Shared on 15 Apr 26

AVAV: SCAR Recompetition Will Shape Future Space And Defense Demand

Analysts have collectively trimmed AeroVironment price targets by tens of dollars to a range of roughly $235 to $350, reflecting contract uncertainty around the SCAR program and questions about BlueHalo integration. They still highlight long term demand for unmanned systems, space and defense programs in their updated models.

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Shared on 18 Mar 26

Fair value Decreased 19%

AVAV: SCAR Recompetition And BlueHalo Integration Will Shape Future Defense Demand

AeroVironment’s analyst price target has been reset meaningfully lower, with the fair value estimate moving from about $382 to roughly $311 as analysts factor in SCAR program termination, contract timing shifts, questions around lower growth and lower margin BlueHalo assets, and updated revenue growth and P/E assumptions. Analyst Commentary Street research on AeroVironment has shifted meaningfully following the SCAR program developments and recent Q3 results, with most firms trimming valuation targets but generally keeping positive or neutral ratings.

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Shared on 17 Feb 26

Fair value Decreased 2.32%

AVAV: BlueHalo Integration And Counter UAS Expansion Will Shape Future Defense Demand

Narrative Update on AeroVironment The analyst price target for AeroVironment has been reset to $382, down from $391, as analysts balance slightly lower fair value and future P/E assumptions with their positive view on the company's product pipeline and the expanded opportunities from the BlueHalo acquisition in areas like next generation counter UAS and SATCOM. Analyst Commentary Recent research coverage on AeroVironment highlights both confidence in the company’s growth potential and some valuation and execution questions that readers should consider.

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Shared on 03 Feb 26

Fair value Decreased 3.11%

AVAV: BlueHalo Acquisition Will Reshape Defense Demand And New Market Exposure

AeroVironment's analyst price target has shifted from about $404 to roughly $391 as analysts recalibrated their assumptions on revenue growth, profitability and future P/E, while still pointing to the company's product agility and the BlueHalo acquisition as key reasons for their updated view. Analyst Commentary Recent research commentary has focused on how AeroVironment’s product positioning and acquisitions feed into expectations for growth, execution, and valuation around the updated price targets.

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Shared on 02 Dec 25

Fair value Decreased 1.17%

AVAV: Expanding Defense Demand And New Markets Will Drive Long-Term Upside

AeroVironment’s analyst price target has been modestly lowered by approximately $5 to around $404, as analysts cite continued optimism regarding growth prospects and recent product developments, balanced against updated valuation and profitability assumptions. Analyst Commentary Recent analyst reports reflect continued confidence in AeroVironment's long-term growth trajectory, strategic positioning, and expanding market opportunities.

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Shared on 18 Nov 25

Fair value Decreased 0.057%

AVAV: Future Expansion Will Benefit From $75 Billion Market Opportunity

AeroVironment’s analyst price target has been raised from approximately $409 to $409. Analysts point to the company’s significant growth prospects, expanded addressable market, and recent positive developments as supporting factors for their updated outlook.

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Shared on 01 Nov 25

Fair value Increased 6.51%

AeroVironment's analyst price target has increased from $384 to $409, as analysts cite the company's expanding addressable market, accelerated revenue growth expectations, and successful portfolio diversification as key drivers for improved valuation. Analyst Commentary Analysts have weighed in on AeroVironment's recent performance and outlook, revealing both optimism and areas of caution regarding the company's future growth, execution, and valuation prospects.

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Shared on 17 Oct 25

Fair value Increased 16%

AeroVironment's analyst price target was recently revised upward from $331.67 to $384.00 per share, as analysts cite expanded total addressable market opportunities, improved revenue growth outlook, and robust product demand, which were highlighted during recent company and industry events. Analyst Commentary Recent analyst activity has reflected growing optimism surrounding AeroVironment's strategic positioning and growth prospects.

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Shared on 03 Oct 25

Fair value Increased 8.55%

AeroVironment’s analyst price target increased from $305.55 to $331.67 per share. Analysts point to a larger addressable market, updated growth forecasts, and expanding opportunities highlighted during recent investor events.

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Shared on 11 Sep 25

Fair value Increased 2.28%

AeroVironment’s consensus price target has been raised to $305.55 due to strong positioning amid rising global defense spending, the accretive BlueHalo acquisition, robust backlog, and improved capital structure, reflecting analysts’ confidence in its long-term growth outlook. Analyst Commentary AeroVironment is positioned to capitalize on heightened global defense spending, particularly due to increased demand for unmanned aerial systems (UAS), munitions, and air defense capabilities fueled by geopolitical tensions and the changing nature of warfare.

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Shared on 27 Aug 25

Fair value Increased 5.72%

AeroVironment’s price target was raised as analysts point to rising global demand for unmanned systems, enhanced growth potential from the BlueHalo acquisition, capital optimization, and strong operational execution—driving the consensus analyst price target up from $282.57 to $286.94. Analyst Commentary Bullish analysts cited the accelerating multi-year supercycle in the domestic and global unmanned aerial systems market, with AeroVironment uniquely positioned due to market share gains, expanded manufacturing capacity, and a portfolio aligned to unprecedented defense spending.

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Shared on 07 May 25

Fair value Increased 46%

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Shared on 30 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 17 Apr 25

Fair value Decreased 3.61%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 09 Apr 25

Fair value Decreased 0.32%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

1 view

Shared on 10 Mar 25

Fair value Increased 3.37%

AnalystConsensusTarget has decreased future PE multiple from 53.6x to 44.7x.

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AVAV: Expanding Defense Programs And New Contracts Will Shape Future Performance

AVAV: SCAR Recompetition Will Shape Future Space And Defense Demand

AVAV: SCAR Recompetition And BlueHalo Integration Will Shape Future Defense Demand

AVAV: BlueHalo Integration And Counter UAS Expansion Will Shape Future Defense Demand

AVAV: BlueHalo Acquisition Will Reshape Defense Demand And New Market Exposure

AVAV: Expanding Defense Demand And New Markets Will Drive Long-Term Upside

AVAV: Future Expansion Will Benefit From $75 Billion Market Opportunity

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