DashboardPortfoliosWatchlistCommunityDiscoverScreener
  • Community
  • /
  • United States
  • /
  • Capital Goods
Author Program NEWCreate Narrative
AVAV logo

AeroVironment, Inc. Stock Price

NasdaqGS:AVAV Community·US$7.1b Market Cap
  • 5 Narratives written by author
  • 0 Comments on narratives written by author
  • 229 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

AVAV Share Price Performance

US$147.07
-94.75 (-39.18%)
​
US$225.77
Fair Value
US$147.07
-94.75 (-39.18%)
34.9% undervalued intrinsic discount
US$225.77
Fair Value
Price US$147.07
AnalystConsensusTarget US$225.77
C_Coffeen US$280.00
AnalystHighTarget US$307.91
Wed, 12 Aug 26
Fair ValueUS$225.77
Share Pricen/a

AVAV Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$225.77 34.9% undervalued intrinsic discount

AVAV: Expanding Defense Programs And New Contracts Will Shape Future Performance

1users have liked this narrative
0users have commented on this narrative
92users have followed this narrative
C_
C_Coffeen
C_Coffeen's
Fair Value
·
Fair Value US$280 47.5% undervalued intrinsic discount

The U.S. government's massive push for thousands of low-cost drones provides a massive floor for AVAV's valuation

1users have liked this narrative
0users have commented on this narrative
15users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$307.91 52.2% undervalued intrinsic discount

Global Defense Spending Will Fuel Autonomous Drone Expansion

0users have liked this narrative
0users have commented on this narrative
13users have followed this narrative
AVAV logo
AeroVironment
41.5% overvalued intrinsic discount
New

AVAV | AeroVironment: What They Said vs. What They Did

View narrative
LU
LunaRodas
LunaRodas
Published 9 Sep
Read Narrative
AVAV logo
AeroVironment
47.5% undervalued intrinsic discount

The U.S. government's massive push for thousands of low-cost drones provides a massive floor for AVAV's valuation

View narrative
C_
C_Coffeen
C_Coffeen
Published 23 Jan
Read Narrative
AVAV logo
AeroVironment
34.9% undervalued intrinsic discount

AVAV: Expanding Defense Programs And New Contracts Will Shape Future Performance

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 12 Aug
Read Narrative
AVAV logo
AeroVironment
52.2% undervalued intrinsic discount

Global Defense Spending Will Fuel Autonomous Drone Expansion

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 26 Aug
Read Narrative
AVAV logo
AeroVironment
1.0% undervalued intrinsic discount

Rising Regulation And Export Limits Will Shrink Drone Markets

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 29 Jul
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

LU
LunaRodas
AVAV logo

AVAV | AeroVironment: What They Said vs. What They Did

Fair Value: US$103.94 41.5% overvalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
C_
C_Coffeen
AVAV logo

The U.S. government's massive push for thousands of low-cost drones provides a massive floor for AVAV's valuation

Fair Value: US$280 47.5% undervalued intrinsic discount
15 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
AVAV logo

AVAV: Counter Drone And Laser Contracts Will Support Future Upside

Fair Value: US$307.91 52.2% undervalued intrinsic discount
13 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Excellent balance sheet and good value.

1 Risk
2 Rewards
View Full Analysis

AeroVironment, Inc. Key Details

US$2.0b

Revenue

US$1.5b

Cost of Revenue

US$530.1m

Gross Profit

US$732.9m

Other Expenses

-US$202.8m

Earnings

Last Reported Earnings
Aug 01, 2026
Next Reporting Earnings
n/a
-4.01
26.47%
-10.13%
16.6%
View Full Analysis

About AVAV

Founded
1971
Employees
4041
CEO
Wahid Nawabi
WebsiteView website
www.avinc.com

AeroVironment, Inc., a defense technology provider, designs, develops, produces, delivers, and supports a portfolio of robotic systems and related services for government agencies and businesses in the United States and internationally. The company operates in two segments, Autonomous Systems; and Space, Cyber and Directed Energy. The company provides uncrewed aircraft systems (UAS), which include small and medium UAS, and kinesis command and control software; and counter-UAS and precision strike, a loitering munitions solution that deliver actionable intelligence and precision firepower modern warfighters, including precision strike, radio frequency and kinetic C-UAS, and electronic warfare systems. It also offers autonomy, AI, and platform technologies; unmanned maritime; and uncrewed ground systems. The company provides digital beamforming technology, a multi-band/beam software defined antenna tile that allows simultaneous communication with multiple satellites; laser communications, a data transmission systems for space operations; space-qualified hardware for line of sight stabilization and control electronics in low, medium, and geostationary earth orbit, as well as cislunar orbits; phased array antenna technology to supports hypersonic telemetry and tracking, and other missile testing; and directed energy solution. It also offers cyber solutions for national security and defense operations. AeroVironment, Inc. was incorporated in 1971 and is headquartered in Arlington, Virginia.

Recent AVAV News & Updates

Seeking Alpha • 12h

AeroVironment: Buy The Drone Leader

Summary AeroVironment remains a buy, supported by record Q1 revenue, strong bookings, and a $1.5 billion funded backlog. Q1 growth was concentrated in Autonomous Systems, while Space, Cyber and Directed Energy posted declines and a segment loss. FY27 guidance is unchanged, but execution risk is elevated as profitability depends heavily on second-half performance. I set a base case price target of $213.77, reflecting AVAV’s premium positioning in the drone and counter-drone markets. Read the full article on Seeking Alpha

Recent updates

No updates

AeroVironment, Inc. Competitors

FIX logo

Comfort Systems USA

Symbol: NYSE:FIX
Market cap: US$56.8b
FAST logo

Fastenal

Symbol: NasdaqGS:FAST
Market cap: US$56.0b
AME logo

AMETEK

Symbol: NYSE:AME
Market cap: US$54.2b
HONA logo

Honeywell Aerospace

Symbol: NasdaqGS:HONA
Market cap: US$48.0b
View more competitors

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide