Total Ideas
1
Bullish Ideas
0 (0%)
Bearish Ideas
Recent Activity
0
"AVAV: 12-18 month price target $390 vs BofA's $300. Defense policy supercycle driving shift to expendable autonomous systems; Replicator program creating visible demand. BlueHalo acquisition transforms AVAV into Defense Stack Prime offering end-to-end solutions. Revenue +140% YOY to $454.7M, $1.1B funded backlog. Trading 7.7x forward P/S vs private peers at 20-30x, suggesting re-rating potential as growth/margins prove out."
Sentiment