TickerTalks
Browse all tickers →
TickerTalks›$AVEX
AVAVEX

Aevex Corp.

$AVEX·$826M·Aerospace & Defense·Industrials
$15.19+7.1%1Y-22.1%
Price updated 11h ago·X counts updated 4d ago
AVAVEX
$AVEXAevex Corp.
$15.19+7.12%41 posts1×
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $AVEX on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

41X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $AVEX's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 65% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-09

Thin sample but tilts positive: AEVEX won a fresh $93M contract, Piper Sandler launched coverage at Neutral with a $20 PT while highlighting AEVEX's long-endurance UAS tech, and a strategic collaboration with Divergent Technologies to co-develop a next-gen autonomous platform is being read as forward-work.

Read what X is saying about $AVEX

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $AVEX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

AEVEX just won a $93M defense contract and has Piper Sandler at Neutral $20 — the lawsuits are the one real risk.

AEVEX Aerospace is a defense-and-autonomous-platforms company whose 2026 setup features both substantive catalyst signals and specific securities class-action risk.

  • The capital-markets datapoints are mixed: Piper Sandler launching coverage at Neutral with a $20 PT (vs current ~$14.48) is a specific sell-side anchor, but the Kaplan Fox/Robbins Geller/Faruqi securities class-action deadlines on October 20 add specific legal overhang that could persist through the Q3 print.
  • The specific operational signals are substantive: a fresh $93M contract plus the Divergent Technologies strategic collaboration to co-develop a next-gen autonomous platform — long-endurance UAS tech is the specific area where AEVEX is being positioned.

With volume at 1.5x average, the setup is coiled on both operational-wins and legal-overhang resolution. A clean operational print plus any specific lead-plaintiff-process clarification is the trigger for a reclaim; another securities-related adverse disclosure or a soft defense-contract-win cadence is the invalidation.

Agrees with X sentimentThe $93M contract, Piper Sandler coverage initiation, and Divergent collaboration are specific grounded datapoints. The securities class-action deadlines are a legitimate near-term overhang.

What to watch: Any Q3 earnings announcement, defense-contract wins, lead-plaintiff process developments, and Divergent collaboration milestones. Named additional contract plus legal clarity is the trigger; adverse legal development is the invalidation.

defense autonomylitigation overhang

Read the AI verdict on $AVEX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Defense contractor building autonomous unmanned aerial and surface systems alongside intelligence and ISR services.

Industry overviewAI analysisGenerated by AI from underlying data

Where Aerospace & Defense sits in its cycle right now — and what that implies for $AVEX.

Aerospace & Defense · Industrials

No material change from last week — Defense procurement backlogs remain intact on NATO 2% GDP commitments.

What this means for $AVEX

Direct beneficiary — Defense contractor building autonomous unmanned aerial and surface systems alongside intelligence and ISR services.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
-5.3%YTD
-0.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 12, 2026$0.01$0.07-85.7%
Q1 2026May 20, 2026$0.25$0.16+59.5%
Q4 2025Feb 25, 2026$0.14——
Next earningsWed, Nov 11·consensus EPS $0.09

Forward consensus

5-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$721.3M$712.0M – $733.3M$0.46$0.34 – $0.552
FY27$811.4M$784.8M – $830.1M$0.67$0.54 – $0.783
FY28$955.9M$927.8M – $986.3M$0.92$0.91 – $0.933
FY29$1.2B$1.2B – $1.2B$1.13$1.10 – $1.151
FY30$1.3B$1.3B – $1.4B$1.33$1.31 – $1.362

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.—Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-11.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 23.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today8.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.765-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 5Madison Dearborn Partners Llc10% owner2.3M sh$59.1M
+ 14 other (11 awards · 2 returns · 1 other) in window

See when $AVEX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsSep 153
AI summary

Razor's Edge Ventures III, LLC and affiliated entities (including Razor's Edge Fund III, LP, Razor's Edge Fund III-A, LP, and Black Sea Technologies LLC) filed an initial Form 3 for AEVEX Corp. (AVEX), reporting beneficial ownership of 12,727,273 shares of Class A Common Stock held indirectly through Black Sea Technologies LLC, effective September 8, 2026. These entities are 10%+ owners and directors of AVEX. Administrative Form 3 establishing initial insider status — no new shares acquired.

8-KAcquisition completedSep 88-K — Item 2.01: Acquisition completed · Item 7.01: Press release / Reg FD
AI summary

CEVA Logistics (AVEX) filed an 8-K (Item 2.01) on September 8, 2026 announcing completion of the acquisition of Maritime Applied Physics LLC, a developer of unmanned maritime systems. The acquisition closed September 8, 2026. No purchase price or deal terms were disclosed in the body excerpt.

8-KMaterial agreementAug 128-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD
AI summary

AEVEX Corp. (AVEX) entered into an Agreement and Plan of Reorganization on August 12, 2026 to acquire Maritime Applied Physics Corporation through a two-step merger structure using Merger Sub 1 and Merger Sub 2 as wholly owned acquisition vehicles. This is a material acquisition by the defense and aerospace company. Terms including deal value were not disclosed in the filing body excerpt.

8-KMaterial agreementJun 58-K — Item 1.01: Material agreement
AI summary

AEVEX Corp. (AVEX) disclosed a material definitive agreement under Item 1.01, reporting a merger or acquisition transaction involving growth company as defined in Rule. The deal is valued at approximately $0. Details of the transaction terms, consideration structure, and closing conditions are set forth in the full 8-K filing. Definitive merger agreements are among the most material events a public company can disclose, triggering regulatory review and shareholder vote requirements.

424B4Prospectus supplement (offering)Jun 5424B4
AI summary

AVEX (AVEX) filed a 424B4 final prospectus for a firm-commitment underwritten public offering of common stock. The offering covers 8,000,000 Shares at $0.0001 per share for gross proceeds of approximately $0. Unlike ATM programs, a firm-commitment offering involves underwriters who purchase all offered shares at a set price, providing immediate capital certainty. Net proceeds will be used for general corporate purposes, which may include expansion, acquisitions, or debt repayment.

S-1Initial registrationJun 1S-1
AI summary

Anterios/Avex (AVEX) S-1 registration statement body excerpt contains only XBRL financial data with no readable narrative. Body unavailable — XBRL-only excerpt.

8-KAgreement terminatedApr 248-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation
AI summary

AEVEX Corporation (AVEX) entered into a new senior secured credit agreement at IPO close on April 20, 2026, with Bank of America as administrative agent. The borrower is AEVEX Holdings LLC, the operating subsidiary, not the public holding company. Items 1.01, 1.02, and 2.03 cover the new material agreement, termination of any prior facility, and incurrence of a new direct financial obligation, respectively. This credit facility accompanies AEVEX's NYSE IPO at $20.00 per share.

8-KMaterial agreementApr 208-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale · Item 3.03 · Item 5.02: Officer or director change · Item 5.03: Charter amendment
AI summary

AEVEX Corporation (AVEX) filed an 8-K on April 17, 2026, covering its IPO underwriting agreement with Goldman Sachs, Bank of America, and Jefferies for 16,000,000 Class A shares at $20.00 per share. Items 3.02 and 3.03 cover the issuance of unregistered equity (to existing holders in the Up-C structure) and modifications to rights of securities holders. Items 5.02 and 5.03 cover officer/director appointments and charter amendments effective at IPO. This is the comprehensive IPO closing 8-K.

+ 14 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 CORRESPs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Kaplan Fox & Kilsheimer LLP Alerts AEVEX Corp. (AVEX) Investors: Securities Class Action Deadline is October 20, 2026newsfilecorp.com·15h agoAEVEX Shareholder Alert: ClaimsFiler Reminds Investors With Losses In Excess Of $100,000 Of Lead Plaintiff Deadline In Class Action Lawsuit Against AEVEX Corp. - AVEXglobenewswire.com·20h agoAVEX Shareholder Alert: Investors With Losses May Seek to Lead the Class Action in AEVEX Corp. Securities Lawsuit - Contact SueWallStprnewswire.com·23h agoINVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in AEVEX Corp. of Class Action Lawsuit and Upcoming Deadlines - AVEXprnewswire.com·23h agoAVEX SHAREHOLDER NOTICE: Faruqi & Faruqi, LLP Reminds AEVEX Investors of Securities Class Action Lawsuit Deadline on October 20, 2026newsfilecorp.com·2d ago

In themes

Explore the broader themes this ticker is being talked about under.

Defense & Drones

More in Aerospace & Defense

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$SPCX$RKLB$FLY$SIF$BA$LUNR$RDW$ACHR
Voices on X · last 7 days

No standout posts about $AVEX on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport