A lot of trapped $AVAV shareholders still want out, creating an overhang. Once this award is officially confirmed by govt, digested and contextualized by analysts, I expect a sharp move higher into earnings; especially with AV still sitting near its 52 week low.
AV’s $464.8M E-HEL win is bigger than today’s flat tape suggests. It validates LOCUST as the first U.S. directed energy program of record and opens the door to follow on demand. A $7.3B company winning a flagship $465M program should matter. $AVAV
Taking such a large swing on $AVAV at these levels. Will offload 75% as soon as EHEL is announced. @laserwarsHQ when the hell is this order coming? Let us pray 🙏
At $149, neither EHEL nor any SCAR retention is baked into $AVAV
The SCAR loss sucks, but it’s created massive asymmetry. The market is obsessing over one piece of the BlueHalo acquisition while completely missing how much more relevant Locust, Titan, Halo Shield, and the rest