Can AeroVironment Stock Hit $301 in 2025?
AeroVironment (AVAV) is riding the wave with precision. Known for its lethal-yet-lightweight drones like the Switchblade and Puma systems, the defense tech company has become an essential kit for modern militaries navigating volatile flashpoints. These battlefield-tested platforms have already proved their mettle in Ukraine, where low-cost drone warfare is reshaping military strategy.
'It's a Miracle': Nvidia CEO Says Their New Technology Takes 'AI Supercomputing to a Whole New Level'
AI Isn't Just About Nvidia: 2 Rising Stars in the Artificial Intelligence Race
UnitedHealth Stock Is One of the Worst-Performing S&P 500 Stocks in 2025. Should You Buy the Dip?
Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today!
That real-world validation has analysts bullish. Goldman Sachs analyst Anthony Valentini just initiated coverage on AVAV stock with a Street-high $301 price target. After a blazing rally amid stellar Q4 earnings and guidance, can AVAV soar even higher and hit Goldman Sachs' bullseye?
Founded in 1971 with roots in human-powered and solar aircraft, AeroVironment has transformed into a powerhouse in unmanned aerial systems and next-gen defense tech. The company is now best-known for its battlefield-ready drones, which have become staples in modern military operations. As the world shifts toward automated warfare and drone-led intelligence, AeroVironment flies at the heart of it all.
Wall Street has taken notice. With a market capitalization nearing $7 billion, AVAV stock has surged 60% year-to-date (YTD). Its recent run is even more stunning, up more than 128% in the past three months and 32% in just the past month as investors race to price in its strategic relevance in a rapidly evolving global defense landscape.
AeroVironment delivered stellar fiscal Q4 results on June 24, reinforcing why the bulls are locked in. The company posted a 40% year-over-year (YOY) revenue surge to $275.1 million, crushing expectations. Earnings almost quadrupled to $1.61 per share from last year's $0.43 per-share profit, far ahead of the $1.44 consensus. The rally was not carried by one wing, either. Loitering Munitions segment revenue soared 87% during the quarter, MacCready Works revenue rose 24%, and Uncrewed Systems revenue advanced 9%.
Momentum didn't stop at the quarter's close. Fiscal 2025 closed with record bookings of $1.2 billion and an order backlog of $726.6 million, up a massive 81.6% YOY, signaling deep demand and high visibility. Despite a modest $1.3 million operating cash outflow, the company's financials remain combat-ready, with $40.9 million in cash and long-term debt capped at just $30 million. From battlefield dominance to balance sheet discipline, the defense tech company is proving it can lead both in the air and on the books.
But it was the forward view that turned heads. AeroVironment's fiscal 2026 guidance calls for revenue between $1.9 billion and $2 billion, with EPS between $2.80 and $3.00, driven in part by its BlueHalo acquisition. With geopolitical tensions rising and the U.S. entering a new phase of defense modernization, AeroVironment is not only participating in the shift but helping lead the charge.
Meanwhile, analysts tracking the company anticipate fiscal 2026 EPS to dip 10.7% YOY to $2.93, before surging 44% to $4.23 in fiscal 2027.
Brokerage firms responded quickly after the Q4 report. William Blair kept its 'Outperform' rating on AVAV stock, citing reduced Ukraine risk and strong growth visibility. Raymond James bumped its price target to $225, citing a robust fiscal 2025 finish and the BlueHalo acquisition's strategic edge. Stifel echoed the optimism, reaffirming a 'Buy" rating.
BTIG made a splash among analysts, raising its target to $300, betting on drone warfare's rising relevance. But it was Goldman Sachs that delivered the boldest vote of confidence, initiating coverage with a 'Buy' rating and $301 target. Goldman Sachs is not just chasing short-term momentum — it's betting big on AVAV's staying power.
Goldman Sachs views the war in Ukraine as a turning point, with AeroVironment's Switchblade and Puma systems becoming real-world proof that low-cost, high-impact tech can shift military doctrine. With the U.S. Department of Defense ramping up contracts and allies boosting their budgets, Goldman expects AeroVironment to ride operating leverage into 'higher profitability and cash generation."
Analysts have deemed AVAV stock to be a 'Strong Buy' overall. Out of eight analysts covering the stock, seven recommend a 'Strong Buy' while one offers a 'Moderate Buy' rating.
The mean target price has already been surpassed, a testament to AVAV stock's recent rally. However, Goldman Sachs' Street-high target of $301 suggests that shares can rise 22% from current levels.
On the date of publication, Sristi Suman Jayaswal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
27 minutes ago
- Yahoo
The Bitcoin Fund Announces Annual Redemption Payment Details
Not for distribution to U.S. newswire services or for dissemination in the United States. This announcement and the information contained herein is restricted and is not for release, publication, or distribution, in whole or in part, directly or indirectly in, or into or from the United States or any other jurisdiction in which the same would be unlawful. Further, this announcement is for information purposes only and shall not constitute an offer to sell or issue or the solicitation to buy, subscribe for or otherwise acquire any securities of The Bitcoin Fund in any jurisdiction in which any such offer or solicitation would be unlawful. TORONTO, July 4, 2025 /CNW/ -- 3iQ Corp. ("3iQ"), a global pioneer in digital asset investment solutions,, announced today that unitholders of The Bitcoin Fund (the "Fund") who had tendered their Fund units ("Units") for redemption, for cash, in connection with the annual redemption feature of the Fund will be entitled to receive US$109.4753 per Unit, the net asset value per Unit on the annual redemption date of June 16, 2025. Payments will be made on or before July 08, 2025. As previously announced, as of May 15, 2025, being the cut-off date relating to the annual redemption feature of the Fund: 853,854 Units representing 16.28% of the outstanding Units, were surrendered for cash redemption on June 16, 2025. About 3iQ Corp. Founded in 2012, 3iQ is one of the world's leading alternative digital asset managers, pioneering institutional-grade investments. 3iQ launched the world's first Digital Assets Managed Account Platform (QMAP), a hedge fund investment solution, offering innovative risk-managed investment solutions to gain exposure to digital assets. 3iQ was also the first to launch a Bitcoin and Ethereum ETP listed on a major global stock exchange, integrate staking into its Ethereum and Solana ETPs boosting investor returns, and offering other regulated ETPs. In 2024, Monex Group, a leading Japanese financial group, took a majority stake in 3iQ. Since 2012, 3iQ has been at the forefront of innovation in digital asset investment management. To learn more about 3iQ, visit Press Contact: Pascal St. Jean – President & CEO E: info@ P: +1 (416) 639-2130 Please read the prospectus before investing. Important information about The Bitcoin Fund is contained in the prospectus. Copies of the prospectus may be obtained from 3iQ Corp. or at You will usually pay brokerage fees to your dealer if you purchase or sell units of the Funds on a stock exchange or other alternative Canadian trading system (an "exchange"). If units of the Funds are purchased or sold on an exchange, investors may pay more than the current net asset value when buying units of the Funds and may receive less than the current net asset value when selling them. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. IMPORTANT NOTICES THIS ANNOUNCEMENT AND THE INFORMATION CONTAINED THEREIN, IS RESTRICTED AND IS NOT FOR PUBLICATION, RELEASE OR DISTRIBUTION, IN WHOLE OR IN PART, DIRECTLY OR INDIRECTLY, IN OR INTO OR FROM THE UNITED STATES OR ANY JURISDICTION IN WHICH THE SAME WOULD BE UNLAWFUL. This announcement should not be distributed, forwarded, transmitted or otherwise disseminated in or into the United States. This announcement does not constitute an offer to sell or issue or the solicitation of an offer to buy or subscribe for securities in the United States or any other jurisdiction. The Funds' securities have not been and will not be registered under the United States Securities Act of 1933, as amended (the "Securities Act"), or under the applicable securities laws of any state or other jurisdiction of the United States, and may not be offered, sold, resold, transferred or delivered, directly or indirectly within, into or in the United States, absent registration or an applicable exemption from, or except in a transaction not subject to, the registration requirements of the Securities Act and in compliance with the securities laws of any relevant state or other jurisdiction of the United States. Neither this announcement, nor the fact that it has been disseminated, shall form the basis of, or be relied upon in connection with, any future information that we distribute. SOURCE 3iQ View original content to download multimedia: Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
27 minutes ago
- Yahoo
This 1 Stock Could be the Future of Crypto and AI in Canada
Written by Amy Legate-Wolfe at The Motley Fool Canada Looking for a Canadian stock sitting right at the crossroads of cryptocurrency and artificial intelligence (AI)? Then Hut 8 (TSX:HUT) is one of the most exciting names to watch. It's a Canadian stock that has evolved from a pure-play Bitcoin miner into something much more ambitious. In a market where both crypto and AI continue to dominate headlines, Hut 8 could be a major player. And with the stock trading below all-time highs, there may be a compelling opportunity here for long-term investors. Hut 8 made waves when it merged with U.S. Bitcoin to form a new cross-border mining and infrastructure firm. Now operating as a more diversified company, it's no longer just about mining Bitcoin. It also manages high-performance computing facilities and is investing heavily in powering AI infrastructure. This dual focus could give Hut 8 a unique edge, especially in a Canadian market where few other public companies are positioned in both crypto and AI. As of writing, the Canadian stock trades at around $24.50 per share, with a market cap of $2.6 billion. While it has had a volatile history, recent moves by the Canadian stock suggest it's aiming to become more stable and strategic. In its most recent quarterly earnings report for Q1 2025, Hut 8 posted revenue of US$21.8 million. However, the company also reported a net loss of US$134 million and an adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) loss of US$117.7 million. Those numbers may raise eyebrows, but much of the loss was tied to the company's aggressive expansion strategy. This expansion includes building up its power infrastructure to handle high-performance computing for artificial intelligence workloads. Hut 8 reported a 79% quarter-over-quarter increase in hashrate and a 37% improvement in fleet efficiency. It now controls 1,020 megawatts of power capacity and has identified a future pipeline of over 10,800 megawatts. That kind of power isn't just for mining crypto, it's increasingly being used to support AI model training and large-scale data processing. Hut 8 also made a key financial move by renegotiating its Bitcoin-backed credit facility with Coinbase, increasing it from US$65 million to US$130 million. The deal locks in a fixed 9% interest rate and extends the loan maturity to July 2026. It's a non-dilutive financing option that gives the Canadian stock breathing room and capital to continue scaling. The terms also include a no-rehypothecation clause, meaning the Bitcoin used as collateral is protected. That's a smart, strategic way to access cash without putting shareholders at risk of dilution. Another development worth noting is the company's investment in Highrise AI, a new division focused on graphics processing unit (GPU)-based AI computing. This business segment provides services like GPU-as-a-service to third-party companies building large-scale AI systems. With GPU demand at all-time highs, this could be a significant revenue stream down the line. It's still early, but Hut 8 is laying the groundwork to become a critical part of the digital infrastructure that powers future tech. There's no denying that Hut 8 comes with risk. Its reliance on Bitcoin prices still drives much of the business, and mining is notoriously volatile. But by diversifying into AI compute services and data infrastructure, the Canadian stock is positioning itself to weather downturns better than some of its peers. It's no longer just a speculative crypto play; it's slowly transforming into a Canadian tech infrastructure company with real-world utility. For Canadian investors seeking exposure to these two powerful trends, Hut 8 might just be the Canadian stock to watch. It's still early in its next chapter, but the steps it's taking suggest that this could be one of the most important TSX-listed companies in the digital future. If you believe in both crypto and AI, this is one investment that puts you in the middle of the action. The post This 1 Stock Could be the Future of Crypto and AI in Canada appeared first on The Motley Fool Canada. Before you buy stock in Coinbase Global, consider this: The Motley Fool Stock Advisor Canada analyst team just identified what they believe are the Top Stocks for 2025 and Beyond for investors to buy now… and Coinbase Global wasn't one of them. The Top Stocks that made the cut could potentially produce monster returns in the coming years. Consider MercadoLibre, which we first recommended on January 8, 2014 ... if you invested $1,000 in the 'eBay of Latin America' at the time of our recommendation, you'd have $24,927.94!* Stock Advisor Canada provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month – one from Canada and one from the U.S. The Stock Advisor Canada service has outperformed the return of S&P/TSX Composite Index by 30 percentage points since 2013*. See the Top Stocks * Returns as of 6/23/25 More reading Made in Canada: 5 Homegrown Stocks Ready for the 'Buy Local' Revolution [PREMIUM PICKS] Market Volatility Toolkit Best Canadian Stocks to Buy in 2025 Beginner Investors: 4 Top Canadian Stocks to Buy for 2025 5 Years From Now, You'll Probably Wish You Grabbed These Stocks Subscribe to Motley Fool Canada on YouTube Fool contributor Amy Legate-Wolfe has no position in any of the stocks mentioned. The Motley Fool recommends Coinbase Global. The Motley Fool has a disclosure policy. 2025 Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Fox News
27 minutes ago
- Fox News
Should Josh Allen be ranked over Patrick Mahomes despite 0–4 playoff record against him? Fox News Video
All times eastern Special Report with Bret Baier Fox Business in Depth: Red, White and Blue Collar/Dagen McDowell Fox Business In Depth: "Reenergizing America" FOX News Radio Live Channel Coverage WATCH LIVE: President Trump expected to sign "Big Beautiful Bill" at Fourth of July picnic
