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
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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.
The company’s $500 million contract came days after its reported strong fourth-quarter results.
AeroVironment’s fair value estimate has been reset from US$311.47 to US$251.93, a cut of roughly 19% that reflects a more cautious stance on the stock. Analysts are trimming targets while still pointing to contract visibility, long term growth initiatives, and a growing backlog, and the debate is shifting toward how reinvestment, program risks, and award timing compare with this new valuation range. Read on to see what is driving these revisions, how the narrative is evolving, and what to...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.67%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.85%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.40%. September E-mini S&P futures (ESU26 ) are up +0.58%, and September E-mini Nasdaq futures...
While the big takeaway for AVAV stock has been AeroVironment’s blistering earnings performance, the drone maker also enjoys a geopolitical tailwind.
A record quarter got the headlines -- but the counter-drone business behind it may be the bigger prize.
The Nancy Pelosi Stock Tracker on Monday flagged Rep. Gil Cisneros‘ (D-Calif.) purchase of AeroVironment Inc. after the defense company’s earnings sent shares sharply higher in extended trading. In a post on X, the Pelosi tracker noted that AeroVironment had...
Wars in Ukraine and the Middle East have done more than dominate headlines in recent years. According to AeroVironment's top executive, geopolitical tensions have permanently rewritten the rules of modern combat. That shift is showing up directly in AeroVironment's (AVAV) business. The drone ...
Shares of aerospace and defense company Kratos (NASDAQ:KTOS) jumped 7.7% in the afternoon session after investment firm Wedbush initiated coverage on the stock with an Outperform rating and an $85 price target.
Check out the companies making headlines yesterday:
Wedbush said each company occupies a distinct position within the evolving defense ecosystem despite recent market concerns.
Shares in dronemaker AeroVironment closed up 19% as an earnings report that blew away Wall Street’s forecasts marshaled a fierce rally.
The drone component maker is expanding production to meet surging demand.
Unmanned vehicles are a vital part of the modern battlefield.
Shares of aerospace and defense company AeroVironment (NASDAQ:AVAV) jumped 23% in the morning session after it reported first-quarter 2026 results that crushed analyst estimates.