AeroVironment $AVAV Supplemental Analysis

3 months ago

Uncle Stock Notes

"AVAV: 12-18 month price target $390 vs BofA's $300. Defense policy supercycle driving shift to expendable autonomous systems; Replicator program creating visible demand. BlueHalo acquisition transforms AVAV into Defense Stack Prime offering end-to-end solutions. Revenue +140% YOY to $454.7M, $1.1B funded backlog. Trading 7.7x forward P/S vs private peers at 20-30x, suggesting re-rating potential as growth/margins prove out."

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