AIROIndustrials · Aerospace & DefenseThe 3 Wall Street analysts covering AIRO Group Holdings, Inc. hold a median 12-month price target of $17 — +91.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 8 of 100 as at 22 Aug 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 (64): 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 quant trader with fourteen 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.
The green dot is the last close — the median target sits +91.9% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 21 July 2026 | Mizuho | Maintains | Outperform | $16 → $13 |
| 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.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. AIRO appears on the weeks it earns a place.
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 98% of US stocks
Cheaper than 47% of US stocks
Cheaper than 87% of US stocks
Cheaper than 91% of US stocks
Higher than 91% of US stocks
Higher than 5% of US stocks
Higher than 30% of US stocks
Higher than 52% of US stocks
Higher than 15% of US stocks
Higher than 40% of US stocks
Higher than 37% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 Group Holdings, Inc. held its Q2 2026 earnings call, with the transcript published by Seeking Alpha covering management's discussion of the quarter's results.
Why it matters — The earnings call provides direct insight into the company's recent financial performance and management's assessment of operations during the quarter.
AIRO Group reported second-quarter 2026 revenue of $43.2 million, a nearly 76% increase from the prior year, driven by stronger-than-expected drone segment performance which offset weaker results in avionics and training.
Why it matters — Stronger-than-expected drone sales were the primary driver of significant revenue growth, indicating that segment may be a key growth engine for the company going forward.
AIRO Group Holdings, Inc. announced its financial results for the second quarter ended June 30, 2026. The company reported drone backlog of $163 million, up 9% from the first quarter of 2026, and revenue of $43.2 million, a 76% increase compared to the prior-year period.
Why it matters — AIRO watchers would care because the strong revenue growth and expanding drone backlog signal momentum in the company's advanced aerospace and defense business.
AIRO Group Holdings announced that its subsidiary Jaunt Air Mobility has selected Calogy Solutions to design the battery system for its new hybrid-electric JC-250 and JX-250 VTOL drone variants.
Why it matters — This collaboration represents progress in Jaunt's development of advanced autonomous aircraft for defense, commercial, and industrial missions, marking a key milestone for AIRO's next-generation aerospace portfolio.
AIRO Group Holdings announced it will release its second quarter 2026 financial results on August 13, 2026, via a conference call, and also noted its participation in the 15th Annual Needham Virtual Industrial Tech, Robotics & Clean Tech 1x1 Conference.
Why it matters — Investors and analysts monitoring AIRO will want to know the date and logistics for the upcoming earnings call and the company's involvement in a relevant industry conference.
The 3 Wall Street analysts covering AIRO Group Holdings, Inc. have a median 12-month price target of $17, with estimates ranging from $13 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 22 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 22 Aug 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 (64 of 100).
No one can know that. What the data says: the median 12-month target from 3 analysts implies +91.9% from the last close, and Ticker Nerd's factor model ranks AIRO Group Holdings, Inc. 8 out of 100 as at 22 Aug 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: $13 to $20 over the next 12 months.
AIRO Group Holdings, Inc. returned -63.1% over the 12 months to 21 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
AIRO Group Holdings, Inc. is a multi-faceted aerospace, autonomy, and air mobility company specializing in advanced technologies for defense and commercial markets.
The most recent item we track (Seeking Alpha, 13 Aug 2026): "AIRO Group Holdings, Inc. (AIRO) Q2 2026 Earnings Call Transcript". AIRO Group Holdings, Inc. held its Q2 2026 earnings call, with the transcript published by Seeking Alpha covering management's discussion of the quarter's results.
AIRO Group Holdings, Inc. is a multi-faceted aerospace, autonomy, and air mobility company specializing in advanced technologies for defense and commercial markets. Operating through four primary segments—Drones, Avionics, Training, and Electric Air Mobility—the company develops, manufactures, and sells innovative solutions targeting a total addressable market exceeding $315 billion by 2030. The Drones segment, through brands like Sky-Watch and AIRO Drone, produces military-grade drones capable of GPS-denied operations for NATO and commercial users. The Avionics division, via Aspen Avionics, supplies flight displays, connected panels, and GPS sensors for aircraft, drones, and eVTOLs, serving original equipment manufacturers. The Training segment offers military pilot training services, while the Electric Air Mobility segment, powered by Jaunt, advances eVTOL technology for cargo and passenger transport. With operations across the United States, Canada, and Denmark, AIRO leverages cross-segment synergies in research and development, manufacturing, and government relationships to drive operational efficiencies and expansion in high-growth aerospace sectors.
CEO Captain Joseph D. Burns · 223 employees · United States · https://www.theairogroup.com