Added to YB: 2026-01-13
Pitch date: 2026-01-06
AIRO [bullish]
AIRO Group Holdings, Inc.
+7.96%
current return
Author Info
No bio for this author
Company Info
AIRO Group Holdings, Inc., a multi-faceted advanced Aerospace and Defense company. It operates through four segments; Drones, Avionics, Training, and Electric Air Mobility.
Market Cap
$391.0M
Pitch Price
$11.56
Price Target
N/A
Dividend
N/A
EV/EBITDA
-52.50
P/E
-51.61
EV/Sales
3.91
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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