Added to YB: 2026-06-17
Pitch date: 2026-06-14
AVAV [bullish]
AeroVironment, Inc.
-2.13%
current return
Author Info
No bio for this author
Company Info
AeroVironment, Inc. designs, develops, produces, delivers, and supports a portfolio of robotic systems and related services for government agencies and businesses in the United States and internationally.
Market Cap
$8.7B
Pitch Price
$170.33
Price Target
N/A
Dividend
N/A
EV/EBITDA
48.40
P/E
-33.41
EV/Sales
5.53
Sector
Aerospace and Defense
Category
value
Why AeroVironment (AVAV) may be the most mispriced name in defense tech right now
AVAV: Near 52-wk low ~$156, -60% from $417 high on Space Force SCAR contract termination ($151M goodwill impairment), but cancellation was for-convenience price dispute—AV paid costs, kept hardware lead, front-runner on recompete w/ no ready rival. Core biz +38%, record $1.1B backlog, $874M FMS IDIQ. LOCUST directed-energy cleared landmark counter-drone test, production w/ Anduril; thesis hinges on AV winning Army E-HEL (24 units, FY26 Q4 decision). BlueHalo/Arlington PE insiders not selling post-lockup. 18 buy ratings; earnings Jun 23.
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