AVAVIndustrials · Aerospace & DefenseThe 24 Wall Street analysts covering AeroVironment, Inc. hold a median 12-month price target of $210 — +66.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 33 of 100 as at 27 Oct 2026 — in the lower half. 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 AeroVironment, 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
Growth (73): Sales and profits are climbing, and climbing faster than before.
Momentum (13): The shares have been drifting down relative to others.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on AVAV, 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 +66.7% from it.
Of the 20 most recent actions, 2 moved their price target up and 3 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 22 Oct 2026 | Oppenheimer | Initiates | Outperform | $205 |
| 19 Oct 2026 | Citizens | Maintains | Market Outperform | $230 → $170 |
| 16 Oct 2026 | Macquarie | Initiates | Outperform | $210 |
| 9 Oct 2026 | Barclays | Initiates | Equal-Weight | $237 |
| 9 Oct 2026 | Barclays | Initiates | Equal-Weight | — |
| 6 Oct 2026 | Rothschild & Co | Initiates | Neutral | — |
| 16 Sept 2026 | Jefferies | Maintains | Buy | — |
| 16 Sept 2026 | Jefferies | Maintains | Buy | $229 → $204 |
| 11 Sept 2026 | B of A Securities | Maintains | Buy | $225 → $185 |
| 11 Sept 2026 | B of A Securities | Maintains | Buy | — |
| 10 Sept 2026 | BTIG | Reiterates | Buy | — |
| 10 Sept 2026 | BTIG | Reiterates | Buy | $205 |
| 10 Sept 2026 | Citizens | Reiterates | Market Outperform | $230 |
| 10 Sept 2026 | Citizens | Reiterates | Market Outperform | — |
| 10 Sept 2026 | JP Morgan | Maintains | Overweight | $200 → $210 |
| 10 Sept 2026 | JP Morgan | Maintains | Overweight | — |
| 10 Sept 2026 | Needham | Reiterates | Buy | — |
| 10 Sept 2026 | Needham | Reiterates | Buy | $225 |
| 10 Sept 2026 | UBS | Maintains | Neutral | $166 → $170 |
| 10 Sept 2026 | UBS | Maintains | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
AVAV 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 28 Oct 2026, AeroVironment, Inc. returned −66.8% against +13.6% 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 4% of US stocks
Cheaper than 38% of US stocks
Cheaper than 55% of US stocks
Cheaper than 8% of US stocks
Higher than 42% of US stocks
Higher than 43% of US stocks
Higher than 28% of US stocks
Higher than 30% of US stocks
Higher than 20% of US stocks
Higher than 40% of US stocks
Higher than 43% 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.
AeroVironment, Inc. has a market value of $6.4B and an enterprise value of $6.7B.
Revenue in the twelve months to 31 July 2026: $2.0B. The latest quarter grew 5.7% year on year.
Net income over the same four quarters: −$290.1M, a −14.5% net margin.
Diluted earnings per share, trailing twelve months: $−4.09.
Free cash flow in the twelve months to 31 July 2026: −$44.8M, after $19.8M of capital spending.
Trailing P/E: 151.3×; forward P/E: 28.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
AeroVironment, Inc. employs 3,991 people — $502K 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 AeroVironment, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
InvestorPlace reports that defense stocks experienced their worst losing streak on record. In September, the SPDR S&P Aerospace & Defense ETF fell for more consecutive weeks than at any point since its 2011 launch, erasing its 2026 gain.
Why it matters — The sector-wide decline provides context for investors following AeroVironment amid weakness in defense stocks.
Drone stocks rallied unevenly, with smaller, more volatile names posting the largest gains while AeroVironment ticked up. The excerpt identifies Red Cat at $4 but does not provide further details on AeroVironment’s move.
Why it matters — The item places AVAV’s modest uptick in contrast with stronger gains among smaller drone stocks.
AeroVironment closed at $125.45 in the latest trading session, up 1.78% from the prior day.
Why it matters — The session’s closing price and daily change provide AVAV watchers with a brief update on the stock’s recent performance.
MarketBeat reports that drone stocks have left many investors underwater, with the REX Drone ETF (DRNZ) down approximately 23% this year. The headline asks whether four other stocks offer a different profile.
Why it matters — AVAV watchers may note the article’s broader discussion of drone-stock performance, though the excerpt provides no AVAV-specific information.
AeroVironment is partnering with NIOA Australia to explore local production, co-production and sustainment of one-way attack systems.
Why it matters — The partnership could expand AVAV’s regional defense manufacturing and sustainment presence in Australia.
The 24 Wall Street analysts covering AeroVironment, Inc. have a median 12-month price target of $210, with estimates ranging from $149 to $315. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 24 analysts covering AeroVironment, Inc., 19 rate it a Buy, 5 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks AeroVironment, Inc. 33 out of 100 across roughly 4,600 US stocks as at 27 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 27 Oct 2026, AeroVironment, Inc. ranks 33 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 Growth (73 of 100).
No one can know that. What the data says: the median 12-month target from 24 analysts implies +66.7% from the last close, and Ticker Nerd's factor model ranks AeroVironment, Inc. 33 out of 100 as at 27 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering AeroVironment, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for AVAV are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $149 to $315 over the next 12 months.
AeroVironment, Inc. returned -66.8% over the 12 months to 28 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
AeroVironment, Inc. is a defense technology company that develops and supports autonomous and multi-domain robotic systems for government and military customers.
The most recent item we track (InvestorPlace, 28 Oct 2026): "9 Defense Stocks to Watch Before the Next Big Rally". InvestorPlace reports that defense stocks experienced their worst losing streak on record. In September, the SPDR S&P Aerospace & Defense ETF fell for more consecutive weeks than at any point since its 2011 launch, erasing its 2026 gain.
AeroVironment, Inc. is a defense technology company that develops and supports autonomous and multi-domain robotic systems for government and military customers. AeroVironment focuses on uncrewed aircraft systems, loitering munition systems, counter-uncrewed aircraft capabilities, ground robotics, and related command-and-control software. Its portfolio also includes unmanned maritime systems, autonomy and AI-enabled technologies, and mission support services designed for use across air, land, sea, space, and cyber domains. The company serves the U.S. Department of Defense, other government agencies, and allied international customers, positioning AeroVironment as a specialist in tactical, mission-oriented systems used in modern defense operations.
CEO Mr. Wahid Nawabi · 3,991 employees · United States · https://www.avinc.com
