircraft parts, citing national security.
#drone #rcat
AVAV and KTOS gained just 1-2% on identical news, since established Pentagon contractors face less import competition and gain little from the tariffs.
UMAC had already surged 114% year to date before Friday's spike, raising the valuation bar for investors chasing the tariff-driven rally.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Red Cat Holdings didn't make the cut. Grab the names FREE today.
Unusual Machines (NYSE:UMAC) stock is soaring 22% to $33.24 midday Friday, leading a scattered rally in domestic drone names. The catalyst was President Trump signing a proclamation Thursday imposing tariffs on imported drones and unmanned aircraft parts, citing national security.
#drone #rcat
2 months ago
Wahid Nawabi, Chair, President and CEO of AeroVironment, Inc. (NASDAQ:AVAV), disposed of 5,246 shares of common stock on July 10, 2026, according to a recent SEC Form 4 filing.
Metric
Value
Transaction value
~$758,500
Metric
Value
Transaction value
~$758,500
2 months ago
RBC Capital Markets downgraded AeroVironment (AVAV) shares to "Sector Perform" on Thursday, citing concerns that the firm's ambitious long-term financial targets may prove difficult to achieve.
The downgrade came just one day after AVAV management outlined goals of at least 15% organic revenue growth by the end of this decade.
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The downgrade came just one day after AVAV management outlined goals of at least 15% organic revenue growth by the end of this decade.
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2 months ago
AeroVironment Inc. (NASDAQ:AVAV) is one of the 12 best industrial stocks with more than 50% upside. The company's recent launch backs its bullish outlook. On June 14, it launched the TOM 50 RE, which is a highly compact unmanned ground vehicle (UGV) manufactured by its subsidiary, Telerob.
Showcased at Eurosatory 2026, this robotic system is designed for dismounted military forces, EOD teams, and special operations teams functioning in intricate or contested environments.
Pixabay / Public Domain
Weighing under ten kilograms, the portable UGV can be utilized by a sole operator. It incorporates a tracked design with a custom stair-climbing flipper system, allowing it to navigate uneven hurdles and offer detailed visibility of interior ****** es. The platform supports up to five kilograms of payloads and offers endurance up to five hours.
Technologically, the platform employs built-in SLAM capability for automated mapping in GPS-denied or underground zones. Four infrared wide-angle cameras provide 360-degree environmental awareness during night and day. The unit can be used as a mobile communications relay with an integrated IP mesh radio system to provide secure connectivity.
Showcased at Eurosatory 2026, this robotic system is designed for dismounted military forces, EOD teams, and special operations teams functioning in intricate or contested environments.
Pixabay / Public Domain
Weighing under ten kilograms, the portable UGV can be utilized by a sole operator. It incorporates a tracked design with a custom stair-climbing flipper system, allowing it to navigate uneven hurdles and offer detailed visibility of interior ****** es. The platform supports up to five kilograms of payloads and offers endurance up to five hours.
Technologically, the platform employs built-in SLAM capability for automated mapping in GPS-denied or underground zones. Four infrared wide-angle cameras provide 360-degree environmental awareness during night and day. The unit can be used as a mobile communications relay with an integrated IP mesh radio system to provide secure connectivity.
2 months ago
Shares of AeroVironment (NASDAQ: AVAV) soared more than 20% this week, to around $171, after the drone and defense specialist reported its fiscal fourth-quarter results. The quarter was a blowout by almost any measure -- record revenue, adjusted profits that more than doubled, and a funded backlog that swelled past $1 billion.
Is this the start of a multiyear up cycle in military drones and the systems built to stop them, or a one-quarter spike that borrows from future demand and leaves a harder comparison behind?
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The answer rests less on the drones AeroVironment is already known for and more on what it's building next.
AeroVironment's fiscal fourth-quarter revenue (the period ended April 30, 2026) jumped 133% year over year to a record $641.6 million. That headline figure, however, was bolstered by the company's acquisitions of defense technology firms BlueHalo and Empirical Systems Aerospace. Strip the deals out, and organic growth was about 31% -- still a strong rate, and the better gauge of underlying demand.
Is this the start of a multiyear up cycle in military drones and the systems built to stop them, or a one-quarter spike that borrows from future demand and leaves a harder comparison behind?
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The answer rests less on the drones AeroVironment is already known for and more on what it's building next.
AeroVironment's fiscal fourth-quarter revenue (the period ended April 30, 2026) jumped 133% year over year to a record $641.6 million. That headline figure, however, was bolstered by the company's acquisitions of defense technology firms BlueHalo and Empirical Systems Aerospace. Strip the deals out, and organic growth was about 31% -- still a strong rate, and the better gauge of underlying demand.
2 months ago
AeroVironment (NASDAQ:AVAV) shares surged about 15% in early trading following the company's fiscal fourth-quarter results, as investors reacted to stronger-than-expected revenue and earnings, alongside a sharply higher backlog and upbeat defense demand outlook.
AeroVironment (NASDAQ:AVAV) reported Q4 revenue of $641.6 million, a 133% increase from $275.1 million a year earlier and well above Wall Street expectations of about $558 million.
The company attributed the jump to higher product and service revenue, as well as contributions from recent acquisitions, including BlueHalo and Empirical Systems Aerospace.
Adjusted non-GAAP earnings per diluted share came in at $1.84, compared with consensus estimates of $1.47. Net income for the quarter rose to $63.2 million, or $1.25 per diluted share, compared with $16.7 million, or $0.59 per diluted share, in the prior-year period.
AeroVironment (NASDAQ:AVAV) also reported total annual bookings of $2.7 billion, with a book-to-bill ratio of 1.4 for fiscal 2026. Funded backlog increased to $1.2 billion, up 65% year-over-year, which the company said reflects sustained demand across its autonomous systems and defense technology portfolio.
AeroVironment (NASDAQ:AVAV) reported Q4 revenue of $641.6 million, a 133% increase from $275.1 million a year earlier and well above Wall Street expectations of about $558 million.
The company attributed the jump to higher product and service revenue, as well as contributions from recent acquisitions, including BlueHalo and Empirical Systems Aerospace.
Adjusted non-GAAP earnings per diluted share came in at $1.84, compared with consensus estimates of $1.47. Net income for the quarter rose to $63.2 million, or $1.25 per diluted share, compared with $16.7 million, or $0.59 per diluted share, in the prior-year period.
AeroVironment (NASDAQ:AVAV) also reported total annual bookings of $2.7 billion, with a book-to-bill ratio of 1.4 for fiscal 2026. Funded backlog increased to $1.2 billion, up 65% year-over-year, which the company said reflects sustained demand across its autonomous systems and defense technology portfolio.
3 months ago
AeroVironment Inc. (NASDAQ:AVAV) is one of the most promising mid-cap stocks to buy according to ***** ysts. On June 2, AeroVironment announced plans to invest $15 million to expand its advanced production capabilities in Greene County near Dayton, Ohio. The expansion includes new facilities in Beavercreek and Xenia to support pilot-scale and mid-volume production, including advanced biotechnology manufacturing and defense-related components.
The project is designed to strengthen domestic manufacturing capacity for critical defense and biotechnology programs, with close proximity to the Air Force Research Laboratory /AFRL and Wright-Patterson Air Force Base. The expanded sites will support manufacturing, integration, and testing activities aligned with national security priorities, while also enabling future scale-up into full-rate production.
The investment is expected to create around 200 new jobs and generate significant regional economic impact, supported by state and regional incentive programs. AeroVironment Inc. (NASDAQ:AVAV) emphasized that the expansion is part of a broader strategy to enhance US defense manufacturing capacity, improve supply chain resilience, and accelerate the development of advanced mission-critical technologies.
AeroVironment Inc. (NASDAQ:AVAV) designs and manufactures unmanned aerial vehicles, ground robotic systems, and loitering munitions.
While we acknowledge the potential of AVAV as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
The project is designed to strengthen domestic manufacturing capacity for critical defense and biotechnology programs, with close proximity to the Air Force Research Laboratory /AFRL and Wright-Patterson Air Force Base. The expanded sites will support manufacturing, integration, and testing activities aligned with national security priorities, while also enabling future scale-up into full-rate production.
The investment is expected to create around 200 new jobs and generate significant regional economic impact, supported by state and regional incentive programs. AeroVironment Inc. (NASDAQ:AVAV) emphasized that the expansion is part of a broader strategy to enhance US defense manufacturing capacity, improve supply chain resilience, and accelerate the development of advanced mission-critical technologies.
AeroVironment Inc. (NASDAQ:AVAV) designs and manufactures unmanned aerial vehicles, ground robotic systems, and loitering munitions.
While we acknowledge the potential of AVAV as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
