$AVAV (AeroVironment, Inc.) — investor discussion on X

Five-factor rating: Sell (sector percentile 2.1%)

Graded daily on value D, growth B+, profitability D-, momentum D-, revisions D. Sector-relative, identical for every user.

Most active credible voices on $AVAV

@aistocksavvy (Hardik Shah) — 71 mentions · 43.3K followers
@stocksavvyshay (Shay Boloor) — 32 mentions · 460.9K followers
@jkeynesalpha (J Keynes) — 26 mentions · 28.6K followers

Recent headlines featuring $AVAV

2026-10-04: U.S. defense stocks lag the market as AVAV, KTOS stay under pressure
2026-09-28: Amprius wins up to $75 million defense grant to convert battery line
2026-09-24: Palantir nears a $500 billion market cap as shares hit 2026 highs
2026-09-10: AeroVironment posts $480.5 million revenue, lifts FY2027 guide to $2.225 billion
2026-08-14: Trump slaps 100% tariff on foreign drones, 15% on EU, Japan and Taiwan parts

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$AVAVAeroVironment, Inc. · Aerospace & Defense · $6.4B

$124.61

+0.9%

Event thread

Key events, in time order

25 items

2026-11-048-K filing
8-K: Item 1.01, Item 2.03
D1 -8.3% · since +9.1%
2026-11-02CompanyBear
US Space Force cancels $1.7B contract, AVAV stock down 70%
DoD's $70B FY27 drone budget contrasts with contract loss, impacting outlook
D1 -2.4% · +5d +3.2%

23 earlier events

2026-10-27CapitalBull
ARK Invest Buys ~$7.4M AVAV Shares
Cathie Wood's ARK Invest made AVAV its largest buy of the day, ~$7.4M
D1 +1.0% · +5d -2.5%
2026-10-22OtherBull
AVAV Hits 52-Week Low; Oppenheimer Initiates with Outperform
Oppenheimer initiates with Outperform and $205 PT, citing counter-UAS growth
D1 +0.2% · +5d +14.6%
2 waves of this story
- 2026-10-22 Multiple sources confirm AVAV hit 52-week low today amid weak drone sector sentiment
- 2026-10-22 Oppenheimer initiates with Outperform and $205 PT, citing counter-UAS growth
2026-10-16AnalystBull
Macquarie Initiates AVAV at Outperform, PT $210
Sees sustained innovation, portfolio breadth, capacity investment supporting defense-cycle opportunity
D1 -1.2% · +5d +1.2%
2026-10-14CompanyBull
AV Signs MOUs with Three International Partners for JUMP 20, Mayhem 10, and Taiwan Co-Production
Announces collaborations with Spain, Taiwan, and Elsight to expand international footprint and connectivity resilience
D1 -5.1% · +5d -2.6%
2026-10-13Company
AV and NIOA Sign MOU to Advance Australia Cooperation
Company announcement confirms MOU with NIOA to explore expanding Australian industry participation supporting one-way attack systems
D1 -3.3% · +5d -7.5%
2026-09-20CompanyBull
Blue Halo lands $100M Pentagon contract; AVAV forms new space division
Post-acquisition integration into new division secures major defense contract, expanding space and directed energy
D1 +0.6% · +5d -8.5%
2026-09-16Analyst
Jefferies Cuts AVAV PT to $204, Keeps Buy
PT cut reflects valuation adjustment, but Buy maintained, impacting market expectations
D1 -0.3% · +5d -0.3%
2026-09-15CompanyBull
AVAV Executes Long-Term Agreement with Attalon for High-Energy Laser Production
LTA secures Valaris HEL platform delivery, bolstering directed energy production capacity
D1 +2.3% · +5d -0.5%
2026-09-14Company
Nominal Partners with AVAV to Accelerate Test and Production Data for Autonomous Systems
Collaboration supports scaled production of autonomous systems, enhancing test and ops data efficiency
D1 +4.6% · +5d +4.9%
2026-09-05 → 09-12Earnings
Post-Earnings Takes: Healthy Backlog, Strong Demand, Yet a Weekly Downgrade
Multiple independent sources confirm solid Q1 fundamentals but note a weekly downgrade, showing a gap between sentiment and fundamentals
D1 +2.9% · +5d +5.5%
5 waves of this story
- 2026-09-05 Multiple independent sources list AVAV as reporting earnings in the week of September 7
- 2026-09-08 Multiple independent sources confirm AVAV's earnings this week, raising market attention
- 2026-09-10 Revenue $480.5M beat; adj EPS $0.59 beat; funded backlog $1.5B +37% YoY
- 2026-09-10 Revenue and EPS beat, backlog up 37% YoY, FY outlook reaffirmed
- 2026-09-12 Multiple independent sources confirm solid Q1 fundamentals but note a weekly downgrade, showing a gap between sentiment and fundamentals
2026-09-108-K filing
8-K: Item 2.02, Item 7.01, Item 9.01
D1 +4.5% · +5d +11.1%
2026-09-08 → 09-10CompanyBull
AVAV Secures First International LOCUST Laser Order Worth Over $50M
First international commercial order, expanding directed-energy beyond US
D1 +2.9% · +5d +5.5%
2 waves of this story
- 2026-09-08 First international DCS order, marking export milestone for directed energy system
- 2026-09-10 First international commercial order, expanding directed-energy beyond US
2026-09-09Earnings
Earnings report
期末资金积压订单15亿美元，创纪录，同比增长37%，环比增长23%。
D1 -5.4% · +5d +11.1%
2026-09-03CompanyBull
AVAV Wins $464.8M Army Laser C-UAS Contract; Analysts Bullish
Contract expands C-UAS opportunity; BTIG reiterates Buy, SA sees growth
D1 +1.3% · +5d -0.3%
2 waves of this story
- 2026-09-03 LOCUST selected for Army E-HEL program, first US production contract for directed-energy systems
- 2026-09-03 Contract expands C-UAS opportunity; BTIG reiterates Buy, SA sees growth
2026-08-26CompanyBull
AVAV Receives $51M U.S. Army Order for Switchblade 600
New large government order boosts defense revenue outlook
D1 -0.4% · +5d -1.0%
2026-08-15RegulationBull
Trump's 100% Drone Import Tariffs Boost AVAV and US Drone Makers
White House signs 100% tariff order to boost US manufacturing; AVAV named as key beneficiary amid rally
D1 -6.1% · +5d -18.2%
2026-07-13 → 08-11RegulationBear
AVAV Faces Multiple Securities Class Actions Alleging SCAR Contract Cancellation Misleading
No new facts today; maintaining existing litigation event line
D1 -1.9% · +5d +0.6%
17 waves of this story
- 2026-07-13 Multiple law firms remind investors of class action deadlines, alleging misrepresentations regarding SCAR contract cancellation, affecting investor rights.
- 2026-07-14 Multiple law firms issue reminders over alleged SCAR contract misrepresentation, with stock drop exceeding 17%
- 2026-07-15 At least 7 law firms (BFA Law, Berger Montague, Kahn Swick & Foti, Rosen Law Firm, Faruqi & Faruqi, Gross Law Firm, SueWallSt) issued class action notices on July 14-15, alleging AeroVironment misled investors on SCAR contract, causing 17% stock drop; application deadline July 27, 2026
- 2026-07-16 Multiple law firms issue reminders for lead plaintiff applications by July 27, alleging misleading over SCAR contract cancellation.
- 2026-07-17 Multiple law firms remind investors of July 27 lead plaintiff deadline in securities fraud class action
- 2026-07-18 July 27 lead plaintiff deadline; multiple firms cite alleged SCAR contract cancellation misrepresentation
- 2026-07-18 Multiple firms remind of July 27 deadline; class period June 25, 2025 to March 10, 2026
- 2026-07-20 Three law firms issue reminders as class action deadline approaches
- 2026-07-20 Multiple law firms remind of July 27 deadline for investors to seek counsel.
- 2026-07-21 Multiple law firms issue reminders for class action lawsuits alleging SCAR contract cancellation misled investors, with deadlines approaching.
- 2026-07-23 Several firms remind investors of July 27 deadline; suits relate to SCAR contract cancellation.
- 2026-07-23 Multiple firms remind investors to file lead plaintiff by July 27; lawsuits allege SCAR contract cancellation misled.
- 2026-07-24 Multiple firms remind investors to seek lead plaintiff by July 27; lawsuits allege SCAR contract cancellation misled.
- 2026-07-27 DJS and Faruqi & Faruqi reiterate July 27 deadline, extending the ongoing litigation line from SCAR contract cancellation
- 2026-07-27 Multiple law firms issue reminders for class action lawsuit with July 27 deadline, alleging securities law violations.
- 2026-08-04 Bernstein Liebhard launches investigation into potential fiduciary breaches by AVAV directors/officers, adding to existing securities class actions
- 2026-08-11 No new facts today; maintaining existing litigation event line
2026-08-08 → 08-10ProductBull
AVAV Wins $400M Army Laser Counter-UAS Contract, First Production Order
Multiple sources confirm this as Pentagon's first production order for directed-energy counter-UAS, boosting AVAV's position
D1 +1.3% · +5d -4.2%
5 waves of this story
- 2026-08-08 Bloomberg reports Army to buy dozens of Locust systems, first production-scale award
- 2026-08-09 Multiple sources confirm the contract as the first production-phase directed-energy anti-drone system order
- 2026-08-09 Multiple sources confirm contract news, boosting shares; marks first production deal for directed-energy counter-UAS system
- 2026-08-09 Multiple independent sources confirm contract news, with stock breakout, indicating ongoing development
- 2026-08-10 Multiple sources confirm this as Pentagon's first production order for directed-energy counter-UAS, boosting AVAV's position
2026-08-08CompanyBull
AeroVironment Set for $400 Million U.S. Army Laser Drone-Defense Award
The reported deal would be the Pentagon’s first production contract for a directed-energy counter-drone system beyond the prototype stage.
D1 +1.3% · +5d -4.2%
2026-08-078-K filing
8-K: Item 5.02, Item 7.01, Item 9.01
D1 +9.1% · +5d +3.3%
2026-07-298-K filing
8-K: Item 5.02, Item 7.01, Item 9.01
D1 -9.1% · +5d +18.3%
2026-07-20CompanyBull
AV Awarded $117.3M U.S. Army P550 Production Contract
Contract covers 82 P550 eVTOL systems, indicating military demand, but execution to watch.
D1 +0.3% · +5d +8.2%
2026-07-16AnalystBull
Raymond James upgrades to Outperform
D1 +5.7% · +5d +6.3%

①

Bull vs bear

by direction · sourced

Bull signals0

None yet

Bear signals0

None yet

Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

⑩

Discussion

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

25 items

2026-11-048-K filing
8-K: Item 1.01, Item 2.03
D1 -8.3% · since +9.1%
2026-11-02CompanyBear
US Space Force cancels $1.7B contract, AVAV stock down 70%
DoD's $70B FY27 drone budget contrasts with contract loss, impacting outlook
D1 -2.4% · +5d +3.2%
2026-10-27CapitalBull
ARK Invest Buys ~$7.4M AVAV Shares
Cathie Wood's ARK Invest made AVAV its largest buy of the day, ~$7.4M
D1 +1.0% · +5d -2.5%
2026-10-22OtherBull
AVAV Hits 52-Week Low; Oppenheimer Initiates with Outperform
Oppenheimer initiates with Outperform and $205 PT, citing counter-UAS growth
D1 +0.2% · +5d +14.6%
2 waves of this story
- 2026-10-22 Multiple sources confirm AVAV hit 52-week low today amid weak drone sector sentiment
- 2026-10-22 Oppenheimer initiates with Outperform and $205 PT, citing counter-UAS growth
2026-10-16AnalystBull
Macquarie Initiates AVAV at Outperform, PT $210
Sees sustained innovation, portfolio breadth, capacity investment supporting defense-cycle opportunity
D1 -1.2% · +5d +1.2%

20 earlier events

2026-10-14CompanyBull
AV Signs MOUs with Three International Partners for JUMP 20, Mayhem 10, and Taiwan Co-Production
Announces collaborations with Spain, Taiwan, and Elsight to expand international footprint and connectivity resilience
D1 -5.1% · +5d -2.6%
2026-10-13Company
AV and NIOA Sign MOU to Advance Australia Cooperation
Company announcement confirms MOU with NIOA to explore expanding Australian industry participation supporting one-way attack systems
D1 -3.3% · +5d -7.5%
2026-09-20CompanyBull
Blue Halo lands $100M Pentagon contract; AVAV forms new space division
Post-acquisition integration into new division secures major defense contract, expanding space and directed energy
D1 +0.6% · +5d -8.5%
2026-09-16Analyst
Jefferies Cuts AVAV PT to $204, Keeps Buy
PT cut reflects valuation adjustment, but Buy maintained, impacting market expectations
D1 -0.3% · +5d -0.3%
2026-09-15CompanyBull
AVAV Executes Long-Term Agreement with Attalon for High-Energy Laser Production
LTA secures Valaris HEL platform delivery, bolstering directed energy production capacity
D1 +2.3% · +5d -0.5%
2026-09-14Company
Nominal Partners with AVAV to Accelerate Test and Production Data for Autonomous Systems
Collaboration supports scaled production of autonomous systems, enhancing test and ops data efficiency
D1 +4.6% · +5d +4.9%
2026-09-05 → 09-12Earnings
Post-Earnings Takes: Healthy Backlog, Strong Demand, Yet a Weekly Downgrade
Multiple independent sources confirm solid Q1 fundamentals but note a weekly downgrade, showing a gap between sentiment and fundamentals
D1 +2.9% · +5d +5.5%
5 waves of this story
- 2026-09-05 Multiple independent sources list AVAV as reporting earnings in the week of September 7
- 2026-09-08 Multiple independent sources confirm AVAV's earnings this week, raising market attention
- 2026-09-10 Revenue $480.5M beat; adj EPS $0.59 beat; funded backlog $1.5B +37% YoY
- 2026-09-10 Revenue and EPS beat, backlog up 37% YoY, FY outlook reaffirmed
- 2026-09-12 Multiple independent sources confirm solid Q1 fundamentals but note a weekly downgrade, showing a gap between sentiment and fundamentals
2026-09-108-K filing
8-K: Item 2.02, Item 7.01, Item 9.01
D1 +4.5% · +5d +11.1%
2026-09-08 → 09-10CompanyBull
AVAV Secures First International LOCUST Laser Order Worth Over $50M
First international commercial order, expanding directed-energy beyond US
D1 +2.9% · +5d +5.5%
2 waves of this story
- 2026-09-08 First international DCS order, marking export milestone for directed energy system
- 2026-09-10 First international commercial order, expanding directed-energy beyond US
2026-09-09Earnings
Earnings report
期末资金积压订单15亿美元，创纪录，同比增长37%，环比增长23%。
D1 -5.4% · +5d +11.1%
2026-09-03CompanyBull
AVAV Wins $464.8M Army Laser C-UAS Contract; Analysts Bullish
Contract expands C-UAS opportunity; BTIG reiterates Buy, SA sees growth
D1 +1.3% · +5d -0.3%
2 waves of this story
- 2026-09-03 LOCUST selected for Army E-HEL program, first US production contract for directed-energy systems
- 2026-09-03 Contract expands C-UAS opportunity; BTIG reiterates Buy, SA sees growth
2026-08-26CompanyBull
AVAV Receives $51M U.S. Army Order for Switchblade 600
New large government order boosts defense revenue outlook
D1 -0.4% · +5d -1.0%
2026-08-15RegulationBull
Trump's 100% Drone Import Tariffs Boost AVAV and US Drone Makers
White House signs 100% tariff order to boost US manufacturing; AVAV named as key beneficiary amid rally
D1 -6.1% · +5d -18.2%
2026-07-13 → 08-11RegulationBear
AVAV Faces Multiple Securities Class Actions Alleging SCAR Contract Cancellation Misleading
No new facts today; maintaining existing litigation event line
D1 -1.9% · +5d +0.6%
17 waves of this story
- 2026-07-13 Multiple law firms remind investors of class action deadlines, alleging misrepresentations regarding SCAR contract cancellation, affecting investor rights.
- 2026-07-14 Multiple law firms issue reminders over alleged SCAR contract misrepresentation, with stock drop exceeding 17%
- 2026-07-15 At least 7 law firms (BFA Law, Berger Montague, Kahn Swick & Foti, Rosen Law Firm, Faruqi & Faruqi, Gross Law Firm, SueWallSt) issued class action notices on July 14-15, alleging AeroVironment misled investors on SCAR contract, causing 17% stock drop; application deadline July 27, 2026
- 2026-07-16 Multiple law firms issue reminders for lead plaintiff applications by July 27, alleging misleading over SCAR contract cancellation.
- 2026-07-17 Multiple law firms remind investors of July 27 lead plaintiff deadline in securities fraud class action
- 2026-07-18 July 27 lead plaintiff deadline; multiple firms cite alleged SCAR contract cancellation misrepresentation
- 2026-07-18 Multiple firms remind of July 27 deadline; class period June 25, 2025 to March 10, 2026
- 2026-07-20 Three law firms issue reminders as class action deadline approaches
- 2026-07-20 Multiple law firms remind of July 27 deadline for investors to seek counsel.
- 2026-07-21 Multiple law firms issue reminders for class action lawsuits alleging SCAR contract cancellation misled investors, with deadlines approaching.
- 2026-07-23 Several firms remind investors of July 27 deadline; suits relate to SCAR contract cancellation.
- 2026-07-23 Multiple firms remind investors to file lead plaintiff by July 27; lawsuits allege SCAR contract cancellation misled.
- 2026-07-24 Multiple firms remind investors to seek lead plaintiff by July 27; lawsuits allege SCAR contract cancellation misled.
- 2026-07-27 DJS and Faruqi & Faruqi reiterate July 27 deadline, extending the ongoing litigation line from SCAR contract cancellation
- 2026-07-27 Multiple law firms issue reminders for class action lawsuit with July 27 deadline, alleging securities law violations.
- 2026-08-04 Bernstein Liebhard launches investigation into potential fiduciary breaches by AVAV directors/officers, adding to existing securities class actions
- 2026-08-11 No new facts today; maintaining existing litigation event line
2026-08-08 → 08-10ProductBull
AVAV Wins $400M Army Laser Counter-UAS Contract, First Production Order
Multiple sources confirm this as Pentagon's first production order for directed-energy counter-UAS, boosting AVAV's position
D1 +1.3% · +5d -4.2%
5 waves of this story
- 2026-08-08 Bloomberg reports Army to buy dozens of Locust systems, first production-scale award
- 2026-08-09 Multiple sources confirm the contract as the first production-phase directed-energy anti-drone system order
- 2026-08-09 Multiple sources confirm contract news, boosting shares; marks first production deal for directed-energy counter-UAS system
- 2026-08-09 Multiple independent sources confirm contract news, with stock breakout, indicating ongoing development
- 2026-08-10 Multiple sources confirm this as Pentagon's first production order for directed-energy counter-UAS, boosting AVAV's position
2026-08-08CompanyBull
AeroVironment Set for $400 Million U.S. Army Laser Drone-Defense Award
The reported deal would be the Pentagon’s first production contract for a directed-energy counter-drone system beyond the prototype stage.
D1 +1.3% · +5d -4.2%
2026-08-078-K filing
8-K: Item 5.02, Item 7.01, Item 9.01
D1 +9.1% · +5d +3.3%
2026-07-298-K filing
8-K: Item 5.02, Item 7.01, Item 9.01
D1 -9.1% · +5d +18.3%
2026-07-20CompanyBull
AV Awarded $117.3M U.S. Army P550 Production Contract
Contract covers 82 P550 eVTOL systems, indicating military demand, but execution to watch.
D1 +0.3% · +5d +8.2%
2026-07-16AnalystBull
Raymond James upgrades to Outperform
D1 +5.7% · +5d +6.3%

$AVAV — what investors on X are saying · SpikePanel

$AVAV (AeroVironment, Inc.) — investor discussion on X

Five-factor rating: Sell (sector percentile 2.1%)

Most active credible voices on $AVAV

Recent headlines featuring $AVAV

$AVAV (AeroVironment, Inc.) — investor discussion on X

Five-factor rating: Sell (sector percentile 2.1%)

Most active credible voices on $AVAV

Recent headlines featuring $AVAV

8-K: Item 1.01, Item 2.03

US Space Force cancels $1.7B contract, AVAV stock down 70%

ARK Invest Buys ~$7.4M AVAV Shares

AVAV Hits 52-Week Low; Oppenheimer Initiates with Outperform

Macquarie Initiates AVAV at Outperform, PT $210

AV Signs MOUs with Three International Partners for JUMP 20, Mayhem 10, and Taiwan Co-Production

AV and NIOA Sign MOU to Advance Australia Cooperation

Blue Halo lands $100M Pentagon contract; AVAV forms new space division

Jefferies Cuts AVAV PT to $204, Keeps Buy

AVAV Executes Long-Term Agreement with Attalon for High-Energy Laser Production

Nominal Partners with AVAV to Accelerate Test and Production Data for Autonomous Systems

Post-Earnings Takes: Healthy Backlog, Strong Demand, Yet a Weekly Downgrade

8-K: Item 2.02, Item 7.01, Item 9.01

AVAV Secures First International LOCUST Laser Order Worth Over $50M

Earnings report

AVAV Wins $464.8M Army Laser C-UAS Contract; Analysts Bullish

AVAV Receives $51M U.S. Army Order for Switchblade 600

Trump's 100% Drone Import Tariffs Boost AVAV and US Drone Makers

AVAV Faces Multiple Securities Class Actions Alleging SCAR Contract Cancellation Misleading

AVAV Wins $400M Army Laser Counter-UAS Contract, First Production Order

AeroVironment Set for $400 Million U.S. Army Laser Drone-Defense Award

8-K: Item 5.02, Item 7.01, Item 9.01

8-K: Item 5.02, Item 7.01, Item 9.01

AV Awarded $117.3M U.S. Army P550 Production Contract

Raymond James upgrades to Outperform

Bull vs bear

Discussion

8-K: Item 1.01, Item 2.03

US Space Force cancels $1.7B contract, AVAV stock down 70%

ARK Invest Buys ~$7.4M AVAV Shares

AVAV Hits 52-Week Low; Oppenheimer Initiates with Outperform

Macquarie Initiates AVAV at Outperform, PT $210

AV Signs MOUs with Three International Partners for JUMP 20, Mayhem 10, and Taiwan Co-Production

AV and NIOA Sign MOU to Advance Australia Cooperation

Blue Halo lands $100M Pentagon contract; AVAV forms new space division

Jefferies Cuts AVAV PT to $204, Keeps Buy

AVAV Executes Long-Term Agreement with Attalon for High-Energy Laser Production

Nominal Partners with AVAV to Accelerate Test and Production Data for Autonomous Systems

Post-Earnings Takes: Healthy Backlog, Strong Demand, Yet a Weekly Downgrade

8-K: Item 2.02, Item 7.01, Item 9.01

AVAV Secures First International LOCUST Laser Order Worth Over $50M

Earnings report

AVAV Wins $464.8M Army Laser C-UAS Contract; Analysts Bullish

AVAV Receives $51M U.S. Army Order for Switchblade 600

Trump's 100% Drone Import Tariffs Boost AVAV and US Drone Makers

AVAV Faces Multiple Securities Class Actions Alleging SCAR Contract Cancellation Misleading

AVAV Wins $400M Army Laser Counter-UAS Contract, First Production Order

AeroVironment Set for $400 Million U.S. Army Laser Drone-Defense Award

8-K: Item 5.02, Item 7.01, Item 9.01

8-K: Item 5.02, Item 7.01, Item 9.01

AV Awarded $117.3M U.S. Army P550 Production Contract

Raymond James upgrades to Outperform