<div id="readability-page-1"><div><div><ul><li>AeroVironment recently delivered two JLTV-mounted LOCUST laser weapon systems to the U.S. Army, showcased its electronic warfare sensors on PteroDynamics’ Transwing VTOL drone at Silent Swarm 25, and secured a US$4.8 million U.S. Coast Guard contract for VideoRay Mission Specialist Defender underwater robots.</li><li>Together, these developments highlight AeroVironment’s broadening role across counter-drone lasers, autonomous aerial EW platforms, and maritime robotics, deepening its integration into U.S. defense modernization programs.</li><li>We’ll now explore how this expanded role in U.S. counter‑UAS laser systems could influence AeroVironment’s existing investment narrative.</li></ul><p>Explore 28 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.</p><h2>AeroVironment Investment Narrative Recap</h2><p>To own AeroVironment, you need to believe in its ability to turn a growing role in U.S. defense modernization into durable, profitable growth despite current losses and margin pressure after the BlueHalo acquisition. The latest laser, EW, and maritime robotics wins reinforce the near term catalyst around expanding high value defense programs, but they do not materially change the biggest risk, which remains heavy reliance on U.S. government funding and evolving procurement priorities.</p><p>The AMP HEL JLTV laser weapon delivery is the most relevant development here, because it extends AeroVironment’s presence in U.S. counter UAS programs that underpin many bullish expectations for future revenue and backlog resilience. While the US$4.8 million Coast Guard ROV contract and Silent Swarm EW demo broaden its footprint into maritime and multi domain autonomy, the core investment case still leans heavily on how deeply systems like LOCUST embed into long running Army and joint programs.</p><p>Yet investors should also weigh how AeroVironment’s dependence on U.S. defense budgets could amplify the impact of any future shift in...</p><p>Read the full narrative on AeroVironment (it's free!)</p><p>AeroVironment's narrative projects $2.6 billion revenue and $264.5 million earnings by 2028.</p><p>Uncover how AeroVironment's forecasts yield a $404.00 fair value, a 55% upside to its current price.</p><h2>Exploring Other Perspectives</h2><figure><div><div><p><img src="https://imageproxy.pbkrs.com/https://s.yimg.com/ny/api/res/1.2/YBM7EgpqDoO6vL4JMv6mdg--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTY2NA--/https://media.zenfs.com/en/simply_wall_st__316/cd8f948eca1f30e8080d1bcefa4d5368?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="960" height="664" original-src="https://imageproxy.pbkrs.com/https://s.yimg.com/ny/api/res/1.2/YBM7EgpqDoO6vL4JMv6mdg--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTY2NA--/https://media.zenfs.com/en/simply_wall_st__316/cd8f948eca1f30e8080d1bcefa4d5368"/></p></div></div><p></p><figcaption>AVAV 1-Year Stock Price Chart</figcaption><p></p></figure><p>Eight members of the Simply Wall St Community currently see AeroVironment’s fair value between about US$235 and US$404 per share, underlining how far opinions can stretch. You can set those views against the company’s growing exposure to long running U.S. defense modernization programs, which may support revenue visibility but still leave AeroVironment tightly wired to political and budget risk.</p><p>Explore 8 other fair value estimates on AeroVironment - why the stock might be worth 10% less than the current price!</p><h2>Build Your Own AeroVironment Narrative</h2><p>Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.</p><ul><li>A great starting point for your AeroVironment research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.</li><li>Our free AeroVironment research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate AeroVironment's overall financial health at a glance.</li></ul><h2>Searching For A Fresh Perspective?</h2><p>These stocks are moving-our analysis flagged them today. Act fast before the price catches up:</p><ul><li>Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 37 best rare earth metal stocks of the very few that mine this essential strategic resource.</li><li>Find companies with promising cash flow potential yet trading below their fair value.</li><li>These 12 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.</li></ul><p><em> This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</em></p><p><em>Companies discussed in this article include AVAV.</em></p><p><strong>Have feedback on this article? Concerned about the content? Get in touch with us directly.</strong><em> Alternatively, email editorial-team@simplywallst.com</em></p></div></div></div>

AVAV

<p>AeroVironment's stock rose 13.8% following new U.S. contracts for directed-energy and robotics systems. The company delivered laser weapon systems to the U.S. Army and secured a $4.8 million Coast Guard contract for underwater robots. These developments enhance AeroVironment's role in defense modernization, though reliance on U.S. government funding remains a risk. The company's projected revenue is $2.6 billion by 2028, with a fair value estimate of $404 per share, indicating a 55% upside.</p>

AeroVironment (AVAV) Is Up 13.8% After New U.S. Directed‑Energy and Robotics Contracts