AIRO Group Holdings Set to Enter Russell 2000® and Russell 3000® Indexes, Signifying a New Chapter in Aerospace and Defense Innovation | Intellectia.AI
AIRO Group Holdings Set to Enter Russell 2000® and Russell 3000® Indexes, Signifying a New Chapter in Aerospace and Defense Innovation
Written by Emily J. Thompson, Senior Investment Analyst
Inclusion in Russell Indexes: AIRO Group Holdings is set to be added to the Russell 2000® and Russell 3000® Indexes on September 22, 2025, marking a significant milestone in the company's growth and recognition in public equity markets.
Strategic Developments: The company is expanding its capabilities through new U.S. manufacturing facilities, defense training contracts, the launch of an electric cargo drone, and an expansion into Quebec's YMX Innovation Zone, enhancing its position in the aerospace and defense sectors.
AIRO
$7.96+Infinity%1D
Analyst Views on AIRO
Wall Street analysts forecast AIRO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AIRO is 28.50 USD with a low forecast of 26.00 USD and a high forecast of 31.00 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.
2 Analyst Rating
Wall Street analysts forecast AIRO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AIRO is 28.50 USD with a low forecast of 26.00 USD and a high forecast of 31.00 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.
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 8.500
Low
26.00
Averages
28.50
High
31.00
Current: 8.500
Low
26.00
Averages
28.50
High
31.00
BTIG
Andre Madrid
Buy
downgrade
$26 -> $19
2025-11-24
Reason
BTIG
Andre Madrid
Price Target
$26 -> $19
2025-11-24
downgrade
Buy
Reason
BTIG analyst Andre Madrid lowered the firm's price target on Airo Group to $19 from $26 and keeps a Buy rating on the shares after its Q3 results. Last-minute customer demands resulted in expanded work scope, delaying deliveries and shifting about $20M in Drones sales out of Q3, and the firm is lowering its 2025 sales outlook to $101M from $111M to reflect any potential further delays, the analyst tells investors in a research note.
Cantor Fitzgerald
Colin Canfield
Overweight
downgrade
$35 -> $20
2025-11-21
Reason
Cantor Fitzgerald
Colin Canfield
Price Target
$35 -> $20
2025-11-21
downgrade
Overweight
Reason
Cantor Fitzgerald analyst Colin Canfield lowered the firm's price target on Airo Group to $20 from $35 and keeps an Overweight rating on the shares. While Airo posted a "disappointing" Q3, there is still a significant amount of value for a critical drone supplier for both the EU and U.S., the analyst tells investors in a research note. The firm thinks the magnitude of the miss has reset expectations and the stock is in a "show me" period for the foreseeable future.
Mizuho
Outperform
downgrade
$31 -> $25
2025-11-17
Reason
Mizuho
Price Target
$31 -> $25
2025-11-17
downgrade
Outperform
Reason
Mizuho lowered the firm's price target on Airo Group to $25 from $31 and keeps an Outperform rating on the shares following the Q3 report. The firm cites slower uptake in the U.S. and reduced EBITDA forecasts for the target drop. It still sees a favorable long-term setup for the shares.
Mizuho
Brett Linzey
Outperform
initiated
$31
2025-07-08
Reason
Mizuho
Brett Linzey
Price Target
$31
2025-07-08
initiated
Outperform
Reason
Mizuho analyst Brett Linzey initiated coverage of Airo Group with an Outperform rating and $31 price target. The firm believes the company's recent initial pubic offering provides sufficient capital to pursue opportunities across its three core segments - drones, avionics and training. It sees an $8 per share opportunity in electric air mobility for Airo, underpinned by Canadian government and customer deposits.
About AIRO
Airo Group Holdings, Inc. is an aerospace and defense company. The Company operates through four segments: Drones, Avionics, Training, and Electric Air Mobility. The Drones segment develops, manufactures, and sells drones. Military drones are sold through the Sky-Watch brand. The Avionics segment develops, manufactures, and sells avionics for military and general aviation aircraft, drones, and electric vertical take-off and landing aircraft (eVTOLs). Its advanced avionics products include flight displays, Connected Panels, and GPS/GNSS sensors, which are sold through its Aspen Avionics brand. The Training segment provides military pilot training and also offers professional training and consulting services to the United States (U.S.) military, select NATO countries, and other U.S. allies under its CDI brand. Electric Air Mobility segment is developing a rotorcraft eVTOL for cargo and passenger use through its Jaunt brand for fixed route flights, on-demand trips, and cargo operations.
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.
