Added to YB: 2026-03-16
Pitch date: 2026-03-12
AVAV [neutral]
AeroVironment, Inc.
-8.47%
current return
Author Info
No bio for this author
Company Info
AeroVironment, Inc. designs, develops, produces, delivers, and supports a portfolio of robotic systems and related services for government agencies and businesses in the United States and internationally.
Market Cap
$9.9B
Pitch Price
$213.07
Price Target
N/A
Dividend
N/A
EV/EBITDA
54.92
P/E
-38.03
EV/Sales
6.27
Sector
Aerospace and Defense
Category
turnaround
Mini Case Study – AeroVironment Crashes
AVAV (update): Q3 miss exposes BlueHalo disaster. $4.1B acquisition (Nov '24) turned marginally profitable drone co into wildly unprofitable one. Legacy biz fine, but BlueHalo's low-margin services & immature products crater margins. Stock doubled post-deal, then lost 50% in 2mo. CEO's 'transformational' rhetoric shifts to defensive as $2B rev/$300M EBITDA targets miss. PE seller won this trade.
Read full article (2 min)