AeroVironment remains my top pick for autonomous drone systems

Record revenue with 151% growth in Q2
Ukraine orders are no longer expected and offer surprise potential
Andreas Zehetner
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A. Zehetner
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AeroVironment (AVAV, i) remains one of the most exciting growth stories in the defense market, which is at a turning point with the transition to flexible and cost-effective autonomous drone systems. I am convinced by the rapid development of innovative systems and the production capacity that will expand with a new facility expected to be operational by the end of 2026, providing additional revenue potential of over 2 billion USD. Another differentiating feature is the new AV_Halo, which positions AeroVironment as a leading software and system...

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