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

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 

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

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 

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 

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

A US military-budget increase would be well-timed for defense stocks as most appear to be bottoming or sitting on support. If history repeats, one will probably be announced soon. Since the earlier sell signals, Amprius is down about 42%, AeroVironment about 60% and Ondas about 54%; many other names also look oversold. x.com 

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 

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