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AeroVironment is a buy because its proprietary drones avoid the price race to the bottom hitting commodity disposable drone makers, with Kratos the other proprietary exception. A quoted post notes AeroVironment is the only name in a drone basket below fair value, with 44.5% analyst upside. x.comÂ
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. … Show more
Drone stocks look obvious winners for the next few years as one of the earliest clear beneficiaries of the robotics revolution. Ondas and AVEX are the preferred exposures, and AeroVironment is also a great pick whose pullback looks overdone relative to its fundamental story. x.comÂ
AeroVironment is a stock to leave for good, because it has had too many management issues this year. x.comÂ
Trump's 100% tariffs on foreign-made drones should send demand soaring for US drone makers and suppliers. AeroVironment has a $1.2B funded backlog; Kratos has a $2.1B backlog and jet drones with no foreign substitute; Ondas, the fastest grower, posted a record $83.8M quarter. Red Cat's Black Widow is an Army program of record, Unusual Machines makes 15,000 NDAA-compliant motors a month, AIRO has a $163M drone backlog and LightPath's US-made infrared optics become the default. x.com x.com x.com … Show more
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
AeroVironment's 23% rally looks unjustified because the company is again signaling unimpressive growth, with its FY27 revenue growth target below 10%. x.comÂ
US drone stocks such as Ondas, AeroVironment, Kratos, Unusual Machines and Red Cat are set for a legendary rotation as the Trump administration is in talks to fund US drone companies, per a WSJ report shared by @zerohedge. x.comÂ
Drone makers AeroVironment, Kratos and Ondas look set for another strong run after the Trump administration imposed a 100% tariff on foreign-made drones, per @unusual_whales citing the NYT. Defense names including Lockheed Martin, RTX and General Dynamics are easy buys now ahead of a golden era in 2027-2028. As @fundmyfund notes, 2026 has been awful for many of these stocks, but long-term charts show big bases that can fuel powerful moves, and defense funding should arrive in coming weeks. x.com … Show more
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.comÂ
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.comÂ
