AeroVironment (AVAV) Stock Overview
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. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 3/6 |
| Past Performance | 0/6 |
| Financial Health | 4/6 |
| Dividends | 0/6 |
AVAV Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$280
FV
31.8% undervalued intrinsic discount345
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AeroVironment, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$190.98 |
| 52 Week High | US$417.86 |
| 52 Week Low | US$135.20 |
| Beta | 1.39 |
| 1 Month Change | -6.54% |
| 3 Month Change | 3.59% |
| 1 Year Change | -22.44% |
| 3 Year Change | 97.80% |
| 5 Year Change | 97.48% |
| Change since IPO | 698.08% |
Recent News & Updates
Narrative Update • Jul 01
AVAV: Backlog Strength And SCAR Recompetition Will Drive Future Space Demand
AeroVironment's analyst price target has been reset lower to reflect updated expectations for slower revenue growth, softer margin assumptions, and a higher discount rate, even as analysts continue to highlight solid end demand and long term contract visibility across its unmanned systems portfolio. Analyst Commentary Analyst views on AeroVironment remain mixed, with most firms trimming price targets but still pointing to solid demand, contract visibility, and long term growth initiatives.Seeking Alpha • Jun 30
AeroVironment: Knock Out Quarter And I'm Still Bullish
Summary AeroVironment delivered a standout Q1, significantly beating both revenue and EPS expectations, highlighting robust demand and successful BlueHalo integration. Despite conservative FY27 guidance below Street estimates, I see it as a strategic setup for future beats and raises, underpinned by strong bookings and backlog. AVAV's diversified growth across autonomous systems, counter-UAS, and electronic warfare, combined with record defense budgets, supports a bullish outlook. I raise my price target to $262 (25x EV/EBITDA), seeing 45% upside, and maintain a Buy rating as guidance appears overly cautious. Read the full article on Seeking AlphaRecent updates
Narrative Update • Jul 01
AVAV: Backlog Strength And SCAR Recompetition Will Drive Future Space Demand
AeroVironment's analyst price target has been reset lower to reflect updated expectations for slower revenue growth, softer margin assumptions, and a higher discount rate, even as analysts continue to highlight solid end demand and long term contract visibility across its unmanned systems portfolio. Analyst Commentary Analyst views on AeroVironment remain mixed, with most firms trimming price targets but still pointing to solid demand, contract visibility, and long term growth initiatives.Seeking Alpha • Jun 30
AeroVironment: Knock Out Quarter And I'm Still Bullish
Summary AeroVironment delivered a standout Q1, significantly beating both revenue and EPS expectations, highlighting robust demand and successful BlueHalo integration. Despite conservative FY27 guidance below Street estimates, I see it as a strategic setup for future beats and raises, underpinned by strong bookings and backlog. AVAV's diversified growth across autonomous systems, counter-UAS, and electronic warfare, combined with record defense budgets, supports a bullish outlook. I raise my price target to $262 (25x EV/EBITDA), seeing 45% upside, and maintain a Buy rating as guidance appears overly cautious. Read the full article on Seeking AlphaAnalysis Article • Jun 21
AeroVironment (AVAV) Stock Could Be 39.4% Undervalued After TOM 50 RE Launch
Recent gains in AeroVironment (AVAV) have come as investors weigh the launch of the TOM 50 RE uncrewed ground vehicle and a new MOU with Ubiqconn, which supports Taiwan’s defense modernization efforts. See our latest analysis for AeroVironment. AeroVironment’s share price has pulled back this year, with a year-to-date share price return of down 33.8% and a 1-year total shareholder return of down 10.6%, even as recent product launches and partnerships have attracted renewed interest ahead of...
Narrative Update • Jun 17
AVAV: Counter Drone And Space Contracts Will Drive Future Stock Momentum
Analysts have held AeroVironment's fair value estimate steady at $235.00 while modestly adjusting underlying inputs, reflecting updated views on growth, profitability, and valuation multiples that align with recent supportive research commentary on the stock. Analyst Commentary Recent research coverage on AeroVironment highlights a mix of constructive and cautious views, with supportive commentary existing alongside a more measured stance on valuation, execution, and long term growth assumptions.Narrative Update • Jun 03
AVAV: SCAR Setback Will Ultimately Support Future Counter Drone And Space Momentum
Analysts have kept AeroVironment's fair value estimate steady at $235.00, while updating their models to reflect a higher discount rate, faster projected revenue and profit growth, and a lower future P/E multiple following recent price target cuts tied to SCAR program uncertainty and mixed Q3 results. Analyst Commentary Recent Street research on AeroVironment has centered on Q3 results, the termination of the SCAR program, and questions about the mix of businesses within the portfolio.Narrative Update • Apr 30
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.Narrative Update • Apr 15
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.Narrative Update • Apr 01
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.Narrative Update • Mar 18
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.
Narrative Update • Mar 03
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.Narrative Update • Feb 17
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.Narrative Update • Feb 03
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.Narrative Update • Jan 20
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.Analysis Article • Jan 10
Why Investors Shouldn't Be Surprised By AeroVironment, Inc.'s (NASDAQ:AVAV) 49% Share Price Surge
Those holding AeroVironment, Inc. ( NASDAQ:AVAV ) shares would be relieved that the share price has rebounded 49% in...Narrative Update • Jan 05
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.Narrative Update • Dec 16
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.Narrative Update • Dec 02
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.Analysis Article • Nov 21
The Price Is Right For AeroVironment, Inc. (NASDAQ:AVAV) Even After Diving 27%
AeroVironment, Inc. ( NASDAQ:AVAV ) shares have retraced a considerable 27% in the last month, reversing a fair amount...Narrative Update • Nov 18
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.Narrative Update • Nov 01
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.Narrative Update • Oct 17
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.Narrative Update • Oct 03
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.Analysis Article • Sep 25
Revenues Tell The Story For AeroVironment, Inc. (NASDAQ:AVAV) As Its Stock Soars 25%
AeroVironment, Inc. ( NASDAQ:AVAV ) shareholders would be excited to see that the share price has had a great month...Narrative Update • Sep 11
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.Narrative Update • Aug 27
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.Shareholder Returns
| AVAV | US Aerospace & Defense | US Market | |
|---|---|---|---|
| 7D | 39.7% | 3.6% | 1.6% |
| 1Y | -22.4% | 30.7% | 21.1% |
Return vs Industry: AVAV underperformed the US Aerospace & Defense industry which returned 30.7% over the past year.
Return vs Market: AVAV underperformed the US Market which returned 21.1% over the past year.
Price Volatility
| AVAV volatility | |
|---|---|
| AVAV Average Weekly Movement | 11.9% |
| Aerospace & Defense Industry Average Movement | 9.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: AVAV's share price has been volatile over the past 3 months compared to the US market.
Volatility Over Time: AVAV's weekly volatility (12%) has been stable over the past year, but is still higher than 75% of US stocks.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1971 | 4,041 | Wahid Nawabi | 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.
AeroVironment, Inc. Fundamentals Summary
| AVAV fundamental statistics | |
|---|---|
| Market cap | US$8.69b |
| Earnings (TTM) | -US$265.12m |
| Revenue (TTM) | US$1.98b |
4.9x
P/S Ratio-36.3x
P/E RatioIs AVAV overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| AVAV income statement (TTM) | |
|---|---|
| Revenue | US$1.98b |
| Cost of Revenue | US$1.48b |
| Gross Profit | US$500.64m |
| Other Expenses | US$765.76m |
| Earnings | -US$265.12m |
Last Reported Earnings
Apr 30, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | -5.26 |
| Gross Margin | 25.33% |
| Net Profit Margin | -13.41% |
| Debt/Equity Ratio | 16.6% |
How did AVAV perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/07/02 22:23 |
| End of Day Share Price | 2026/07/02 00:00 |
| Earnings | 2026/04/30 |
| Annual Earnings | 2026/04/30 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
AeroVironment, Inc. is covered by 29 analysts. 19 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Peter Arment | Baird |
| Yi Hsiao Millward | Benchmark Company |
| Christopher Rieger | Berenberg |