AeroVironment Crecimiento futuro
Future controles de criterios 4/6
Se prevé un crecimiento anual de los beneficios y los ingresos de AeroVironment de 80.9% y 15.8% por año respectivamente. Se prevé que el BPA crezca en un 81.6% al año. Se espera que la rentabilidad financiera sea de 4.9% en 3 años.
Información clave
80.9%
Tasa de crecimiento de los beneficios
81.59%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Aerospace & Defense | 18.8% |
| Tasa de crecimiento de los ingresos | 15.8% |
| Rentabilidad financiera futura | 4.91% |
| Cobertura de analistas | Good |
| Última actualización | 15 May 2026 |
Actualizaciones recientes sobre el crecimiento futuro
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
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.
Nueva narrativa • 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.
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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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 AlphaSeeking 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 AlphaPrevisiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 4/30/2029 | 2,909 | 227 | N/A | N/A | 1 |
| 4/30/2028 | 2,546 | 141 | 216 | 333 | 12 |
| 4/30/2027 | 2,195 | 52 | 146 | 255 | 19 |
| 4/30/2026 | 1,904 | -210 | -20 | 78 | 19 |
| 1/31/2026 | 1,610 | -224 | -246 | -174 | N/A |
| 11/1/2025 | 1,370 | -70 | -254 | -195 | N/A |
| 8/2/2025 | 1,086 | -45 | -203 | -153 | N/A |
| 4/30/2025 | 821 | 44 | -24 | -1 | N/A |
| 1/25/2025 | 743 | 33 | -36 | -13 | N/A |
| 10/26/2024 | 761 | 49 | 42 | 66 | N/A |
| 7/27/2024 | 754 | 59 | 34 | 61 | N/A |
| 4/30/2024 | 717 | 60 | -9 | 15 | N/A |
| 1/27/2024 | 706 | -107 | 9 | 30 | N/A |
| 10/28/2023 | 654 | -121 | -65 | -46 | N/A |
| 7/29/2023 | 584 | -146 | -35 | -22 | N/A |
| 4/30/2023 | 541 | -176 | -3 | 11 | N/A |
| 1/28/2023 | 487 | -8 | 7 | 22 | N/A |
| 10/29/2022 | 443 | -8 | 9 | 26 | N/A |
| 7/30/2022 | 453 | 1 | -1 | 22 | N/A |
| 4/30/2022 | 446 | -4 | -32 | -10 | N/A |
| 1/29/2022 | 449 | 0 | -35 | -16 | N/A |
| 10/30/2021 | 438 | 0 | 6 | 25 | N/A |
| 7/31/2021 | 408 | -1 | 32 | 44 | N/A |
| 4/30/2021 | 395 | 23 | 75 | 87 | N/A |
| 1/30/2021 | 394 | 30 | 78 | 89 | N/A |
| 10/31/2020 | 377 | 29 | 65 | 76 | N/A |
| 8/1/2020 | 368 | 34 | 35 | 49 | N/A |
| 4/30/2020 | 367 | 41 | 14 | 25 | N/A |
| 1/25/2020 | 320 | 30 | N/A | 35 | N/A |
| 10/26/2019 | 333 | 39 | N/A | 32 | N/A |
| 7/27/2019 | 323 | 39 | N/A | 24 | N/A |
| 4/30/2019 | 314 | 42 | N/A | 19 | N/A |
| 1/26/2019 | 340 | 55 | N/A | 41 | N/A |
| 10/27/2018 | 319 | 46 | N/A | 41 | N/A |
| 7/28/2018 | 312 | 46 | N/A | 46 | N/A |
| 4/30/2018 | 268 | 22 | N/A | 69 | N/A |
| 1/27/2018 | 244 | 37 | N/A | 32 | N/A |
| 10/28/2017 | 243 | 36 | N/A | 20 | N/A |
| 7/29/2017 | 227 | 24 | N/A | 12 | N/A |
| 4/30/2017 | 233 | 18 | N/A | -10 | N/A |
| 1/28/2017 | 224 | -13 | N/A | -8 | N/A |
| 10/29/2016 | 239 | -4 | N/A | 17 | N/A |
| 7/30/2016 | 253 | 4 | N/A | 11 | N/A |
| 4/30/2016 | 234 | 15 | N/A | 1 | N/A |
| 1/30/2016 | 266 | 11 | N/A | 16 | N/A |
| 10/31/2015 | 267 | 7 | N/A | 4 | N/A |
| 8/1/2015 | 255 | 0 | N/A | 12 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: Se prevé que AVAV sea rentable en los próximos 3 años, lo que se considera un crecimiento más rápido que la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que AVAV sea rentable en los próximos 3 años, lo que se considera un crecimiento del mercado superior a la media.
Beneficios de alto crecimiento: Se espera que AVAV sea rentable en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (15.8% al año) de AVAV crezcan más rápidamente que los del mercado US (11.7% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 15.8% al año) de AVAV crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de AVAV sea baja dentro de 3 años (4.9%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/22 09:55 |
| Precio de las acciones al final del día | 2026/05/22 00:00 |
| Beneficios | 2026/01/31 |
| Ingresos anuales | 2025/04/30 |
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 equipo de talla mundial 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 30 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 |
| Yi Hsiao Millward | Benchmark Company |
| Christopher Rieger | Berenberg |