AIROIndustrials · Aerospace & DefenseThe 3 Wall Street analysts covering AIRO Group Holdings, Inc. hold a median 12-month price target of $16 — +184.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 8 of 100 as at 29 Oct 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores AIRO Group Holdings, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Size (68): Smaller than most of the companies we track.
Growth (5): Sales and profits are flat, shrinking, or growing more slowly than they were.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on AIRO, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +184.9% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 15 Oct 2026 | Mizuho | Maintains | Outperform | $13 → $11 |
| 21 July 2026 | Mizuho | Maintains | Outperform | $16 → $13 |
| 21 July 2026 | Mizuho | Maintains | Outperform | — |
| 8 Apr 2026 | BTIG | Downgrade | Neutral | — |
| 8 Apr 2026 | BTIG | Downgrade | Neutral | — |
| 5 Jan 2026 | Mizuho | Maintains | Outperform | — |
| 24 Nov 2025 | BTIG | Maintains | Buy | — |
| 21 Nov 2025 | Cantor Fitzgerald | Maintains | Overweight | — |
| 17 Nov 2025 | Mizuho | Maintains | Outperform | — |
| 8 July 2025 | BTIG | Initiates | Buy | — |
| 8 July 2025 | Cantor Fitzgerald | Initiates | Overweight | — |
| 8 July 2025 | Mizuho | Initiates | Outperform | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
AIRO appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 29 Oct 2026, AIRO Group Holdings, Inc. returned −67.6% against +13.1% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 97% of US stocks
Cheaper than 59% of US stocks
Cheaper than 88% of US stocks
Cheaper than 88% of US stocks
Higher than 90% of US stocks
Higher than 80% of US stocks
Higher than 77% of US stocks
Higher than 52% of US stocks
Higher than 15% of US stocks
Higher than 40% of US stocks
Higher than 38% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
AIRO Group Holdings, Inc. has a market value of $160.9M and an enterprise value of $144.9M.
Revenue in the twelve months to 30 June 2026: $106.6M. The latest quarter grew 75.9% year on year.
Net income over the same four quarters: −$25.4M, a −23.9% net margin.
Diluted earnings per share, trailing twelve months: $−0.83.
Free cash flow in the twelve months to 30 June 2026: −$56.9M.
Trailing P/E: −30.0×; forward P/E: −4.2× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
AIRO Group Holdings, Inc. employs 223 people — $478K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own AIRO Group Holdings, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
AIRO announced it will release its third-quarter 2026 results before the market opens on November 12, 2026, and host a live earnings call at 8:00 a.m. ET that day.
Why it matters — The announcement provides AIRO watchers with the date and time to follow the company’s quarterly results discussion.
AIRO announced that its subsidiary Sky-Watch A/S was selected for a framework agreement with NATO’s NSPA, allowing UAS Partnership member nations to acquire the RQ-35 unmanned aircraft system through streamlined procurement.
Why it matters — The agreement provides a procurement channel for AIRO’s RQ-35 system among UAS Partnership member nations.
AIRO announced that its wholly owned subsidiary, Jaunt Air Mobility Canada, received a Supply Arrangement under the Government of Canada's Defence Drone Initiative Marketplace. This makes the subsidiary a pre-qualified supplier eligible to compete for future Canadian Armed Forces drone and autonomous systems opportunities.
Why it matters — The arrangement gives AIRO's Canadian subsidiary eligibility to compete for future Canadian military opportunities in drones and autonomous systems.
Amtrak has begun passenger service using AIRO's new Airo trainsets on the Cascades route, operating four daily trips between Vancouver, B.C., Seattle, Portland, and Eugene. This marks the first introduction of Airo trains into passenger service anywhere in the country, with additional trainsets planned for service.
Why it matters — For AIRO Group Holdings, this milestone represents the first commercial deployment of its Airo trainsets and the beginning of the product's rollout into scheduled passenger service.
Amtrak and Siemens announced that the new Airo fleet has entered passenger service, with the inaugural journey running through the Pacific Northwest on the Amtrak Cascades route. The Siemens-designed and -manufactured trainsets mark the beginning of a national rollout modernizing rail service across the country.
Why it matters — This milestone brings the Siemens-built Airo trainsets into passenger service, signaling progress for the rail modernization program connected to AIRO Group Holdings.
The 3 Wall Street analysts covering AIRO Group Holdings, Inc. have a median 12-month price target of $16, with estimates ranging from $11 to $20. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 3 analysts covering AIRO Group Holdings, Inc., 2 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks AIRO Group Holdings, Inc. 8 out of 100 across roughly 4,600 US stocks as at 29 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 29 Oct 2026, AIRO Group Holdings, Inc. ranks 8 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Size (68 of 100).
No one can know that. What the data says: the median 12-month target from 3 analysts implies +184.9% from the last close, and Ticker Nerd's factor model ranks AIRO Group Holdings, Inc. 8 out of 100 as at 29 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering AIRO Group Holdings, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for AIRO are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $11 to $20 over the next 12 months.
AIRO Group Holdings, Inc. returned -67.6% over the 12 months to 29 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
AIRO Group Holdings, Inc. is a U.S.-based aerospace and defense company focused on advanced aviation, autonomy, and air mobility solutions.
The most recent item we track (Business Wire, 29 Oct 2026): "AIRO Announces Third Quarter 2026 Earnings Call Details". AIRO announced it will release its third-quarter 2026 results before the market opens on November 12, 2026, and host a live earnings call at 8:00 a.m. ET that day.
AIRO Group Holdings, Inc. is a U.S.-based aerospace and defense company focused on advanced aviation, autonomy, and air mobility solutions. The company operates through four main business segments: Drones, Avionics, Training, and Electric Air Mobility. Its products and services include uncrewed aerial systems for commercial and defense use, avionics and electronics for aircraft and eVTOL platforms, pilot and operational training services, and development of electric vertical takeoff and landing aircraft. AIRO serves defense, government, commercial, and industrial customers across aerospace and aviation markets, with operations extending to North America and Europe. The company combines manufacturing, systems integration, and mission-support capabilities to address specialized needs in aviation technology and next-generation mobility.
CEO Captain Joseph D. Burns · 223 employees · United States · https://www.theairogroup.com
