Upcoming Conference Participation: AeroVironment, Inc. will participate in the RBC Capital Markets' 2025 Global Industrials Conference in New York on September 17, where CEO Wahid Nawabi will deliver a keynote speech at 12:15 p.m. ET.
Company Overview: AeroVironment is a defense technology leader specializing in autonomous systems, precision strike systems, and cyber capabilities, aimed at meeting the needs of modern warfare and future conflicts.
AVAV
$235.32+Infinity%1D
Analyst Views on AVAV
Wall Street analysts forecast AVAV stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AVAV is 389.57 USD with a low forecast of 300.00 USD and a high forecast of 486.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
Wall Street analysts forecast AVAV stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AVAV is 389.57 USD with a low forecast of 300.00 USD and a high forecast of 486.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Buy
0 Hold
0 Sell
Strong Buy
Current: 239.000
Low
300.00
Averages
389.57
High
486.00
Current: 239.000
Low
300.00
Averages
389.57
High
486.00
Goldman Sachs
Buy
downgrade
$486 -> $429
2025-12-12
New
Reason
Goldman Sachs
Price Target
$486 -> $429
2025-12-12
New
downgrade
Buy
Reason
Goldman Sachs lowered the firm's price target on AeroVironment to $429 from $486 and keeps a Buy rating on the shares. Goldman sees the sell off in the stock as a buying opportunity, as the concerns in the quarter are short-term in nature and the long-term growth opportunities continue to be significant, the analyst tells investors in a research note.
Jefferies
Greg Konrad
Buy
downgrade
$415 -> $390
2025-12-11
New
Reason
Jefferies
Greg Konrad
Price Target
$415 -> $390
2025-12-11
New
downgrade
Buy
Reason
Jefferies analyst Greg Konrad lowered the firm's price target on AeroVironment to $390 from $415 and keeps a Buy rating on the shares following "solid" Q2 results. The firm believes shares will be led by further conversion of the pipeline which is broad across several programs of record coupled with "strong" international demand. Valuation is supported by revenue growth/contract conversion of the pipeline with an expected positive reaction to orders and the transparency provided to Jefferies baseline 15% revenue growth/25% EBITDA growth over the next several years, the firm told investors.
Cantor Fitzgerald
Overweight
downgrade
$335 -> $315
2025-12-10
Reason
Cantor Fitzgerald
Price Target
$335 -> $315
2025-12-10
downgrade
Overweight
Reason
Cantor Fitzgerald lowered the firm's price target on AeroVironment to $315 from $335 and keeps an Overweight rating on the shares. AeroVironment is likely to trade lower in the near term after missing Street EBITDA and free cash flow expectations, though the pullback may be brief, the analyst tlels investors in a research note. While estimates may still need further resetting, strong budget tailwinds in drones, directed energy, and laser communications support a favorable medium-term setup, provided cash flow concerns and fears of large-scale M&A unwind do not escalate, the firm adds.
Canaccord
Buy
downgrade
$430 -> $400
2025-12-10
Reason
Canaccord
Price Target
$430 -> $400
2025-12-10
downgrade
Buy
Reason
Canaccord lowered the firm's price target on AeroVironment to $400 from $430 and keeps a Buy rating on the shares. The firm recorded a recor Q2 beat on revenues and a funded backlog of roughly $1.1B on record quarterly bookings. Managementadjusted guidance up to $1.98B in revenues at the midpoint and reiterated its midpoint adjusted EBITDA forecast of $310M. The company's CEO pointed to accelerating international demand as a key driver of short-term and long-term growth.
About AVAV
AeroVironment, Inc. is a defense technology provider delivering integrated capabilities across air, land, sea, space, and cyber. The Company develops and deploys autonomous systems, precision strike systems, counter-UAS technologies, space-based platforms, directed energy systems, and cyber and electronic warfare capabilities. The Company’s segments include Autonomous Systems (AxS) and Space, Cyber, and Directed Energy (SCDE). The AxS segment focuses on the design, development, production, delivery, and support of intelligent, multi-domain robotic systems, including uncrewed aircraft systems (UAS) and ground robot systems. It includes the Company’s former Uncrewed Systems, Loitering Munitions Systems, and MacCready Works segments as well as Radio Frequency and Kinetic Counter-UAS Electronic Warfare Systems and others. The SCDE segment focuses on advanced technologies in the space domain providing space-based and ground-based platforms, cyber capabilities, and directed energy systems.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
