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Price · 180d
$207.24
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