Key Points Space Force just slapped a stop work order on AeroVironment's BADGER space radar project. If the contract continues at all, it will have to be fixed-price. 10 stocks we like better than AeroVironment › AeroVironment (NASDAQ: AVAV) stock tumbled 4.7% through 10:50 a.m. ET Tuesday, and it's not hard to figure out why ... although AV isn't making it easy, and you do have to do a little digging: This morning, the U.S. Government "issued a stop work order on the Company's Other Transaction Ag ...

VANCOUVER, British Columbia, Jan. 20, 2026 (GLOBE NEWSWIRE) -- Equity Insider News Commentary – Global industrial automation is projected to reach $233.6 billion in 2026[1] as Industry 4.0 mandates prioritize re-shoring and energy-efficient production. This momentum is synchronized with smart grid deployments reaching $52.55 billion[2] this year to modernize urban infrastructure through autonomous sensing. This structural pivot is attracting capital into the engineering core led by VisionWave Holdings, Inc. ...

AeroVironment (NASDAQ: AVAV) has firmly established itself as one of the most essential pure-play leaders in tactical unmanned aircraft systems. The company specializes in UAS platforms, tactical missiles, and precision loitering munitions. The U.S. Department of Defense, allied militaries, and international partners widely deploy the companies' Raven, Puma, and Switchblade systems.Below are five drone and defense stocks that have already captured meaningful momentum in 2026 and remain closely tied to the s ...

Core Insights - Aerovironment experienced significant growth due to the acquisition of BlueHalo, increased interest in drones, and government spending promises [1][4] - The company's stock rose 57% over the year, despite volatility [2] - The acquisition of BlueHalo nearly doubled Aerovironment's revenue, impacting results significantly [4] - BlueHalo's strengths in space, cyber, and directed energy complement Aerovironment's unmanned systems, broadening its market scope [5] Financial Performance - In Q2 2025, revenue surged 151% to $472.5 million, primarily driven by BlueHalo, with organic revenue growth of 21% [6] - Bookings reached $1.4 billion, indicating strong future revenue potential, with a backlog of $1.1 billion [6] - The company is expected to generate adjusted earnings per share of $3.40-$3.55 [7] Market Outlook - Aerovironment's stock is up 52.6% as of mid-January 2026, fueled by rising interest in defense stocks and potential increases in the defense budget [8] - The outlook for 2026 appears strong, with expectations of continued growth [8]

Drone makers Aerovironment (AVAV) and Kratos Defense (KTOS) certainly seem to have very bright futures ahead of them, as both have landed major deals from the Pentagon in the last year, both firms have integrated advanced technologies into their products, and drones have become a major part of warfare. Moreover, geopolitical tensions are generally high and rising in much of the world, causing many countries to raise their defense spending meaningfully. And President Donald Trump is asking Congress to incre ...

AeroVironment (NasdaqGS:AVAV) FY Conference January 14, 2026 10:15 AM ET Company ParticipantsKevin McDonnell - CFOConference Call ParticipantsAustin Bohlig - Senior AnalystNone - AnalystAustin BohligAll righty. Well, thank you, everyone, for joining us for our fourth installment this morning of our Drone Track Fireside Chats. My name's Austin Bohlig. I'm the Senior Analyst here at Needham that covers the Drone and Defense Tech space. And joining us is the CFO of AV, Kevin McDonnell.Kevin McDonnellMcDonnell. ...

Key Takeaways AVAV shares jumped 55.1% in a month, far outpacing aerospace peers and the broader market.Zacks Consensus Estimates project strong YoY sales growth and rising earnings in fiscal 2026 and 2027.AVAV trades at a premium valuation, while labor and supply-chain challenges remain near-term risks.AeroVironment, Inc. (AVAV) stock has gained 55.1% in the past month, outpacing both the Zacks Aerospace-Defense Equipment industry’s growth of 18.9% and the broader Zacks Aerospace sector’s gain of 7.6%. It ...

Core Insights - AeroVironment (NASDAQ: AVAV) reported a 151% year-over-year revenue growth in Q2 FY 2026, primarily driven by the acquisition of BlueHalo, while its legacy business showed a more modest 21% growth [1][2] - Ondas (NASDAQ: ONDS) is highlighted as a more attractive investment due to its impressive revenue growth of 582% year-over-year in Q3 2025 and a bullish forecast for future growth [2][4] - Ondas is securing significant contracts, including an $8.2 million order for counter-drone systems, which enhances its annual recurring revenue and market presence [6] Company Performance - AeroVironment's revenue growth in 2025 was largely attributed to the BlueHalo acquisition, indicating that its legacy business is not growing as rapidly [2][7] - Ondas, despite being a smaller company with a market cap of $4 billion compared to AeroVironment's $13 billion, is projected to generate at least $110 million in revenue for 2026, showing strong growth potential [4][5] - The demand for drones is expected to increase, which will likely benefit Ondas in the long term, making it a compelling option for growth investors [5] Market Position - Ondas is positioned to outperform the S&P 500 as it continues to secure government contracts and increase its annual recurring revenue [7] - The company has a history of exceeding revenue projections, which adds to its attractiveness for investors looking for growth opportunities [5]

AeroVironment, Inc. (NASDAQ:AVAV) is one of the stocks Jim Cramer talked about. When a caller asked for Cramer’s thoughts on the stock, he said: “But I got to tell you, you got a lucky break. After the close, we heard from President Trump, said he wants to make the defense budget go up dramatically, like $500 billion. And I got to tell you something, the stock, which went out at $318 at 4:00, it’s trading right now at $335. And there’s nothing funky about that. That’s a terrific company. We have them all ...

Core Insights - Parry Labs is collaborating with AeroVironment Inc to enhance the P550 uncrewed aircraft system for the U.S. Army's Long Range Reconnaissance program through Modular Open Systems Approach (MOSA) [1][2] Group 1: Partnership and Integration - Parry Labs is embedding its mission system components into the P550 to ensure the platform evolves with mission requirements and maintains interoperability across the Family of Systems [2] - The partnership aims to leverage Parry Labs' expertise in Model-Based Systems Engineering (MBSE) and open software environments to meet the LRR program's capabilities [2][5] Group 2: Technology and Capabilities - Parry Labs' offering includes STRATIA, which facilitates rapid integration of command and control, autonomy, and AI applications, enhancing AV's product lines [3] - The P550 is an all-battery electric system that provides long-range ISR capabilities and lethal effects, supported by Parry Labs' modular mission systems [4] Group 3: Strategic Importance - The collaboration emphasizes the importance of partnership in fulfilling the Army's LRR requirements, with Parry Labs strengthening the P550's MOSA foundation [5] - Parry Labs aims to simplify the integration of new capabilities while reducing costs and implementation time across AV's platforms [5]