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AVAVEX

Aevex Corp.

$AVEX·$1.3B·Aerospace & Defense·Industrials
$17.60-0.8%1Y-9.7%
Mentions · last 7 days
2026-08-21: 11 posts2026-08-22: 3 posts2026-08-23: 6 posts2026-08-24: 6 posts53+8%
Price updated 2h ago·X counts updated 7d ago
AVAVEX
$AVEXAevex Corp.
$17.60-0.85%53 posts+8%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $AVEX, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptWinding up for a moveAI verdict · as of 2026-08-26

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

Aevex just won a $41M one-way-attack-drone contract — but three securities-fraud class actions are pending, complicating the setup.

Aevex Corp. is a recent-IPO defense-tech company producing one-way-attack drones and counter-UAS systems. The recent $41M US government contract is a real operational win, but multiple securities-fraud investigations create a legal-headline overhang.

  • The contract win is concrete and specific: $41M award to deliver one-way attack drones to US government customers — that's a real Pentagon-scale contract that supports the operating story, and the drone/counter-UAS category is 'one of the most asymmetric corners of the market' alongside ONDS/RCAT/SWMR.
  • The class-action overhang is real: three separate law firms (Robbins Geller, Pomerantz, Bragar Eagel) have filed or announced class-action lawsuits — that's the kind of coordinated legal-headline setup that keeps some institutions on the sidelines regardless of operational execution, and it caps the near-term multiple.
  • The tape is coiled at moderate levels: at unknown 52-week range percentile, 3% below the 50-day on 1.26x elevated volume with beta 1.76 — recent-IPO with limited history but the elevated volume signals real positioning; today's -3% pullback is normal within the coil, and the $35-$100 within-three-years projection captures the aspirational-bull case.

The path if this works is the next quarterly print (schedule TBD) delivering revenue in line with the $41M contract cadence plus additional drone-contract wins, taking the tape past $25. What breaks it is a soft revenue-execution signal or an adverse class-action ruling — the legal overhang is real, and requires resolution before the equity can reprice cleanly.

Agrees with X sentimentThe X bulls have the setup right — $41M award for one-way attack drones to US government customers, drone and counter-UAS as one of the most asymmetric corners alongside ONDS/RCAT/SWMR, $35-$100 within three years from $18 area, same-day pop even without visible news — and mechanics support the coiled setup at capitulation; the class-action overhang is a real leg-out risk the bulls underweight.

What to watch: Next quarterly print (schedule TBD) — revenue in line with the $41M contract cadence plus additional drone-contract wins extends the tape past $25; a soft revenue-execution signal or an adverse class-action ruling breaks the coil back to $12.

thin bundle

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-08-30

Aevex Aerospace is being flagged as a defense-drone winner following a $77.8M firm-fixed-price contract for AEVEX Casper 1 and 3 systems and support equipment through January 2027. Posters describe the counter-UAS corner as asymmetric and name AVEX alongside ONDS, RCAT, and SWMR as low-cost drone plays. It appears on hot lists tied to the low-cost drone theme, with one post noting a pop without a clear news trigger.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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

Defense budget tailwinds — NATO spending commitments and Pentagon procurement acceleration — support backlogs at prime contractors. Commercial space is a separate driver: launch cadence and satellite constellations are pulling RKLB and LUNR on their own momentum, independent of traditional defense spending.

What this means for $AVEX

Partial — software subscription economics provide some insulation from macro cycles; AI integration is the growth catalyst for this segment; AEVEX Corp.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+16.3%YTD
+15.0%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——

Forward consensus

5-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$605.7M$604.1M – $608.0M$0.35$0.29 – $0.457
FY27$683.1M$660.4M – $700.8M$0.53$0.40 – $0.637
FY28$817.4M$800.0M – $832.3M$0.81$0.75 – $0.878
FY29$931.2M$891.4M – $953.4M$1.04$0.98 – $1.077
FY30$1.1B$1.1B – $1.1B$1.32$1.25 – $1.367

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.0.6×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.-0.7%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 today4.7% 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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

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$59.1MBuyApr 16Wells Charles Roger IvCEO500 sh$10KBuyApr 16Brian RaduenzDirector50.0K sh$1.0MBuyApr 16Jackson Michael AndrewSee Remarks650 sh$13KBuyApr 16Brett P HushSee Remarks10.0K sh$200KBuyApr 16Todd BoothCFO13.0K sh$260K
+ 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
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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

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.

424B4Prospectus supplement (offering)Apr 20424B4
AI summary

AEVEX Corporation (AVEX) completed its initial public offering on the New York Stock Exchange on April 17, 2026, offering 16,000,000 Class A shares at $20.00 per share in a final prospectus (424B4). AEVEX is structured as an Up-C, with the public company holding an interest in AEVEX Holdings LLC operating subsidiary. The company provides defense intelligence, surveillance, and reconnaissance (ISR) services and unmanned aircraft systems. Total gross IPO proceeds were approximately $320 million.

3New insider — initial holdingsApr 173
AI summary

Matthew Klein filed an initial Form 3 for AEVEX Corporation (AVEX) on April 17, 2026, reporting his initial beneficial ownership as a director or officer of the company at IPO. Klein is affiliated with AEVEX Corp's Solana Beach, CA headquarters. The Form 3 is required upon becoming an insider of an SEC-reporting company.

+ 29 other (11 3s · 2 13Gs · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

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

INVESTOR NOTICE: AEVEX Corp. (AVEX) Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit, Robbins Geller Rudman & Dowd LLP Announcesgurufocus.com·1d agoINVESTOR NOTICE: AEVEX Corp. (AVEX) Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit, Robbins Geller Rudman & Dowd LLP Announcesprnewswire.com·1d agoBronstein, Gewirtz & Grossman LLC Urges AEVEX Corp. Investors to Act: Class Action Filed Alleging Investor Harmglobenewswire.com·1d agoFaruqi & Faruqi, LLP Urges AEVEX Corp. (AVEX) Investors to Seek Counsel Before the October 19, 2026 Lead Plaintiff Deadline in the Securities Class Actionnewsfilecorp.com·2d agoAEVEX Corp. (AVEX) Class Action Lawsuit: Investors Face October 20, 2026, Deadlinegurufocus.com·2d ago

In themes

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

Defense & Drones

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Voices on X · top 3 · last 7 days

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