AVEX logo

AEVEX Corp. Stock Price

NYSE:AVEX Community·US$2.0b Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 8 Fair Values set on narratives written by author

AVEX Share Price Performance

US$16.54
-10.39 (-38.58%)
US$35.75
Fair Value
US$16.54
-10.39 (-38.58%)
53.7% undervalued intrinsic discount
US$35.75
Fair Value
Price US$16.54
AnalystConsensusTarget US$35.75

AVEX Community Narratives

·
Fair Value US$35.75 53.7% undervalued intrinsic discount

Autonomous Defense Systems Will Drive Long-Term Demand For This High-Capacity Manufacturer

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US$35.75
53.7% undervalued intrinsic discount
Revenue
12.4% p.a.
Profit Margin
11.79%
Future PE
18.53x
Price in 2029
US$45.34

Trending Discussion

Updated Narratives

AVEX logo

Autonomous Defense Systems Will Drive Long-Term Demand For This High-Capacity Manufacturer

Fair Value: US$35.75 53.7% undervalued intrinsic discount
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Snowflake Analysis

Undervalued with slight risk.

4 Risks
4 Rewards

AEVEX Corp. Key Details

US$596.4m

Revenue

US$448.6m

Cost of Revenue

US$147.7m

Gross Profit

US$118.2m

Other Expenses

US$29.6m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
0.58
24.77%
4.96%
75.5%
View Full Analysis

About AVEX

Founded
2020
Employees
650
CEO
Charles Wells
WebsiteView website
www.aevex.com

AEVEX Corp. operates as a defense technology contractor and enabler of the U.S. Unmanned Aerial Systems (UAS) dominance strategy mission. The company operates in two segments, Tactical Systems and Global Solutions. The Tactical Systems designs and manufactures battle-tested, autonomous, modular, and attritable unmanned systems, including UAS and unmanned surface vehicles with other mission critical products. The Global Solutions provides bespoke mission solutions, including AI-enabled airborne intelligence, surveillance, and reconnaissance (ISR), C-UAS, additive manufacturing, and specialized mission aircraft engineering, modification, and testing. The company was founded in 2020 and is based in Solana Beach, California.

Recent AVEX News & Updates

Seeking Alpha Jul 09

AEVEX: Backlog Needs To Rebuild Before I Turn More Positive

Summary AEVEX receives a Hold rating due to strong market positioning but concerns about future backlog sustainability. AVEX benefits from surging demand for autonomous defense systems, robust execution, and proprietary autonomy software, supporting recent explosive revenue and margin growth. Funded backlog declined from $503.1M to $356.6M, raising questions about post-Ukraine demand and customer concentration risk. At ~22x NTM EBITDA, AVEX’s valuation assumes successful backlog replenishment; I require more evidence before upgrading to Buy. Read the full article on Seeking Alpha

Recent updates

No updates