Geopolitics Alpha

AeroVironment (AVAV) Signs New Global Drone Deals Following Questions Over Whether Shares Are Fully Valued

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AeroVironment (AVAV) Signs New Global Drone Deals Following Questions Over Whether Shares Are Fully Valued Simply Wall Street

Directly affected

  • AVAV AeroVironment

    Named in this report.

Indirectly affected

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman

    Defense contractors get more work when conflict spending rises

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • ITA iShares U.S. Aerospace & Defense

    A fund of aerospace and defense companies

  • BA Boeing

    Defense and aerospace orders move with conflict spending

  • LHX L3Harris

    Defense contractors get more work when conflict spending rises

  • HII Huntington Ingalls

    Shipyards benefit when naval spending rises

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
AVAV———————
LMT———————
RTX———————
NOC———————
GD———————
ITA———————
BA———————
LHX———————
HII———————

AeroVironment (AVAV) Signs New Global Drone Deals Following Questions Over Whether Shares Are Fully Valued Simply Wall Street

Source: Simply Wall Street

Defense

SPY
XLI

How solid the defense case looks

12 out of 100

“AeroVironment (AVAV) Signs New Global Drone Deals Following Questions Over Whether Shares Are Fully Valued” scores 12 out of 100. The score uses 1 sources.