AeroVironment (AVAV) Deep Dive — Defense Drones & Counter-UAS | Jul 09, 2026
AeroVironment (Nasdaq: AVAV) sits at Layer 8 of the robotics stack — defense, drone, and aerospace robotics — and it just delivered one of the strangest years in the sector. This episode of The Robot Investor breaks down what the company actually makes: Switchblade loitering munitions ("kamikaze drones"), Puma and Raven surveillance drones, and, after a $3.48 billion acquisition of BlueHalo, a full counter-drone, space, cyber, and directed-energy business split across two segments (Autonomous Systems and Space, Cyber & Directed Energy). Elena and Theo walk through the bull case — fiscal 2026…
The skinny
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