u/Halo-nm ·
Reddit — r/StockMarket
· 2026년 7월 10일, 15:04
· ⬆ 29 포인트
· 💬 10 개 댓글
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분석 결과가 없습니다.
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The whole drone and industrial automation space is down badly right now. ONDS, AVAV, LPTH, you name it, they are all just about bleeding. It is rough to watch even when you believe in the long-term thesis, but this is the reality of where we are.
I'm not panicking because the long term thesis is absolutely still in play but short term has been rough. The median price target sits well above where we are trading now, and most of the coverage is constructive. The company has made some big moves on the M&A front and raised revenue guidance, so the fundamentals are not the problem. The market is just not feeling them right right now I suppose. Drones are going to keep being desired so it's frustrating to see but money swaps sectors every so often so I guess it's not that surprising after recent run ups.
Not sure if y'all have ever considered venturing in drones but I suppose it's not a bad time to consider DCAing in if you're feeling it. Really hoping things turn around soon.