AeroVironment. Every tracked FinTwit mention of $AVAV, newest first. 120 mentions since the first on Oct 6, 2025. See the price chart.
June 2026 · 4 mentions
Jun 4
PhotonBull — Nice bounce on the markets so far today
Noticable strength in $IWM and especially space and defense which seems hopeful for a bounce in $EOS.AX tonight
$ONDS $ITA $RKLB $ASTS $AV…↗
Jun 4
BMSInvests — @JeffGabel @bodoxstocks Would love to see laser capabilities. It’s why I invest in $AVAV too.↗
Shay Boloor — THE AUTONOMY LAYER OF THE DEFENSE BUILDOUT
President Trump is pursuing funding deals with drone companies to boost domestic production & the market is starting to reprice unmanned…↗
May 29
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Dell $DELL says customer conversations around AI infrastructure are increasingly multi-year in nature,…↗
May 28
CK Capital — The Trump administration just confirmed it is in active talks to fund US drone companies.
The Pentagon has been in discussions for months. The WSJ broke it today.
$RCAT up massi…↗
BMSInvests — First $AVAV and now $ESLT entering the fray with a layered CUAS system similar to $ONDS.
Nothing similar to Sentrycs in either solution, though.
https://t.co/g6oH7O5rzX↗
Apr 24
Mike Investing — Earlier this week the Pentagon announced a $1.5T Defense budget…
Here are the top 10 Biggest Winners:
1. $PLTR ~ Palantir
2. $ONDS ~ Ondas
3. $RKLB ~ Rocket Lab
4. $ASTS ~ AST S…↗
Apr 21
Michael Sikand 🦑 — This is insane.
The $1.5T U.S. defense budget lays out $75B for drones.
The combined market cap of U.S. pure play drone primes like $AVEX $AVAV $KRATOS is $27B.↗
Jason Luongo — These stocks may be worth buying on future dips:
AI Compute: $NVDA $AMD $AVGO
AI Memory: $MU
AI Infrastructure: $IREN $NBIS $VRT
Networking: $MRVL $ANET $ALAB
Photonics: $AAOI $LI…↗
Mar 26
Serenity — If you don't know my style by now:
I identify upcoming sectors (photonics, memory, drones), then go long on the entire supply chain.
I'm not always right, though.
$AVAV and the…↗
Mar 26
Serenity — @yathatone2 Sorry to hear, drone stocks like $AVAV and $DPRO were my biggest losers and I lost solid 6 fig on that.
I posted earlier I cut my losses on them since Greenland peace…↗
KaizenInvestor — I’m against war. Every war. But as an investor, you have to navigate the world as it actually is, not as you want it to be.
Geopolitical conflicts happen, and when they do, you ne…↗
Feb 22
Mike Investing — The President, White House, & even Sec of War have been quite literally telling you what to buy…
The next sector to see euphoric upside will be Drone technology.
These names…↗
Feb 19
Nancy Pelosi Stock Tracker ♟ — Well this call has played out well
A couple days ago we flagged Rep. Cisneros' buy of the drone defense contractor Aerovironment $AVAV
Because he sits on the Armed Services for I…↗
Mike Investing — If you have these sectors in your portfolio you will greatly outperform the S&P500 in 2026:
Space ~ $ASTS, $RKLB, $LUNR
Drones ~ $ONDS, $AVAV
AI ~ $IREN, $CIFR, $NBIS, $ZETA…↗
Jan 29
Mike Investing — The White House is betting Trillions on these 5 sectors for 2026…
Space ~ $ASTS, $RKLB, $RDW, $PL
AI ~ $IREN, $CIFR, $NBIS, $ZETA
Robotics ~ $TSLA, $PATH, $RR
Energy ~ $EOSE, $…↗
Jan 25
Mike Investing — These 3 sectors will dominate the markets in 2026:
1. AI compute & Infrastructure ~ $IREN, $NBIS, $CIFR, $ZETA, $AMD, $MU, $NVDA, $ASML
2. Robotics & Drones ~ $ONDS, $TSL…↗
The Future Investors — Morgan Stanley expects the global robotics market to grow from $91B today to $25T by 2050 — a 250× expansion 🤖🚀
Robotics is a full stack — these stocks stand to benefit 👇
🥇𝗧…↗
October 2025 · 3 mentions
Oct 29
KawzInvests 🦑 — Interesting ownership structure analysis here.
$KRKNF at 26% institutional ownership vs typical defense contractors at 60-80%. Trading at 33x EBITDA while $AVAV and $KTOS trade at…↗
Oct 9
Michael Sikand 🦑 — Autonomous defense stocks make so much sense rn
All the upside of AI.
Minus bubble risk.
Militaries will not stop this build-up cycle in a downturn.
The issue is names like $A…↗
Oct 6
Michael Sikand 🦑 — Kraken Robotics is profitable, growing at lightspeed, and no one knows about it.
Revenue growth of 65% CAGR 2020-2024.
High barriers to entry = gross margins 56%, net 20%
TTM P/…↗
— Taps sign
Hope you listened
$ONDS $UMAC $AVAV $KTOS
Not a bad day for EU/US defense stocks
Let's see what Australia brings tonight for $EOS.AX
Shay Boloor — DRONE STOCKS ARE RIPPING TODAY
• $UMAC +48%
• $RCAT +25%
• $UAVS +21%
• $ONDS +20%
• $DPRO +18%
• $AVAV +17%
• $AIRO +16%
• $KTOS +14%
I called out earlier to the community that…↗
May 28
Dustin — Drone stocks popping on a WSJ report that the Trump Administration is in talks to fund U.S. drone companies $AVAV $ONDS $UMAC $RCAT $KTOS https://t.co/BaRLnxR11T↗
May 28
BMSInvests — 🚨 $AVAV Awarded $20 Million Contract to Advance Ceramic Materials Research for the U.S. Air Force and Space Force
AV and AFRL researchers will develop advanced ceramics, composit…↗
May 28
Jason Luongo — $AVAV - AeroVironment (~$196)
Largest U.S. pure-play military drone company. $2.8B backlog. $990M Switchblade IDIQ contract with the Army. Just selected for the LASSO program with…↗
May 28
Michael | Hypermarkets — President Trump is now investing billions into drones.
He is replacing Chinese technology in military.
Here's 7 companies with 10x-20x probabilty:
1. $ONDS — Iron Drone Raider…↗
May 28
InvestmentGuru — Key drone stocks now on watch:
Defense & Tactical Drone Leaders
→ $AVAV — Switchblade, Puma, AI/autonomy expansion after BlueHalo acquisition
→ $KTOS — Multi-domain autonomous sys…↗
May 28
InvestmentGuru — The U.S. Drone Race Is Accelerating — And The Market Is Finally Paying Attention
Reports suggest the Trump administration is advancing financing talks with multiple drone companie…↗
May 28
PhotonBull — This guy called the defense bottom
My $ONDS calls should be having a good day
$AVEX $EOS.AX $KRKNF $PNG.V $AVAV $KTOS $MLRN https://t.co/ASLxhPJNqS↗
May 28
Dustin — IMHO - There will be a huge surge in all US drone related stocks today, similar to what we saw last week in quantum computing, w the same gov posturing.
$ONDS , $AVAV , $KTOS , $AV…↗
May 28
BMSInvests — I told you yesterday, the rotation will be legendary.
$ONDS $AVAV $KTOS $UMAC $RCAT↗
May 28
Shay Boloor — President Trump is pursuing funding deals with a group of drone companies to boost domestic production.
Another signal that U.S.-made drones are becoming a national security prior…↗
May 27
BMSInvests — The rotation will be legendary.
$ONDS $RCAT $UMAC $AVAV $KTOS↗
May 26
Michael Sikand 🦑 — $KRKNF came surging from the deep today.
I still think it's one of the highest quality growth stocks you can own.
The valuation looks very attractive post Covelya and comes witho…↗
May 26
Mike Investing — The literal White House is telling you to prioritize these 5 sectors amongst your portfolio…
1. Space ~ $RKLB, $ASTS, $RDW, $PL
2. Neo-Cloud ~ $IREN, $NBIS, $APLD, $CIFR
3. Rare E…↗
May 26
BMSInvests — $AVAV
AeroVironment, a global defense technology leader, today announced an additional government investment of $20.2 million in AV's Huntsville, Alabama facility to increase quan…↗
May 26
BMSInvests — $AVAV
AV Expands Huntsville Facility to Accelerate Production of Next-Generation Freedom Eagle-1 Interceptor
https://t.co/lXJq76ssEB↗
May 24
InvestmentGuru — THE THEMATIC WATCHLIST — 2025 EDITION
Every mega-trend. Every sector. One list.This is how I’m thinking about capital allocation across the next cycle 👇
AI
→ $GOOGL $PLTR $NVDA $…↗
May 23
Shay Boloor — 10 WAYS TO PLAY ROBOTICS IN 2026
1. $TSLA building one of the most vertically integrated humanoid stacks combining Optimus Gen 3 hardware, its in-house AI5 inference chip & same F…↗
BMSInvests — 🚨 $AVAV Expands AV_Halo™ Platform with INSTINCT and DETECT to Enable Faster, Resilient Decision-Making at the Edge
Extending AV_Halo with distributed autonomy and resilient RF se…↗
May 19
BMSInvests — @bennybigbull Been mostly flat so far this year, trimming into strength to diversify, roughly 10% cash atm so same thoughts as you.
Think we spoke about $AVAV before too so I’m bu…↗
May 19
BMSInvests — @BMSInvests Portfolio Update
My portfolio is still heavily weighted to defence:
• $ONDS: 94.71%
• $AVAV: 3.17%
• $KRKNF: 2.12%
I sold out of $SRFM for +12% after $PLTR sold near…↗
May 16
InvestmentGuru — Play to watch in Physical AI
🤖 Robotics & Automation
Humanoids, service robots, warehouse bots, field robotics
Core Platforms & Robotics Builders
$TSLA – Optimus humanoid plat…↗
May 14
InvestmentGuru — Here are the robotics stocks grouped by segment
Robot Automation
$ROK – Rockwell Automation
$ZBRA – Zebra Technologies
$CGNX – Cognex
$PATH – UiPath
$PEGA – Pegasystems
Medical R…↗
May 13
Michael Sikand 🦑 — I need to talk about $KRKNF.
The small cap underwater drone stock supplying Anduril that launched my name on FinX is down 20% in a month.
From its ATH of $7.56 it's now down 30%.…↗
May 13
BMSInvests — 🧵👀 $AVAV MUST READ: Important notes from the BofA Conference today ⬇️↗
May 13
BMSInvests — $AVAV
11. R&D philosophy and financial discipline
Nawabi was explicit that AeroVironment is not optimising for near-term EBITDA margin expansion. R&D intensity has historically r…↗
May 13
BMSInvests — $AVAV
7. MOSA (Modular Open Systems Architecture)
Nawabi was emphatic on MOSA, describing it as the U.S. Army’s strategy to build products from the ground up with standardised, d…↗
May 13
BMSInvests — $AVAV
4. Product portfolio: Lethal systems
On the lethal side, AeroVironment is the world leader in loitering munitions and one-way attack drones. The core family includes the Sw…↗
May 13
BMSInvests — 🚨🐂 $AVAV AeroVironment — BofA 33rd Annual Industrials Conference: Full Detailed Notes (May 13, 2026)
Speakers: Wahid Nawabi (Chairman, President & CEO) and Sean T. Woodward (EVP…↗
BMSInvests — $ONDS $AVAV
🗣️ HEGSETH: "The $1.5 trillion budget request put forward by [President Donald J.] Trump will build upon the historic $1 trillion FY26 top line and will continue to r…↗
BMSInvests — $AVAV $KRKNF
🗣️ “The Strait of Hormuz is not an isolated incident. It is a preview of a maritime environment where access is contested, time is compressed, and distance matters.”↗
May 11
BMSInvests — Bought more $AVAV & $KRKNF / $PNG.V↗
Jason Luongo — The President is telling you exactly what to invest in.
He just proposed a $1.5 trillion defense budget - that's a 44% increase.
Here are 10 defense stocks that are well off thei…↗
May 7
BMSInvests — $AVAV
🗣️ “Our collaboration with the FAA and the successful demonstration at White Sands were pivotal steps forward in our counter-UAS efforts," said Army Col. Scott McLellan, de…↗
May 7
Mike Investing — We are currently in a “once in a lifetime” AI super cycle…
Phase 1 was: (already gone)
Semiconductors ~ $NVDA, $AMD, $INTC, $ARM
Phase 2 is: (passing by now)
Memory ~ $MU, $SNDK,…↗
May 7
Wolf Capital — You're telling me $EOS.AX is on a fire sale down in AUS market anon?
$AVAV and $LASR up today, meanwhile we have articles like the below pop up? And $EOS.AX down?
https://t.co/t0…↗
May 6
BMSInvests — @cRanberryFloss @itschrisray Nice day for $AVAV for sure.
Need to listen to the $KTOS call tomorrow but the top level numbers look good! You got a position in $KTOS too?↗
May 6
BMSInvests — Great first day for the new portfolio.
✅ $SRFM +20.91%
✅ $UAMY +11.75%
✅ $AVAV +5.59%
✅ $KRKNF +2.13%
❌ $ONDS -0.75%
Will be building the new positions out over the next few week…↗
May 6
BMSInvests — $AVAV today announced a historic milestone for directed energy and homeland defense following the successful execution of a first-of-its-kind counter-unmanned aircraft system (C-UA…↗
May 6
BMSInvests — $AVAV LOCUST Demonstrates Landmark Capability at White Sands with JIATF-401 and FAA
https://t.co/SfYJnZ9cLX↗
BMSInvests — @AlexMtcrypto Do like it..just don’t think I prefer it to $AVAV $ONDS $KRKNF for my defence picks.↗
May 5
BMSInvests — In July 2025, I went all-in on $ONDS.
Today, that single bet has delivered a 10X on my portfolio and I’m forever grateful for that decision I made.
But, as we step into May, I’ve…↗
May 5
BMSInvests — Started a small position in $AVAV @ $170.↗
May 5
BMSInvests — Great day to buy drone stocks.
$ONDS $AVAV $KTOS↗
May 4
Wolf Capital — $EOS.AX If HELW is the next platform shift, the question isn’t whether the US funds it, it’s who captures the revenue while domestic programs catch up.
$AVAV and $LASR are the obv…↗
BMSInvests — @itschrisray Think I’d only start a position in one.
Been leaning more toward $KTOS but $AVAV new layered CUAS has intrigued me.↗
May 1
BMSInvests — $AVAV & $KTOS looking like decent buys here IMO.
Tempted.↗
— I just put 20% of my $6,200,000 @joinautopilot fund in one stock.
$AVEX is a newly IPO'd drone stock with a vast battle tested portfolio, a vertically integrated software platform…
Michael Sikand 🦑 — $AVEX - This $3.6B Anduril competitor could be the next 5x drone stock.
Calling it at $34/share as the most asymmetrical defense stock since $KRKNF.
AEVEX went public on the NYS…↗
— @bennybigbull Nope, sold for solid 6 figure loss on $AVAV and rotated to photonics.
Wayne Liang — I've made millions trading themes. You may lose some trades, just make sure the wins make up for it.
Since I shared my list:
$ONDS +3.47%
$OSS +26.88%
$AVAV -16.36%
$KRMN +14.6%…↗
Mar 11
BMSInvests — @ondsbull I haven’t followed $AVAV closely enough to comment unfortunately↗
Mar 10
TheValueist — $AVAV AeroVironment, Inc. (AVAV) — Q3 FY2026 Earnings Preview
Setup in Brief: Q3 is a transition quarter — management guided a 45/55 H2 revenue split with 70% of H2 EBITDA loaded…↗
Mar 9
BMSInvests — $ONDS $RCAT $AMPX $UMAC $AVAV $DPRO
Needham Names Top Drone Stocks to Buy as Unmanned Tech Boom Grows
https://t.co/lkOIiRnQw3↗
Mar 8
Wayne Liang — Once there's war de-escalation, we'll rally.
Make sure you're watching these stocks:
$FLY
$ASTS
$RKLB
$ZETA
$IREN
$CIFR
Then the next move most people will miss:
Shortly after…↗
Mar 7
BMSInvests — $ONDS
👀 More allocation than $AVAV $RCAT $UMAC $DRH↗
Mar 2
Wayne Liang — @ni29219 $AVAV was double downgraded by RJ - caused defense sector to pullback. Overreaction IMO.↗
Mar 2
KaizenInvestor — Pre-market of the mentioned stocks:
$PLTR: +3.84%
$PL: -3.07%
$RTX: +7.18%
$LMT: +6.24%
$DRS: +2.63%
$HII: +4.58%
$AVAV: +12.19%
Sometimes investing is really straightforward.↗
Mar 2
Wayne Liang — As promised, here's my watchlist of Defense related tickers. I highly suggest keeping an eye on them tomorrow:
$ONDS
$OSS
$AVAV
$KRMN
$RCAT
$UMAC
$KRKNF
$KTOS
The US/Israel-Iran…↗
Mar 1
Mike Investing — The war between the U.S. & Iran has officially begun, and as a result war stocks will rise heavily.
If you aren’t invested into these picks by now then you’ll soon be left behind:…↗
Mar 1
Wayne Liang — And where will the US get it from?
$ONDS
$RCAT
$KRMN
$AVAV
And many more. I'll share my watchlist of Defense-related tickers soon, as well as Oil companies that could see a surge…↗
— As the US & Middle East tension continues to grow, I expect the Defence theme to continue its run. $ONDS $RCAT $OSS $KRMN $AVAV and more.
Yesterday was just a taste of what's…
Nancy Pelosi Stock Tracker ♟ — As rumors swirl of a possible US x Iran conflict, keep an eye on these Politicians buying war stocks within the last 3 months ...
1. Markwayne Mullin (R) bought Raytheon
- He sits…↗
Nancy Pelosi Stock Tracker ♟ — Keep an eye on this war stock ...
Rep. Cisneros sits on the Armed Services for Intelligence, Spec Ops, and Military Personnel Committee
He just bought Aerovironment $AVAV which i…↗
Feb 3
Mike Investing — Investing in these 5 sectors will make your portfolio greatly outperform the markets in 2026:
Space ~ $ASTS, $RKLB, $LUNR
AI ~ $IREN, $CIFR, $NBIS
Drones ~ $ONDS, $AVAV
Robotic…↗
— In 2025 many millionaires were made from my callouts…
Some of which include:
$AMD at $76 & ran to $267+
$HOOD at $29 & ran to $154+
$BABA at $80 & ran to $192+
This year these…
Mike Investing — The President & the White House have been quite literally telling you what sectors to invest in:
Space ~ $ASTS, $RKLB, $LUNR
Robotics ~ $TSLA, $RR, $PATH
AI ~ $CIFR, $IREN,…↗
Mike Investing — 2026 is your turn to become a millionaire…
Last year there was many generational opportunities like:
~ $AMD at $76 & ran to $267+
~ $TSLA at $210 & ran to $499+
~ $HOOD at $29…↗
Jan 18
The Future Investors — 𝗧𝗵𝗲 𝗦𝘁𝗼𝗰𝗸 𝗕𝗮𝘁𝘁𝗹𝗲 - 𝗥𝗼𝘂𝗻𝗱 𝟵𝟱
This week: a new battle is coming 🔥
Which clash do you want to see next? Pick your battle ⚔️👇
💾 $MU vs $HXSCL
🏛️ $BRK.B vs $B…↗
Jan 18
Michael Sikand 🦑 — Good morning, need a wake up call?
TTM P/E Ratio Of Popular Drone Stocks
$KTOS 985
$ONDS -34.5
$AVAV -207
$KRKNF 122
Now please point out to me which on the list is a criti…↗
Jan 8
Mike Investing — These 7 picks will be directly benefitted from the $1.5T 2027 U.S. defense budget:
1. $ONDS ~ Provides the secure, jam resistant communication backbone for drone operations.
2. $P…↗
Jan 3
Mike Investing — This morning the US has invaded Venezuela.
Everyone is led to now asking the same question.
How can you actually make money from it?
1. Oil and heavy sour crude ~ $VLO, $MPC, $X…↗