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

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 

AeroVironment is expensive against its earnings at 45x, versus the 24x aerospace and defense suppliers usually get. Fair value sits at $93.02 to $118.39, or 24x next year's $4.40 EPS give or take 12%, leaving the $196.02 price 66% above the high end, and even that leans on forward earnings 47% above trailing. The call rests on valuation levels from reported earnings and estimates only, not fundamental work. 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 

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

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 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