AeroVironment（AVAV）株式概要
は、米国内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設計、開発、生産、納入、サポートを行っている。 詳細
AVAV Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$280
FV
33.9% 割安 内在価値ディスカウント184
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Capital Goods opportunity
AeroVironment, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$184.97 |
| 52週高値 | US$417.86 |
| 52週安値 | US$154.39 |
| ベータ | 1.38 |
| 1ヶ月の変化 | 0.33% |
| 3ヶ月変化 | -35.19% |
| 1年変化 | 14.21% |
| 3年間の変化 | 79.43% |
| 5年間の変化 | 79.36% |
| IPOからの変化 | 672.96% |
最新ニュース
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.AeroVironment: Far From A High Flier In A Dynamic Environment
Apr 16Recent updates
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.AeroVironment: Far From A High Flier In A Dynamic Environment
Apr 16
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.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.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.
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.
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.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.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.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.Why Investors Shouldn't Be Surprised By AeroVironment, Inc.'s (NASDAQ:AVAV) 49% Share Price Surge
Jan 10
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.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.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.The Price Is Right For AeroVironment, Inc. (NASDAQ:AVAV) Even After Diving 27%
Nov 21AVAV: 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.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.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.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.Revenues Tell The Story For AeroVironment, Inc. (NASDAQ:AVAV) As Its Stock Soars 25%
Sep 25Laser 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.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.Why AeroVironment's (NASDAQ:AVAV) Shaky Earnings Are Just The Beginning Of Its Problems
Jul 02Why Investors Shouldn't Be Surprised By AeroVironment, Inc.'s (NASDAQ:AVAV) 39% Share Price Surge
Jun 26AeroVironment: The Risk To The BlueHalo Deal
Apr 28AeroVironment Could Surge From Agentic AI
Mar 19AeroVironment: Shares Took A Blow After A Painful Quarter
Mar 06株主還元
| AVAV | US Aerospace & Defense | US 市場 | |
|---|---|---|---|
| 7D | -5.5% | 0.03% | 0.9% |
| 1Y | 14.2% | 32.6% | 28.2% |
業界別リターン: AVAV過去 1 年間で32.6 % 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28.2 % 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 | 10.9% |
| Aerospace & Defense Industry Average Movement | 8.9% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: AVAV 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: AVAVの 週次ボラティリティ ( 11% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1971 | 1,466 | Wahid Nawabi | www.avinc.com |
は、米国内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設計、開発、生産、納入、サポートを行っている。自律システム部門と宇宙・サイバー・誘導エネルギー部門の2部門で事業を展開。同社は、小型・中型のUASを含む無人航空機システム（UAS）とキネシス・コマンド＆コントロール・ソフトウェア、および精密打撃、無線周波数および運動C-UAS、電子戦システムを含む、実用的なインテリジェンスと精密火力を現代の戦闘機に提供する対UASおよび精密打撃、遊動弾薬ソリューションを提供している。また、自律性、AI、プラットフォーム技術、無人海上、無人地上システム、高高度擬似衛星も提供している。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/ビーム・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、宇宙運用のため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、および太陽系軌道における視線安定化および制御電子機器用の宇宙認定ハードウェア、極超音速テレメトリおよび追跡、その他のミサイル試験をサポートするフェーズドアレイ・アンテナ技術、指向性エネルギー・ソリューションを提供している。また、国家安全保障と防衛運用のためのサイバー・ソリューションや、国防省や民間企業の課題を解決するためのAIを活用したOSINT分析プラットフォームであるHaloCortex OSINTも提供している。エアロバイロメント社は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$9.32b |
| 収益（TTM） | -US$224.36m |
| 売上高(TTM) | US$1.61b |
5.8x
P/Sレシオ-41.5x
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$1.61b |
| 売上原価 | US$1.21b |
| 売上総利益 | US$402.65m |
| その他の費用 | US$627.01m |
| 収益 | -US$224.36m |
直近の収益報告
Jan 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -4.45 |
| グロス・マージン | 25.00% |
| 純利益率 | -13.93% |
| 有利子負債／自己資本比率 | 17.0% |
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 | 2026/05/04 11:19 |
| 終値 | 2026/05/01 00:00 |
| 収益 | 2026/01/31 |
| 年間収益 | 2025/04/30 |
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
本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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。30
| アナリスト | 機関 |
|---|---|
| Peter Arment | Baird |
| Yi Hsiao Millward | Benchmark Company |
| Christopher Rieger | Berenberg |