Trending Tickers: $AVAV Contract Pause, $ZD $1.2B Sale, $BW AI Power Project
This week, several stocks caught investors’ attention, driven by significant developments and market momentum. Here’s the breakdown of this week’s trending stocks:
AeroVironment ($AVAV) Space Force SCAR Contract Paused
AeroVironment said it is in active negotiations with the U.S. Space Force to amend its contract related to the Satellite Communications Augmentation Resource (SCAR) program.
According to the company, the contract was temporarily paused while both sides work toward a new firm-fixed-price agreement that would support an expedited delivery schedule for ground systems used in the program.
The contract involves AeroVironment’s BADGER phased array antenna systems, which are designed to support satellite communications infrastructure for the U.S. Space Force.
AeroVironment stated it is continuing to work closely with the Space Force to align the program with updated requirements. The company also noted that it is expanding manufacturing capacity in Albuquerque, New Mexico to support growth across its space and directed energy platforms, including potential production related to the SCAR program.
According to the company, it remains confident in its ability to deliver the required systems and compete effectively in the broader defense technology market.
Stock Price Reaction
$AVAV shares fell about 17% following the update on the contract negotiations.
Ziff Davis ($ZD) to Sell Connectivity Division to Accenture for $1.2 Billion
Ziff Davis announced it has entered into a definitive agreement to sell its Connectivity division to Accenture for $1.2 billion in cash.
According to the company, the transaction is expected to unlock value for shareholders while placing the Connectivity business under a new owner positioned to expand its global opportunities.
The Connectivity division includes well-known network intelligence and testing platforms such as Ookla, Speedtest, Ekahau, Downdetector, and RootMetrics, which are used by telecom operators, enterprises and regulators to monitor and optimize network performance.
According to Ziff Davis, the division generated $231 million in revenue in 2025, representing about 16% of the company’s total revenue.
The transaction is expected to close in the coming months, subject to regulatory approvals and other customary closing conditions. Until the deal closes, Ziff Davis will continue to operate the Connectivity business.
Ziff Davis said it plans to use the proceeds for general corporate purposes and capital allocation activities.
Stock Price Reaction
$ZD shares jumped about 48% following the announcement.
Babcock & Wilcox Enterprises ($BW) Wins $2.4 Billion Power Project to Support AI Data Centers
Babcock & Wilcox announced it has received a full notice to proceed on a $2.4 billion design-build power generation project with Base Electron, an independent power producer backed by Applied Digital ($APLD).
According to the company, the project will deliver 1.2 gigawatts of new natural gas power generation capacity designed to supply electricity to Applied Digital’s AI data center campuses.
Under the agreement, Babcock & Wilcox will engineer, procure and construct the facility. The project includes four 300-megawatt natural gas-fired boilers and steam turbine generator systems.
The company said engineering and manufacturing work has already begun, and Siemens Energy has been formally released to design and supply the steam turbine generators.
According to Babcock & Wilcox, the project reflects growing demand for reliable electricity as AI infrastructure and high-density data centers expand. Base Electron is also evaluating an option to develop an additional 1.2 gigawatts of generation capacity to support future AI campus growth.
Stock Price Reaction
$BW shares surged about 45% following the announcement.
This article is for informational purposes only and is not investment advice or a solicitation to buy or sell securities. The content is based on publicly available information and reflects the author’s opinions as of the publication date, which may change without notice. All investments carry inherent risks, including the potential loss of principal, and past performance is not indicative of future results. Forward-looking statements, including references to projected revenues, market trends, or business developments, are based on current expectations and assumptions. Actual results may differ due to various factors, including regulatory changes, economic conditions, competitive pressures, and unforeseen market fluctuations. Readers should conduct their own research or consult a financial advisor before making investment decisions. BBAE holds no position in the securities mentioned, nor are they compensated by the companies mentioned.
