$Aerovironment(AVAV.US) | Clear Street ๐บ๐ฎ๐ถ๐ป๐๐ฎ๐ถ๐ป๐ ๐๐๐ on ๐๐ฒ๐ฟ๐ผ๐ฉ๐ถ๐ฟ๐ผ๐ป๐บ๐ฒ๐ป๐, maintains PT at $๐ฎ๐ฐ๐ณ
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๐ข ๐๐๐๐ ๐๐: $Aerovironment(AVAV.US) Aerovironment Set To Win $400 Million Anti-drone Us Army Award - Bloomberg
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๐ข ๐๐๐๐ ๐๐: $Aerovironment(AVAV.US) AeroVironment Wins $๐๐๐.๐ ๐๐ข๐ฅ๐ฅ๐ข๐จ๐ง U.S. Army P550 Drone Contract
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐๐ซ๐จ๐๐ข๐ซ๐จ๐ง๐ฆ๐๐ง๐ญ awarded a $๐๐๐.๐ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง U.S. Army contract.โค Contract covers delivery of ๐๐ ๐๐๐๐ eVTOL unmanned aircraft systems.โค Award supports the Army's ๐๐๐ญ๐ญ๐๐ฅ๐ข๐จ๐ง ๐๐๐๐จ๐ง๐ง๐๐ข๐ฌ๐ฌ๐๐ง๐๐ and ๐๐จ๐ง๐ ๐๐๐ง๐ ๐ ๐๐๐๐จ๐ง๐ง๐๐ข๐ฌ๐ฌ๐๐ง๐๐ programs.โค Marks the initial ๐๐ฎ๐ฅ๐ฅ-๐ซ๐๐ญ๐ procurement of the ๐๐๐๐.โค P550 offers up to ๐ ๐ก๐จ๐ฎ๐ซ๐ฌ of all-battery endurance.โค System carries payloads up to ๐๐ ๐ฉ๐จ๐ฎ๐ง๐๐ฌ.โค P550 supports ISR, ๐ฉ๐ซ๐๐๐ข๐ฌ๐ข๐จ๐ง ๐ฌ๐ญ๐ซ๐ข๐ค๐, electronic warfare, and communications relay.โค Platform can be reconfigured in ๐ฎ๐ง๐๐๐ซ ๐ ๐ฆ๐ข๐ง๐ฎ๐ญ๐๐ฌ without tools.โค P550 features a ๐ฆ๐จ๐๐ฎ๐ฅ๐๐ซ ๐จ๐ฉ๐๐ง ๐ฌ๐ฒ๐ฌ๐ญ๐๐ฆ๐ฌ architecture for third-party integration.๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ๐ฌ:๐๐๐ก๐ข๐ ๐๐๐ฐ๐๐๐ข, Chairman, President and Chief Executive Officer at AeroVironment:"In today's battlespace, adaptability is no longer an advantage, it's a requirement. The P550 gives maneuver forces the ability to rapidly reconfigure, extend their reach, and deliver effects across domains, all while operating in contested environments where speed and autonomy are decisive."๐๐ซ๐๐๐ ๐๐ญ๐๐ฏ๐๐ง๐ฌ๐จ๐ง, President of Autonomous Systems at AeroVironment:"need systems that can adapt at the speed of the mission," describing the P550's field reconfiguration capability as a key operational benefit. - W
AeroVironment $Aerovironment(AVAV.US) sitting below its 200 weekly SMA for just the 2nd time in the past 4 years ๐ถ๏ธ
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๐ข ๐๐๐๐ ๐๐: $Aerovironment(AVAV.US) AeroVironment's JUMP 20 Receives MQ-31A Military Designation in Italy
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐๐ซ๐จ๐๐ข๐ซ๐จ๐ง๐ฆ๐๐ง๐ญ's ๐๐๐๐ ๐๐ receives ๐๐-๐๐๐ military designation in Italy.โค Designation officially recognizes JUMP 20 as an Italian military capability.โค MQ-31A follows AV's ๐๐ฉ๐ซ๐ข๐ฅ ๐๐๐๐ contract with the Italian Army.โค JUMP 20 will replace Italy's legacy ๐ฎ๐ง๐ฆ๐๐ง๐ง๐๐ ๐๐๐ fleet.โค Platform was selected through a ๐๐จ๐ฆ๐ฉ๐๐ญ๐ข๐ญ๐ข๐ฏ๐ procurement process.โค JUMP 20 is in service with allies including ๐๐๐ง๐ฆ๐๐ซ๐ค, ๐๐ข๐ญ๐ก๐ฎ๐๐ง๐ข๐, and ๐๐ณ๐๐๐ก ๐๐๐ฉ๐ฎ๐๐ฅ๐ข๐.โค VTOL aircraft offers more than ๐ญ๐ก๐ข๐ซ๐ญ๐๐๐ง ๐ก๐จ๐ฎ๐ซ๐ฌ of endurance.โค System has an operational range of ๐๐ฉ๐ฉ๐ซ๐จ๐ฑ๐ข๐ฆ๐๐ญ๐๐ฅ๐ฒ ๐๐๐ ๐ค๐ฆ.โค JUMP 20 supports over ๐ฌ๐๐ฏ๐๐ง๐ญ๐ฒ integrated payloads and ๐๐๐,๐๐๐+ flight hours.๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ๐ฌ:๐๐ก๐๐ง๐ ๐๐๐ฌ๐ญ๐ข๐ง๐ ๐ฌ, Vice President and General Manager, Medium Unmanned Aircraft Systems at AeroVironment:โThis designation validates that JUMP 20 meets the standards of a modern European military and underscores the systemโs ability to deliver actionable intelligence and persistent overwatch in highly contested environments. It also signals that Italy is treating JUMP 20 as an integrated element of its formal military inventory, rather than a limited trial or off-the-shelf experiment.โ๐๐ก๐๐ง๐ ๐๐๐ฌ๐ญ๐ข๐ง๐ ๐ฌ, Vice President and General Manager, Medium Unmanned Aircraft Systems at AeroVironment:โAcross Europe, JUMP 20 continues to gain traction with allied forces, including Italy, Denmark, Lithuania, and the Czech Republic, reinforcing its position as a trusted and rapidly adopted medium UAS platform.โ - H
๐ข ๐๐๐๐ ๐๐: $Aerovironment(AVAV.US) AeroVironment FY30 R&D investment at 7%-9% vs. 6% projected in FY26. Sees FY30 adjusted EBITDA margins reaching 18%-20% vs. 14.5% projected in FY26 - Investor Presentation Slides.
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๐ข ๐๐๐๐ ๐๐: $Aerovironment(AVAV.US) AeroVironment Wins $30.9 Million NATO Order for Puma Drone Systems
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐๐ซ๐จ๐๐ข๐ซ๐จ๐ง๐ฆ๐๐ง๐ญ secured a ๐๐$๐๐.๐ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง order through NATO's ๐๐๐๐.โค The contract will supply ๐๐ฎ๐ฆ๐ ๐๐ and ๐๐ฎ๐ฆ๐ ๐๐ drone systems to Germany.โค Order supports Germany's ๐๐๐๐๐ airborne reconnaissance modernization program.โค Package includes ๐๐/๐๐, ๐๐๐๐๐๐ payloads, VTOL kits, MANET relays, and autonomy upgrades.โค Contract also includes ๐ญ๐ซ๐๐ข๐ง๐ข๐ง๐ , field repair kits, launch systems, and support services.โค All deliveries are scheduled for completion by ๐ฅ๐๐ญ๐ ๐๐๐๐.โค Germany expands its existing ๐๐ฎ๐ฆ๐ fleet with enhanced capabilities under the new order.โค The LARUS program is managed by Germany's ๐๐๐๐๐๐๐ฐ procurement agency.๐ ๐๐ก๐ฒ ๐๐ญ ๐๐๐ญ๐ญ๐๐ซ๐ฌ:โค Strengthens AeroVironment's position in the ๐๐๐๐ and European defense market.โค Expands adoption of the company's ๐ง๐๐ฑ๐ญ-๐ ๐๐ง tactical drone platform.โค Highlights continued demand for ๐๐ฎ๐ญ๐จ๐ง๐จ๐ฆ๐จ๐ฎ๐ฌ reconnaissance systems amid rising defense spending.๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:โค "Germany has been a long-standing Puma operator, and this award represents a decisive step into the fully modernized Puma family." โ ๐๐๐ก๐ข๐ ๐๐๐ฐ๐๐๐ข, Chairman, President and Chief Executive Officer of AeroVironment.โค "The first time a customer has taken essentially the entire Puma capability stack in a single program." โ ๐๐ซ๐๐๐ ๐๐ญ๐๐ฏ๐๐ง๐ฌ๐จ๐ง, President of Autonomous Systems at AeroVironment. - H
๐ข ๐๐๐๐ ๐๐: $Aerovironment(AVAV.US) AeroVironment Wins $500 Million U.S. Counter-Drone Defense Contract
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐๐ซ๐จ๐๐ข๐ซ๐จ๐ง๐ฆ๐๐ง๐ญ secured a ๐-๐ฒ๐๐๐ซ, $๐๐๐ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง IDIQ contract from JIATF-401.โค The ๐ฌ๐จ๐ฅ๐-๐ฌ๐จ๐ฎ๐ซ๐๐ award supports the ๐๐จ๐ฆ๐๐ฌ๐ญ๐ข๐ ๐๐ก๐ข๐๐ฅ๐ Program.โค Contract covers ๐-๐๐๐ and ๐-๐ฌ๐๐๐ systems for force protection and base defense.โค Domestic Shield strengthens ๐๐ซ๐จ๐ง๐ ๐ญ๐ก๐ซ๐๐๐ญ detection, data sharing, and critical infrastructure protection.โค AeroVironment will deploy its ๐๐_๐๐๐ฅ๐จโข platform with third-party interoperability capabilities.โค Additional task and delivery orders will be issued under the ๐๐๐๐ contract.โค JIATF-401 previously committed ๐จ๐ฏ๐๐ซ $๐๐๐ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง to expand counter-drone capabilities.โค The contract award was announced on ๐๐ฎ๐ฅ๐ฒ ๐.๐ ๐๐ก๐ฒ ๐๐ญ ๐๐๐ญ๐ญ๐๐ซ๐ฌ:โค Expands AeroVironment's presence in the growing ๐.๐. ๐๐จ๐ฎ๐ง๐ญ๐๐ซ-๐๐ซ๐จ๐ง๐ defense market.โค Supports increasing ๐ก๐จ๐ฆ๐๐ฅ๐๐ง๐ ๐ฌ๐๐๐ฎ๐ซ๐ข๐ญ๐ฒ investments against evolving drone threats.โค IDIQ structure provides potential for ๐ฅ๐จ๐ง๐ -๐ญ๐๐ซ๐ฆ revenue through future task orders.๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:โค "This award reflects strong confidence in AV, our people and our technology and it reinforces the shared obligation we have to stay ahead of rapidly evolving drone threats, not only in contested theaters abroad, but in the skies over our own communities." โ ๐๐๐ก๐ข๐ ๐๐๐ฐ๐๐๐ข, Chairman, President and Chief Executive Officer, AeroVironment.โค "By investing in the latest technology, we are adding another tool in a layered defense so we can respond swiftly and effectively to any illicit drone threats." โ ๐๐ซ๐ข๐ . ๐๐๐ง. ๐๐๐ญ๐ญ ๐๐จ๐ฌ๐ฌ, Director, JIATF-401. - H
$Aerovironment(AVAV.US) | ๐๐ญ๐ข๐๐๐ฅ maintains ๐๐ฎ๐ฒ on ๐๐๐ซ๐จ๐๐ข๐ซ๐จ๐ง๐ฆ๐๐ง๐ญ, ๐๐ฎ๐ญ๐ฌ ๐๐ ๐ญ๐จ $๐๐๐ ๐๐ซ๐จ๐ฆ $๐๐๐
Analyst notes a strong F4Q26 earnings beat but cuts PT to $220, as in-line FY27 guidance embeds drags from a canceled program and budget delays. - G
U.S. stocks were mixed pre-mkt, with the S&P 500 on track for its best quarter in six years amid a pending U.S.-Iran peace deal and AI momentum. Oil fell to $72.58/bbl, 10yr treasury yields dipped to 4.36%, while gold and silver rose. $NVIDIA(NVDA.US) inched higher and $Tesla(TSLA.US) retreated after yesterdayโs +8% gain; $Aerovironment(AVAV.US) surged +20% on strong earnings. Traders have rotated back into long-duration AI/tech and recovering consumer names as inflation eases. S&P 2026 EPS estimates rose to $342 (+23% YoY), implying a 21.8x P/E. $Tesla(TSLA.US) Q2 deliveries are likely to beat on Thursday following the surge in gas prices during the quarter, though I remain cautious long-term due to declining 2027-2030 earnings estimates, intense autonomous competition, and a seemingly stretched valuation. $Nike(NKE.US) reports after the close today, and the June U.S. employment report comes out Friday.
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Another volatility due to data drop would be another opportunity to collect the chips given up by weak hands. Of course any additions would be based on the entry levels predeteryfor each stock and not blind "buy! buy! buy!".
โ๏ธ [Task Coins Giveaway] Daily Market Talk โ Dow Tops 52,000 as Tech Melts UpBig day on Wall Street: the Dow closed above 52,000 for the first time ever, on Alphabet's debut as a Dow member. Tesla ripped 8% on a fresh FSD rollout, Rocket Lab struck an $8B deal for Iridium, and...
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Looking forward for the companiesโ improvement.
โ๏ธ [Task Coins Giveaway] Daily Market Talk โ Dow Tops 52,000 as Tech Melts UpBig day on Wall Street: the Dow closed above 52,000 for the first time ever, on Alphabet's debut as a Dow member. Tesla ripped 8% on a fresh FSD rollout, Rocket Lab struck an $8B deal for Iridium, and...
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$Aerovironment(AVAV.US) +15% after hours after beating 4Q ests and guiding to higher than consensus FYโ27 revs. FYโ27 guidance for Adj EBITDA and Adj EPS were below expectations although the company has a history of guiding conservatively at the beginning of the fiscal year. AVAV had declined -42% YTD after missing 3Q revs and cutting full-year 2026 rev and EBITDA guidance.
AVAV designs and produces drones, tracking antenna, sensors, and missiles for government agencies and businesses that sell to the U.S. Department of Defense. Short interest is 12.6% of float.4Q results:- Revs $641.6M vs $558.8M est- Adj EBITDA $140.1M vs $126.1M est- Adj EPS $1.84 vs $1.41 est- Backlog $1.2B vs $1.077B estFYโ27 Guidance:- Revs $2.13B - $2.23B vs $2.16B est- Adj EBITDA $305M-325M vs $346M est- Adj EPS $3.02-$3.39 vs $3.79 estConf call at 430pm ET - H
๐ข ๐๐๐๐ ๐๐: $Aerovironment(AVAV.US) AeroVironment Restates Q3 FY2026 Financials After Material Accounting Error
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐๐ซ๐จ๐๐ข๐ซ๐จ๐ง๐ฆ๐๐ง๐ญ restated financial statements for the quarter ended ๐๐๐ง. ๐๐, ๐๐๐๐.โค Audit Committee determined previously filed financial statements ๐๐๐ง๐ง๐จ๐ญ ๐๐ ๐ซ๐๐ฅ๐ข๐๐ ๐ฎ๐ฉ๐จ๐ง.โค Error involved the ๐ ๐จ๐จ๐๐ฐ๐ข๐ฅ๐ฅ ๐ข๐ฆ๐ฉ๐๐ข๐ซ๐ฆ๐๐ง๐ญ analysis for the company's Space reporting unit.โค Carrying value calculation omitted goodwill allocation tied to ๐๐๐๐๐ซ๐ซ๐๐ ๐ญ๐๐ฑ assets and liabilities.โค Impairment relates to the terminated ๐๐๐๐๐๐ phased array antenna contract.โค Loss from operations was understated by ๐๐.๐ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง for both three- and nine-month periods.โค Net loss was understated by ๐๐.๐ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง for both reporting periods.โค Basic and diluted EPS loss was understated by ๐.๐๐ per share and ๐.๐๐ per share, respectively.โค Total assets were overstated by ๐๐.๐ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง as of Jan. 31, 2026.โค Stockholders' equity was overstated by ๐๐.๐ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง, while liabilities were overstated by ๐.๐ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง.๐ ๐๐ก๐ฒ ๐๐ญ ๐๐๐ญ๐ญ๐๐ซ๐ฌ:โค Restatement highlights a ๐ฆ๐๐ญ๐๐ซ๐ข๐๐ฅ ๐๐๐๐จ๐ฎ๐ง๐ญ๐ข๐ง๐ error in previously reported results.โค Larger reported losses could impact ๐ข๐ง๐ฏ๐๐ฌ๐ญ๐จ๐ซ confidence and financial analysis.โค The adjustment stems from a terminated ๐.๐. ๐๐จ๐ฏ๐๐ซ๐ง๐ฆ๐๐ง๐ญ program previously viewed as strategic.โค Restatements often draw increased scrutiny of ๐๐ข๐ง๐๐ง๐๐ข๐๐ฅ ๐๐จ๐ง๐ญ๐ซ๐จ๐ฅ๐ฌ and reporting processes - H
โก ๐๐๐๐๐๐: $Aerovironment(AVAV.US) AeroVironment Unveils TOM 50 RE Compact Ground Robot at Eurosatory 2026
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐๐ซ๐จ๐๐ข๐ซ๐จ๐ง๐ฆ๐๐ง๐ญ launched ๐๐๐ ๐๐ ๐๐ through subsidiary ๐๐๐ฅ๐๐ซ๐จ๐ at Eurosatory 2026.โค Compact UGV weighs ๐ฅ๐๐ฌ๐ฌ ๐ญ๐ก๐๐ง ๐๐ ๐ค๐ and is single-operator portable.โค Tracked mobility and ๐ฌ๐ญ๐๐ข๐ซ-๐๐ฅ๐ข๐ฆ๐๐ข๐ง๐ ๐๐ฅ๐ข๐ฉ๐ฉ๐๐ซ system support demanding terrain operations.โค Supports payloads up to ๐๐ข๐ฏ๐ ๐ค๐ with up to ๐๐ข๐ฏ๐ ๐ก๐จ๐ฎ๐ซ๐ฌ endurance.โค Features ๐๐จ๐ฎ๐ซ ๐๐-๐๐ง๐๐๐ฅ๐๐ ๐๐๐ฆ๐๐ซ๐๐ฌ delivering 360-degree situational awareness.โค Integrated ๐๐๐๐ technology maps interiors and ๐๐๐-๐๐๐ง๐ข๐๐ environments.โค Designed for ๐ซ๐๐๐จ๐ง๐ง๐๐ข๐ฌ๐ฌ๐๐ง๐๐, ๐๐๐, exploration, and operational support missions.โค Modular architecture enables ๐ฆ๐ข๐ฌ๐ฌ๐ข๐จ๐ง-๐ฌ๐ฉ๐๐๐ข๐๐ข๐ payload integration and adaptability.โค ๐๐-๐ฆ๐๐ฌ๐ก communications allow use as a ๐ฆ๐จ๐๐ข๐ฅ๐ ๐ซ๐๐ฉ๐๐๐ญ๐๐ซ in complex terrain.โค Controlled via ๐๐_๐๐๐ฅ๐จ software and supports four core mission profiles. - W
Drone stocks in a no-fly zone today, with one exception ๐ค
๐ข $Swarmer(SWMR.US) +7% ๐ด $Unusual Machines(UMAC.US) -9%๐ด $Red Cat(RCAT.US) -9%๐ด $Ondas(ONDS.US) -7%๐ด $Draganfly(DPRO.US) -7%๐ด $Aerovironment(AVAV.US) -5%๐ด $Kratos Defense & Security(KTOS.US) -4%๐ด $Aevex(AVEX.US) -3% - H
โก ๐๐๐๐๐๐: $Aerovironment(AVAV.US) AeroVironment Awarded $๐๐๐.๐๐ U.S. Army Drone Contract
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค AeroVironment wins $๐๐๐.๐๐ U.S. Army unmanned aircraft systems contract.โค Contract covers procurement and delivery of ๐๐ ๐๐๐๐ drone systems.โค Systems provide ๐ซ๐๐๐จ๐ง๐ง๐๐ข๐ฌ๐ฌ๐๐ง๐๐, surveillance, and target acquisition capabilities.โค P550 drones will support ๐๐๐ญ๐ญ๐๐ฅ๐ข๐จ๐ง ๐๐จ๐ฆ๐ฆ๐๐ง๐๐๐ซ๐ฌ and operational units.โค Army received ๐๐ proposals through a competitive online solicitation.โค Work locations will be determined with completion targeted by ๐๐ฎ๐ฅ๐ฒ ๐๐, ๐๐๐๐.โค Contract awarded by ๐๐ซ๐ฆ๐ฒ ๐๐จ๐ง๐ญ๐ซ๐๐๐ญ๐ข๐ง๐ ๐๐จ๐ฆ๐ฆ๐๐ง๐ at Redstone Arsenal. - S
$Aerovironment(AVAV.US) and $Kratos Defense & Security(KTOS.US) with great volume today and we have the gap support.
Source: Sunrise Trader
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$Aerovironment(AVAV.US) I put some into let it rides. Upped stops on trade shares. If goes higher I will put more into let it ride.
Source: Sunrise Trader
