AeroVironment, Inc.

NasdaqGS:AVAV 株式レポート

時価総額:US$9.3b

AeroVironment 将来の成長

Future 基準チェック /46

AeroVironment利益と収益がそれぞれ年間80.9%と15.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に4.9% 81.6%なると予測されています。

主要情報

80.9%

収益成長率

81.59%

EPS成長率

Aerospace & Defense 収益成長18.2%
収益成長率15.8%
将来の株主資本利益率4.91%
アナリストカバレッジ

Good

最終更新日29 Apr 2026

今後の成長に関する最新情報

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

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 21
The Price Is Right For AeroVironment, Inc. (NASDAQ:AVAV) Even After Diving 27%

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.

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

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.

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 02
Why AeroVironment's (NASDAQ:AVAV) Shaky Earnings Are Just The Beginning Of Its Problems

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

Jun 26
Why Investors Shouldn't Be Surprised By AeroVironment, Inc.'s (NASDAQ:AVAV) 39% Share Price Surge

AeroVironment: The Risk To The BlueHalo Deal

Apr 28

AeroVironment Could Surge From Agentic AI

Mar 19

AeroVironment: Shares Took A Blow After A Painful Quarter

Mar 06

業績と収益の成長予測

NasdaqGS:AVAV - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
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

アナリストによる今後の成長予測

収入対貯蓄率: AVAVは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.4% ) よりも高い成長率であると考えられます。

収益対市場: AVAV今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: AVAV今後 3 年以内に収益を上げることが予想されます。

収益対市場: AVAVの収益 ( 15.8% ) US市場 ( 11.1% ) よりも速いペースで成長すると予測されています。

高い収益成長: AVAVの収益 ( 15.8% ) 20%よりも低い成長が予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: AVAVの 自己資本利益率 は、3年後には低くなると予測されています ( 4.9 %)。


成長企業の発掘

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2026/05/03 05:05
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 ArmentBaird
Yi Hsiao MillwardBenchmark Company
Christopher RiegerBerenberg