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AeroVironment, Inc. Stock Price

NasdaqGS:AVAV Community·US$7.4b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 197 Fair Values set on narratives written by author

AVAV Share Price Performance

US$149.37
-118.58 (-44.25%)
US$251.93
Fair Value
US$149.37
-118.58 (-44.25%)
40.7% undervalued intrinsic discount
US$251.93
Fair Value
Price US$149.37
AnalystConsensusTarget US$251.93
C_Coffeen US$280.00
AnalystLowTarget US$148.57

AVAV Community Narratives

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Fair Value US$251.93 40.7% undervalued intrinsic discount

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

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Fair Value
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Fair Value US$280 46.7% undervalued intrinsic discount

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

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Fair Value US$148.57 0.5% overvalued intrinsic discount

Rising Regulation And Export Limits Will Shrink Drone Markets

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US$280
46.7% undervalued intrinsic discount
Fair Value
Profit Margin
8.65%
Future PE
51.27x
Price in 2031
US$404.72
US$370.49
59.7% undervalued intrinsic discount
Profit Margin
8.04%
Future PE
93.69x
Price in 2029
US$461.96

Trending Discussion

No trending discussion available.

Updated Narratives

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 46.7% undervalued intrinsic discount
6 users have set this as their fair value
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AVAV: Counter Drone And Laser Contracts Will Shape Balanced Future Outlook

Fair Value: US$148.57 0.5% overvalued intrinsic discount
5 users have set this as their fair value
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AVAV: Counter UAS Contracts Will Offset SCAR Turbulence And Support Future Opportunity

Fair Value: US$370.49 59.7% undervalued intrinsic discount
12 users have set this as their fair value
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Snowflake Analysis

Good value with reasonable growth potential.

1 Risk
2 Rewards

AeroVironment, Inc. Key Details

US$2.0b

Revenue

US$1.5b

Cost of Revenue

US$500.6m

Gross Profit

US$765.8m

Other Expenses

-US$265.1m

Earnings

Last Reported Earnings
Apr 30, 2026
Next Reporting Earnings
n/a
-5.26
25.33%
-13.41%
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 Jul 31

AeroVironment: The Bottom May Be In, Contracts Will Keep Rolling In

Summary AeroVironment is positioned at an inflection point, with contract wins validating topline growth and a major laser contract likely imminent. AVAV reaffirmed its 2030 guidance: targeting $4 billion revenue and 18-20% EBITDA margin, aiming to double revenue with 15-20% annual growth. Current valuation around 3x forward PS is considered cheap, with a discounted fair value estimate of $250–$260 per share based on 2030 projections. Execution risk and contract cadence remain key risks, but I expect the E-HEL contract by year-end and see AVAV near a bottom. Read the full article on Seeking Alpha
Narrative Update 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.

Recent updates

No updates