Redditors Say This Is The Best Defense Stock To Buy After Iran War

Published on June 23, 2026 at 3:51 pm by Fahad Saleem in News

We just covered the 10 Stocks That Will 10X According to Social Media. AeroVironment (NASDAQ:AVAV) ranks #5 (see 5 Stocks That Will 10X According to Social Media).

Number of Hedge Fund Investors: 37

AeroVironment (NASDAQ:AVAV) is a defense technology company that builds drones, counter-drone systems, precision strike weapons, and directed energy technologies for military customers. It sells to governments and armed forces, with 55 allied nations operating its platforms. Its moat is its position as the dominant supplier of UAS — unmanned aircraft systems — to the U.S. military, with decades of flight data, battlefield-tested hardware, and deep government relationships that are difficult for new entrants to replicate.

The bull case is built around the drone warfare megatrend. From the Middle East to Ukraine, drones have proven central to modern combat, and governments worldwide are now racing to build both offensive capability and drone defense. AeroVironment (NASDAQ:AVAV) is the top UAS supplier to the U.S. Department of War, which accounts for 35% of revenue, with total government exposure at 75% of sales — and that revenue is only likely to grow as militaries across the world come to terms with the importance of drone warfare. AeroVironment (NASDAQ:AVAV) has 53,000 platforms fielded and four million flight hours logged across 55 allied nations. The 2025 acquisition of BlueHalo for $4.1 billion expanded the company into space technology, counter-drone systems, and directed energy weapons like laser systems, broadening the addressable market significantly.