AVAV AeroVironment, Inc. Loading... : Bullish and Bearish Analyst Opinions
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15:25
Jul 19
Jul 19
PhotonBull argues defense stocks are oversold and still have upside from sustained global conflicts, but lists drone names only as watchlist context without explicit positions or forward catalysts.
19:11
Jul 17
Jul 17
The author lists thematic ETFs and beaten-down AI, neocloud, space, and defense stocks as a watchlist for which sectors might rally first, not as current positions or trade calls.
15:57
Jul 17
Jul 17
The author presents a list of beaten-down stocks across AI semis, neocloud, space, and defense sectors as being "on sale," but does not state a personal position or explicit forward call, so each ticker is indexed as watch.
LOW
20:17
Jul 16
Jul 16
Buy AVAV as the top-weighted Modern Warfare holding; author deploys fresh capital into defense/drone names citing AI-enabled warfare buildout and sentiment-driven dip in high-beta names.
MED
04:15
Jul 10
Jul 10
Canaccord Genuity lowers AeroVironment's price target to 240 dollars from 280 dollars.
13:51
Jul 09
Jul 09
The author expresses confusion over AeroVironment's weak price action despite recent contract wins, but does not state a personal position or forward-looking trade.
LOW
07:39
Jul 06
Jul 06
Author contrasts AVAV as a separate, lower-power US market, but expresses no personal bullish or bearish stance.
LOW
14:09
Jul 02
Jul 02
The author notes a significant rally in drone stocks but asks a rhetorical question about their return without stating a personal position or forward call.
LOW
13:52
Jul 02
Jul 02
Buy AVAV following a monster earnings beat, $500M DoD contract, $1.2B backlog growth, and sector tailwinds from a 42% defense budget increase; author's largest position.
MED
13:49
Jul 02
Jul 02
Author is bullish on defense stocks AVAV and AVEX, citing AVAV's strong earnings beat (revenue +15%, EPS +24%), WSJ article on defense spending, and JPMorgan's push into defense as catalysts for a sector bottom.
MED
12:07
Jul 02
Jul 02
Author highlights a defense sector contract win for Kratos and asks if the sector is regaining momentum, but does not state a personal position or explicit forward call.
LOW
20:10
Jun 30
Jun 30
Drone maker AVAV rides defense budget tailwind
AeroVironment, a drone maker, boosted its earnings outlook and provided a strong 2027 revenue forecast, beating several metrics. The stock is also benefiting from the defense budget, with roughly $75 billion being reinvested into drones by the Trump administration and Defense Department. Wall Street is optimistic on the stock's second half despite heavy year-to-date losses.
HIGH
18:29
Jun 30
Jun 30
Buy AVAV on strong earnings beat (revenue +15%, EPS +24%) and massive DoD drone budget tailwind — $74.2B requested for 2027, a ~350% increase — while stock sits ~54% below ATH.
HIGH
16:48
Jun 30
Jun 30
Buy AVAV following a significant earnings beat (revenue +15%, EPS +24% vs. estimates), with additional tailwind from JPMorgan/Dimon's reported push to accelerate a $10B national-security investment mandate, signaling institutional capital rotation into defense.
MED
15:17
Jun 30
Jun 30
Author explicitly names AVAV as down 54% from highs despite 'home run earnings' and notes the stock is a popular drone/C-UAS company likely to benefit from the budget surge.
Author explicitly names AVAV as down 54% from highs despite 'home run earnings' and notes the stock is a popular drone/C-UAS company likely to benefit from the budget surge.
Risk: Valuation could remain depressed if market sentiment towards defense stays negative or if budget approval falls short.
14:59
Jun 30
Jun 30
AeroVironment shares surge following a report highlighting the company's role in the asymmetric warfare boom.
13:22
Jun 30
Jun 30
AeroVironment's record revenue is overshadowed by internal control weaknesses and a Quant SELL rating, leaving the defense backlog's ability to restore confidence uncertain.
12:35
Jun 30
Jun 30
Premarket movers report shows AeroVironment soaring 30% on strong results, Aevex climbing on a contract win, Block upgraded by Piper Sandler, Concentrix tumbling on a lowered outlook, and Replimune gaining on an analyst upgrade.
12:31
Jun 30
Jun 30
Attributes drone ETF rally to AVAV earnings; no new directional call from author.
LOW
12:03
Jun 30
Jun 30
AeroVironment reported record fiscal 2026 revenue of nearly 642 million dollars with 31 percent organic growth driven by strong demand for drone and counter-UAS systems.
11:33
Jun 30
Jun 30
Pre-market movers include Apple and Google flat on UK CMA probe, CNXC plunging 24% on weak outlook, DLR falling 5% on data center deal, AVAV surging 28% on earnings beat, GMAB rising 8% on positive trial results, ABBV and MRK dipping on House investigation, and LCII up 7% on merger with Patrick Industries.
11:06
Jun 30
Jun 30
ONDS is up 7% pre-market on read-through from AVAV's strong earnings, but the author reports the price action without taking a personal position.
LOW
20:38
Jun 29
Jun 29
Notes AVAV reported great earnings and speculates it could lift the defense sector; no personal directional stance.
MED
20:00
Jun 29
Jun 29
AVAV "saved the day" for one trader, and another user highlights potential SCAR contract news that could lift the stock 50%+ by end of month. Defense/drone play with upcoming catalyst (SCAR contract). WSB sees it as a high-momentum trade with fundamental backing. Long AVAV into potential contract award, expecting sharp upside.
MED
13:14
Jun 29
Jun 29
Speaker expresses interest in drone stocks at lower levels, citing future of warfare and potential contracts, watching for bottom formations.
LOW
10:21
Jun 29
Jun 29
Dominant drone maker with huge growth.
AeroVironment is the largest U.S. producer of military drones, with a profitable, scaled business, tens of thousands of deployed systems, a wide portfolio from non-lethal to lethal and counter-drone solutions, and is perfectly positioned for the multi-billion-dollar paradigm shift to drone warfare. Demand is growing from U.S. and 55+ allied nations, and the company does not depend on government seed funding, already delivering full-rate production and recently receiving awards like the Freedom Eagle kinetic counter-drone missile.
HIGH
15:14
Jun 26
Jun 26
The author highlights Ukraine's drone warfare success and lists three suppliers as beneficiaries, but does not state a personal position or forward call.
15:14
Jun 26
Jun 26
The author highlights Ukraine's drone warfare success but frames the three tickers as liked stocks in a quoted research context, not as their own current positions.
16:12
Jun 25
Jun 25
The author expresses surprise at AVAV's significant price decline from January highs but does not state a personal position or forward-looking trade call.
LOW
13:05
Jun 19
Jun 19
Buy AVAV down 58% from ATH; same thesis as KTOS — deep drawdown in drone/defense names with durable government spending tailwind and potential institutional rotation from AI into defense over 3-6 month horizon.
MED
About AVAV Analyst Coverage
Buzzberg tracks AVAV (AeroVironment, Inc.) across 23 sources. 36 bullish vs 4 bearish calls from 33 analysts. Sentiment: predominantly bullish (40%). 80 total trade ideas tracked. Past 7 days: 1 bullish, 3 watch. Latest voices: photonbull, wliang, michaelsikand.