Added to YB: 2026-09-02
Pitch date: 2026-08-31
AVAV [bullish]
AeroVironment, Inc.
-1.24%
current return
Author Info
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Company Info
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.
Market Cap
$7.5B
Pitch Price
$145.98
Price Target
247.00 (+66%)
Dividend
N/A
EV/EBITDA
31.55
P/E
-27.39
EV/Sales
3.88
Sector
Aerospace and Defense
Category
growth
AeroVironment: The Right Thesis at a Better Price
AVAV (needs more research): AeroVironment is a prospective ~1% starter, not an immediate buy: at $148, the fiscal 2030 base case reaches ~$247, while probability-weighted value implies ~16% annualized, supported by a profitable Autonomous Systems core, $1.2 billion funded backlog and 1.4x book-to-bill. BlueHalo’s SCAR failure, control weaknesses, fiscal 2027 cash burn and the broken chart keep execution risk high. Initiate only after chart repair or thesis-confirming September 9 results; require both before adding.
Read full article (12 min)