AeroVironment, Inc. Aktie News

Integration of Parry Labs' mission computing and MOSA architecture strengthens AV's P550 capabilities for the Army's Long Range Reconnaissance mission ALEXANDRIA, Va., Jan. 9, 2026 /PRNewswire/ -- Parry Labs , a defense technology company delivering modular open systems and edge infrastructure for the modern battlespace, is partnering with AeroVironment  Inc ("AV") (NASDAQ: AVAV) to architect, ...

Defense companies could soon see larger orders from the U.S. military. Drone manufacturers are well-positioned to benefit.

Investors are speculating that international tensions will spur increased defense spending. President Trump wants to boost the nation's 2027 defense budget to $1.5 trillion.

AeroVironment tops list of surprise leaders for defense stocks. Kratos, Karman, outpace legacy contractors like Lockheed Martin.

AeroVironment came up short in its second-quarter report. The company is benefiting from U.S. military policy.

AeroVironment, Inc. remains a high-conviction, volatile defense play, driven by record contract awards and persistent global tensions. Despite 151% revenue growth (9% ex-BlueHalo), AVAV's adjusted gross margin fell sharply to 27%, raising profitability concerns. Guidance was raised to $1.95–$2.0B revenue, but non-GAAP EPS was lowered; execution risk is high with 70% of EBITDA expected in Q4.

AeroVironment leads gains; Lockheed Martin, L3Harris advance toward buy points. Trump warns of military response to Iranian protests.

For decades, the defense sector was viewed as a safe harbor for conservative investors. Companies like Lockheed Martin NYSE: LMT or General Dynamics NYSE: GD were treated as bond proxies, stocks that offered slow growth, reliable dividends, and low volatility.