Added to YB: 2025-10-01
Pitch date: 2025-09-29
AVAV [bullish]
AeroVironment, Inc.
-8.45%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$13.2B
Pitch Price
$307.68
Price Target
390.00 (+38%)
Dividend
N/A
EV/EBITDA
99.86
P/E
-145.64
EV/Sales
9.81
Sector
Aerospace and Defense
Category
growth
AeroVironment $AVAV Supplemental Analysis
AVAV: 12-18 month price target $390 vs BofA's $300. Defense policy supercycle driving shift to expendable autonomous systems; Replicator program creating visible demand. BlueHalo acquisition transforms AVAV into Defense Stack Prime offering end-to-end solutions. Revenue +140% YOY to $454.7M, $1.1B funded backlog. Trading 7.7x forward P/S vs private peers at 20-30x, suggesting re-rating potential as growth/margins prove out.
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