Applied Aerospace & Defense's record $1.13B backlog and sole-supplier role on 87% of its business make it much stronger than its chart looks. Q2 adjusted EBITDA rose 38.5%, and customers include SpaceX and Anduril. Jefferies named it one of its top small/mid-cap cyclical ideas with a Buy rating and $20 target, more than 80% above Wednesday's close. The falling-wedge trigger is $11.54. 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 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 is a stock to leave for good, because it has had too many management issues this year. x.com 

Redwire is losing the drone battle to AeroVironment. The two won the $1 billion LRR program, but AeroVironment says it is getting close to 90% of the awards and was blunt on its last call: warfighters are far more satisfied with its systems than with competitors', and when rival products don't perform in the field, future procurement decisions follow. 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 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 

Aevex Aerospace isn't cheap just because its EV/revenue or price-to-sales multiples look reasonable next to AeroVironment and Kratos. A dollar of Aevex revenue is not worth the same, as those two have much more sophisticated technology, while Aevex focuses on low-cost drones, an even more competitive market. It is worth considering only once people stop talking about it. 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 

Lockheed Martin's earnings beat and raised guidance point to a defense-stock shortage quietly approaching. Per TrendSpider, third-quarter EPS was $7.97 against $7.42 expected and sales were $20.711 billion against $20.495 billion expected; FY2026 GAAP EPS and sales guidance were raised. x.com