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Defense

AeroVironment, Inc.

AVAVNASDAQdiversified
Market cap$7.9B
Conviction3/ 5
HQArlington, VA
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For informational purposes only. Not financial advice, not a recommendation to buy or sell any security. Standing Order is a directory and research project, not an advisory service.

Price · 1Y

$155.94

-13.6%

Thesis

AeroVironment pairs combat-proven small unmanned systems and loitering munitions with a broader multi-domain portfolio following its 2025 acquisition of BlueHalo — spanning space, directed energy, and cyber.

Catalysts

  • Loitering-munition demand from ongoing conflicts
  • Program-of-record wins for small UAS
  • Funding tailwinds for American drone makers

Recent events

Material filings, federal awards, and regulatory activity. Impact is scored against market cap.

  • Sep 9
    Financial resultsSEC

    8-K filing (items 2.02, 7.01, 9.01) disclosing financial results and exhibits.

  • Aug 7
    LeadershipSEC

    8-K filing disclosing items 5.02, 7.01 and 9.01 related to officer or director changes.

  • Jul 29
    LeadershipSEC

    8-K filed disclosing items 5.02 (officer/director changes), 7.01, and 9.01.

  • Jun 29
    Financial resultsSEC

    8-K filing (items 2.02, 7.01, 9.01) disclosing financial results.

  • Jun 25
    LeadershipSEC

    8-K (items 5.02,7.01,9.01) filed disclosing officer or director changes and related exhibits.

  • Jun 22
    OtherSEC

    8-K with Items 4.02 (non-reliance on prior financials) and 5.02 (officer change).

Not financial advice — research and opinion only. Disclosures