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Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is seeing a massive surge in investor interest and volatility following a stronger-than-expected earnings report that highlights accelerating data center and AI-driven CPU demand. While bulls are celebrating a potential multi-decade technical breakout and forced institutional re-rating, the community is actively debating whether current valuation levels are justified given the company's underlying GAAP losses or if this momentum is merely a short-term squeeze fueled by retail FOMO.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD shares are surging to all-time highs as investors interpret strong CPU demand from competitors' earnings as a bullish signal for the entire sector's AI infrastructure. The community is deeply divided between long-term holders celebrating a sustained growth story and skeptical traders warning of a blow-off top driven by extreme overbought conditions and potential FOMO.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is rallying as investors grow optimistic that its proprietary optical interposer and photonics technology are becoming critical components for high-speed AI data center infrastructure. The stock has seen massive volume and heightened volatility, fueled by speculation regarding integration into AI hardware supply chains and strong community sentiment focused on a potential short squeeze.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is experiencing significant volatility as investors digest the strategic acquisition of LivePerson, a move aimed at expanding the company's enterprise customer base and omnichannel capabilities. While the community remains divided between those betting on a potential short squeeze fueled by rising borrow rates and high short interest, others are focused on the long-term potential of the company's voice AI technology.

Berkshire Hathaway, Inc. is a holding company, which engages in the provision of property and casualty insurance and reinsurance, utilities and energy, freight rail transportation, finance, manufacturing, and retailing services. It operates through the following segments: Insurance, Burlington Northern Santa Fe, LLC (BNSF), Berkshire Hathaway Energy (BHE), Pilot Travel Centers (PTC), Manufacturing, McLane, and Service and Retailing. The Insurance segment includes the underwriting of GEICO, Berkshire Hathaway Primary Group, and Berkshire Hathaway Reinsurance Group. The BNSF segment involves the operation of railroad systems. The BHE segment focuses on regulated electric and gas utility, power generation and distribution, and real estate brokerage activities. The PTC segment consists of managing travel centers and marketing of wholesale fuel. The Manufacturing segment refers to industrial, consumer and building products, home building, and related financial services. The McLane segment covers the wholesale distribution of groceries and non-food items. The Service and Retailing segment relates to the provision of shared aircraft ownership programs, aviation pilot training, electronic components distribution, retailing businesses, automobile dealerships and trailer, and furniture leasing services. The company was founded by Oliver Chace in 1839 and is headquartered in Omaha, NE.

Berkshire Hathaway Inc. - Ordinary Shares - Class B

Berkshire Hathaway is seeing intense community frustration due to persistent market underperformance and skepticism regarding capital allocation strategies under the current leadership. Investors are actively debating the company's massive cash pile, its lack of recent aggressive growth investments, and whether the stock represents a defensive value play or a declining retirement-home asset.

Atomera, Inc. engages in the development, commercialization, and licensing of proprietary processes and technologies for the semiconductor industry. It developed Mears Silicon Technology, which increases performance and power efficiency in semiconductor transistors. The company was founded by Robert Mears on November 26, 2001 and is headquartered in Los Gatos, CA.

Atomera Inc

Atomera is seeing intense community discussion driven by anticipation of potential licensing deals in the high-performance AI semiconductor sector, with investors closely watching the company's collaboration with tool partners and its integration efforts in 2nm node transistors. While bulls point to technical validation and potential commercial partnerships to justify the stock's recent volatility, others remain cautious due to the company's history of being pre-revenue and past delays in securing definitive commercial agreements.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is seeing intense community debate driven by its massive debt load and recent high-profile insider selling, even as supporters point to explosive AI infrastructure demand and multi-billion dollar hyperscaler deals. Traders remain divided on whether the stock is undergoing a healthy consolidation phase before another leg up or if its rapid, debt-fueled expansion faces a significant correction risk.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

The semiconductor sector is experiencing extreme volatility as retail traders debate whether the current parabolic price action is a sustainable AI-driven melt-up or a classic blow-off top mirroring historical market bubbles. Community sentiment is deeply polarized, with many investors rotating into leveraged inverse ETFs to hedge against potential profit-taking while others aggressively buy dips, viewing current chip demand as an indestructible super-cycle.

MaxLinear, Inc. engages in the provision of communications systems-on-chip (SoC) solutions used in broadband, mobile and wireline infrastructure, data center, and industrial and multi-market applications. Its products include cable broadband modems and gateways, wireline connectivity devices, radio frequency transceivers, fiber-optic modules, video set-top boxes and gateways, hybrid analog and digital televisions, direct broadcast satellite outdoor and indoor units, and power management and interface products. The company was founded by Kimihiko Imura, Curtis C. Ling, and Kishore V. Seendripu on September 25, 2003 and is headquartered in Carlsbad, CA.

MaxLinear Inc

MaxLinear is currently seeing high volatility and heavy trading volume following a strong earnings release that triggered a major momentum surge. The community is sharply divided, with bulls pointing to the company's structural growth in AI data center infrastructure, while bears are focused on the stock's rapid price extension and aggressive short-selling activity.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is experiencing intense volatility driven by speculation surrounding its role in next-generation AI data center power infrastructure and potential short-squeeze dynamics. Community sentiment remains deeply divided between bullish traders anticipating a breakout tied to the upcoming earnings report and bearish investors cautioning against overvaluation and the risk of a sharp correction.

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Should You Invest in the State Street SPDR S&P Aerospace & Defense ETF (XAR)?

<ul class="summary-bullets"><li>Rocket Lab CEO Peter Beck said the company is “on track” to launch its reusable Neutron rocket in the fourth quarter of 2026.</li><li>He added that the Archimedes engine, which is meant to lift the Neutron rocket into orbit, is undergoing “nasty” tests right now.</li><li>The successful launch of Neutron would put Rocket Lab in a position to on-ramp to the U.S. Government's NSSL Lane 1 program, a five-year contract valued at $5.6 billion.&nbsp;</li></ul>Rocket Lab (RKLB) CEO Peter Beck on Thursday told Stocktwits that the company is “pushing very hard” to make sure the to launch Neutron by the fourth quarter of 2026, provided its Archidemes engine can survive a series of “nasty” ongoing tests.“We're on track, but you know it is a rocket program at the end of the day,” he said in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://youtu.be/DYQmsRRzK4E">exclusive interview</a> with Stocktwits, adding that Neutron meets the company’s target of reusability. “It’s reliable and it can scale quickly.”<a href="https://stocktwits.com/symbol/RKLB/">RKLB’s stock</a> rocketed over 10% on Thursday to an over two-month high of over $82 and on track for a five-day rally. It was among the top trending tickers on Stocktwits at the time of writing. Retail sentiment around the company rose to ‘bullish’ from ‘neutral’ over the past day, while chatter increased to ‘high’ from normal’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_16_123905_png_283ef22a7f.webp" alt="Screenshot 2026-04-16 123905.png" width="1261" height="135"><figcaption>RKLB retail sentiment and message volume on April 16 as of 1:00 p.m. ET | Source: Stocktwits</figcaption></figure>According to one user on the platform, Neutron’s launch could finally push RKLB’s stock price beyond $100. Its current record high stands just shy of that threshold at $96.58, seen on January 16.<stembedurl>https://www.stocktwits.com/D_trane/message/650442229</stembedurl><blockquote>"It is a new vehicle and a whole lot of new design. And you can see it sitting on the pad — it looks completely different to anything that's flown before."&nbsp; — Peter Beck, CEO, Rocket Lab</blockquote><h2 class="st-heading-2">Neutron Launch Depends On Archimedes Success</h2>Rocket Lab’s Archimedes engine, the liquid‑rocket powerplant designed specifically to lift the Neutron rocket into orbit, is undergoing “nasty” tests right now, Beck told Stocktwits. "If we just had to go up, it's super easy — we'd be in orbit by now. But the reality is, it's just as important to go up as it is to come back down and be reusable again,” he said.Beck said the tests involve backing off propellant pressures to simulate re-entry conditions and moments when ullage gases mix with the remaining propellant in ways that can cause engines to behave badly. He described it as "force-feeding your baby a food that it really doesn't like and monitoring the outcome.<h2 class="st-heading-2">Speedbumps In Development</h2>In the fourth quarter (Q4), the company&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rocket-lab-gets-slew-of-price-target-cuts/chdgyNgRz9">reported</a> that a test tank failed at a joint built by a third-party contractor while Rocket Lab's own Automated Fiber Placement (AFP) machine was still being commissioned. According to Beck, on the Q4 earnings call, a later launch with lower beats an earlier launch that fails.&nbsp;In March, qualification testing of the Stage 1 tank of Neutron resulted in a rupture during a hydrostatic pressure trial. At the time, Rocket Lab said there was no significant damage to the test structure or facilities, and that the next Stage 1 tank was already in production.&nbsp;<h2 class="st-heading-2">Neutron Is ‘Mission Enabling,’ Not ‘Mission Critical’</h2>When Neutron debuts, it will be a commercial milestone; more importantly, it will put Rocket Lab in a position to on-ramp onto the US Government's NSSL Lane 1 program, which is a five-year contract valued at $5.6 billion. However, according to Beck, it’s only one piece of the puzzle."Neutron is certainly mission enabling, but it's not mission critical. The rocket always steals the show, but there's a bunch of stuff we're focused on that are really needle moving for the company in the next 12 to 24 months," said Beck.According to him, the goal is to build a “long-term, multi-generational, sustainable space business” that goes beyond the business of launching rockets.&nbsp;The company is often&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/rocket-lab-vs-space-x-rklb-ceo-says-they-are-two-very-separate-companies/cZJvlr4RID0">compared to SpaceX</a> when it comes to the space economy, and retail investors are hoping the upcoming IPO for Elon Musk’s space company will be bullish for Rocket Lab’s shares as well. RKLB’s stock has gained over 13% year-to-date and jumped nearly 300% in the last 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/rocket-lab-vs-space-x-rklb-ceo-says-they-are-two-very-separate-companies/cZJvlr4RID0">EXCLUSIVE: Rocket Lab Vs. Space X – ‘Nobody Does Small Launch Better Than Us,’ Says RKLB CEO Peter Beck</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Rocket Lab CEO Peter Beck speaks during the opening of the new Rocket Lab factory on October 12, 2018 in Auckland, New Zealand. (Photo by Phil Walter/Getty Images)

EXCLUSIVE: Rocket Lab CEO Peter Beck Says Neutron Is ‘On Track’ For Q4 2026 – If Its Archimedes Engine Can Survive All The ‘Nasty’ Tests

Rocket Lab CEO said that while Neutron is “mission enabling,” it is not “mission critical” to the company’s larger vision during an exclusive interview with Stocktwits. 

Rocket Lab CEO Peter Beck Says Neutron Is ‘On Track’ For Q4 2026 – If Its Archimedes Engine Can Survive All The ‘Nasty’ Tests

Equity

Rocket Lab CEO said that while Neutron is “mission enabling,” it is not “mission critical” to the company’s larger vision during an exclusive interview with Stocktwits. 


Defense ETFs Likely to Rally as Trump Plans Spending Boost

Rising geopolitical tensions and Trump's defense push are fueling a long-term rearmament trend. One can explore ETFs to benefit from this outlook.

Is State Street SPDR S&P Aerospace & Defense ETF (XAR) a Strong ETF Right Now?

<ul class="summary-bullets"><li>Karman said it generated record quarterly net income of $7.7 million, a 358% year-over-year increase.</li><li>KRMN achieved a record backlog of $801.1 million during the quarter, up 38.2% compared to the end of the fourth quarter of 2024.&nbsp;</li><li>KRMN increased its expectations for total revenue to between $715 million and $730 million, and for adjusted EBITDA to between $207 million and $218 million for FY 2026.&nbsp;</li></ul>Karman Space &amp; Defense (KRMN) shares rose 1.4% during Wednesday’s extended hours of trading after it reported record fourth quarter (Q4) revenue.&nbsp;The company said that it posted record quarterly revenue of $134.5 million, up 47.4% year over year. Analysts’ on average had expected revenue of $132.4 million, as per data from Stocktwits.&nbsp;Karman said it generated record quarterly net income of $7.7 million, a 358% year-over-year increase, and earnings per fully diluted share of $0.06 that missed Wall Street projection of $0.12 per share.&nbsp;“Our team delivered outstanding results in 2025, with 37 percent revenue growth, 37 percent adjusted EBITDA growth and strategic investments designed to satisfy accelerating customer demand for our solutions,” said CEO Jon Rambeau.&nbsp;KRMN achieved a record backlog of $801.1 million during the quarter, up 38.2% compared to the end of the fourth quarter of 2024.&nbsp;<h2 class="st-heading-2">Business Outlook</h2>For the full fiscal year 2026, KRMN increased its expectations for total revenue to between $715 million and $730 million, and for adjusted core profit to be between $207 million and $218 million.“With strong market conditions and the Seemann and MSC acquisition complete, our total backlog is now more than $1 billion as of March 20, 2026, and supports our increased 2026 financial outlook. This represents annual growth of 53 percent in revenue and 46 percent in adjusted EBITDA, to the midpoints of those ranges,” Rambeau said.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around KRMN trended in ‘extremely bullish’ territory amid ‘high’ message volume.&nbsp;One bullish user praised the results and noted that the company operates in a growing defense sector.&nbsp;<stembedurl>https://stocktwits.com/Liquidmotions/message/648569804</stembedurl>Shares in the company have jumped 34% so far in 2026.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this U.S. Navy released handout, Arleigh Burke-class guided-missile destroyer USS Thomas Hudner (DDG 116) fires a Tomahawk land attack missile in support of Operation Epic Fury, on March 1, 2026 at Sea. 

Karman Space & Defense Stock Is Rising – Know Why

The company said that it posted record quarterly revenue of $134.5 million, up 47.4% year over year.

<ul class="summary-bullets"><li>The company has a launch record of 100% mission for Synspective satellites.</li><li>The mission deployed a synthetic aperture radar (SAR) Earth-imaging satellite that provides data and remote monitoring services to government agencies and commercial customers globally.</li><li>As part of the dedicated launch service, Rocket Lab also provided Synspective with a custom Electron fairing tailored to meet the satellite’s unique requirements.</li></ul>Rocket Lab (RKLB) on Friday said that it has successfully launched a mission for Japan-based constellation operator Synspective, bringing Rocket Lab’s total Electron launch count to 84.&nbsp;It was Rocket Lab's&nbsp;eighth mission for Synspective, the company said. Rocket Lab’s shares jumped nearly 2% at the time of writing.<h2 class="st-heading-2">Mission Details</h2>The mission deployed a synthetic aperture radar (SAR) Earth-imaging satellite that provides data and remote monitoring services to government agencies and commercial customers globally.As part of the dedicated launch service, Rocket Lab also provided Synspective with a custom Electron fairing tailored to meet the satellite’s unique requirements, demonstrating Rocket Lab’s capabilities and commitment to delivering tailored mission-specific solutions for its customers.<h2 class="st-heading-2">Synspective satellites</h2>The company has a launch record of 100% mission for Synspective satellites. Rocket Lab’s long-term partnership with the company has been recently extended to include another 19 dedicated launches to deliver the rest of the constellation to orbit before 2028.<h2 class="st-heading-2">$190 Million Contract</h2>Rocket Lab earlier in the week announced the signing of a $190 million contract for a block buy of 20 hypersonic test flights with its Haste launch vehicle for the Test Resource Management Center Multi-Service Advanced Capability Hypersonic Test Bed 2.0 program.This is a "Department of War effort executed in partnership with Naval Surface Warfare Center Crane Division to rapidly accelerate hypersonic flight tests and advanced aerospace technologies shaping the future of defense missions," the company said in a statement.&nbsp;Under MACH-TB 2.0 Task Area 1, led by Kratos Defense (KTOS), Rocket Lab will perform 20 hypersonic test flights with its Haste launch vehicle over a four-year period. The first of these 20 new missions is expected to take place within months of contract signing.<h2 class="st-heading-2">Retail Reaction</h2>Retail sentiment around RKLB stock trended in&nbsp;the ‘neutral’ territory amid ‘high’ message volume.Shares of RKLB shares have&nbsp;fallen almost 5% so far in 2026.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

In this photo illustration, a person holds a smartphone displaying the logo of Rocket Lab USA Inc.

Why Did Rocket Lab Stock Rise Again Today?

Rocket Lab said that it launched its 8th mission for Synspective and brings its total Electron launch count to 84.

<ul class="summary-bullets"><li>RCAT reported Q4 total revenue of $26.2 million, representing an increase of 1,985% or $24.9 million from $1.3 million in the prior year.</li><li>Red Cat’s full-year 2025 total revenue was $40.7 million, representing an increase of 161%, from the year-ago period.&nbsp;</li></ul>Red Cat Holdings (<a href="https://stocktwits.com/symbol/RCAT">RCAT</a>) stock fell nearly 5% in extended hours of trading on Wednesday despite reporting&nbsp;a nearly 2,000% jump in its fourth quarter (Q4) revenue.&nbsp;RCAT reported Q4 total revenue&nbsp;of $26.2 million, up 1,985% or $24.9 million, compared to $1.3 million of revenue in the prior year. It was above analyst expectations of $23.9 million, according to Stocktwits data.The company’s net loss per share of $0.17 during the quarter was&nbsp;narrower than $0.33 loss per share from the year-ago quarter. However,&nbsp;analysts had estimated a loss per share of $0.15.&nbsp;<h2 class="st-heading-2">Leadership Take</h2>“2025 was a transformative year for Red Cat as we strengthened our position as a trusted provider of advanced drone solutions for defense and government customers,” said Jeff Thompson, CEO of Red Cat.&nbsp;“We delivered year-over-year revenue growth of 161%, launched our FANG™ FPV platform, and expanded our Army relationship, and received our first order for 100 Black Widows through the NSPA - a major milestone that underscores growing international demand for our products," Thompson added.During fiscal year 2025, Red Cat, across divisions, expanded its maritime division, BlueOps to 166,000 sq. ft., its VTOL drone, sensor and software solutions division FlightWave to 51,000 sq. ft., and Teal drones&nbsp;division to 37,000 sq. ft. Red Cat achieved a total capacity of 2,54,000 sq. ft. as of Dec. 31, 2025.&nbsp;Red Cat’s full-year 2025 revenue was $40.7 million, representing an increase of 161% or $25.1 million from $15.6 million in the prior year, according to the statement.&nbsp;<h2 class="st-heading-2">Retail Reaction</h2>Retail sentiment around RCAT stock trended in the ‘bearish’ territory amid ‘low’ message volume.One bearish user predicted that RCAT’s stock will go under $15.&nbsp;<stembedurl>https://stocktwits.com/CashCows_/message/647923045</stembedurl>Shares in the company have risen 106% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Red Cat Holdings, Inc. is displayed on a smartphone screen.

Red Cat Stock Slips As Q4 Loss Misses Estimates

The company’s net loss per share of $0.17 during the quarter missed analysts’ estimate of loss per share of $0.15. 

Defense ETFs to Rally as Geopolitical Tensions Show No Signs of Cooling

Defense ETFs gain appeal as geopolitical tensions and rising global military spending boost the sector's outlook and reinforce a long-term rearmament trend.

<ul class="summary-bullets"><li>AVAV’s net loss for Q3 of fiscal 2026 was $156.6 million, or $3.15 loss per diluted share, as compared to net loss of $1.8 million, or $0.06 loss per diluted share from the year-ago period.</li><li>The company's third quarter results were impacted by revenue timing and adjustments in its Space business, the CEO said.&nbsp;</li></ul>Aerovironment stock plummeted 8% during after-hours trading on Tuesday after its weak third quarter revenue for fiscal 2026 and&nbsp;widening quarterly loss spurred a selloff in the stock.It reported third quarter revenue of $408.0 million which fell well short of analyst expectations of $475.65 million, as per data from Fiscal.ai.However, revenue increased 143% as compared to $167.6 million for the third quarter of fiscal 2025, due to higher product sales of $138.1 million and higher service revenue of $102.3 million.“While our third quarter results were impacted by revenue timing and adjustments in our Space business, demand for our unique solutions remains robust,” said Wahid Nawabi, AeroVironment chairman, president and chief executive officer.“Strong order flow and growth in funded backlog during the quarter are setting the stage for record fourth quarter revenue and a solid start to fiscal year 2027. We are executing with discipline, scaling manufacturing ahead of demand and accelerating the commercialization of our platforms to improve profitability and time to market,” Nawabi said.&nbsp;<h2 class="st-heading-2">More Details</h2>Net loss for the third quarter of fiscal 2026 was $156.6 million, or $3.15 loss per diluted share, as compared to net loss of $1.8 million, or $0.06 loss per diluted share, in the prior-year period, respectively. The current quarter was negatively impacted by goodwill impairment charges of $151.3 million.&nbsp;In January, the company received a stop-work order on its&nbsp;deal for the delivery of BADGER phased array antenna systems to support Space Force’s Satellite Communication Augmentation Resource (“SCAR”) program.&nbsp;The U.S. Space Force earlier in the month announced that it is putting the Satellite Communications Augmentation Resource program back up for competition, which significantly affected AVAV’s backlog.&nbsp;Gross margin for the third quarter of fiscal 2026 was $98.8 million, an increase of 56% as compared to $63.2 million for the third quarter of fiscal 2025, reflecting higher product margin of $19.1 million and higher service margin of $16.5 million.<h2 class="st-heading-2">Retail Reaction</h2>Retail sentiment around AVAV stock trended in ‘bullish’ territory amid ‘high’ message volume.&nbsp;Shares in the company have fallen 20.3% year-to-date.&nbsp;

AeroVironment exhibited during the Defense Expo Korea 2022, held at KINTEX (Korea International Exhibition and Convention Center) on September 21, 2022 in Goyang city, Gyeonggi, South Korea. 

AVAV Stock Plummets As Q3 Revenue Comes Way Below Wall Street Expectations, Triggering Selloff

It reported third quarter revenue of $408.0 million which fell well short of analyst expectations of $475.65 million, as per data from Fiscal.ai.

<ul class="summary-bullets"><li>U.S. President Donald Trump on Monday said that while the U.S. has projected a timeline of four to five weeks for the Iran mission, the country has the capability to extend it far longer.&nbsp;</li><li>In other news, Red Cat on Monday announced that Allen Control Systems (ACS), has joined the Red Cat Futures Initiative.</li><li>ACS will collaborate with Red Cat to evaluate integration opportunities between its Bullfrog autonomous counter-drone system and Red Cat’s secure ISR platforms.&nbsp;</li></ul>Red Cat Holdings stock&nbsp;caught investors’ attention on Monday after the U.S. and Israel launched coordinated strikes on Iran over the weekend,&nbsp;boosting demand for defense stocks.&nbsp;Red Cat Holding&nbsp;Red Cat Holdings Inc. (<a href="https://stocktwits.com/symbol/RCAT">RCAT</a>) stock surged nearly 17% at the time of writing.&nbsp;<h2 class="st-heading-2">Spike In Defense Stocks</h2>The U.S. and Israel’s attack on Iran&nbsp;over the weekend,&nbsp;and retaliatory strikes by Iran in the&nbsp;Gulf region has put defense-related stocks in focus, with several rallying&nbsp;in anticipation that the war&nbsp;is expected to last weeks.&nbsp;U.S. President Donald Trump on Monday said that while the U.S. has projected a timeline of four to five weeks for the Iran mission, the country has the capability to extend it far longer.&nbsp;Red Cat is a drone technology company that integrates robotic hardware and software for military, government, and commercial operations.<h2 class="st-heading-2">Other News</h2>Red Cat on Monday announced that Allen Control Systems (ACS), has joined the Red Cat Futures Initiative, the company’s industry-wide consortium accelerating advanced autonomous systems for modern warfare.ACS will collaborate with Red Cat to evaluate integration opportunities between its Bullfrog autonomous counter-drone system and Red Cat’s secure (Intelligence, surveillance, and reconnaissance) ISR platforms, and command and control architecture.“U.S. and allied nations are seeking cost-effective and scalable counter-drone systems to provide a new layer of protection on the move and at the edge,” said Mike Wior, co-founder and CEO of ACS.&nbsp;“Partnering with Red Cat and joining the Futures Initiative allows us to integrate our fully autonomous precision weapons station into a proven unmanned platform, advancing these systems beyond basic requirements and enabling them to execute more advanced and complex missions for U.S. military forces and their allies,” Wior added.&nbsp;&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around RCAT&nbsp;shares trended in&nbsp;the ‘extremely bullish’ territory amid ‘extremely high’ message volume.&nbsp;One bullish user said that predicted $20 as the price target for the current week.&nbsp;<stembedurl>https://stocktwits.com/JMJTrading/message/646341982</stembedurl>Shares in the company have jumped 117% over the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Red Cat Holdings logo is seen displayed on a smartphone screen. 

Red Cat Stock Surges On US-Israel-Iran War

The U.S. and Israel’s attack on Iran over the weekend, and retaliatory strikes by Iran in the Gulf region has put defense-related stocks in focus, with several rallying in anticipation that the war is expected to last weeks. 

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