AeroVironment (AVAV) Resumen de Acciones
AeroVironment, Inc., un proveedor de tecnología de defensa, diseña, desarrolla, fabrica, suministra y presta servicios de mantenimiento a una gama de sistemas robóticos y servicios relacionados para organismos públicos y empresas de Estados Unidos y de todo el mundo. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 4/6 |
| Crecimiento futuro | 4/6 |
| Rendimiento pasado | 0/6 |
| Salud financiera | 5/6 |
| Dividendos | 0/6 |
AVAV Community Fair Values
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Analyst Price Targets
Top Community Narratives
Competidores de AeroVironment, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$159.95 |
| Máximo en las últimas 52 semanas | US$417.86 |
| Mínimo de 52 semanas | US$135.20 |
| Beta | 1.41 |
| Cambio en 1 mes | -7.40% |
| Variación en 3 meses | -5.70% |
| Cambio de 1 año | -42.58% |
| Variación en 3 años | 42.39% |
| Variación en 5 años | 89.92% |
| Variación desde la OPV | 568.41% |
Noticias y actualizaciones recientes
Seeking Alpha • Sep 18
AeroVironment: The Market Is Pricing In Too Much Acquisition Risk
Summary AeroVironment is transforming from a tactical drone maker into a full-spectrum defense technology platform, integrating autonomy, software, and counter-UAS capabilities. Despite a $265M GAAP net loss driven by a $240.7M goodwill impairment, AVAV's organic revenue grew 26% and adjusted EBITDA reached $286.1M in FY2026. I rate AVAV a Buy, targeting $218–$225 per share, based on continued double-digit growth, margin expansion toward 17%, and successful execution of programs like LOCUST and P550. Key risks include acquisition integration, customer concentration, competition, internal controls, and valuation—execution on backlog, BlueHalo, and margins is critical to the thesis. Read the full article on Seeking Alpha
Actualización de narrativa • Sep 17
AVAV: Counter Drone And Laser Contracts Will Drive Future Upside
AeroVironment's updated analyst price target reflects a modest pullback in fair value to about $294 per share from roughly $308, as analysts factor in compressed peer and company multiples despite generally supportive views on contract momentum and margin potential. Analyst Commentary Recent Street research on AeroVironment points to a mix of valuation resets and ongoing optimism about the company’s contract pipeline and margin potential.
Nueva narrativa • Sep 09
AVAV | AeroVironment: What They Said vs. What They Did
TheGapReport: AeroVironment, Inc. (NASDAQ:AVAV) Q2 2027 (jun 29 - sep 9) AeroVironment reported first-quarter fiscal 2027 results, with record revenue of $480 million and funded backlog climbing 37% year-over-year to $1.5 billion.Recent updates
Seeking Alpha • Sep 18
AeroVironment: The Market Is Pricing In Too Much Acquisition Risk
Summary AeroVironment is transforming from a tactical drone maker into a full-spectrum defense technology platform, integrating autonomy, software, and counter-UAS capabilities. Despite a $265M GAAP net loss driven by a $240.7M goodwill impairment, AVAV's organic revenue grew 26% and adjusted EBITDA reached $286.1M in FY2026. I rate AVAV a Buy, targeting $218–$225 per share, based on continued double-digit growth, margin expansion toward 17%, and successful execution of programs like LOCUST and P550. Key risks include acquisition integration, customer concentration, competition, internal controls, and valuation—execution on backlog, BlueHalo, and margins is critical to the thesis. Read the full article on Seeking AlphaActualización de narrativa • Sep 17
AVAV: Counter Drone And Laser Contracts Will Drive Future Upside
AeroVironment's updated analyst price target reflects a modest pullback in fair value to about $294 per share from roughly $308, as analysts factor in compressed peer and company multiples despite generally supportive views on contract momentum and margin potential. Analyst Commentary Recent Street research on AeroVironment points to a mix of valuation resets and ongoing optimism about the company’s contract pipeline and margin potential.Nueva narrativa • Sep 09
AVAV | AeroVironment: What They Said vs. What They Did
TheGapReport: AeroVironment, Inc. (NASDAQ:AVAV) Q2 2027 (jun 29 - sep 9) AeroVironment reported first-quarter fiscal 2027 results, with record revenue of $480 million and funded backlog climbing 37% year-over-year to $1.5 billion.Actualización de narrativa • Aug 26
AVAV: Counter Drone And Laser Contracts Will Support Future Upside
AeroVironment’s updated analyst price target has shifted lower, with a reduced fair value estimate from about $370 to roughly $308 as analysts recalibrate P/E assumptions, while still highlighting potential benefits from high energy laser and counter drone contract wins and a robust long term program pipeline. Analyst Commentary Recent research on AeroVironment points to a mixed but generally constructive backdrop, with many bullish analysts focusing on execution in counter drone and high energy laser programs, as well as the company’s long term pipeline and capacity plans.
Actualización de narrativa • Aug 12
AVAV: Counter Drone And Laser Contracts Will Support Post SCAR Reset
AeroVironment's analyst price target has been reset lower to around $225 from about $252, as analysts adjust valuation multiples and profit expectations while still pointing to contract wins, backlog trends, and new Army laser and counter drone programs as key supports for the long-term story. Analyst Commentary Recent Street research on AeroVironment highlights a mix of optimism about contract momentum and market positioning, alongside concerns about execution risks and valuation after a sharp reset in expectations.
Actualización de narrativa • Jul 29
AVAV: Counter Drone And Laser Contracts Will Shape Balanced Future Outlook
The analyst price target for AeroVironment has been reset lower from $235.00 to $148.57 as analysts factor in slower projected revenue growth, narrower profit margins, and a slightly reduced future P/E multiple, despite continued interest around potential Army laser and counter drone contract awards. Analyst Commentary Recent research on AeroVironment shows a split view.Actualización de narrativa • Jul 15
AVAV: Counter UAS Contracts Will Offset SCAR Turbulence And Support Future Opportunity
Analysts have reset expectations for AeroVironment, with the price target in this framework moving from $450.00 to about $370.49. Updated models incorporate slower revenue growth, lower margin assumptions, a higher discount rate, and a higher future P/E multiple, while still highlighting long term growth opportunities discussed at recent investor events.Actualización de narrativa • Jul 01
AVAV: Backlog Strength And SCAR Recompetition Will Drive Future Space Demand
AeroVironment's analyst price target has been reset lower to reflect updated expectations for slower revenue growth, softer margin assumptions, and a higher discount rate, even as analysts continue to highlight solid end demand and long term contract visibility across its unmanned systems portfolio. Analyst Commentary Analyst views on AeroVironment remain mixed, with most firms trimming price targets but still pointing to solid demand, contract visibility, and long term growth initiatives.Artículo de análisis • Jun 21
AeroVironment (AVAV) Stock Could Be 39.4% Undervalued After TOM 50 RE Launch
Recent gains in AeroVironment (AVAV) have come as investors weigh the launch of the TOM 50 RE uncrewed ground vehicle and a new MOU with Ubiqconn, which supports Taiwan’s defense modernization efforts. See our latest analysis for AeroVironment. AeroVironment’s share price has pulled back this year, with a year-to-date share price return of down 33.8% and a 1-year total shareholder return of down 10.6%, even as recent product launches and partnerships have attracted renewed interest ahead of...Actualización de narrativa • Jun 17
AVAV: Counter Drone And Space Contracts Will Drive Future Stock Momentum
Analysts have held AeroVironment's fair value estimate steady at $235.00 while modestly adjusting underlying inputs, reflecting updated views on growth, profitability, and valuation multiples that align with recent supportive research commentary on the stock. Analyst Commentary Recent research coverage on AeroVironment highlights a mix of constructive and cautious views, with supportive commentary existing alongside a more measured stance on valuation, execution, and long term growth assumptions.Actualización de narrativa • Jun 03
AVAV: SCAR Setback Will Ultimately Support Future Counter Drone And Space Momentum
Analysts have kept AeroVironment's fair value estimate steady at $235.00, while updating their models to reflect a higher discount rate, faster projected revenue and profit growth, and a lower future P/E multiple following recent price target cuts tied to SCAR program uncertainty and mixed Q3 results. Analyst Commentary Recent Street research on AeroVironment has centered on Q3 results, the termination of the SCAR program, and questions about the mix of businesses within the portfolio.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Rentabilidad de los accionistas
| AVAV | US Aerospace & Defense | Mercado US | |
|---|---|---|---|
| 7D | 9.0% | -1.9% | -0.2% |
| 1Y | -42.6% | 4.2% | 11.9% |
Rentabilidad vs. Industria: Los resultados de AVAV fueron inferiores a los de la industria US Aerospace & Defense, que obtuvo un rendimiento del 4.2% el año pasado.
Rentabilidad vs. Mercado: AVAV obtuvo unos resultados inferiores a los del mercado US, que fueron del 11.9% el año pasado.
Volatilidad de los precios
| AVAV volatility | |
|---|---|
| AVAV Average Weekly Movement | 11.2% |
| Aerospace & Defense Industry Average Movement | 8.6% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.0% |
| 10% least volatile stocks in US Market | 2.9% |
Precio estable de las acciones: El precio de las acciones de AVAV ha sido volátil durante los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de AVAV(11%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de US.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1971 | 4,041 | Wahid Nawabi | www.avinc.com |
AeroVironment, Inc., un proveedor de tecnología de defensa, diseña, desarrolla, produce, suministra y presta asistencia técnica a una gama de sistemas robóticos y servicios relacionados para organismos gubernamentales y empresas de Estados Unidos y de todo el mundo. La empresa opera en dos segmentos: Sistemas Autónomos; y Espacio, Ciberseguridad y Energía Dirigida. La empresa ofrece sistemas aéreos no tripulados (UAS), que incluyen UAS pequeños y medianos, y software de mando y control Kinesis; así como soluciones de contramedidas contra UAS y de ataque de precisión, una solución de municiones de vuelo prolongado que proporciona inteligencia procesable y potencia de fuego de precisión a los combatientes modernos, incluyendo sistemas de ataque de precisión, sistemas de contramedidas contra UAS cinéticos y de radiofrecuencia, y sistemas de guerra electrónica.
Resumen de fundamentos de AeroVironment, Inc.
| Estadísticas fundamentales de AVAV | |
|---|---|
| Capitalización bursátil | US$8.27b |
| Beneficios(TTM) | -US$202.82m |
| Ingresos (TTM) | US$2.00b |
4.0x
Ratio precio-ventas (PS)-39.9x
Ratio precio-beneficio (PE)¿Está AVAV sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de AVAV | |
|---|---|
| Ingresos | US$2.00b |
| Coste de los ingresos | US$1.47b |
| Beneficio bruto | US$530.12m |
| Otros gastos | US$732.94m |
| Beneficios | -US$202.82m |
Últimos beneficios comunicados
Aug 01, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | -4.01 |
| Margen bruto | 26.47% |
| Margen de beneficio neto | -10.13% |
| Ratio deuda/patrimonio | 16.6% |
¿Cómo se ha desempeñado AVAV a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/18 06:28 |
| Precio de las acciones al final del día | 2026/09/18 00:00 |
| Beneficios | 2026/08/01 |
| Ingresos anuales | 2026/04/30 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
AeroVironment, Inc. está cubierta por 31 analistas. 19 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Peter Arment | Baird |
| Christopher Rieger | Berenberg |
| Matthew Akers | BNP Paribas |