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

Redwire's persistent cash burn and repeated share issuance weaken its investment case despite $13.8m of National Guard drone orders. Training soldiers on its Stalker drones may build familiarity, but operating losses and share expansion threaten shareholder economics. x.com 

Redwire holds an exceptionally strong picks-and-shovels position in space infrastructure: whichever constellation program wins, such as the military's PWSA, it needs solar arrays, deployment mechanisms, structures or RF antennas. A new investment in phased-array antennas deepens its multi-orbit RF moat. Edge Autonomy added a defense growth engine, and the best quarter ever brought about $117M in revenue, up nearly 90%, and a record $542M backlog, though it still posted a net loss. x.com 

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 

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

Redwire and Intuitive Machines won spots on the Space Force's Andromeda contract, which has a $1.843 billion ceiling, to supply space-based Space Domain Awareness satellites. The firm-fixed-price IDIQ vehicle, shared with vendors including Anduril and BAE, will issue task orders over time based on mission needs and budget. The program signals a shift toward a more agile, commercially integrated approach to space domain awareness, and both stocks should go higher. x.com  x.com 

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 

Redwire is now less attractive because of a combination of macro conditions, drone market dynamics, management and the opportunity cost versus other ideas. Its revenues are also just too lumpy, which outweighs the case that the space business on its own remains strong. x.com  x.com  x.com 

Redwire is set up for a massive run because every satellite launched needs the solar arrays, sensors and spacecraft components it builds. Q1 2026 revenue rose 58% to $97 million, backlog reached a record $498 million, up 71%, and book-to-bill was 1.92, with defense and commercial contracts both accelerating. x.com 

Projected earnings growth makes AeroVironment look best on valuation among the drone names discussed. The consensus figures shown put adjusted EPS at $3.26 in 2027 and $8.32 in 2030, with the indicated P/E falling from 37x to 14.5x. x.com  x.com