AeroVironment（AVAV）株式概要
防衛技術プロバイダーであるAeroVironment, Inc.は、米国および海外の政府機関や企業向けに、ロボットシステムおよび関連サービスのポートフォリオの設計、開発、製造、納入、およびサポートを行っています。 詳細
AVAV Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$280
FV
49.2% 割安 内在価値ディスカウント443
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AeroVironment, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$142.12 |
| 52週高値 | US$417.86 |
| 52週安値 | US$135.20 |
| ベータ | 1.39 |
| 1ヶ月の変化 | 2.24% |
| 3ヶ月変化 | -27.13% |
| 1年変化 | -46.93% |
| 3年間の変化 | 46.59% |
| 5年間の変化 | 40.62% |
| IPOからの変化 | 493.90% |
最新ニュース
ナラティブ更新 • 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.
ナラティブ更新 • 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.Recent updates
ナラティブ更新 • 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.ナラティブ更新 • 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.
ナラティブ更新 • 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.Seeking Alpha • Jun 30
AeroVironment: Knock Out Quarter And I'm Still Bullish
Summary AeroVironment delivered a standout Q1, significantly beating both revenue and EPS expectations, highlighting robust demand and successful BlueHalo integration. Despite conservative FY27 guidance below Street estimates, I see it as a strategic setup for future beats and raises, underpinned by strong bookings and backlog. AVAV's diversified growth across autonomous systems, counter-UAS, and electronic warfare, combined with record defense budgets, supports a bullish outlook. I raise my price target to $262 (25x EV/EBITDA), seeing 45% upside, and maintain a Buy rating as guidance appears overly cautious. Read the full article on Seeking Alpha分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.株主還元
| AVAV | US Aerospace & Defense | US 市場 | |
|---|---|---|---|
| 7D | -5.5% | 2.1% | -2.6% |
| 1Y | -46.9% | 18.9% | 14.3% |
業界別リターン: AVAV過去 1 年間で18.9 % の収益を上げたUS Aerospace & Defense業界を下回りました。
リターン対市場: AVAVは、過去 1 年間で14.3 % のリターンを上げたUS市場を下回りました。
価格変動
| AVAV volatility | |
|---|---|
| AVAV Average Weekly Movement | 12.8% |
| Aerospace & Defense Industry Average Movement | 9.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: AVAVの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: AVAVの weekly volatility ( 13% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1971 | 4,041 | Wahid Nawabi | www.avinc.com |
防衛技術プロバイダーであるAeroVironment, Inc.は、米国および海外の政府機関や企業向けに、ロボットシステムおよび関連サービスのポートフォリオの設計、開発、製造、納入、およびサポートを行っています。 同社の事業は、「自律システム」および「宇宙・サイバー・指向性エネルギー」の2つのセグメントで構成されています。同社は、中小型無人航空機システム（UAS）やキネシス（Kinesis）指揮統制ソフトウェアを含む無人航空機システム（UAS）を提供しています。 さらに、対UASおよび精密攻撃ソリューションとして、現代の戦闘員に実用的な情報と精密な火力をもたらす「ロータリング・ミューニション」ソリューションを提供しており、これには精密攻撃、無線周波数および動的対UAS（C-UAS）、電子戦システムなどが含まれます。また、自律技術、AI、プラットフォーム技術、無人海上システム、無人地上システムも提供しています。 同社は、複数の衛星との同時通信を可能にするマルチバンド／マルチビームのソフトウェア定義アンテナタイルであるデジタルビームフォーミング技術、宇宙運用向けのデータ伝送システムであるレーザー通信、低軌道、中軌道、静止軌道、および月周回軌道における視線安定化および制御電子機器用の宇宙対応ハードウェア、 極超音速テレメトリーおよび追跡、その他のミサイル試験を支援するフェーズドアレイアンテナ技術、ならびに指向性エネルギーソリューションを提供している。また、国家安全保障および防衛作戦向けのサイバーソリューションも提供している。AeroVironment, Inc.は1971年に設立され、バージニア州アーリントンに本社を置いている。
AeroVironment, Inc. 基礎のまとめ
| AVAV 基礎統計学 | |
|---|---|
| 時価総額 | US$7.88b |
| 収益（TTM） | -US$265.12m |
| 売上高(TTM) | US$1.98b |
3.6x
P/Sレシオ-27.0x
PER（株価収益率AVAV は割高か？
公正価値と評価分析を参照収益と収入
| AVAV 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.98b |
| 売上原価 | US$1.48b |
| 売上総利益 | US$500.64m |
| その他の費用 | US$765.76m |
| 収益 | -US$265.12m |
直近の収益報告
Apr 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -5.26 |
| グロス・マージン | 25.33% |
| 純利益率 | -13.41% |
| 有利子負債／自己資本比率 | 16.6% |
AVAV の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/29 12:18 |
| 終値 | 2026/07/29 00:00 |
| 収益 | 2026/04/30 |
| 年間収益 | 2026/04/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
AeroVironment, Inc. 19 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29
| アナリスト | 機関 |
|---|---|
| Peter Arment | Baird |
| Yi Hsiao Millward | Benchmark Company |
| Christopher Rieger | Berenberg |