Latest news with #WahidNawabi
Business Insider
17-07-2025
- Business
- Business Insider
AeroVironment CEO sells $4.55M in common stock
In a regulatory filing, AeroVironment (AVAV) disclosed that its CEO Wahid Nawabi sold 17.3K shares of common stock on July 16th in a total transaction size of $4.55M. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week.
Yahoo
07-07-2025
- Business
- Yahoo
5 Revealing Analyst Questions From AeroVironment's Q1 Earnings Call
AeroVironment's first quarter saw a positive market reaction as the company's revenue growth outpaced Wall Street expectations, reflecting strong demand for its unmanned systems and defense technology products. Management cited the launch of three new offerings—P550, JUMP 20X, and Red Dragon—and robust loitering munitions sales, especially Switchblade, as primary growth drivers. CEO Wahid Nawabi emphasized that 'our investments in all business segments helped drive demand for our products, which led to key domestic and international wins.' International momentum and sizable contract wins, particularly with the U.S. Army and allied nations, contributed to the quarter's performance. Is now the time to buy AVAV? Find out in our full research report (it's free). Revenue: $275.1 million vs analyst estimates of $243.7 million (39.6% year-on-year growth, 12.9% beat) Adjusted EPS: $1.61 vs analyst estimates of $1.41 (13.9% beat) Adjusted EBITDA: $61.6 million vs analyst estimates of $55.53 million (22.4% margin, 10.9% beat) Adjusted EPS guidance for the upcoming financial year 2026 is $2.90 at the midpoint, missing analyst estimates by 27.9% EBITDA guidance for the upcoming financial year 2026 is $310 million at the midpoint, above analyst estimates of $240.7 million Operating Margin: 5%, up from 3% in the same quarter last year Market Capitalization: $12.11 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Louie DiPalma (William Blair) asked about the U.S. Army's transformation initiative and drone procurement plans. CEO Wahid Nawabi explained that these represent incremental opportunities and that AeroVironment is positioned to benefit from modernization priorities in drones and counter-UAS technologies. Greg Conrad (Jefferies) pressed on revenue guidance ranges and Blue Halo integration. Nawabi clarified that contract timing, especially U.S. DoD awards, drives the forecast range, and early integration focus is on cost—not revenue—synergies. Peter Arment (Baird) questioned segment-level growth variability, especially in Autonomous Systems. Nawabi attributed this to timing and scale of U.S. government contracts, emphasizing the company's readiness to deliver if budget approvals are timely. Andre Madrid (BTIG) inquired about potential impact from a proposed 5% NATO defense spending pledge. Nawabi said AeroVironment is well-positioned to meet increased European demand due to its proven, scalable systems and established presence. Pete Skibitski (Alembic Global) sought clarification on backlog dynamics and capital expenditures. Management confirmed backlog changes resulted from conversion of unfunded to funded contracts, not cancellations, and discussed elevated CapEx to support production for upcoming large programs. Going forward, the StockStory team will be closely monitoring (1) progress on integrating Blue Halo's technologies and realizing expected cost and operational synergies, (2) execution against major U.S. and international defense contracts—including Switchblade and new product orders, and (3) expansion of manufacturing capacity to meet growing demand. Additional focus will be on AeroVironment's ability to secure wins in NATO markets as European defense budgets increase. AeroVironment currently trades at $244.75, up from $191.22 just before the earnings. In the wake of this quarter, is it a buy or sell? See for yourself in our full research report (it's free). Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today.
Yahoo
27-06-2025
- Business
- Yahoo
AeroVironment, Inc. (AVAV) Overcame Worries About ‘Drone Shortage,' Says Jim Cramer
AeroVironment, Inc. (NASDAQ:AVAV) is one of the . AeroVironment, Inc. (NASDAQ:AVAV) is an American defense contractor that provides a variety of products such as drones, communications technologies, and software products. The firm's shares have gained 63% year-to-date primarily on the back of a 32% gain in June. AeroVironment, Inc. (NASDAQ:AVAV)'s stock soared after the firm's fiscal fourth-quarter earnings saw it post $1.61 in EPS and $275 million in revenue. Both these metrics beat analyst estimates of $1.39 and $242 million. In his previous remarks about the company, Cramer defended the pre-earnings weak share price performance and attributed it to market noise. This time around, he delved into a little more detail regarding the weak sentiment: 'Okay, AeroVironmnent, I think a lot people were worried about how much, you know, do they have drones, are they out of drones, who's got the drones, the cost of drones.' A rocket on its way to the sky, representing the power of the company's unmanned aircraft systems. Cramer was quite optimistic about AeroVironment, Inc. (NASDAQ:AVAV) in January as well. Here is what he said: 'Oh boy, I really like it. It really is the solution, I think, in a lot of ways to a Pentagon budget that may be too bloated but needs to be more effective. I like AVAV and I gotta tell you, Wahid Nawabi, he's been on the show and every time he's been a star.' While we acknowledge the potential of AVAV as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Globe and Mail
25-06-2025
- Business
- Globe and Mail
Why AeroVironment Stock Is Soaring Today
AeroVironment (NASDAQ: AVAV) topped quarterly expectations and closed out its fiscal year with its highest total bookings on record. Investors are pleased, sending shares of the drone manufacturer up 26% as of 10:30 a.m. ET. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More » Easily surpassing expectations AeroVironment is a manufacturer of small-to-midsized military-grade unmanned aerial vehicles (UAVs). The company's products have demonstrated their value on the battlefield in Ukraine, attracting a lot of interest among investors. The latest results appear to justify that interest. AeroVironment earned $1.61 per share in its fiscal fourth quarter ending April 30 on revenue of $275.1 million, easily topping Wall Street's expectation for $1.38 in earnings on sales of $242 million. "AeroVironment finished out fiscal year 2025 with a remarkable fourth quarter, which included record revenue, significantly higher profits, and a robust backlog nearly double that from fiscal year 2024," CEO Wahid Nawabi said in a statement. The company closed the year with $1.2 billion in total bookings, creating a solid pipeline of future revenue. Is AeroVironment stock a buy? In the past few years, AeroVironment has gone from a company with a promising suite of technologies to a battle-tested contractor. The company is poised to broaden the scale of its offerings in the years to come, both with larger, more complex UAVs and, thanks to the acquisition of BlueHalo, new space and sea-based systems. If there is a knock on the stock today, it is the relatively rich valuation for a defense contractor. AeroVironment trades at 63 times expected earnings, well above the 17 to 20 times range of more established contractors, including General Dynamics, Northrop Grumman, and Lockheed Martin. But AeroVironment is starting from a smaller base and has more opportunities to grow than those larger rivals in the years to come. For investors who can handle the potential volatility that comes with higher valuations, AeroVironment looks like a winner in the defense-tech sector. Should you invest $1,000 in AeroVironment right now? Before you buy stock in AeroVironment, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and AeroVironment wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $689,813!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $906,556!* Now, it's worth noting Stock Advisor 's total average return is809% — a market-crushing outperformance compared to175%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of June 23, 2025
Yahoo
25-06-2025
- Business
- Yahoo
Why AeroVironment Stock Is Soaring Today
AeroVironment topped expectations for the quarter, and ended its fiscal year with its largest bookings total in history. The company has established itself in the defense sector, and has opportunities to grow from here as it moves into new markets. 10 stocks we like better than AeroVironment › AeroVironment (NASDAQ: AVAV) topped quarterly expectations and closed out its fiscal year with its highest total bookings on record. Investors are pleased, sending shares of the drone manufacturer up 26% as of 10:30 a.m. ET. AeroVironment is a manufacturer of small-to-midsized military-grade unmanned aerial vehicles (UAVs). The company's products have demonstrated their value on the battlefield in Ukraine, attracting a lot of interest among investors. The latest results appear to justify that interest. AeroVironment earned $1.61 per share in its fiscal fourth quarter ending April 30 on revenue of $275.1 million, easily topping Wall Street's expectation for $1.38 in earnings on sales of $242 million. "AeroVironment finished out fiscal year 2025 with a remarkable fourth quarter, which included record revenue, significantly higher profits, and a robust backlog nearly double that from fiscal year 2024," CEO Wahid Nawabi said in a statement. The company closed the year with $1.2 billion in total bookings, creating a solid pipeline of future revenue. In the past few years, AeroVironment has gone from a company with a promising suite of technologies to a battle-tested contractor. The company is poised to broaden the scale of its offerings in the years to come, both with larger, more complex UAVs and, thanks to the acquisition of BlueHalo, new space and sea-based systems. If there is a knock on the stock today, it is the relatively rich valuation for a defense contractor. AeroVironment trades at 63 times expected earnings, well above the 17 to 20 times range of more established contractors, including General Dynamics, Northrop Grumman, and Lockheed Martin. But AeroVironment is starting from a smaller base and has more opportunities to grow than those larger rivals in the years to come. For investors who can handle the potential volatility that comes with higher valuations, AeroVironment looks like a winner in the defense-tech sector. Before you buy stock in AeroVironment, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and AeroVironment wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $689,813!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $906,556!* Now, it's worth noting Stock Advisor's total average return is 809% — a market-crushing outperformance compared to 175% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 23, 2025 Lou Whiteman has positions in General Dynamics and Lockheed Martin. The Motley Fool has positions in and recommends AeroVironment. The Motley Fool recommends Lockheed Martin. The Motley Fool has a disclosure policy. Why AeroVironment Stock Is Soaring Today was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
