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Market Data Table

Breakfast News: AeroVironment's Best Ever Year

June 30, 2026

Monday's Markets
S&P 500 7,440 (+1.18%)
Nasdaq 25,820 (+2.07%)
Dow 52,183 (+0.59%)
Bitcoin $60,336 (+1.15%)

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Chart comparing the market performance of AeroVironment to that of the S&P 500 over the past five years, with the S&P 500 up 72% and AeroVironment up 38%.

1) AVAV Pops 20% On Q4 Revenue Smash

AeroVironment (NASDAQ:AVAV) stock jumped 20% in pre-market trading, after the Rule Breakers recommendation smashed through revenue expectations -- fourth-quarter and full-year revenue rose 133% and 141% year over year, respectively. For fiscal 2027, management expects revenue of $2.125 billion to $2.225 billion, up from $1.977 billion in fiscal 2026 -- which marked "the strongest financial performance in our history," in the words of CEO Wahid Nawabi.

"Fiscal 2026 marked a transformational year": Nawabi spoke of opportunities from global demand for "lethal and non-lethal drones, counter-UAS, space and advanced technologies," as the company reported a $1.2 billion funded backlog and $2.7 billion in bookings.
"Important chance for relatively new CFO Sean Woodward to build goodwill with investors in the midst of his company's $89 million goodwill snafu": Fool analyst Tim Beyers had earlier pointed to the company's recently disclosed goodwill impairment error as "an egregious mistake." Addressing it, Woodward said, "We identified a material weakness in our internal control," adding, "We have implemented enhanced controls and review procedures."

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2) Stock Advisor Recs Making Big Moves Monday

Corning (NYSE:GLW) climbed 15.7% yesterday after the high-tech glass and ceramics specialist announced its next dividend date. Demand from institutional investors engaging in Q2 window dressing is also likely behind the Team Rule Breakers recommendation's rise.
Roblox (NYSE:RBLX), also a Team Rule Breakers rec, gained 14.3%, after Arete Research set a new price target of $95 on the stock -- which was trading under $55 this morning. Strong call options trading is also helping push the price.
TopBuild (NYSE:BLD) slipped 15.5%, despite the Team Hidden Gems rec posting a 17% rise in Q1 revenue yesterday, after shareholders gave their final approval for the company's takeover by QXO (NYSE:QXO).

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3) World Cup Lessons for Smart Investors

Jim Mueller, CFA

Are you watching any of the World Cup matches? No? Well, then, you're missing out on some great...investing lessons.

Joe Wiggins of Behavioural Investment blog fame is obviously both a fan of England and a fan of investing, seeing investing lessons everywhere he looks. In his latest entry, he calls out eight different biases that fans of soccer and investing, both, should definitely keep in mind. For example, there's this one:

Momentum matters: Positive or negative progress can become self-perpetuating and an incredibly powerful force.

The wretched hydration breaks and their impact on World Cup games are a great example of how vital momentum is in many walks of life, and how significant interrupting it can be.

For investors, consider Warren Buffett's comment about compounding. "Never interrupt it unnecessarily." This comes back to "time in the market beating timing the market." Compounding only gets to work well if you give it time to work. Stopping and starting it (as happens when you buy and sell over and over again) is bad for your overall results, interrupting the years-long compounding average the broad market has of roughly 10% per year.

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4) Today's Take: Investing After the Sell

Ask anyone with decades of investing experience about their biggest mistake, and you'll usually hear the same answer: "I sold a big winner too soon." By tracking the returns of stocks you've sold, you may become less inclined to sell. -- Anthony Schiavone
There could be various reasons I sell -- need the cash, better opportunities elsewhere, etc. -- that may not necessarily reflect my views on the business. There could come a time later when I am able to buy the stock again, and I want to be up to speed on the developments in the business. -- Sanmeet Deo, Team Rule Breakers

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5) Your Take

Happy birthday to us! Today, 33 years ago (in 1993), the first issue of The Motley Fool went into the mail to its first base of subscribers.

Which stock would you confidently buy today and hold for the NEXT 33 years? What makes you believe it'll stand the test of time?

Discuss with friends and family, or become a member to hear what your fellow Fools are saying!

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