AeroVironment, Inc.

NasdaqGS:AVAV Lagerbericht

Marktkapitalisierung: US$8.3b

AeroVironment Zukünftiges Wachstum

Future Kriterienprüfungen 4/6

AeroVironment wird ein jährliches Gewinn- und Umsatzwachstum von 80.9% bzw. 15.8% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 81.6% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 4.9% betragen.

Wichtige Informationen

80.9%

Wachstumsrate der Gewinne

81.59%

EPS-Wachstumsrate

Aerospace & Defense Gewinnwachstum18.9%
Wachstumsrate der Einnahmen15.8%
Zukünftige Eigenkapitalrendite4.91%
Analystenabdeckung

Good

Zuletzt aktualisiert15 May 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Seeking Alpha May 20

AeroVironment: A Defense Growth Story Worth Holding, Not Chasing

Summary AeroVironment is held at current levels, with a buy zone at $150–$152, due to near-term margin volatility and program uncertainty. AVAV's growth is driven by defense spending, battlefield-proven Switchblade drones, and recent contract wins, but profitability lags due to BlueHalo integration and SCAR program issues. I require EBITDA margins to recover and stabilize above 16% for two quarters before upgrading to buy; margins below 14% for two quarters would trigger a sell. Kratos is prioritized as a core holding over AVAV in a balanced defense-drone portfolio, with AVAV as a 2–3% satellite position pending margin improvement. Read the full article on Seeking Alpha
Narrativ-Update Apr 30

AVAV: SCAR Recompete And Backlog Headwinds Will Ultimately Support Space And Counter‑Drone Expansion

AeroVironment's updated analyst price target has moved slightly lower to $235, as analysts factor in reduced assumed future P/E multiples, along with modestly higher modeled revenue growth and profit margins following SCAR related contract developments and recent Q3 results. Analyst Commentary Recent research updates on AeroVironment point to a more cautious tone around execution on large programs, especially the Satellite Communications Augmentation Resource, or SCAR, contract and the integration of BlueHalo.
Narrativ-Update Apr 15

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.
Narrativ-Update Apr 01

AVAV: SCAR Recompete And Backlog Headwinds Will Ultimately Support BlueHalo Expansion

AeroVironment's updated analyst price target of $235 reflects analysts incorporating lower modeled revenue growth, a slightly higher discount rate, modestly higher profit margins, and a reduced future P/E multiple after recent SCAR program and backlog related headwinds highlighted in recent research. Analyst Commentary Recent research around AeroVironment has shifted toward more cautious assumptions, with several firms cutting price targets following contract setbacks and a mixed fiscal Q3 performance.
Narrativ-Update Mar 18

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.
Neues Narrativ Mar 06

AeroVironment Inc. (AVAV): The Robotic Vanguard – Navigating the "BlueHalo" Integration in 2026.

AeroVironment (AVAV) is currently at a critical crossroads in the journey to dominate the autonomous defense sector, trading at $220.56 as of the March 6, 2026, close. The stock has been under significant pressure recently, dropping over 17% following news that the Pentagon has opened its "SCAR" phased array antenna program to competitive bidding—a move that directly impacts the high-growth BlueHalo segment.
Narrativ-Update Mar 03

AVAV: SCAR Recompete Turbulence Will Set Up Future Unmanned And Space Opportunity

Narrative Update The analyst price target for AeroVironment has been trimmed by $4.90 to $390.00 as analysts weigh SCAR and Satellite Communications Augmentation Resource contract uncertainty against what they still see as multiple growth drivers and resilient long term demand for unmanned systems and phased array solutions. Analyst Commentary Recent research highlights a split in views on AeroVironment, with contract risk around the SCAR and Satellite Communications Augmentation Resource programs on one side and a broad set of growth opportunities in unmanned systems, phased arrays, and space on the other.
Narrativ-Update Feb 17

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.
Narrativ-Update Feb 03

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.
Narrativ-Update Jan 20

AVAV: BlueHalo Expansion Will Face Execution Risks In Counter UAS And SATCOM

Analysts trimmed their AeroVironment fair value estimate by about $15 to roughly $300 per share, while still highlighting stronger growth assumptions after Piper Sandler initiated coverage with an Overweight rating and a US$391 price target. The target is tied to the company's product agility and the impact of the BlueHalo acquisition on counter UAS and SATCOM exposure.
Analyseartikel Jan 10

Why Investors Shouldn't Be Surprised By AeroVironment, Inc.'s (NASDAQ:AVAV) 49% Share Price Surge

Those holding AeroVironment, Inc. ( NASDAQ:AVAV ) shares would be relieved that the share price has rebounded 49% in...
Narrativ-Update Jan 05

AVAV: Counter UAS And SATCOM Expansion Will Drive Future Defense Opportunity

Analysts lifted their fair value estimate for AeroVironment to $450 from $335, citing recent Street research that highlights the company’s agility in developing products for rapidly growing segments and the expanded opportunities from the BlueHalo acquisition and the LOCUST counter-UAS laser weapon platform. Analyst Commentary Bullish analysts are framing AeroVironment as a company that is executing on a clear product roadmap in fast growing segments, with recent research focused on its role in counter UAS, SATCOM, and emerging laser weapon systems.
Narrativ-Update Dec 16

AVAV Will Pursue Expanded Defense Tech Opportunities From BlueHalo Acquisition

AeroVironment s analyst price target has been raised sharply, with fair value increasing from approximately $191 to about $315 per share. Analysts highlight the company s expanded $75B total addressable market, accelerated growth opportunities from the BlueHalo acquisition, and growing conviction in next generation counter UAS and SATCOM solutions.
Narrativ-Update Dec 02

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.
Analyseartikel Nov 21

The Price Is Right For AeroVironment, Inc. (NASDAQ:AVAV) Even After Diving 27%

AeroVironment, Inc. ( NASDAQ:AVAV ) shares have retraced a considerable 27% in the last month, reversing a fair amount...
Narrativ-Update Nov 18

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.
Narrativ-Update Nov 01

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

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.
Narrativ-Update Oct 17

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.
Narrativ-Update Oct 03

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.
Analyseartikel Sep 25

Revenues Tell The Story For AeroVironment, Inc. (NASDAQ:AVAV) As Its Stock Soars 25%

AeroVironment, Inc. ( NASDAQ:AVAV ) shareholders would be excited to see that the share price has had a great month...
Narrativ-Update Sep 11

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.
Narrativ-Update Aug 27

International Defense Spending And BlueHalo Acquisition Will Drive Unmanned Advancements

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.
Analyseartikel Jul 02

Why AeroVironment's (NASDAQ:AVAV) Shaky Earnings Are Just The Beginning Of Its Problems

Despite AeroVironment, Inc.'s ( NASDAQ:AVAV ) most recent earnings report having soft headline numbers, its stock has...
Analyseartikel Jun 26

Why Investors Shouldn't Be Surprised By AeroVironment, Inc.'s (NASDAQ:AVAV) 39% Share Price Surge

AeroVironment, Inc. ( NASDAQ:AVAV ) shares have continued their recent momentum with a 39% gain in the last month...
Seeking Alpha Apr 28

AeroVironment: The Risk To The BlueHalo Deal

Summary Over the past decade, there have often been reasons to be skeptical of AeroVironment (AVAV) — but the company and the stock usually have proven doubters wrong. The acquisition of BlueHalo echoes that pattern: there's real logic to the deal, but a closer look shows potential cause for concern. Down 35%-plus from its highs, AVAV's valuation has come in, but the stock still prices in consistent double-digit growth through the end of the decade. Between merger risks and the reliance on Ukraine, there's still reason to be skeptical — even if history suggests aggressiveness is the better strategy. Read the full article on Seeking Alpha
Seeking Alpha Mar 19

AeroVironment Could Surge From Agentic AI

Summary AeroVironment is well-positioned to benefit from advancements in agentic AI, enhancing the autonomy and effectiveness of its UAVs and loitering munitions. Geopolitical instability and rising defense budgets are driving demand for AeroVironment's drones, with significant orders from the U.S. and allies like Taiwan. Despite short-term revenue declines, AeroVironment boasts a record backlog of $2.2 billion, indicating strong future growth prospects. Risks include geopolitical demand volatility, government procurement shifts, and rapid technological advancements, particularly from lower-cost Chinese manufacturers. Read the full article on Seeking Alpha

Gewinn- und Umsatzwachstumsprognosen

NasdaqGS:AVAV - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
4/30/20292,909227N/AN/A1
4/30/20282,54614121633312
4/30/20272,1955214625519
4/30/20261,904-210-207819
1/31/20261,610-224-246-174N/A
11/1/20251,370-70-254-195N/A
8/2/20251,086-45-203-153N/A
4/30/202582144-24-1N/A
1/25/202574333-36-13N/A
10/26/2024761494266N/A
7/27/2024754593461N/A
4/30/202471760-915N/A
1/27/2024706-107930N/A
10/28/2023654-121-65-46N/A
7/29/2023584-146-35-22N/A
4/30/2023541-176-311N/A
1/28/2023487-8722N/A
10/29/2022443-8926N/A
7/30/20224531-122N/A
4/30/2022446-4-32-10N/A
1/29/20224490-35-16N/A
10/30/20214380625N/A
7/31/2021408-13244N/A
4/30/2021395237587N/A
1/30/2021394307889N/A
10/31/2020377296576N/A
8/1/2020368343549N/A
4/30/2020367411425N/A
1/25/202032030N/A35N/A
10/26/201933339N/A32N/A
7/27/201932339N/A24N/A
4/30/201931442N/A19N/A
1/26/201934055N/A41N/A
10/27/201831946N/A41N/A
7/28/201831246N/A46N/A
4/30/201826822N/A69N/A
1/27/201824437N/A32N/A
10/28/201724336N/A20N/A
7/29/201722724N/A12N/A
4/30/201723318N/A-10N/A
1/28/2017224-13N/A-8N/A
10/29/2016239-4N/A17N/A
7/30/20162534N/A11N/A
4/30/201623415N/A1N/A
1/30/201626611N/A16N/A
10/31/20152677N/A4N/A
8/1/20152550N/A12N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: AVAV wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als schnelleres Wachstum als die Sparquote angesehen wird (3.5%).

Ertrag vs. Markt: AVAV wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als überdurchschnittliches Marktwachstum angesehen wird.

Hohe Wachstumserträge: AVAV wird voraussichtlich in den nächsten 3 Jahren rentabel werden.

Einnahmen vs. Markt: AVAVDie Einnahmen des Unternehmens (15.8% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (11.7% pro Jahr).

Hohe Wachstumseinnahmen: AVAVDie Einnahmen des Unternehmens (15.8% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.


Wachstumsprognosen für den Gewinn je Aktie


Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: AVAVDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (4.9%).


Wachstumsunternehmen entdecken

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/21 10:38
Aktienkurs zum Tagesende2026/05/21 00:00
Gewinne2026/01/31
Jährliche Einnahmen2025/04/30

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

AeroVironment, Inc. wird von 30 Analysten beobachtet. 19 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Peter ArmentBaird
Yi Hsiao MillwardBenchmark Company
Christopher RiegerBerenberg