AVAV

trsx5

$AVAV sending 1 way drones into my portfolio

Soberdonkey69

ONDS and AVAV are the more legit drone companies

Pete26l96

here is my plan, you may copy. full port into $AMZN, all aspects of their business have been popping off (prime video, retail, ads, grocery, aws, and now their satellite internet LEO). Jassy who has been historically known for sandbagging himself has been saying their chip business has $200B+ in commitments (gravitron and trainium). Google is cool too but Amazon is trading at a lower relative historic valuation and has more operating leverage. after amazon earnings, I believe the stock will be $275-$300, sell and full port into $KTOS (Kratos Defense). They are a small military contractor who are rapidly expanding, and building solid rocket motors, lasers, missiles, microwaves, and drones for a lot of prime contractors. If the stock pumps on earnings similar to AVAV, sell and dump everything into $UBER. If the stock is flat or goes down, hold for a while, as the CEO has stated he's received verbal commitment for a $1B hypersonics contract that they haven't added to the bookings but he believes will strongly turn into a formal contract (he has a history of being truthful). that's what im doing atleast.

bigboyvapesinc

AVAV is a horrendous example

Pete26l96

These drone stocks are the best speculative plays in the market imo Limited downside while 🥭 is in office because he's so gung ho on increasing military spending and drones in particular, and their volatility leads to fast 50% returns on the report of a reward/contract or two. Best to just buy the most established entrenched in the military ones imo, (AVAV, for example), and stay away from the ones who have yet to build a connection in the Pentagon (RCAT, for example).

Milky_Toast19

I'm on a long flight so will give a long answer. You are gonna get a bunch of the same BS with a post like this, instead of answers to your actual question. Why? Because the majority have no clue how the sector works, they have no idea what the health of these businesses are and most have no idea how funds make money from these businesses. The people you are asking just throw money at whatever reddit hype is the loudest and they regurgitate their stock tickers in the comments to reinforce their own thesis, "RCAT and KTOS for me," "AVAV all the way biiiitches," "If you're not in UMAC, you are missing out." 😂 Here is an actual answer to your question. ONDS dropping makes far more sense because the market reaction to the big capital raise was expected. It naturally created short term pressure because shareholders are being diluted. Investors reacted to the share count increase and regardless of whether the business guidance or fundamentals have changed, they then became uncertain that any of it will translate to revenue. These are the same investors that believed in the company and it's vision 3 months earlier. ONDS also has an issue with funds shorting the stock right now in order to regain their premium losses from the warrants. AVEX didn't have a similar dilution event or an obvious negative catalyst so it's likely that It is just getting caught in the bigger institutional rotation out of small cap/speculative defense tickers. When funds reduce risk, they usually sell the entire basket, which also means names with lower liquidity. Also important to share, a large percentage of AVEX revenue comes from a relatively small number of government programs. Their backlog can decline very fast because of contract completion, amendments, or even cancellations mid cycle. ONDS had a clear reason for the pullback. I see AVEX more like a sector selloff versus a change in the companys outlook.

Useful-Jeweler6683

AVAV been quiet but they got the real contracts not just hype, UMAC is more of a gamble play with that short interest but sometimes those squeeze nice your thesis about drones in warfare is right i think but picking the winners is the hard part, AVEX looked like it was flying on pure momentum before

Rock_or_Rol

AVAV and UMAC are my picks

Rock_or_Rol

AVAV - NDAA & 500 million contract in the works. Might pull back with class action headlines but it might reclaim a lot of their SCAR contract DAMD, USO and short everything - in case the war keeps up… we are escalating. We hit a desalination plant today. If refineries start blowing up again, we might not get out of this.. the oil shock is already bad news around the globe and that was during the MOU. It’s not a light switch and the market is entirely dependent on AI being worth trillions of dollars.. and then there are open source threats MP - benefits from the NDAA and they’re going to subsidize the frick out of magnets. LMT will probably get a double beat Crypto lobby has a lot of money and there’s a certain global leader who can’t get enough of it.. SMRs will probably get subsidized soon too. A lot of billionaires seem to own their own company of one… gates, bezos etc. CQQQ might be a bet too with their memory IPO

Rock_or_Rol

AVAV has too pretty catalysts coming out if you want a defense play with high beta. $500 million drone defense laser they are most likely to get and then the NDAA increases the pentagon’s autonomous weapon system budget by 250x (20 mil to 50 billion). NDAA HAS to get passed soon. It’s a critical one

trsx5

AVAV has been a great ticker.. endlessly selling.

IWanaTalk2Samson

DPRO, UMAC, ONDS, FLT, AVAV, RCAT, JOBY…etc.

winston511

Someone explain to me how the entire market including the drone sector got absolutely demolished yesterday but somehow shitco AVAV was up 5% on no news

nateccs

i was down 50% on my AVAV weeklies yesterday and ended up closing for a profit today. MU can easily swing +/- 10% in a day and you do have considerable time. not sure what your risk tolerances are in the grand scheme of things.

Defiant-Fee-7550

AVAV holding so strong today. Drone space should recover. Way too beaten down

winston511

Wow man sold off my CRDO yesterday and bought AVAV, I look like a fuckin genius except it was already after I lost 80% of my port

Rock_or_Rol

AVAV looks like it’s flipping momentum upward Several catalysts ahead Good luck

Rock_or_Rol

If you have the income, just stop with the short term trades lol. You could just pop a few grand in OTM/ATM quarterlies for some high beta stocks with upcoming catalysts and then hedge with some puts A lot of bills are being pushed through congress for rare earths, defense/drones, quantum and aerospace right now. AVAV is likely to get the $500 million laser contract for drone defense before their next earnings. You might get lucky on SCAR news too INFQ is likely to benefit the most from sensor tech from the defense bill and then subsequent quantum bills, IONQ a close second. RIOT is building out a new data center and they’ll bring IMSR with them.. which has been pushing through regulation and permitting for their DOE pilot project They’re subsidizing the fuck out of rare earths. MP is probably the most to benefit. LMT will probably rock their earnings with a double beat next week Quit fucking with dailies, lol. Just get some good stuff at a good price and keep building it into their catalysts. This week and next week are the time to buy. Buy the stocks that usually win on their earnings like SMCI and APLD. Hedge with oil calls and speculative puts. Data centers look like they want to puke another 20%. OKLO might get back down to their 20s. This is the week to buy. Don’t give up now

Rock_or_Rol

Please mention AVAV robotics 🙏🏻

Dude_HaHa

AVAV circling the drain LMAO

C0II1n

What the hell does AVAV have to do with this

ButtBubble

I'm all in $400k in AVAV at $150.0.. I hope you are right

Rock_or_Rol

Tell that to AVAV

Rock_or_Rol

I’m chasing AVAV down Their whole thing is autonomous weapons, robotics and the like with interceptor, drone defense and aerospace tailwinds. NDAA is set to increase automated defensive spending from like $20 million to $50 billion. 🥭 burned through our interceptor stockpiles and we had a lot on back order already, with Japan especially. Add that with funneling money into drones.. not to mention, if they keep the lion’s share of their SCAR contract? Foget about it. Double bagger by EOY.

Lauve

AVAV, CRM AVAV just had an incredible blowout quarter, drones are definitely the future and AVAV are going on a bull run once those 2027 drone budgets come into play. CRM is just a powerhouse, their fundamentals are incredibly strong and as a long time user of their services I see only upside with the AI integration, can’t imagine AI will replace them.

polyamerica

AVAV

Dude_HaHa

# AVAV baggies where u at LMAO 😩

Golfwizard001

Any ideas on when AVAV will finally bounce

Working-Guard-7848

* From your list, these are the ones i like... and of these, so far, i'm only holding small positions in SAP and PATH (but I want a small position in all 4 of these) * Kratos (KTOS) -60% - yes, war machine, drones baby * Aerovironment (AVAV) -60% - more drones, cheaper drones * UIPATH Inc (PATH) -27% - profitable robotics for industry * SAP SE (SAP) -36% - yes, still the most widely used/imbedded ontology in use by fortune 500 companies. Adding AI enhancements that actually work and add value.

MeesterWeen

AVAV is the one I’m most interested in. They have come out and said fiscal ‘27 (current year) is a major capex year where they are building out new manufacturing facilities (4 in the US) and consolidating vendors. Watching for it to bottom, which it may be doing now

MegalodonBite

AVAV is a drones winner - i cant fathom drones his their full potential

AndreLeGeant88

AVAV. I cannot tell you why 

norththunder_23

From your list, AVAV Not mentioned, NOW

Comrade_Durge

Entry points / unrealised loss: HOVR - $3.19 (-45%) RKLB - $120 (-32.6%) ONDS - $10.63 (-32.4%) ASTS - $94.65 (-23.5%) RCAT - $11.90 (-25.3%) AVAV - $179.7 (-19.39%) KTOS - $58.77 (-17%) PLTR - $153.64 (-17%) MU - $1008 (-7.6%) SMSG - $4640 (-6.6%)

Comrade_Durge

I am also deep into AVAV and KTOS, but it hasn’t yet reached that level on the autism spectrum

Dude_HaHa

# AVAV to $10, UMAC to $0.50, ONDS delisted.

Rock_or_Rol

Quantum, defense and crypto have substantial legislative catalysts ahead. I like INFQ/IONQ and AVAV/UMAC. SMRs are a sleeping giant imo. The DOE has been pushing it through a lot faster than anyone anticipated. When 🥭 said data center owners will be responsible for their power burden during his last SoTU or whatever, i immediately thought, “BS or he’s subsidizing it.” I’m thinking the latter… mag7 owners seem to all have their fingers in some SMR company.. gates and bezos especially. Still, I like IMSR have RIOT selected them and they’re on the DOE shortlist with OKLO while also being at a pretty reasonable cost right now. Mag7 earnings are going to pump or dump semiconductors soon too..

Halo-nm

I’m not touching AVAV and Ktos. ONDS is diluting more than I’d like but leadership is at least pretty good aside from that. And yeah Anduril will be a fun one to watch. I just hate buying ipos

gamjatang111

sorry did an edit but i believe we need leadership in the industry first, we dont have that AVAV and KTOS both kind of cratered. Maybe we need Andruil IPO

gamjatang111

Its interesting since AVAV just had blowout earnings and the admin wants to back them. The only drone stuff I own is UMAC and AMPX both from very low cost base. I personally dont like ONDS because they are a huge ATM.

SeeDat_Ghai

Drones as a whole are down and several names are in the buy zone not the sell zone. AVEX, AVAV and PDYN are some other examples.

CatAfraid2244

The whole sector has no future in USA. Militaries are focused on swarms of mass produced, cheap drones. Not advanced ones. In Ukraine, they already established their own companies that are more in touch with current battlefield trends. When gulf states need help with cheap Iranian drones, they call Ukrainians. Additionally, all parts of cheap drones can be separated in 2 categories: 1 - can be sourced from anywhere and there is no point of importing (like cardboard wings or simple engines), 2 - production is domonated by China (camera lenses, transmitters, bateries). Even if we are talking about the advanced long range drones - long term, China will dominate those too since they need bateries (to be light and silent / hard to detect) and China has rare earths monopoly. On top of that, some american drone companies (AVAV) are simply run by scammers that can't be trusted (court cases against them are 100% legit since they were covering up problems with government contracts).

CatAfraid2244

I own that stock since $220. At this point I'm sure that its going under $100, even if Snp500 was to reach ATH (not gonna happen because of interest rates risk, but still). This sector is cursed, there is no value in producing advanced drones since militarny is focused on mass produced cheap ones. Additionally, AVAV is literally worst of them all since its management are a bunch of scammers.

SolidReporter8229

That or AVAV. Looks like a solid trade

Si1verange1

I like BOTZ, which contains AVAV. I think I prefer the BOTZ holdings over ROBO.

Rock_or_Rol

Don’t listen to the analysts.. AVAV They have a UAE relationship (we just loosened defensive sale restrictions on them today), they have a foothold in Germany (EU + nato spending), and Congress is on the verge of passing the NDAA after a litany of good news. Drones, drone defense, interceptors, automated weapons and aerospace. Hot knife, but there are some juicy catalysts ahead. Check out the insider buys

Q_dawgg

Counter drone systems and high volume low cost drone systems might be something to look at, specifically with AVAV’s LOCUST system, which is modular and applicable towards JLTV vehicles, smaller naval vessels and fixed military installations, while Lockheed’s system could be cause for concern in terms of large naval vessels like aircraft carriers and destroyers, smaller, temporary military bases, portions, and naval vessels seem ripe for smaller companies which probably aren’t looking for large volume contracts In terms of loyalty to current suppliers this is also a cause for some concern, but these drone companies have proven to score a number of contracts from not just the U.S. military but foreign militaries as well

wrongrobertpatrick

KTOS AVAV rally on the way

Halvinz

I have ONDS, AVAV, KTOS, and UMAC on my radar. PDYN and RCAT to a lesser extent. ZENA and UAVS are the no-nos for me.

dataCollector42069

got in AVAV at 154 then realized how stupid that was and got out at 152

JC_0474

AVAV also has the class action lawsuit in play and pitchfork wielding institutional investors. Surged after earnings then tanked. It briefly recovered a bit Wednesday morning via positive investor's day presentation and now has tanked 18% more to where's it's only 3% above the earnings report. I'd feel sick if I was a bagholder....

ryan1826

AVAV your welcome...

winston511

Holy shit where’s the bottom on AVAV

Rock_or_Rol

Drones probably are going to rally hard soon if the NDAA gets passed without too much trimming. 250x increase military spending on autonomous weapons (from 20sh million to 50 billion). KTOS, AVAV, UMAC, RDW, RCAT are my picks. I’m simping particularly hard for AVAV though. They’re wayyyy oversold with the best PE ratio and they go beyond UAVs into other robotics, interceptors, drone defense and aerospace. If they get a lot of work from their scar contract back, they’ll moon ontop of the increased spending.

Rock_or_Rol

There’s NATO and EU defense spending and AVAV has a decent German presence, but yeah, NDAA is the big one.. unless maybe the SCAR procurement process makes it clear that AVAV is likely to keep that contract or the class action against them gets dismissed.. which I doubt it will unless those contract good faith stop work clauses are pretty standard for the military, but who knows? Seems like a pretty one sided contract though wtf lol

Dude_HaHa

# Puts on AVAV

Rock_or_Rol

AVAV: double beat earnings, gets a $500 million contract after, Germany deal before nato spending, interceptor production increase at a fraction of patriot costs, interceptor deals with crazy backlog demand on historic stockpile shortages, NDAA likely to get passed this month that increases automated defense weapon spending by 240 (20 mil to 50 billion), AVAV still likely to retain lion share of SCAR contract Every other drone stock: rallies on AVAV earnings Some analyst: temporary growth or something, idk AVAV: drops 25% Other drone stocks still holding the rally: 👀 I’m pissed lol

Own-Recipe5908

AVAV being down this much in a war where it was proven we don't have enough cheap drone tech is so fucked.

Rock_or_Rol

Weathermen don’t move markets. It’s market manipulation before the senate passes the NDAA… which has a 240x increase on autonomous weapons while they claim AVAV’s growth is now capped?? The tailwinds to drones, interceptors and aerospace is off the charts right now.. anyways, at best, they’re retarded

Rock_or_Rol

At what point can we sue analyst for being beyond retarded? Theyd have a 3-10 trillion market cap for spacex while continuing to shit on AVAV with a 9 billion cap. Just.. wtf 😂 god damn

wrongrobertpatrick

Loading up on KTOS and AVAV

winston511

Holy fuck holding AVAV is exactly like that meme of the power strip cutting his own cock off with a knife, this fuckin thing gets rugged relentlessly everyday

dataCollector42069

AVAV is a piece of shit bought it yesterday

Own-Recipe5908

Fuck you, buying 3 more AVAV shares.

conrad_or_benjamin

Robotics. Next phase of ai is automation. SYM, SERV, PDYN, TER, ISRG, AVAV

dataCollector42069

Bought some AVAV here

Rock_or_Rol

If they get their SCAR contract back from the spaceforce and no rate hikes, autonomous weapon regulation or bubble popping, it will be a 3x bagger by October imo They are facing a class action… but it might get dismissed with their backlog. USSF (lol) pulled it at no fault of AVAV. Class action complaint is premised on misleading investors about their backlog, but they’ve already recouped that projected revenue revision. They’re still poised to keep the lion share of SCAR too.

OkBeginning9576

Anyone in calls for AVAV? Lookin 30d out

Rock_or_Rol

Yeah! I’m leveraged AF with 75% AVXX shares and calls. I am worried about a defense pull back from RTX and the other big boys, but I’m running this with a bearish hedge. If anything will do well in the next few months, it’s AVAV

Rock_or_Rol

AVAV announces $500 million contract award from Monday, after huge earnings and guidance beat Upcoming defense bill being pushed through Congress that has a 240x increase line item on autonomous weapons (DAWG program). Good luck

3brcuse

AVAV holy +7% premarket

winston511

Thought I missed the boat on AVAV after that rip but it’s such a shit stock that it held zero of the gains and tanked back down

MegalodonBite

I will say Eli Lilly has been a great company to preserve cash.... and any DCA into eli lilly is worth it before they release their new GLP3 (blockbuster in gray market already).... It has swung with AI or iran oil. The other sector im keeping a close eye on - drones. RCAT/AVAV are amazing buys but even more volatile...

Rock_or_Rol

Can someone please tell 🥭 to full port AVAV and then give them the SCAR contract back to both destroy the class action with a dismissal and surpass their ATH backlog?

Illustrious_Wing_157

AVAV Just got another $31 million contract from Germany, gonna hit 200 in no time 🚀

Own-Recipe5908

Military needs drones. Real bad. AVAV is the stock for that, and they're far off the 52 wk.

Golfwizard001

AVAV junk or jewel?

RandomGenerator_1

With the start of Q4FY26 now, it will be an interesting summer for sure. Last September was a 93billion spending record for the "Use it or lose it" spending spree for the fiscal year. July through September is spending spree time to allocate the remaining budget. Will AVAV be THE beneficiary? I doubt it. They are a strong company, but they lost momentum somewhat in favor of the new guys and gals in town: RCAT (current marketing officer came from AVAV and recognizes that RCAT is at the brink of the year 2015 style break out that AVAV The defense sector is heating up, recognized by Lockheed anouncing a 3.5 billion dollar acquisition. They know they have to act now before the massive growth phase. And they won't be the only one.

Wide_Open_Buttcheeks

That's what you did with AVAV 🤣

verified-trader

**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **AVAV** | $187.00 (above) | $169.97 | +10.0% | Jul 15, 1:46 PM |

Aldribuds

!banbet AVAV 187 2w

oknBagholding

So with AVAV results what do we think about KTOS calls

Future_Beautiful_428

AVAV for sure

trsx5

No shares to short on AVAV. Give me a break..

CharacterSell4054

LOL, AVAV going nuts over mediocre earnings and guidance. What's up?

Lost_in_space424

I’ve been watching RCAT, RDW, KTOS, and AVAV. AVAV was the best for market tape, but I forgot to buy stake. I think their company is dogshit though. RCAT has the best business imo because they’re focusing on DJI type replacement drones, but they’re struggling to find profitable footing, and RDW/KTOS is the moonshot KTOS has a lot of legal issues though. None of these companies look that great under the surface, but no government contractor really does. NFA for sure, but I’m holding RDW and RCAT, watching KTOS, and was planning on being in AVAV but. Now I think they’re “overvalued”, once they hit some profit taking point I’ll add a symbolic position and watch them.

CuriousPereon_mrW

All hail AVAV!! 🚀

octopus4488

4 posts about AVAV out 15 I just read. Could a mod please start banning these?

-user222

should i hold or sell my AVAV 175C expiring friday?

Thetatterer

Spending all my lunch 🌮💵 on AVAV, RCAT, AVEX

dmhoward843

UMAC & ONDS as sympathy AVAV play

Elbeske

Bought 100 shares of AVAV before close yesterday, nice little trade so far

Thetatterer

Was working all day and night- thought ok- I want to dca down anyway… for once I picked something right (atleast for today lol) AVAV - bought more this afternoon. 🥳

Hefty_Cod_2037

Just won big from the AVAV earnings today. Did shares only though. Gonna roll into shares of RCAT and KTOS tomorrow

isospeedrix

need AVAV gap up 30% tmr

IvoryTowerResident

$AVAV • Revenue $642M vs Est. $559M • EPS $1.85 vs Est. $1.47 • EBITDA $140M vs Est. $126M • Funded Backlog: $1.2B (+65% YoY) • Bookings: $2.7B • Book-to-Bill 1.4x ***FY27 Guide*** • Revenue $2.2B vs Est. $1.9B • EPS $3.17 vs Est. $2.87 • EBITDA $315M vs Est. $345M Drone stocks have been absolutely beaten to death the past month. Lets see if this sector gets reignited along with physical AI

IvoryTowerResident

AVAV smashed earnings. Great buy imo see where momentum carries it.

aperartnft

Fair picks. AVAV is definitely the most established of the group with proven execution and growing defense demand. KTOS has quietly built a solid business across drones and autonomous defense systems, while RCAT probably has the highest volatility but also some interesting catalysts if it keeps winning military programs. I still like UMAC because it's more of a picks and shovels play on the domestic drone supply chain.

CivilizedSteve

I like AVAV KOTS and RCAT a bit better but yes UMAC is an interesting speculative. AVAV has revenue now from drones, which just doubled. KTOS is also growing. RCAT is very volatile and is speculative but I like it. And own it.

winston511

Literally bagheld AVAV for two months, capitulated and sold last week and now they’re up 20% after earnings. Still feel fine about selling bc even with the 20% they’re a couple bucks off my cost basis but it’s just fucking annoying.