{"podcast":{"title":"Charged Alpha Stock Encyclopedia","slug":"charged-alpha-stock-encyclopedia-7819792","podcast_index_feed_id":7819792,"rss_url":"https://feed.podbean.com/chargedalpha/feed.xml","website_url":"https://chargedalpha.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/22241603/charged_alpha_logo_2048.png","author":"Colton Thomas","episode_count":1034,"summary":"Charged Alpha reviews earnings for each stock in the Russel 1000 every quarter. Each podcast gives thorough analysis, along with an in-depth profile in the beginning of the episode of the company, what they do, how they earn money and what to look for.","last_synced_at":"2026-07-18T10:20:29.083898+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792"},"episode":{"title":"AVAV Stock: Record Quarter, Full-Year Loss - Q4 FY2026","slug":"avav-stock-record-quarter-full-year-loss-q4-fy2026","published_at":"2026-06-30T12:26:38+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/avav-stock-record-quarter-full-year-loss-q4-fy2026","show_page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792","url":"https://chargedalpha.podbean.com/e/avav-stock-record-quarter-full-year-loss-q4-fy2026/","audio_url":"https://mcdn.podbean.com/mf/web/fbydaeat71nmjsw4/AVAV-Q4-FY2026-PipelineX-AeroVironment_FULL.mp3","summary":"AVAV (AeroVironment) reported Q4 FY2026 earnings on 2026-06-29. Stock jumped 20.2% on the print. Here's the breakdown: Is AVAV a buy, hold, or sell after this quarter? In this AeroVironment (AVAV) Q4 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a clear price-aware Buy / Hold / Avoid Call and a Wall Street consensus comparison. If you follow Industrials stocks or AVAV earnings, this is the Q4 FY2026 deep dive. 🎧 Listen on Podbean: https://chargedalpha.podbean.com (also on Apple Podcasts & Spotify) 🔔 Subscribe for daily earnings deep-dives → @ChargedAlpha | Call tracker: chargedalpha.com THE CALL: HOLD (3/5 conviction, MODERATE) - CURRENT @ $165.85 - HOLD - BUY below $130.00 with $110.00 stop - AVOID above $230.00 TRIGGER: Two consecutive quarters of positive GAAP EPS and book-to-bill staying above 1.2, OR organic (ex-acquisition) revenue growth above 15%. WINDOW: Through Q2 FY2027 earnings (roughly December 2026) TRACKER: charged-alpha.com/calls/AVAV WALL STREET CONSENSUS - Ratings: 0 Strong Buy / 16 Buy / 12 Hold / 0 Sell / 0 Strong Sell - BUY - Median 12-month price target: $240.00 (range $205 - $330) - Charged Alpha vs consensus: IN LINE, MORE CAUTIOUS THESIS AeroVironment is the U.S. leader in tactical loitering munitions and small drones, now diversified into space, counter-UAS and directed energy via BlueHalo, riding a structural drone-warfare upcycle. Bull lever: If the $1.2B backlog and $2.7B of bookings convert to GAAP profit and the SCDE segment scales its margin, the company grows into a still-rich multiple and the stock re-rates off a beaten-down base. Key risk: SCAR proved a single program…","meta_description":"AVAV (AeroVironment) reported Q4 FY2026 earnings on 2026-06-29. Stock jumped 20.2% on the print. Here's the breakdown: Is AVAV a buy, hold, or sell after…","key_points":[],"chapters":[],"topics":[],"duration_seconds":591,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/charged-alpha-stock-encyclopedia-7819792/episodes/avav-stock-record-quarter-full-year-loss-q4-fy2026/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/avav-stock-record-quarter-full-year-loss-q4-fy2026.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}