I am bullish on AeroVironment, Inc. (NASDAQ: AVAV ) with a target price of $300 (+25% upside from now). The company is at the heart of the new defense supercycle, producing drones, loitering munitions, and anti-drone systems. WithHi there, and welcome to my profile.I’m a finance professional with over a decade of experience across global markets, with a deep focus on macroeconomic analysis, portfolio management, and equity research. I currently serve as a Senior Analyst at a European asset management firm, ...

MARLBOROUGH, Mass., Aug. 27, 2025 (GLOBE NEWSWIRE) -- IPG Photonics, the global leader in fiber laser technology, proudly announces the first public display of the CROSSBOW™ MINI 3 kW high-energy laser (HEL) system at Defence and Security Equipment International (DSEI) UK from September 9th through 12th, 2025. IPG CROSSBOW MINI is a patent-pending, compact field-ready laser defense system engineered to counter the escalating threat of unmanned aerial systems (UAS). Designed for immediate deployment and scal ...

Core Viewpoint - The turnaround of Mercury Systems is gaining traction with improving execution, record backlog, and strong exposure to a multi-year defense spending upcycle, but the current valuation leaves little room for error [1]. Group 1: Company Performance - Mercury Systems is experiencing a turnaround with improving execution and a record backlog [1]. - The company has strong exposure to a multi-year defense spending upcycle, which is expected to benefit its growth [1]. Group 2: Valuation Concerns - The current valuation of Mercury Systems is seen as leaving little room for error, indicating potential risks if performance does not meet expectations [1]. - Consensus among analysts suggests that the stock may already be priced for significant growth, which could limit upside potential [1].

Core Insights - Rheinmetall has been a focus for investment since the onset of the Ukraine invasion, particularly following Germany's decision to increase its defense budget starting in 2025 [1] Group 1: Company Overview - Rheinmetall is positioned to benefit from increased defense spending in Germany, which is expected to enhance its market opportunities [1] Group 2: Analyst Experience - The analyst has over 30 years of experience in various industries, including airlines, oil, retail, mining, fintech, and e-commerce, which provides a strong foundation for analyzing diverse business models and market dynamics [1]

Key Takeaways As organizations worldwide strive to innovate next-generation defense solutions, hypersonic technology has emerged as one of the most advanced and sought-after defense technologies, particularly in the face of rising geopolitical tensions globally. RTX Corp. ((RTX), a renowned defense innovation accelerator, has been at the forefront of hypersonic development, leveraging over 50 years of its expertise in missile systems, propulsion, and digital engineering to accelerate breakthroughs in this c ...

Group 1 - The article highlights Hensoldt AG as a key supplier benefiting from the German and NATO rearmament and increased defense spending, leading to an accelerating growth potential [1] - The analyst expresses a long position in Hensoldt AG shares, indicating confidence in the company's future performance [2] - The analyst's extensive experience across various industries and crises provides a strong foundation for evaluating investment opportunities [1] Group 2 - The article does not provide additional relevant content regarding the industry or company beyond the initial analysis and disclosure [3]

National Defense & Security - Taiwan's civilian defense groups are training with airsoft guns for potential urban warfare scenarios in the event of a Chinese invasion [1] - Taiwan has a conscription system, and airsoft guns help citizens maintain muscle memory for potential military service due to the ban on private gun ownership [1] - Airsoft guns closely resemble real firearms in weight, appearance, and feel [2] - Taiwan's airsoft gun industry holds a significant share of the global market for advanced airsoft weapons [3] - Locally made airsoft guns could be a strategic asset for Taiwan's defense readiness [3]

Analysts on Wall Street project that Curtiss-Wright (CW) will announce quarterly earnings of $3.13 per share in its forthcoming report, representing an increase of 17.2% year over year. Revenues are projected to reach $850.49 million, increasing 8.4% from the same quarter last year. The consensus EPS estimate for the quarter has undergone an upward revision of 1.5% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial esti ...

Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...

Next-generation capability supports critical maritime security operations MCKINNEY, Texas, July 28, 2025 /PRNewswire/ -- Raytheon, an RTX (NYSE: RTX) business launched its newest Multispectral Targeting System variant, MTS-A HD, that offers significant visual enhancements for maritime helicopter operations. This next-generation variant delivers improved targeting precision, imaging clarity, and expanded operational flexibility for naval helicopter platforms. Raytheon is collaborating with industry and comme ...