AVAV

AeroVironment received a $51 million U.S. Army order for additional Switchblade 600 Block 2 systems. AeroVironment is investing $100 million in a new California campus to boost production and meet defense demand. The company will report Q1 results September 9, with analysts expecting $459 million in revenue. AeroVironment Inc. (AVAV) stock gained overnight after the defense contractor secured a $51 million U.S. Army order for additional Switchblade 600 systems as investors turn to looming earnings, placing the drone maker’s execution and outlook firmly in focus. AeroVironment said on Wednesday that the U.S. Army placed a $51 million delivery order covering additional Switchblade 600 Block 2 systems. The deal also includes Block 1 units intended for an allied country through a U.S. Foreign Military Sale. See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox The latest contract is part of a five-year, $990 million Army deal for Lethal Unmanned Systems that began in 2024. AeroVironment said the new award follows the service’s earlier procurement of its newer Switchblade systems. “Continued investment by the U.S. Army in Switchblade 600 Block 2 reflects both the growing demand for long-range, precision loitering munitions and the proven reliability of the Switchblade family in demanding operational environments,” said Brian Young, Senior Vice President of Loitering Munitions, AeroVironment. The AeroVironment Switchblade 600 Block 2 is an upgraded version of the company’s long-range loitering munition (kamikaze drone). Built mainly to strike armored targets from a distance, it adds better sensors, AI-powered targeting, stronger communications and improved navigation to operate in areas where GPS and communications may be disrupted. AeroVironment stock traded nearly 1% higher overnight, ahead of Thursday. The stock is on track for a second week of losses. Heading into its Q1 fiscal 2027 earnings release, AeroVironment (AV) executed a series of aggressive strategic moves in August to strengthen its operational foundation, leadership governance, and global footprint. AeroVironment will invest $100 million in a new 400,000-square-foot campus in Moorpark, California. The site will combine five locations, helping the company improve production and meet rising global defense demand. The company also added aerospace and defense veteran Michael D. Ruppert to its board for his finance and deal-making experience. Additionally, AeroVironment is expanding in Europe by setting up local production in Greece through a joint venture called AV Eagle with Eyeonix SA. The move will help it serve Greece, NATO allies and other European markets. The company is slated to report fiscal first-quarter 2027 earnings on September 9. Analysts project $459 million in revenue and $ 0.30 per share in earnings, according to Fiscal AI data. On Stocktwits, retail sentiment around the stock remained in ‘neutral’ territory. A user said, “AeroVironment has had three separate swings of 40%+ in roughly the past three months.That’s an incredible amount of volatility for a stock of its size moving more than 40% up or down, recovering, and then doing it all over again multiple times in such a short period. Wild price action!!” Another user said, “Earnings coming up soon, curious how defense demand and margins are trending this quarter. Market seems split on guidance expectations going in. Volume's been picking up ahead of the print. Will be watching the commentary on order backlog more than the headline numbers.” AVAV stock has crashed 39% so far this year. Also See: No AI, No Problem: 5 Consumer Stocks Quietly Outperforming Nvidia This Year For updates and corrections, email newsroom[at]stocktwits[dot]com Shivani Kumaresan has no position in any of the stocks mentioned in this article. StockTwits' news team content is for informational purposes only and is not intended as investment advice. For more, see our editorial policy. This article was originally published on StockTwits. Related: Kevin Warsh Faces Fed Inflation Divide At Jackson Hole: Stephen Miran Says A Rate Hike Now Would Be ‘Really Strange' Kevin Warsh Faces Fed Inflation Divide At Jackson Hole: Stephen Miran Says A Rate Hike Now Would Be ‘Really Strange' NVDA Stock Posts Biggest Jump In 14 Months On $12 Trillion Valuation Call From Raymond James – ‘Supply Is The Primary Constraint’

Mercury Systems (MRCY) came out with quarterly earnings of $0.37 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.47 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected that this maker of processing systems and software would post earnings of $0.06 per share when it actually produced earnings of $0.27, delivering a surprise of +350%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Mercury Systems, which belongs to the Zacks Aerospace - Defense Equipment industry, posted revenues of $289.78 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 9.37%. This compares to year-ago revenues of $273.11 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Mercury Systems shares have added about 55.3% since the beginning of the year versus the S&P 500's gain of 13.1%. While Mercury Systems has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Mercury Systems was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.24 on $239.44 million in revenues for the coming quarter and $1.48 on $1.05 billion in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Aerospace - Defense Equipment is currently in the top 18% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. Another stock from the same industry, AeroVironment (AVAV), has yet to report results for the quarter ended July 2026. This maker of unmanned aircrafts is expected to post quarterly earnings of $0.34 per share in its upcoming report, which represents a year-over-year change of +6.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. AeroVironment's revenues are expected to be $474.57 million, up 4.4% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Mercury Systems Inc (MRCY) : Free Stock Analysis Report AeroVironment, Inc. (AVAV) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Download the Complete Report Here Key Takeaways: Revenue accelerated sharply from 1Q26, with SkyKnight license delivery and cash collection providing a better indication of underlying commercial progress than reported revenue alone. SWMR reported 2Q26 revenue of $216,413, up 56.6% y/y from $138,206 and more than 10x the $20,325 reported in 1Q26. The company invoiced approximately $1.5 million under the SkyKnight program and collected $1.4 million following license delivery, while only approximately $0.2 million was recognized as revenue, $0.1 million was deferred and the remaining amount was recorded as an advance. Certain deployment, integration and market-development payments associated with the program also reduced recognized revenue under the combined arrangement, creating a meaningful gap between commercial activity and revenue in the quarter. SkyKnight remains the clearest validation of SWMR’s licensing model, with contracted value expanding approximately 34% only weeks after the initial award without consuming the original upgrade optionality. The program’s contracted license value increased from approximately $2.9 million to $3.9 million after Meta Bureau increased projected production of its fixed-wing platform, while existing operating-system-to-full-autonomy upgrade options remain intact and could still lift the combined arrangement to approximately $14.2 million. Importantly, the approximately $1.0 million incremental award was outside the scope of the initial option structure rather than an exercise of previously disclosed upgrades. The original arrangement covered full-autonomy licenses across SkyKnight’s quadcopter and fixed-wing platforms together with operating-system licenses on planned production that can subsequently be upgraded to SWMR’s full platform. This structure gives SWMR two potential monetization layers as partner volumes grow: additional autonomy licenses as manufacturers increase production and higher-value software attach when OS-only units are upgraded over time. Oak Grove extends SWMR’s commercialization funnel beyond OEM integration into operator training and U.S. defense-channel exposure. SWMR’s relationship with Oak Grove Technologies integrates its autonomy software with the Chimera UAV platform, making Oak Grove the first U.S.-based company to integrate Swarmer’s autonomous software into its platform. Integration, testing and operational fielding were completed in late 2025 in Eastern Europe across ~100 test flights spanning varied weather and mission profiles, providing additional validation of the technology on a U.S. platform. Following the initial integration effort, the integrated Chimera systems remained overseas through early 2026 to support continued testing, operator evaluation and training before returning to Oak Grove’s U.S. headquarters for incorporation of operational feedback into future mission and training requirements. The partnership also benefits from Oak Grove’s established training and operational support activities with the U.S. special operations community, giving operators hands-on exposure to autonomous systems under realistic conditions and broadening SWMR’s customer-acquisition channel beyond direct OEM engagement. Combined with SWMR’s 100,000+ combat missions in Ukraine, the relationship provides a potential bridge between battlefield-proven autonomy and U.S. operator adoption, with the key commercial proof point remaining conversion of testing and training activity into funded defense programs. Lantronix creates a potentially scalable distribution wedge by embedding SWMR’s operating system at the compute layer rather than requiring software adoption after a drone is already designed. The collaboration is developing an NDAA-compliant compute platform for Group 1 unmanned systems with more than 400% greater onboard processing capability, targeting what SWMR sees as an underserved performance gap between lower-end Raspberry Pi systems and higher-end NVIDIA Jetson solutions commonly used for autonomy. With more than seven million drones projected to be manufactured this year, an embedded compute-layer position could provide SWMR with a scalable route into a substantially larger installed base. Strategically, the opportunity is larger than hardware integration alone: SWMR intends for its operating system to be embedded on the compute platform, allowing customers to upgrade to full autonomy through software rather than completing a separate integration. If adopted broadly, that architecture could shift customer acquisition earlier in the OEM design cycle, increase the installed base of upgradeable SWMR-enabled platforms, and create a lower-friction OS-to-full-stack monetization path. It also preserves the software-led business model because SWMR’s primary economics would remain tied to software penetration and upgrades rather than manufacturing the unmanned system itself. Brightline and Molfar expand the combat-data flywheel beyond platforms already running SWMR software, potentially accelerating AI development without waiting for every OEM integration to scale. SWMR continues to cite more than 100,000 real-world combat missions as a core source of telemetry, sensor information and operational feedback, but the new relationships broaden the available training dataset. Brightline provides access to operational data across unmanned platforms already used within the U.S. special operations community, including platforms whose manufacturers have not yet integrated SWMR, while Molfar contributes verified open-source and battlefield intelligence datasets to the AI training pipeline. The strategic implication is that model development can increasingly benefit from third-party operating data rather than only the installed SWMR fleet. This could broaden the range of mission profiles and operating conditions available for model training, strengthening the feedback loop between data capture, model improvement and subsequent deployment as the platform scales. Powerus illustrates both the scalability of SWMR’s integration model and why revenue can remain a lagging indicator even after technical work is complete. Integration work under the Powerus MOU has begun across several air and maritime platforms, with integration on familiar hardware configurations potentially requiring only 2-4 weeks including field testing, while substantially different platforms can require several months. More importantly, software integration does not itself trigger meaningful revenue. Once integration is completed, the manufacturer must still secure buyers for the finished platform, which are typically government customers operating through longer acquisition cycles. This creates a multi-stage funnel from MOU to integration, field testing, OEM production, government procurement and finally software revenue recognition. The relatively short 2-4 week integration period for familiar platforms indicates the technical layer can scale efficiently, but end-customer procurement remains the principal gating factor between integration progress and recognized revenue. The partnership strategy is broadening beyond defense deployments into dual-use autonomy applications, expanding SWMR’s addressable market without changing the core software architecture. In addition to Oak Grove, Lantronix, Brightline, Molfar and Powerus, SWMR is working with Tekmara and Florida International University to evaluate autonomous drone swarms for environmental monitoring and coastal restoration applications. These initiatives broaden the addressable use case beyond kinetic operations while leveraging the same multi-vehicle coordination architecture developed through more than 100,000 combat missions. The Tekmara/FIU initiative will evaluate coordinated autonomous operations across air, surface and underwater domains, using FIU’s Aquarius Reef Base as a real-world testing environment for persistent environmental monitoring and restoration. This supports SWMR’s broader dual-use strategy, with potential applications across environmental restoration, disaster relief, wildfire detection, search and rescue and other public-sector missions. Commercially, however, the initiatives remain at different stages of maturity, and the quarter did not disclose material revenue from these newer programs. We therefore view these programs as incremental extensions of the platform and customer funnel, with greater strategic relevance as they progress toward funded deployments and repeat licensing. Post-quarter leadership changes consolidate executive responsibility under Alex Fink while strengthening SWMR’s communications and market-development capabilities. Effective July 2026, Serhii Kupriienko resigned as Global CEO while remaining on SWMR’s Board, and President and U.S. CEO Alex Fink assumed the role of principal executive officer reporting directly to the Board. SWMR does not intend to appoint a successor Global CEO, streamlining the prior dual-CEO structure as the company scales commercialization and strategic execution. Separately, Swarmer promoted Garrett Kasper to Chief Communications Officer, bringing 30 years of experience across defense, aerospace, intelligence and cybersecurity, including prior work at L3Harris Technologies on the VAMPIRE counter-UAS program. In the expanded role, he will oversee global marketing, branding and corporate communications, supporting customer awareness and market development across U.S. and allied defense channels. SWMR expects gross margins to remain attractive as revenue scales, although they may moderate as engineering services are incorporated into customer contracts. 2Q26 gross margin increased to 84.8% from 59.4% y/y, providing early evidence of the high-margin economics embedded in the licensing model. Currently, cost of sales primarily consists of web-based data services, resulting in relatively low direct costs. As the company scales, engineering support is expected to increase COGS as a percentage of revenue, with management currently targeting approximately 80% gross margins, although the methodology remains under development and may vary by deal. While the current revenue base remains small, sustaining margins near this level as licensing scales would be an important driver of the operating leverage embedded in the 2027E profitability outlook. Operating expenses increased sharply as SWMR scaled its operations and transitioned to a public-company cost structure. 2Q operating expenses rose to $7.5 million from $0.9 million y/y, driven primarily by higher personnel, engineering and product-development costs, as well as increased legal, consulting and professional expenses. SG&A increased to $5.7 million from $0.3 million y/y, while R&D rose to $1.8 million from $0.6 million, reflecting investment ahead of the expected licensing ramp. The quarter also included one-time equipment purchases and $1.2 million of non-cash stock compensation, meaning reported expenses were partly elevated by non-recurring and non-cash items. The key forward consideration is whether software revenue can begin scaling across this expanded cost base, rather than requiring a meaningful reduction in investment to reach profitability. Capital formation is providing SWMR with greater flexibility to fund growth and pursue strategic opportunities as it expands beyond its core autonomy software offering. Cash and equivalents increased to $25.3 million at June 30 from $9.3 million at December 31, supported by IPO proceeds and equity financing, with a further $17.9 million raised through August 10, taking cumulative ELOC proceeds above $26 million. The stronger liquidity supports continued investment in engineering and platform integration while giving SWMR capacity to invest in or acquire complementary defense technologies and potentially broaden its value capture beyond software licensing. This aligns with the broader strategic vision recently articulated by Chairman Erik Prince around identifying and scaling battlefield-proven defense technologies that may lack capital, commercial infrastructure or international distribution. However, the strategy remains subject to acquisition execution risk and shareholder dilution from equity-funded capital deployment. Street estimates embed a hockey-stick revenue ramp as SWMR moves toward scaled license activation. Street estimates sourced from TIKR suggest revenue of $4.24 million in 2026E before rising to $25.0 million in 2027E and $40.0 million in 2028E, with EBITDA margin inflecting to 17.8% in 2027E and 28.3% by 2028E. With 2Q26 revenue of $0.2 million despite $1.4 million received from SkyKnight, the key focus now shifts to whether deferred/advance amounts and the broader partnership pipeline convert into recognized revenue in 2H26 and beyond, with SkyKnight recognition, OS-to-full-autonomy upgrades and additional OEM production providing the clearest paths to the expected 2027E step-up. Disclaimer: Exec Edge does not publish proprietary estimates, ratings, price targets, or investment recommendations. The valuation discussion below is illustrative only and is based on company filings, management commentary, and third-party data and estimates. It does not constitute a recommendation, price target, rating, or prediction of future pricing. SWMR trades at a clear premium to broader public-market peers, but we believe that premium is defensible given its combat-validated software model, hardware-agnostic architecture and higher-margin licensing potential. SWMR currently trades at approximately 22x 2027E sales, reflecting its early commercialization stage and significant operating investment. However, the valuation also reflects SWMR’s positioning as a combat-validated, platform-agnostic autonomy software provider rather than a traditional defense hardware or drone manufacturer, with the company increasingly expanding its ecosystem through OEM integrations, compute partnerships, operational data relationships and potential strategic acquisitions. The multiple declines to 14x based on 2028E sales (source: TIKR), highlighting the meaningful forward valuation compression as the expected software-license ramp scales. In our view, further support for the current premium will depend on converting SkyKnight, Powerus, Lantronix and other integrations into scaled deployments, recurring software revenue and improving profitability. SWMR’s premium to public drone peers is notable, but defensible given its hardware-agnostic software model, combat validation and stronger margin potential. Relative to the broader listed comp set, SWMR’s higher multiple reflects a business model with less hardware intensity, greater software attach potential and a path toward materially higher gross margins as licensing scales, while sustained relative outperformance will depend on converting integrations and license deployments into recurring revenue and positive EBITDA. Street positioning also remains constructive, with a consensus price reference of approximately $60 providing an additional external valuation benchmark. Private-market defense-autonomy valuations also support premium forward revenue multiples for differentiated platforms. A recent Financial Times report indicates Helsing was valued at approximately 32x forecast 2026 revenue, Shield AI at approximately 21x revenue, and Anduril at approximately 13x forward revenue. Against this range, SWMR’s approximately 22x 2027E sales multiple sits within the premium private-market autonomy range. While differences in scale, maturity, valuation period and hardware exposure limit direct comparability, SWMR’s hardware-agnostic architecture, 100,000+ combat missions and high-margin licensing model provide a defensible basis for premium positioning as commercial adoption scales. Read Exec Edge’s Initiation on Swarmer Inc. Here Subscribe to our Weekly Newsletter to Receive All Research Contact: Executives-Edge.com [email protected] The post Swarmer’s SkyKnight & Platform Expansion Builds Commercial Momentum – Quarterly Update Report appeared first on ExecEdge.

ONDS dropped 8% post-earnings despite raising its FY2026 revenue outlook, burdened by a forward P/E of 64 and heavy share dilution. RCAT and AVAV fell less than 4% today, confirming the selloff is company-specific and not spreading across the drone sector. Eight analysts rate ONDS a Buy with a $19 target, but defending the 50-day moving average near $9 is the immediate test. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Shares of Ondas Holdings (NASDAQ:ONDS) are down 8% at midday Thursday after the drone and counter-UAS company reported second quarter results before the open. The stock opened at $10 and has traded as low as $9 intraday. The move breaks a stretch of momentum that had carried ONDS up 40% over the past month. The unusual part of today's reaction is that Ondas actually lifted its outlook. The Stocktwits headline from August 13, 2026 asks "Why Is ONDS Stock Falling Even After Ondas Raised Its 2026 Revenue Outlook?" That framing matters. The disappointment lies elsewhere. Coming into earnings, Ondas had already raised its FY2026 revenue target to at least $390M in May, and the Q2 8-K filed this morning did not derail that trajectory. What appears to be weighing on the stock is the setup around it. ONDS carries an EV/Revenue of 40. Even looking forward to 2027, Ondas still traded for a forward P/S that was above 10 headed into earnings. Layer on the acquisition complexity. Our prior reporting flagged that Ondas had acquired six companies during 2026, which raises legitimate questions on integration, organic versus acquired revenue mix, and share issuance. And the stock came into earnings trading richly. History supports the sensitivity: across the last seven prints, ONDS averaged a 1-week post-earnings change of -8%. Today's drop fits that pattern more than it breaks it. SoFi Active Invest is offering a limited-time promotion. Open an account, fund it with $50 or more, and you could receive up to $3,000 in complimentary stock for Active Invest accounts. See for yourself by clicking here now. (Sponsor) Ondas' guidance calls for revenue between $525 million and $550 million. At the midpoint, that's comfortably above Wall Street's expectations of $525.6 million. So, once again, this points to losses after the stock had run up recently and expectations drifted above current sell-side expectations. Scaling is expected to continue next year, with Wall Street forecasting $990 million in 2027 revenue. Data from Capital IQ points to Wall Street expectations for 2030 currently sitting at $.55 in normalized EPS and revenues of $2 billion. After today's sell-off, Ondas trades for about 16X that 2030 figure. Short answer: not really. The peer tape is soft, but nothing like ONDS. It appears Ondas may be having an impact across the borader drones space, with other stocks all ranging from slightly down to down 3.5%. Larger defense companies in the industrial sector are also under pressure as investors rotate to AI stocks. Red Cat (NASDAQ:RCAT): Reported Q2 FY2026 on August 6, 2026, with revenue of $20.19 million missing consensus by 10.6% and a GAAP EPS of -$0.26. Management reaffirmed the $150M-$180M FY revenue target. It's holding up today. AeroVironment (NASDAQ:AVAV): Q4 FY2026 filed June 29, 2026, with revenue of $641.62 million beating estimates by 14.76% and adjusted EPS of $1.84 beating by 25%. FY2027 guide is $2.13B-$2.23B. Analyst target: $226. Redwire (NYSE:RDW): Q2 FY2026 filed August 5, 2026, revenue $117.07 million beat by 8.74%, record backlog of $542.13 million, book-to-bill 1.42. Unusual Machines (NYSE:UMAC): Q2 FY2026 filed August 6, 2026, revenue $16.72 million up 687% year over year, beating estimates by 81.87%, though Q3 growth will pause for capacity build. Analyst target on ONDS sits at $19 with 8 Buy or Strong Buy ratings and zero Holds or Sells, so sell-side reaction into tomorrow will matter. I'd keep an eye on whether ONDS defends the 50-day moving average near $9 into the close. Looking to grow your money but unsure where to begin? SoFi Active Invest is offering a limited-time promotion—open a new Active Invest account, fund it with $50 or more, and you could receive up to $3,000 in complimentary stock. From $0 commission trading3 to fractional shares4 and automated investing, this app is designed to simplify investing for everyone, whether you’re just starting or already experienced. Its easy to sign up and secure your bonus.(Sponsor) Contact [email protected] for any questions or corrections.

Ondas 40% short interest is far above its peers, including Red Cat and AeroVironment, raising squeeze potential. With the stock above $10 and up over 3% overnight, strong earnings could force short sellers to cover. Analysts expect a 978% jump in Q2 revenue to $67.97 million. Ondas Inc. (ONDS) stock has reclaimed the $10 mark for the first time in more than two months, putting the defense technology stock back in the spotlight ahead of its second-quarter earnings report on Thursday. With short interest approaching 40% of the public float, bullish retail traders are watching closely for a potential short squeeze if results or guidance beat expectations. Ondas is among the most heavily shorted stocks in the defense and autonomous technology space, with short interest at roughly 40% of its tradable shares, according to Koyfin data. Bears remain concerned about the company’s spending, cash use, and possible share dilution from acquisitions. With more than 220 million shares short, rising borrowing costs could increase pressure on short sellers if the stock moves higher. See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox Short interest in Ondas’ peers, including Red Cat Holdings (RCAT), Kratos Defense (KTOS) and AeroVironment (AVAV), hovers between 5% and 21%. With Ondas shares moving above the key $10 level before Q2 earnings, retail traders are watching for a possible short squeeze. High short interest means strong revenue, better backlog growth, or raised guidance could push short sellers to buy shares to cover their positions. Ondas stock traded over 3% higher overnight, on track for its fifth straight day of gains. The company has raised its 2026 revenue outlook to more than $525 million, representing a 25% increase from its earlier target. The company also entered Q2 with a pro forma backlog above $457 million. According to Fiscal AI data, analysts expect Q2 revenue of approximately $67.97 million, compared with $6.3 million last year. The sharp 978% increase reflects Ondas' rapid expansion in autonomous defense technology through contracts and acquisitions, although investors will also watch out for profit as the company scales. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory. The stock saw a 101% increase in message volume over the past week, with a 2.8% gain in watchers. A user said, “This will put GameStop squeeze to shame!!! ONDS is very heavily shorted right now.” Another user said, “The Perfect Storm is when elements of a short squeeze, meet elements of a delta squeeze, that meet elements of a gamma squeeze. When these three squeezes meet, you get a Weezie. With a little luck, we might get one.” A third user said, “This is literally the worst possible scenario for shorts. A. if it explodes they are f*****. its simply not going back to 7 or 8. B. if it goes down on a good ER which I see frequently….. there are enough people in the markets that realize that ONDS is about to become a monster company. They will simply buy the shares for a discount to DCA or just add more.” ONDS stock has gained 0.1% year-to-date. Also See: Why Did PANW, SNOW, EAT Stocks Surge To 52-Week Highs Today? For updates and corrections, email newsroom[at]stocktwits[dot]com. Shivani Kumaresan has no position in any of the stocks mentioned in this article. StockTwits' news team content is for informational purposes only and is not intended as investment advice. For more, see our editorial policy. This article was originally published on StockTwits. Related: DDS Q2 2026 Earnings Summary AMS Q2 2026 Earnings Summary Cowboy Space Founder Baiju Bhatt Talks About Building AI Data Centers In Space – ‘We Want To Forge Our Own Path’

Innovative Solutions and Support, Inc. (ISSC) came out with quarterly earnings of $0.33 per share, beating the Zacks Consensus Estimate of $0.24 per share. This compares to earnings of $0.14 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +37.50%. A quarter ago, it was expected that this company would post earnings of $0.2 per share when it actually produced earnings of $0.26, delivering a surprise of +30%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Innovative Solutions and Support, which belongs to the Zacks Aerospace - Defense Equipment industry, posted revenues of $26.73 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 9.56%. This compares to year-ago revenues of $24.15 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Innovative Solutions and Support shares have added about 6.3% since the beginning of the year versus the S&P 500's gain of 13.2%. While Innovative Solutions and Support has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Innovative Solutions and Support was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.22 on $24.2 million in revenues for the coming quarter and $0.87 on $92.8 million in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Aerospace - Defense Equipment is currently in the top 18% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. AeroVironment (AVAV), another stock in the same industry, has yet to report results for the quarter ended July 2026. This maker of unmanned aircrafts is expected to post quarterly earnings of $0.34 per share in its upcoming report, which represents a year-over-year change of +6.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. AeroVironment's revenues are expected to be $474.57 million, up 4.4% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Innovative Solutions and Support, Inc. (ISSC) : Free Stock Analysis Report AeroVironment, Inc. (AVAV) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Astronics Corporation (ATRO) came out with quarterly earnings of $0.7 per share, beating the Zacks Consensus Estimate of $0.56 per share. This compares to earnings of $0.32 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +25.00%. A quarter ago, it was expected that this company would post earnings of $0.46 per share when it actually produced earnings of $0.49, delivering a surprise of +6.52%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Astronics, which belongs to the Zacks Aerospace - Defense Equipment industry, posted revenues of $259.96 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 6.11%. This compares to year-ago revenues of $204.68 million. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Astronics shares have added about 67% since the beginning of the year versus the S&P 500's gain of 13.3%. While Astronics has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Astronics was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #1 (Strong Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.76 on $249.6 million in revenues for the coming quarter and $2.62 on $980 million in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Aerospace - Defense Equipment is currently in the top 24% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. One other stock from the same industry, AeroVironment (AVAV), is yet to report results for the quarter ended July 2026. This maker of unmanned aircrafts is expected to post quarterly earnings of $0.34 per share in its upcoming report, which represents a year-over-year change of +6.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. AeroVironment's revenues are expected to be $474.57 million, up 4.4% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Astronics Corporation (ATRO) : Free Stock Analysis Report AeroVironment, Inc. (AVAV) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Amprius Technologies, Inc. AMPX is scheduled to report second-quarter 2026 results on Aug. 5, before the opening bell. The company’s earnings surprise history has been impressive. It surpassed the Zacks Consensus Estimate in three of the last four reported quarters and missed once, delivering an earnings surprise of 15.6% on average. Amprius Technologies, Inc. price-consensus-eps-surprise-chart | Amprius Technologies, Inc. Quote The Zacks Consensus Estimate for the top line is pegged at $29.08 million, implying 92.6% growth over the year-ago quarter’s actual. Multiple factors, such as new customer wins and accelerating adoption of the company’s second-generation SiCore battery platform, are likely to have boosted revenues. Recent notable customer wins, such as defense-related contracts with AeroVironment, Teledyne FLIR and Kraus Hamdani Aerospace, are likely to have led to improved revenues. Moreover, securing a $21 million multi-quarter purchase order from a leading Chinese light electric vehicle manufacturer and expanding its Defense Innovation Unit contract to $18.1 million are likely to have further driven revenue growth. The consistent traction of AMPX’s batteries in the light electric vehicles (EV) market, such as e-motorcycles, scooters and e-bikes, is likely to have supported margins. The consensus estimate for loss per share is 3 cents, indicating a year-over-year improvement of 40% from the year-ago quarter’s actual loss of 5 cents. We expect expanded margins, driven by controlled operational expenses, to have improved the bottom line and narrowed the losses. Our proven model does not conclusively predict an earnings beat for AMPX this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, but that is not the case here. You can uncover the best stocks before they are reported with our Earnings ESP Filter. Amprius Technologies has an Earnings ESP of 0.00% and a Zacks Rank of 3 at present. You can see the complete list of today’s Zacks #1 Rank stocks here. Here are a few stocks from the broader Business Services sector, which, according to our model, have the right combination of elements to beat on earnings this season. Duolingo, Inc. DUOL has an Earnings ESP of +9.02% and a Zacks Rank of 2. The company is scheduled to report its second-quarter 2026 results on Aug. 5. The Zacks Consensus Estimate for DUOL’s second-quarter 2026 revenues is pegged at $297.4 million, indicating year-over-year growth of 17.9%. For earnings, the consensus mark is pegged at 61 cents per share, implying a 33% decline from the year-ago quarter’s actual. Duolingo beat the consensus estimate in each of the trailing four quarters, delivering an earnings surprise of 32.3% on average. Dave Inc. DAVE has an Earnings ESP of +1.42% and a Zacks Rank of 2. The company is scheduled to declare its second-quarter 2026 results on Aug. 5. The Zacks Consensus Estimate for DAVE’s second-quarter 2026 revenues is pegged at $169.8 million, indicating 28.9% year-over-year growth. The consensus estimate for earnings is pegged at $3.69 per share, implying a year-over-year increase of 17.5%. Dave beat the consensus estimate in each of the trailing four quarters, delivering an average earnings surprise of 47.8%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Amprius Technologies, Inc. (AMPX) : Free Stock Analysis Report Dave Inc. (DAVE) : Free Stock Analysis Report Duolingo, Inc. (DUOL) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

AeroVironment has gotten torched over the last six months - since January 2026, its stock price has dropped 45.5% to $147.13 per share. This might have investors contemplating their next move. Is now the time to buy AeroVironment, or should you be careful about including it in your portfolio? Get the full breakdown from our expert analysts, it’s free. Even though the stock has become cheaper, we’re passing on AeroVironment for now. Here are three reasons we avoid AVAV, plus one stock we’d rather own. Operating margin is an important measure of profitability as it shows the portion of revenue left after accounting for all core expenses — everything from the cost of goods sold to advertising and wages. It’s also useful for comparing profitability across companies with different levels of debt and tax rates because it excludes interest and taxes. Looking at the trend in its profitability, AeroVironment’s operating margin decreased by 13.5 percentage points over the last five years. This raises questions about the company’s expense base because its revenue growth should have given it leverage on its fixed costs, resulting in better economies of scale and profitability. AeroVironment’s performance was poor no matter how you look at it - it shows that costs were rising and it couldn’t pass them onto its customers. Its operating margin for the trailing 12 months was negative 15.7%. If you’ve followed StockStory for a while, you know we emphasize free cash flow. Why, you ask? We believe that in the end, cash is king, and you can’t use accounting profits to pay the bills. While AeroVironment posted positive free cash flow this quarter, the broader story hasn’t been so clean. AeroVironment’s demanding reinvestments have drained its resources over the last five years, putting it in a pinch and limiting its ability to return capital to investors. Its free cash flow margin averaged negative 4.6%, meaning it lit $4.63 of cash on fire for every $100 in revenue. Growth gives us insight into a company’s long-term potential, but how capital-efficient was that growth? Enter ROIC, a metric showing how much operating profit a company generates relative to the money it has raised (debt and equity). AeroVironment’s five-year average ROIC was negative 3.7%, meaning management lost money while trying to expand the business. Its returns were among the worst in the industrials sector. AeroVironment isn’t a terrible business, but it isn’t one of our picks. After the recent drawdown, the stock trades at 43.8× forward P/E (or $147.13 per share). This multiple tells us a lot of good news is priced in - we think other companies feature superior fundamentals at the moment. Let us point you toward the most entrenched endpoint security platform on the market. ONE MORE THING: Top 5 Growth Stocks. The biggest stock winners almost always had one thing in common before they ran. Revenue growing like crazy. Meta. CrowdStrike. Broadcom. Our AI flagged all three. They returned 315%, 314%, and 455%, respectively. Find out which 5 stocks it’s flagging this month — FREE. Get Our Top 5 Growth Stocks for Free HERE. Stocks that have made our list include now familiar names such as Nvidia (+1,460% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,552% between June 2020 and June 2025). Find your next big winner with StockStory today.