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

Published
12 Sep 24
Updated
01 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
66.2%
7D
-3.9%

Author's Valuation

US$40910.7% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

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.

Shared on 17 Oct 25

Fair value Increased 16%

Laser Communications And Directed Energy Will Drive Defense Modernization

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.

Shared on 03 Oct 25

Fair value Increased 8.55%

Laser Communications And Directed Energy Will Drive Defense Modernization

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.

Shared on 11 Sep 25

Fair value Increased 2.28%

Laser Communications And Directed Energy Will Drive Defense Modernization

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.

Shared on 27 Aug 25

Fair value Increased 5.72%

Laser Communications And Directed Energy Will Drive Defense Modernization

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.

Shared on 07 May 25

Fair value Increased 46%

International Defense Spending And BlueHalo Acquisition Will Drive Unmanned Advancements

Shared on 30 Apr 25

BlueHalo Acquisition And Record Backlog Will Expand Future Market Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

BlueHalo Acquisition And Record Backlog Will Expand Future Market Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 3.61%

BlueHalo Acquisition And Record Backlog Will Expand Future Market Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.32%

BlueHalo Acquisition And Record Backlog Will Expand Future Market Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

BlueHalo Acquisition And Record Backlog Will Expand Future Market Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

BlueHalo Acquisition And Record Backlog Will Expand Future Market Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

BlueHalo Acquisition And Record Backlog Will Expand Future Market Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 3.37%

BlueHalo Acquisition And Record Backlog Will Expand Future Market Opportunities

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