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AeroVironment, Inc. Stock Price

NasdaqGS:AVAV Community·US$10.5b Market Cap
  • 5 Narratives written by author
  • 0 Comments on narratives written by author
  • 157 Fair Values set on narratives written by author

AVAV Share Price Performance

US$222.51
97.72 (78.31%)
US$311.47
Fair Value
US$222.51
97.72 (78.31%)
41.8% undervalued intrinsic discount
US$382.37
Fair Value
Price US$222.51
AnalystConsensusTarget US$382.37
Vestra US$287.00
AnalystLowTarget US$300.25

AVAV Community Narratives

AnalystConsensusTarget·
Fair Value US$311.47 28.6% undervalued intrinsic discount

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

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Vestra·
Fair Value US$287 22.5% undervalued intrinsic discount

AeroVironment (AVAV): Q3 Earnings Miss Balanced by Record Backlog and BlueHalo Integration

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AnalystLowTarget·
Fair Value US$300.25 25.9% undervalued intrinsic discount

Rising Regulation And Export Limits Will Shrink Drone Markets

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US$280
20.5% undervalued intrinsic discount
Fair Value
Profit Margin
8.65%
Future PE
51.27x
Price in 2031
US$404.72
US$287
22.5% undervalued intrinsic discount
Fair Value
Profit Margin
8.7%
Future PE
52.53x
Price in 2031
US$417.58
US$300.25
25.9% undervalued intrinsic discount
Profit Margin
4%
Future PE
198.65x
Price in 2029
US$369.04

Trending Discussion

Updated Narratives

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AeroVironment (AVAV): Q3 Earnings Miss Balanced by Record Backlog and BlueHalo Integration

Fair Value: US$287 22.5% undervalued intrinsic discount
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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 20.5% undervalued intrinsic discount
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AVAV logo

AVAV: SCAR Recompetition And BlueHalo Integration Will Shape Future Defense Demand

Fair Value: US$311.47 28.6% undervalued intrinsic discount
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Snowflake Analysis

Reasonable growth potential with mediocre balance sheet.

2 Risks
1 Reward

AeroVironment, Inc. Key Details

US$1.6b

Revenue

US$1.2b

Cost of Revenue

US$402.6m

Gross Profit

US$627.0m

Other Expenses

-US$224.4m

Earnings

Last Reported Earnings
Jan 31, 2026
Next Reporting Earnings
n/a
-4.51
25.00%
-13.93%
17.0%
View Full Analysis

About AVAV

Founded
1971
Employees
1466
CEO
Wahid Nawabi
WebsiteView website
www.avinc.com

AeroVironment, Inc. 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. It 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; uncrewed ground systems; and high-altitude pseudo-satellites. 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 solution for national security and defense operations; and HaloCortex OSINT, an AI-powered OSINT analysis platform to provide insights and solve department of defense and commercial challenges. AeroVironment, Inc. was incorporated in 1971 and is headquartered in Arlington, Virginia.

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