AeroVironment (NASDAQ:AVAV) executives used the company’s 2026 Investor Day in New York to outline a plan to roughly double revenue by fiscal 2030, supported by new defense programs, expanded production capacity and higher spending on research and development. Chairman, President and CEO Wahid Nawa
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RBC analysts downgrade AeroVironment stock to "Sector Perform." Here’s why the firm recommends caution in playing AVAV shares at current levels.
AeroVironment (AVAV) has secured a US$30.9 million order from the German Bundeswehr, which selected the company’s next generation Puma unmanned aircraft systems for its LARUS airborne reconnaissance program through NATO’s procurement agency. See our latest analysis for AeroVironment. AeroVironment’s recent contract wins and investor day have come against a weaker share price backdrop, with the stock down 14.57% on a 30 day share price return and 38.41% year to date, even though the 5 year...
AeroVironment’s share price has delivered a 65.3% gain over the past five years, yet the stock now screens as expensive on several valuation checks, leaving investors weighing strong contract momentum against a low overall value score. Over five years, AeroVironment has returned 65.3%. This puts current holders in profit but raises the bar for what future performance would need to justify today’s valuation. Large recent defense contracts and a growing order book can support expectations for...
RBC analyst Ken Herbert downgraded AeroVironment shares Hold from Buy. His price target went to $180 a share from $210.
According to ETF Database, the REX Drone ETF (DRNZ) fund attracted approximately $11.28 million in inflows during the first week of the month. An additional $4.6 million arrived on July 7, bringing its five-day net inflows to $15.88 million. Key Takeaways The REX Drone ETF (DRNZ) secured $11.28 million in net inflows during the opening [...]
By Karen Roman Ondas Inc. (Nasdaq: ONDS) said it acquired DZYNE Technologies at $875.8 million, expanding its portfolio across multi-domain ISR, counter-UAS, precision strike, mission intelligence and autonomous systems for […]
AeroVironment (NASDAQ:AVAV) shares climbed 7% on Wednesday morning after the defence technology company released presentation materials ahead of its investor day, outlining ambitious financial and operational targets through fiscal 2030. The company said it is targeting organic revenue growth of between 15% and 20% by fiscal 2030, while aiming to lift adjusted EBITDA margins to between 18% and 20%.
Investing.com -- AeroVironment (NASDAQ:AVAV) shares rose 7% Wednesday morning following the release of presentation slides ahead of its investor day.
President Donald Trump said the ceasefire with Iran might be over. “To me, I think it’s over, I don’t want to deal with them anymore,” Trump told reporters at a NATO summit in Ankara on Wednesday, according to the Wall Street Journal. U.S. Central Command said American forces hit more than 80 targets in a new round of strikes against Iran Tuesday.
President Donald Trump said the ceasefire with Iran might be over. “To me, I think it’s over, I don’t want to deal with them anymore,” Trump told reporters at a NATO summit in Ankara on Wednesday, according to the Wall Street Journal. U.S. Central Command said American forces hit more than 80 targets in a new round of strikes against Iran Tuesday.
AeroVironment, Red Cat Holdings, and Kratos Defense stocks have fallen in 2026 despite growing backlogs, funded contracts, and analyst price targets suggesting significant upside ahead.
It wasn't because of the company's recent performance; that was stellar.
Buried inside President Trump’s Fiscal Year 2027 defense budget request sits a line item that dwarfs almost every other increase in the document. The Defense Autonomous Warfare Group (DAWG), a Pentagon office that stood up quietly late last year with an initial budget of roughly $225 to $226 million, is slated to receive $54.6 billion ... Trump Just Made An Obscure Pentagon Office Bigger Than The Marine Corps. Here Are 5 Stocks For This $1.5 Trillion Defense Opportunity
The meeting of 32 nations to talk over national defense and shared goals can be a catalyst for defense stocks.
AeroVironment's (AVAV) upcoming investors day could provide a "constructive framework" and mid-term
AeroVironment (NasdaqGS:AVAV) received a new $80.5 million delivery order for its Titan MS system. The order falls under a recently awarded $500 million Domestic Shield contract. The award highlights growing use of AeroVironment’s counter UAS technology by the U.S. Air Force and international partners. AeroVironment enters this news cycle with its stock trading at $176.84 and a mixed performance profile. The share price is up 27.2% over the past week, while returns are down 4.9% over the...
Kratos Defense expands unmanned systems and missile production with new contracts and capacity investments while building for rising defense demand.

President Trump will travel to Turkey this week to meet with European leaders at a NATO (North Atlantic Treaty Organization) summit. Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking News Reporter Jake Conley and Bullseye American Ingenuity Fund portfolio manager Adam Johnson to further examine the performance of defense stocks.
AeroVironment Inc. (NASDAQ:AVAV) is one of the 12 best industrial stocks with more than 50% upside. The company’s recent launch backs its bullish outlook. On June 14, it launched the TOM 50 RE, which is a highly compact unmanned ground vehicle (UGV) manufactured by its subsidiary, Telerob. Showcased at Eurosatory 2026, this robotic system is […]
AeroVironment shares jumped 18.76% after posting strong fiscal Q1 2026 results with revenue of $641.6 million and an adjusted EPS beat.
Defending against drones is an imperative for the U.S. military.
Shares of aerospace and defense company AeroVironment (NASDAQ:AVAV) jumped 8.4% in the morning session after the company was awarded a $500 million contract by the U.S. Department of Defense for counter-drone systems.
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at AeroVironment (NASDAQ:AVAV) and the best and worst performers in the defense contractors industry.
AeroVironment stock jumped on Thursday after getting a new fixed price contract for antidrone technology.