AVEX AEVEX Corp. Loading... : Bullish and Bearish Analyst Opinions
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19:35
Jun 04
Jun 04
Buy AVEX despite a poorly timed prior trade — author maintains conviction in the fundamentals after a 40% drawdown from recent ATH retest, framing it as a drone sector name with durable underlying business quality.
MED
14:46
May 29
May 29
The author analyzes the New Glenn explosion's impact on the space sector, identifying losers and winners but does not state a personal position or explicit trade call.
18:13
May 28
May 28
Author notes positive results from AVEX post-IPO with stock having pulled back from IPO highs; expresses continued interest but no explicit position or forward catalyst disclosed.
MED
09:54
May 28
May 28
The author calls a defense stock bottom and explicitly holds ONDS calls, while listing other defense tickers as part of a broader sector thesis that a peace deal or war restart could boost stocks.
LOW
09:54
May 28
May 28
The author expresses a bullish call on defense stocks near a bottom, explicitly holding ONDS calls and naming several defense tickers as bets on a war restart or peace deal catalyst.
LOW
20:19
May 20
May 20
Long $AVEX; solid fundamental results following an IPO cooldown present a buying opportunity in a name the speaker continues to favor.
LOW
20:18
May 20
May 20
Buy AVEX given 307% revenue growth in Q1 2026, positive net income swing, strong full-year guidance ($600-620M revenue, $88-94.5M EBITDA), and deep valuation discount vs peers (4.8x EV/Revenue vs 21-79x), supported by contract wins against Anduril.
HIGH
21:30
May 05
May 05
The author suggests holding defense stocks while pivoting focus toward AI-driven sectors like photonics and memory to capture broader market supercycles.
21:33
Apr 30
Apr 30
The author identifies four undervalued defense and tech stocks with asymmetric upside potential through niche market dominance and upcoming catalysts.
00:15
Apr 30
Apr 30
The author is taking profits on VIAV after a 20% gain while noting a recovery in AVEX.
02:46
Apr 28
Apr 28
The author expresses confidence in Avex's ability to generate significant drone sales due to their proven track record and government relationships.
02:19
Apr 28
Apr 28
The author remains bullish on AVEX due to strong fundamentals, significant Pentagon contracts, and robust revenue guidance despite market volatility.
17:03
Apr 27
Apr 27
The investor is maintaining a reduced position in Avex while waiting for defense sector sentiment to improve.
03:37
Apr 26
Apr 26
Despite recent sector-wide pullbacks, the author views the defense industry as a strong long-term buy due to upcoming budget increases and supply shortages.
19:38
Apr 24
Apr 24
The author maintains a bullish outlook on AVEX despite a current 11% unrealized loss.
18:29
Apr 23
Apr 23
The tweet expresses a positive sentiment regarding the recent public listing of Avex.
21:50
Apr 22
Apr 22
The author expresses strong bullish sentiment for AVEX, viewing it as fundamentally superior to ONDS.
20:18
Apr 22
Apr 22
The author remains bullish on AVEX due to the defense supercycle and drone budget, while noting ONDS as a related play.
15:27
Apr 22
Apr 22
AeroVironment is positioned to benefit from significant Department of Defense drone procurement spending.
00:05
Apr 22
Apr 22
The author highlights AVEX as a promising new drone IPO with strong revenue growth, positive EBITDA, and significant defense contracts.
00:05
Apr 22
Apr 22
The tweet highlights growth potential in the drone sector driven by military demand and domestic manufacturing.
00:05
Apr 22
Apr 22
The counter-UAS market presents a significant growth opportunity for companies specializing in cost-effective drone defense technologies.
18:47
Apr 21
Apr 21
Long AVEX as it appears fundamentally undervalued relative to ONDS, based on its lower 2026E EV/Sales multiple (6x vs 14x), owned manufacturing base, and stronger 181% YoY funded backlog growth.
HIGH
17:59
Apr 21
Apr 21
Despite concerns regarding a large private equity share overhang, the author remains bullish on AVEX due to strong defense contracts, EBITDA profitability, and high market demand for drone stocks.
15:30
Apr 21
Apr 21
Long $AVEX over $ONDS — speaker has 'his money on $AVEX' as the first to a $10B market cap in this peer comparison.
HIGH
04:57
Apr 21
Apr 21
Michael Sikand highlights AVEX's strong portfolio and attractive valuation following its recent IPO.
22:09
Apr 20
Apr 20
Buy AVEX as its proven domestic production capacity of 1,000 drones per month allows it to secure international orders that legacy defense primes cannot fulfill.
MED
About AVEX Analyst Coverage
Buzzberg tracks AVEX (AEVEX Corp.) across 8 sources. 38 bullish vs 0 bearish calls from 8 analysts. Sentiment: predominantly bullish (88%). 43 total trade ideas tracked.