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 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 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 

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

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.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 

Public defense stocks look mispriced because demand and private valuations are rising while their shares fall 20%. Anduril raised $5 billion at $61 billion, about 28x sales, while Ondas trades near 5x with a comparable counter-drone stack. The five primes' backlog rose 23.7% to $1.36 trillion, and the Pentagon's FY2027 request has $75 billion for drones and counter-drone tech. Peace rotates spending rather than ending it, and as in the 1990s, a bear market should spur small-cap consolidation. … 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.com 

Drones are the future of military warfare, and Ondas, Kratos Defense, Unusual Machines and AeroVironment are the best drone stocks to buy in what is a second chance at the sector. Another big contract or acquisition announcement is only a matter of time. x.com