Added to YB: 2026-01-13
Pitch date: 2026-01-06
AIRO [bullish]
AIRO Group Holdings, Inc.
-45.67%
current return
Author Info
No bio for this author
Company Info
AIRO Group Holdings, Inc., a multi-faceted advanced Aerospace and Defense company in the United States, Europe, and internationally.
Market Cap
$252.5M
Pitch Price
$11.56
Price Target
N/A
Dividend
N/A
EV/EBITDA
-6.71
P/E
-12.53
EV/Sales
N/A
Sector
Aerospace and Defense
Category
value
I’ve taken a position in $AIRO
AIRO (new position): Drone/defense co ~$300M MC, trading 2.5x fwd P/S vs peers at 30-40x. $190M 2025-26 booking guidance, NATO/Ukraine backlog for RQ-35 drones. Tailwinds from conflicts & $1T DoD spending. Missed Q3 revs ($6.3M vs higher expects) on shipment delays, stock fell $30→$10. High execution risk but no premium priced in.
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