AeroVironment Watchlist

tz-plus logo AeroVironment: Vertical Takeoff Thanks to Trump's $1.5 Trillion Announcement

D. Bußmann
Reading Time: 3 minutes

$1.5 trillion flight of fancy: Trump's budget proposal for 2027 triggers a massive sector rotation – AVAV benefits as a "high-beta" play on drones, significantly more than sluggish large caps. Volatility setup thanks to news turnaround: First, the dividend ban pressed prices down, then the budget news ignited a turbo – this rapid sentiment shift now creates massive buying pressure. AeroVironment (AVAV) is currently one of the most notable winners in the US defense sector. The price jump is less a "company story" than a macro headline...

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