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Gabz

Stock & Crypto Trader, SuperTrend Indicator Owner

6 Oct, 12:40Latest

AeroVironment is a long-term buy on weakness because its counter-drone and directed-energy position keeps strengthening while the chart stays depressed. It won a $464.8M US Army LOCUST contract, its first US production contract for high-energy lasers, plus a >$50M international order, and is one of four systems in the US counter-drone directed-energy pilot ahead of a December shoot-off. The stock has built a $135-150 range for three months with improving MFI, a potential bullish divergence. x.com

AVAV

17 May, 20:02

AeroVironment is priced as if its relevance to active conflicts does not matter, despite being a profitable defense company building exactly the hardware being deployed there. It is down 60% from its October highs, back to early 2025 levels. The MFI is flattening as selling exhausts itself, and $149-$163 is where the next accumulation window opens. x.com

AVAV

J Keynes

Growth Investment Research

2 Sep

AVAV

AeroVironment is selling off like a penny stock even though it just booked about half a billion dollars of counter-drone business, a reaction that looks absurd. x.com

Sp3cul8r

Stock Trader, Author of Trading Toward Financial Freedom

10 Sep

AVAV

AeroVironment's lasers look like a new franchise after a strong quarter. Q1 FY27 revenue hit a record $480.5 million, up 6% and above about $456 million expected, and adjusted EPS of $0.59 beat roughly $0.25, with FY27 guidance raised or reaffirmed on a $1.5 billion backlog. The first international order for its LOCUST laser system, which management frames as a potential $500 million-a-year franchise, follows a $464.8 million US Army directed-energy award. x.com x.com

Stone Fox Capital

Founder, CIO & Portfolio Manager of Stone Fox Capital

30 Jun

AVAV

AeroVironment's 23% rally looks unjustified because the company is again signaling unimpressive growth, with its FY27 revenue growth target below 10%. x.com

Chris

Engineer & Entrepreneur, Equity/Crypto Swing Trader, Macro & Trade Setups

8 Sep

AVAV

AeroVironment sits at major higher-timeframe support while sentiment is broadly negative, a contrarian setup into earnings the next day. AeroVironment also announced its first international LOCUST directed-energy order, worth over $50M. x.com

Options selling with Christian

Growth Investor, Options Selling, Creator of Stock Catalysts

10 Jul

AVAV

AeroVironment looks like a great dip buy because it has fallen back to $144 for no company-specific reason, only a selloff in defense names. It smashed earnings, jumped to $170 the next day and reached $190 after new contracts. Around $137 it would be back where it traded before that earnings report. x.com

The Inflection Economy

Portfolio Managers at Logos LP

9 Sep

AVAV

AeroVironment's latest print was solid but not full confirmation that profitability is on track. Revenue and EPS beat, funded backlog reached $1.5B and AxS grew 21%, validating demand, but SCDE fell 21% and EBITDA declined year over year. Even after the brutal defense selloff since Q1, whether the stock has bottomed is still unclear. x.com

Rich Peter

Investor, Crypto, US Stocks & High-Dividend ETFs

24 Jul

AVAV

AeroVironment is becoming a diversified defense technology company as BlueHalo adds space, cyber, counter-drone and directed-energy capabilities to its drones, amid structural demand for unmanned warfare. A $117.3 million US Army order for its P550 drone, a $30 million German Puma contract and Italy's MQ-31A designation for JUMP 20 extend its reach. Fiscal 2026 revenue hit a record of about $1.98 billion, up 141%, with book-to-bill above 1.4, though acquisition impairments weigh on net income. … Show more

BMSInvests

Aggressive-Growth Investor, Ondas Holdings Focus

3 Jun

AVAV

AeroVironment remains a great company, held as a relatively small position alongside Ondas. x.com x.com

Paradise Capital

AI & Defense Investor, Ex-Special Operations/Private Military Contractor

22 Jun

AVAV

AeroVironment is a stock to leave for good, because it has had too many management issues this year. x.com

Rand Group

Crypto Trader & Investor, Building RR2 Capital, Early-Stage Investing

14 Jul

TXT

MSI

NOC

LMT

Drone stocks fell in 2026 even as backlogs hit records: Ukraine turned aircraft into ammunition, and the Pentagon's 2027 request holds nearly $75B for drones and counter-drone. AeroVironment's reordered loitering munitions and Kratos's jet drones are highest conviction. Counter-drone names Ondas, Axon, Motorola Solutions, Safe Pro, DroneShield and Rheinmetall gain as threats grow, Unusual Machines from Chinese-parts bans. Primes bury drone exposure; pure plays may not convert backlog. x.com … Show more

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