AVEX AEVEX Corp

$AVEX Piper Sandler: Aevex followed up with a statement indicating the article contained inaccuracies and that "the company maintains a contract with the Navy for ongoing support of deployed GARCs." Of course they maintain contracts for ongoing support of deployed GARCs, because that's their obligation to repair their already sold fleet. That's not the question. Will the Navy continue buying GARCs going forward? That answer appears to be no, and the company hasn't denied that fact.

$AVEX dont know whats going on but I am in at 10.40$. company denied allegations. Overeaction should come to an end and Recovery is on the way.

$AVEX 42 to 9. Management lost any residual credibility. Cramer endorsed this at 40. He is the GOAT $RCAT $AVAV $PDYN

$AVEX So, now that Management took all day to refute a story - letting their stock tumble 30%+ - does the Board of Directors now sue Bloomberg for printing a false story? Does reporter Katrina Manson stand by her story and sources or will Bloommberg print a retraction?

$AVEX pretty obvious this is punishment by the Trump administration because they are a big supplier to Ukraine. Prob should invest in companies supplying the Russians instead.

$AVEX Well I expected more from Bloomberg, seriously how come y’all can write about something that is not true? Bloomberg is NOT CREDIBLE no more or what?

$AVEX Contrary to reports that the U.S. Navy halted GARC orders because of performance issues, no orders have been halted. The business successfully completed its contractual obligation having delivered 325 GARC units to the Navy in 2025. No additional GARC vessels were planned for procurement as the Navy deploys its existing GARCs across multiple different commands and missions. AEVEX has since been executing under its existing GARC contract to enhance delivered units with new mission packages, including mine-countermeasure packages that are currently conducting MCM missions in the Strait of Hormuz. This contract has received multiple modifications in 2026, increasing the total contract value to approximately $350M and extending the period through June 2027.

$AVEX honestly i think most of these ”defense companies” are largely radio shack type companies with garabage electronics

$AVEX Oppenheimer bullish on Aevex, initiates with an Outperform AVEX 6:23 AM As previously reported, Oppenheimer initiated coverage of Aevex with an Outperform rating and $21 price target, implying substantial appreciation potential from current levels. Aevex is one of the most concentrated public plays on affordable autonomous mass, says the firm. Unmanned systems were about 87% of its first half of 2026 revenue, and more than 9,300 strike systems have been delivered or committed under Phoenix Ghost and Deep Strike. Oppenheimer forecasts revenue of $764M in 2026, up 76%, and $834M in 2027 as BlackSea offsets the Deep Strike roll-off. 2027 is a proof year, in the firm's opinion, in which one production award could reframe the story.

$AVEX would not believe the company in light of post ipo lockup waiver shenanigans by its underwriters. time will tell.

$AVEX Should recover pretty quickly tomorrow morning since the company responded and denied the report. Time to buy at bargain basement price if you believe company.

$AVEX I once had opportunity to sell with $99 loss. Didnt sell and now suffering. $AEHR is another sick company.

$AVEX AVEX and the U.S. Navy are currently at the center of a dispute regarding the procurement status of the Global Autonomous Reconnaissance Craft (GARC). Media reports indicated that the Navy halted new orders due to performance issues, whereas AEVEX issued an official statement clarifying that its initial contract obligations were fully completed and no orders have been suspended Being suspended means you won't receive any new orders, but good to see that they filled the "initial contract obligation" Messy

$AVEX as per company GARC program status Contrary to reports that the U.S. Navy halted GARC orders because of performance issues, no orders have been halted. The business successfully completed its contractual obligation having delivered 325 GARC units to the Navy in 2025. No additional GARC vessels were planned for procurement as the Navy deploys its existing GARCs across multiple different commands and missions. AEVEX has since been executing under its existing GARC contract to enhance delivered units with new mission packages, including mine-countermeasure packages that are currently conducting MCM missions in the Strait of Hormuz. This contract has received multiple modifications in 2026, increasing the total contract value to approximately $350M and extending the period through June 2027.

$AVEX 9.50 in🔥🔥 If the U.S. military won’t buy them, how about selling them to North Korea, Iran, and mafias and cartels around the world?

$AVEX GARC is not even all of Blackseas revenue. There are three other projects under that flag. This is overdone. Easy buy.

$AVEX Blacksea is 17-18% expected annual revenue. This is an overreaction by at least 7% but likily far more. There are cure periods in these contracts and agreements. My question is how do they buy this company in September and not know this is a potential issue?

$AVEX shorts who thought that this would get dumped at the end of the lockup period are getting squeezed today.

$AVEX Might be a good entry here to those who missed the yesterday price. THIS IS MY PERSONAL OPINION AND NO FINANCIAL ADVICE.

$AVEX Aevex selloff on GARC concerns overdone, says Jefferies AVEX 6:24 AM Following Bloomberg reporting the Navy halted orders for BlackSea's GARC and a 32.5% share price decline on Wednesday, Jefferies analyst Sheila Kahyaoglu notes that Aevex reaffirmed its Maritime Systems outlook, said no GARC orders had been halted due to performance issues and contended that the media report contains material inaccuracies. While the Bloomberg report raises questions around GARC's longer-term competitive positioning, the firm believes the selloff implies a significantly broader impairment to BlackSea's financial and operational outlook than are justified, says the analyst, who keeps a Buy rating and $26 price target on Aevex shares.