以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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AVAV
109 atoms · 跨 20 天 · 首见 2026-04-28 · 最近 2026-07-02
三色: 🟦 fact 85 · 🟥 take 24 · stance ▲39/▼6/◆12
叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom · 🐦 X 近14d 48
状态只算低频策展源 (群/卖方); X firehose 仅作背景音量
来源: X 109
时态: fresh:100 · aging:9
标签: 好数字:80 · 好信源:23 · 好观点:14 · 好思考:2
🟨 AI 综合 · junior analyst 概览
展开 AI 综合 (灰色 · 非市场结论 · 点击数字溯源到原 atom)
model: deepseek-chat · 2026-07-12 · 默认折叠
AVAV 被多家投行看好，Clear Street 给出 Buy 评级和 $293 目标价
¹，RBC 也重申 $250 目标价
¹。上涨空间达 +59.7%
¹，主要受益于 massive drone spending tailwinds 和 global TAM expansion
¹。公司赢得 $117.3M 美国陆军无人机合同
¹，Q4 业绩超预期并给出超预期的 2027 年营收指引中值
¹¹。然而，Stifel 却将目标价从 $315 大幅下调至 $220
¹，BTIG 也将其目标价从 $330 降至 $205 [id=6ebb682d6c93bc30]。
🧭 拥挤度 (一人一票): ▲ 4 位作者 (KOL4) vs ▼ 1 位作者 (KOL1)
💢 核心分歧 (4 轴)
1. FY27 EPS指引大幅低于预期 vs 管理层看好转型
*topic: 业绩指引/盈利能力/管理层表态 · 4 bull vs 1 bear*
🟢 bullish 侧:
- <a id="atom-e57c56453ce60cb5"></a>2026-05-15
X·@wallstengine · 管理层的4Q26展望 · 管理层表态/业绩指引
Management is confident in its 4Q26 outlook
tags: 好信源 · → daily
- <a id="atom-e513560708faa6ae"></a>2026-06-29
X·@wallstengine · FY 2026 是具有转折性的一年 · 管理层表态 +同日1条
“Fiscal 2026 marked a transformational year for AV.”
tags: 好观点 · → daily
📷 原图
- <a id="atom-0cf70a0e647246fd"></a>2026-06-30
X·@zerohedge · Q4业绩超预期 · 业绩指引
AeroVironment (AVAV) soars 30% after the defense company reported fourth-quarter results that topped expectations
tags: 好数字 · → daily
🔴 bearish 侧:
- <a id="atom-f03d32e5919ffc62"></a>2026-05-15
X·@wallstengine · 初期FY27指引 · 业绩指引
Management is confident in its 4Q26 outlook, which we believe can be a positive catalyst. However, we believe FY27 adjusted EBITDA estimates are elevated and expect the company to be notably conservative with its initial FY27 guide.
tags: 好观点·好思考 · → daily
展开 1 条中性
- <a id="atom-c5d82c8ddb2d17f8"></a>2026-06-30
X·@wallstengine · FY27 营收指引增速 · 业绩指引
they do not expect contract awards from the potential $350 billion supplemental defense reconciliation bill until the second half of their fiscal year... initial FY27 topline guidance of 10% growth
tags: 好数字 · → daily
value: qty=10% · date=FY27
📷 原图
2. BTIG/Clear Street下调目标价 vs 多家投行维持买入
*topic: 评级目标价 · 9 bull vs 2 bear*
🟢 bullish 侧:
- <a id="atom-2d2d05b96c391a7f"></a>2026-04-29
X·@AIStockSavvy [老化中] · 目标价 · 评级目标价 +同日1条
Clear Street initiates with Buy, sets PT at $293
tags: 好数字 · → daily
value: qty=$293 · date=na
[图: Clear Street 首次覆盖 AeroVironment (AVAV) 并给予买入评级的分析师报告摘要图表 — 目标价 (Price Target): $293.00; 当前股价 (Current Price): $183.50; 上涨空间 (Upside): +59.7%; 预期营收年复合增长率 (Revenue CAGR FY26-FY28
📷 原图
- <a id="atom-6c2b219a2424ed74"></a>2026-05-04
X·@AIStockSavvy [老化中] · 交易评级 · 评级目标价 +同日1条
Citizens reiterates Market Outperform
tags: 好信源 · → daily
value: qty=Market Outperform
[图: 这是一张关于AeroVironment (AVAV) 的卖方分析师评级与估值分析摘要表 — 目标价 (Price Target): $350.00; 当前价格 (Current Price): $179.59; 上涨空间 (Upside): +94.9%; 美国无人机预算 (U.S. drone budget): ~$74B; CY27E EV/EB
📷 原图
- <a id="atom-3fa1606fce4a2ef3"></a>2026-05-15
X·@AIStockSavvy · 目标价 · 评级目标价
RBC reiterates AVAV PT at $250
tags: 好数字 · → daily
value: qty=$250 · date=na
[图: RBC Capital 对 AeroVironment (AVAV) 的分析师评级、目标价及市场前景汇总表 — 目标价 (Price Target): $250.00; 当前价格 (Current Price): $165.27; 潜在涨幅 (Upside): +51.3%]
📷 原图
- <a id="atom-c0e96c44fbd32562"></a>2026-05-15
X·@wallstengine · RBC 评级 · 评级目标价 +同日1条
RBC Capital Reiterates Outperform Rating on $AVAV, PT $250
tags: 好观点·好信源 · → daily
value: qty=Outperform · date=2026-05-15
- <a id="atom-6ebb682d6c93bc30"></a>2026-06-23
X·@AIStockSavvy · 目标价下调 · 评级目标价
BTIG cuts PT on AeroVironment to $205 from $330, maintains Buy
tags: 好数字·好信源 · → daily
value: qty=$205 · date=2026-06-23 · direction=down · prev_qty=$330
[图: BTIG对AeroVironment (AVAV) 股票的评级维护及目标价下调信息图 — 新目标价: $205.00; 原目标价: $330.00; 目标价降幅: -37.88%; 预期涨幅: +35.47%; 当前股价: $151.33]
📷 原图
🔴 bearish 侧:
- <a id="atom-1ea91a098a29275a"></a>2026-06-26
X·@AIStockSavvy · Clear Street 旧目标价 · 评级目标价
𝐜𝐮𝐭𝐬 𝐏𝐓 𝐭𝐨 $𝟐𝟒𝟕 𝐟𝐫𝐨𝐦 $𝟐𝟗𝟑
tags: 好数字 · → daily
value: qty=$293
[图: Clear Street 对 AeroVironment (AVAV) 的分析师评级更新与目标价调整报告图表 — 新目标价: $247.00; 旧目标价: $293.00; 当前股价: $136.68; 预测上涨空间: +80.71%; 估值: 3.2x FY2027E EV/Revenue]
📷 原图
- <a id="atom-4d4761c9e17ec4a0"></a>2026-06-30
X·@AIStockSavvy · Stifel target price cut · 评级目标价
𝐒𝐭𝐢𝐟𝐞𝐥 maintains 𝐁𝐮𝐲 on 𝐀𝐞𝐫𝐨𝐕𝐢𝐫𝐨𝐧𝐦𝐞𝐧𝐭, 𝐜𝐮𝐭𝐬 𝐏𝐓 𝐭𝐨 $𝟐𝟐𝟎 𝐟𝐫𝐨𝐦 $𝟑𝟏𝟓
tags: 好思考 · → daily
value: qty=$220 · date=2026-06-30
📷 原图
展开 1 条中性
- <a id="atom-6e4f50a8e0947e39"></a>2026-06-26
X·@AIStockSavvy [老化中] · Clear Street 目标价 · 评级目标价
Clear Street reiterates 𝐁𝐮𝐲 on 𝐀𝐞𝐫𝐨𝐕𝐢𝐫𝐨𝐧𝐦𝐞𝐧𝐭, 𝐜𝐮𝐭𝐬 𝐏𝐓 𝐭𝐨 $𝟐𝟒𝟕 𝐟𝐫𝐨𝐦 $𝟐𝟗𝟑
tags: 好数字 · → daily
value: qty=$247
[图: Clear Street 对 AeroVironment (AVAV) 的分析师评级更新与目标价调整报告图表 — 新目标价: $247.00; 旧目标价: $293.00; 当前股价: $136.68; 预测上涨空间: +80.71%; 估值: 3.2x FY2027E EV/Revenue]
📷 原图
3. 毛利率下滑至32% vs 营收CAGR24%增长前景
*topic: 盈利能力/营收 · 2 bull vs 1 bear*
🟢 bullish 侧:
- <a id="atom-60711c4fe1b6a100"></a>2026-04-29
X·@AIStockSavvy · 预期营收年复合增长率 · 营收 +同日1条
Revenue CAGR FY26-FY28: ~24%
tags: 好数字 · → daily
value: qty=~24% · date=FY26-FY28
[图: Clear Street 首次覆盖 AeroVironment (AVAV) 并给予买入评级的分析师报告摘要图表 — 目标价 (Price Target): $293.00; 当前股价 (Current Price): $183.50; 上涨空间 (Upside): +59.7%; 预期营收年复合增长率 (Revenue CAGR FY26-FY28
📷 原图
🔴 bearish 侧:
- <a id="atom-cb87d334b3af2651"></a>2026-06-29
X·@wallstengine · FY 2027 调整后 EPS 指引 · 业绩指引/盈利能力
$AVAV Q4’26 EARNINGS HIGHLIGHTS FY Guide: 🔹 Adj. EPS: $3.02-$3.34 (Est. $4.00) 🔴
tags: 好数字 · → daily
value: qty=$3.02-$3.34 · date=FY 2027
📷 原图
4. Switchblade/PANTHER新技术路线 vs 毛利率承压技术落地不确定性
*topic: 技术路线/产品发布/毛利率 · 2 bull vs 1 bear*
🟢 bullish 侧:
- <a id="atom-250f71e81894b790"></a>2026-05-12
X·@wallstengine · 集成PANTHER遥测系统于SkyRange平台 · 技术路线/产品发布
integrate its PANTHER telemetry system on SkyRange platforms, supporting multi-band, multi-target tracking for hypersonic weapons testing
tags: 好信源 · → daily
- <a id="atom-2f94e9d39dbc0803"></a>2026-06-30
X·@JKeynesAlpha · E-HEL 项目被描述为 holy grail · 产品发布
it's the first of its kind program of record in the U.S. Department of War's basically history on a production level laser weapon system. And it's a holy grail.
tags: 好观点 · → daily
📷 原图
🔴 bearish 侧:
- <a id="atom-a014cae712be3a92"></a>2026-06-29
X·@wallstengine · Q4 2026 毛利率 · 毛利率
$AVAV Q4’26 EARNINGS HIGHLIGHTS Financials: 🔹 Gross Margin Rate: 32%; vs 36% LY
tags: 好数字 · → daily
value: qty=32% · date=Q4 2026
📷 原图
展开 7 条中性
- <a id="atom-eac633177e95c6d4"></a>2026-04-28
X·@AIStockSavvy · 发布Halo_Shield反无人机防御系统 · 产品发布
_AeroVironment launches Halo_Shield modular counter-UAS platform._
tags: 好信源 · → daily
- <a id="atom-b5a5d9cffefc5220"></a>2026-05-04
X·@AIStockSavvy · Switchblade 400原型开发协议内容 · 产品发布
Program includes development of Switchblade 400 loitering munition.
tags: 好数字 · → daily
- <a id="atom-4108d17f8f8e0166"></a>2026-06-14
X·@AIStockSavvy · TOM 50 RE 重量 · 产品发布
Compact UGV weighs less than 10 kg and is single-operator portable.
tags: 好数字 · → daily
value: unit=kg · qty=小于10
🟦 客观事实 (facts) (30)
- <a id="atom-f09a0a5c57b90e12"></a>🟦 2026-06-03
X·@AIStockSavvy ⭐ · 赢得美国陆军无人机合同金额 · 合同订单
AeroVironment wins $117.3M U.S. Army unmanned aircraft systems contract.
tags: 好数字·好信源 · → daily
value: qty=$117.3M
- <a id="atom-6ebb682d6c93bc30"></a>🟦 2026-06-23
X·@AIStockSavvy · 目标价下调 · 评级目标价
BTIG cuts PT on AeroVironment to $205 from $330, maintains Buy
tags: 好数字·好信源 · → daily
value: qty=$205 · date=2026-06-23 · direction=down · prev_qty=$330
[图: BTIG对AeroVironment (AVAV) 股票的评级维护及目标价下调信息图 — 新目标价: $205.00; 原目标价: $330.00; 目标价降幅: -37.88%; 预期涨幅: +35.47%; 当前股价: $151.33]
📷 原图
- <a id="atom-dc2260337f7b5c5f"></a>🟦 2026-05-04
X·@AIStockSavvy [老化中] · 目标价 · 评级目标价
maintains PT at $350
tags: 好数字·好信源 · → daily
value: qty=$350
[图: 这是一张关于AeroVironment (AVAV) 的卖方分析师评级与估值分析摘要表 — 目标价 (Price Target): $350.00; 当前价格 (Current Price): $179.59; 上涨空间 (Upside): +94.9%; 美国无人机预算 (U.S. drone budget): ~$74B; CY27E EV/EB
📷 原图
- <a id="atom-ff0454b8bfbdf6da"></a>🟦 2026-06-30
X·@JKeynesAlpha · LOCUST 已完成完整杀伤链 · 产品发布
on the USS George H.W. Bush, AV's LOCUST completed the full kill chain, detecting, tracking, and destroying multiple drones in sequence, the first laser weapon ever fired from a US aircraft carrier.
tags: 好数字·好信源 · → daily
📷 原图
- <a id="atom-fa86f3d0a6651d5a"></a>🟦 2026-05-04
X·@AIStockSavvy · Switchblade 400系统设计特征 · 技术路线
System designed for precision strike in contested environments.
tags: 好数字·好信源 · → daily
- <a id="atom-0cf70a0e647246fd"></a>🟦 2026-06-30
X·@zerohedge · Q4业绩超预期 · 业绩指引
AeroVironment (AVAV) soars 30% after the defense company reported fourth-quarter results that topped expectations
tags: 好数字 · → daily
- <a id="atom-f330da2aca18cec9"></a>🟦 2026-06-30
X·@zerohedge · 2027年营收指引中值超预期 · 营收预测
and forecast 2027 revenue that at the midpoint exceeds estimates.
tags: 好数字 · → daily
- <a id="atom-d6b391857307c60d"></a>🟦 2026-06-03
X·@AIStockSavvy · 合同交付P550无人机数量 · 出货量
Contract covers procurement and delivery of 82 P550 drone systems.
tags: 好数字 · → daily
value: qty=82
- <a id="atom-661221b5334f6886"></a>🟦 2026-06-03
X·@AIStockSavvy · 合同完成时间 · 合同订单
Work locations will be determined with completion targeted by July 23, 2026.
tags: 好数字 · → daily
value: date=2026-07-23
- <a id="atom-6e4f50a8e0947e39"></a>🟦 2026-06-26
X·@AIStockSavvy [老化中] · Clear Street 目标价 · 评级目标价
Clear Street reiterates 𝐁𝐮𝐲 on 𝐀𝐞𝐫𝐨𝐕𝐢𝐫𝐨𝐧𝐦𝐞𝐧𝐭, 𝐜𝐮𝐭𝐬 𝐏𝐓 𝐭𝐨 $𝟐𝟒𝟕 𝐟𝐫𝐨𝐦 $𝟐𝟗𝟑
tags: 好数字 · → daily
value: qty=$247
[图: Clear Street 对 AeroVironment (AVAV) 的分析师评级更新与目标价调整报告图表 — 新目标价: $247.00; 旧目标价: $293.00; 当前股价: $136.68; 预测上涨空间: +80.71%; 估值: 3.2x FY2027E EV/Revenue]
📷 原图
- <a id="atom-1ea91a098a29275a"></a>🟦 2026-06-26
X·@AIStockSavvy · Clear Street 旧目标价 · 评级目标价
𝐜𝐮𝐭𝐬 𝐏𝐓 𝐭𝐨 $𝟐𝟒𝟕 𝐟𝐫𝐨𝐦 $𝟐𝟗𝟑
tags: 好数字 · → daily
value: qty=$293
[图: Clear Street 对 AeroVironment (AVAV) 的分析师评级更新与目标价调整报告图表 — 新目标价: $247.00; 旧目标价: $293.00; 当前股价: $136.68; 预测上涨空间: +80.71%; 估值: 3.2x FY2027E EV/Revenue]
📷 原图
- <a id="atom-8135bc689625da7d"></a>🟦 2026-06-03
X·@AIStockSavvy · 合同授予方 · 合同订单
Contract awarded by Army Contracting Command at Redstone Arsenal.
tags: 好信源 · → daily
value: entity=Army Contracting Command at Redstone Arsenal
- <a id="atom-1ff529f2c831eeb7"></a>🟦 2026-06-02
X·@AIStockSavvy · Ohio manufacturing expansion investment · 资本开支/供给产能
AeroVironment to Invest $15M in Ohio Manufacturing Expansion
tags: 好数字 · → daily
value: qty=$15M · date=2026-06-02
- <a id="atom-c6f25bfc4cc4a42b"></a>🟦 2026-06-02
X·@AIStockSavvy · expansion project adds square footage · 资本开支/供给产能
Project adds ~44,000 square feet across Beavercreek and Xenia sites
tags: 好数字 · → daily
value: qty=~44,000 sq ft · date=2026-06-02
- <a id="atom-367f2b8cd145cb38"></a>🟦 2026-06-02
X·@AIStockSavvy · new jobs created by expansion · 供给产能
Expected to create 200 new jobs
tags: 好数字 · → daily
value: qty=200 jobs · date=2026-06-02
- <a id="atom-4a2af9ed2a555faa"></a>🟦 2026-06-02
X·@AIStockSavvy · annual economic impact from expansion · 营收预测
$28M annual economic impact
tags: 好数字 · → daily
value: qty=$28M · date=2026-06-02
- <a id="atom-db3f2e0fc602a639"></a>🟦 2026-06-02
X·@AIStockSavvy · Ohio Tax Credit Authority approved tax credit · 资本开支/监管政策
Ohio Tax Credit Authority approved $7M toward the investment
tags: 好数字 · → daily
value: qty=$7M · date=2026-06-02
- <a id="atom-4c53c82a69149bcb"></a>🟦 2026-06-02
X·@AIStockSavvy · cumulative AFRL contract awards · 订单需求
Project follows multiple AFRL contract awards totaling over $619M
tags: 好数字 · → daily
value: qty=over $619M · date=2026-06-02
- <a id="atom-3d2c42a57a59c85e"></a>🟦 2026-05-12
X·@AIStockSavvy · 获得合同金额 · 合同
AeroVironment awarded $43M, three-year Department of War contract.
tags: 好数字 · → daily
value: qty=$43M
- <a id="atom-e1eb4a39d6820a5e"></a>🟦 2026-05-12
X·@AIStockSavvy · 合同期限 · 合同
AeroVironment awarded $43M, three-year Department of War contract.
tags: 好数字 · → daily
value: qty=three-year
- <a id="atom-c789104f7f584a98"></a>🟦 2026-05-04
X·@AIStockSavvy [老化中] · 目标价上涨空间 · 仓位情绪
Upside: +94.9%
tags: 好数字 · → daily
value: qty=+94.9%
[图: 这是一张关于AeroVironment (AVAV) 的卖方分析师评级与估值分析摘要表 — 目标价 (Price Target): $350.00; 当前价格 (Current Price): $179.59; 上涨空间 (Upside): +94.9%; 美国无人机预算 (U.S. drone budget): ~$74B; CY27E EV/EB
📷 原图
- <a id="atom-eac633177e95c6d4"></a>🟦 2026-04-28
X·@AIStockSavvy · 发布Halo_Shield反无人机防御系统 · 产品发布
_AeroVironment launches Halo_Shield modular counter-UAS platform._
tags: 好信源 · → daily
- <a id="atom-98018ecc2e8790bc"></a>🟦 2026-07-02
X·@MarkosAAIG · Q2 2026 盈利报告 · 财报
$AVAV strong earnings this week
tags: 好数字 · → daily
value: date=this week
📷 原图
- <a id="atom-fd52bdafcb5f5555"></a>🟦 2026-07-01
X·@cnfinancewatch · 板块资金流向流入 · 仓位情绪
流入：国防无人机(AVAV)
tags: 好数字 · → daily
value: direction=流入
- <a id="atom-33d2957012dd7ba8"></a>🟦 2026-07-01
X·@cnfinancewatch · Q4订单积压 · 订单需求
Q4订单积压达$12亿
tags: 好数字 · → daily
value: qty=1200000000 · unit=USD · date=Q4 FY26
- <a id="atom-0e17f23990d21bd1"></a>🟦 2026-07-01
X·@cnfinancewatch · EPS · 财报
EPS $1.84超预期24%
tags: 好数字 · → daily
value: qty=1.84 · unit=USD · date=Q4 FY26
- <a id="atom-b0cc1248d98f6aee"></a>🟦 2026-07-01
X·@cnfinancewatch · 营收增长 · 营收
营收增长超20%
tags: 好数字 · → daily
value: direction=up · pct=20 · date=Q4 FY26
- <a id="atom-a5a8c9c928be7c09"></a>🟦 2026-06-30
X·@JKeynesAlpha · LOCUST 每发成本 · 价格动态
It cost $10 per shot.
tags: 好数字 · → daily
value: qty=$10 · date=2026-06-30
📷 原图
- <a id="atom-75a8f13fe985763a"></a>🟦 2026-06-30
X·@JKeynesAlpha · LOCUST 拦截成功率 · 出货量
our LOCUST system was able to shoot down incoming drones with a 100% success rate.
tags: 好数字 · → daily
value: qty=100%
📷 原图
- <a id="atom-1a965c4eb2431ff0"></a>🟦 2026-06-30
X·@JKeynesAlpha · Albuquerque 工厂扩建投入 · 供给产能
put $30 million into expanding its Albuquerque facility to build these at scale
tags: 好数字 · → daily
value: qty=$30M
📷 原图
🟥 多头 takes (bullish) (12)
- <a id="atom-3fa1606fce4a2ef3"></a>🟥 2026-05-15
X·@AIStockSavvy · 目标价 · 评级目标价
RBC reiterates AVAV PT at $250
tags: 好数字 · → daily
value: qty=$250 · date=na
[图: RBC Capital 对 AeroVironment (AVAV) 的分析师评级、目标价及市场前景汇总表 — 目标价 (Price Target): $250.00; 当前价格 (Current Price): $165.27; 潜在涨幅 (Upside): +51.3%]
📷 原图
- <a id="atom-2d2d05b96c391a7f"></a>🟥 2026-04-29
X·@AIStockSavvy [老化中] · 目标价 · 评级目标价
Clear Street initiates with Buy, sets PT at $293
tags: 好数字 · → daily
value: qty=$293 · date=na
[图: Clear Street 首次覆盖 AeroVironment (AVAV) 并给予买入评级的分析师报告摘要图表 — 目标价 (Price Target): $293.00; 当前股价 (Current Price): $183.50; 上涨空间 (Upside): +59.7%; 预期营收年复合增长率 (Revenue CAGR FY26-FY28
📷 原图
- <a id="atom-7ea72e1cbd2f9475"></a>🟥 2026-04-29
X·@AIStockSavvy [老化中] · 上涨空间 · 评级目标价
Upside: +59.7%
tags: 好数字 · → daily
value: qty=+59.7% · date=na
[图: Clear Street 首次覆盖 AeroVironment (AVAV) 并给予买入评级的分析师报告摘要图表 — 目标价 (Price Target): $293.00; 当前股价 (Current Price): $183.50; 上涨空间 (Upside): +59.7%; 预期营收年复合增长率 (Revenue CAGR FY26-FY28
📷 原图
- <a id="atom-60711c4fe1b6a100"></a>🟥 2026-04-29
X·@AIStockSavvy · 预期营收年复合增长率 · 营收
Revenue CAGR FY26-FY28: ~24%
tags: 好数字 · → daily
value: qty=~24% · date=FY26-FY28
[图: Clear Street 首次覆盖 AeroVironment (AVAV) 并给予买入评级的分析师报告摘要图表 — 目标价 (Price Target): $293.00; 当前股价 (Current Price): $183.50; 上涨空间 (Upside): +59.7%; 预期营收年复合增长率 (Revenue CAGR FY26-FY28
📷 原图
- <a id="atom-12dce5497095770e"></a>🟥 2026-06-30
X·@JKeynesAlpha · E-HEL 项目市场规模预测 · TAM
He sized the opportunity at '$1 billion to a multibillion dollar market opportunity over the next 5-plus years'
tags: 好数字 · → daily
value: qty=$1B to multibillion · date=2026-06-30
📷 原图
- <a id="atom-07d7f97337d5e36e"></a>🟥 2026-06-30
X·@zerohedge · 无人机业务实力 · 订单需求
Analysts note strength in its drones business.
tags: 好观点 · → daily
- <a id="atom-3e9b305880af070a"></a>🟥 2026-05-04
X·@AIStockSavvy [老化中] · 市场观点 · 仓位情绪
Most Attractive Risk/Reward Setups
tags: 好观点 · → daily
[图: 这是一张关于AeroVironment (AVAV) 的卖方分析师评级与估值分析摘要表 — 目标价 (Price Target): $350.00; 当前价格 (Current Price): $179.59; 上涨空间 (Upside): +94.9%; 美国无人机预算 (U.S. drone budget): ~$74B; CY27E EV/EB
📷 原图
- <a id="atom-989a52ebaf26e87e"></a>🟥 2026-05-04
X·@AIStockSavvy [老化中] · 受益趋势 · 订单需求/TAM
massive drone spending tailwinds and global TAM expansion
tags: 好观点 · → daily
[图: 这是一张关于AeroVironment (AVAV) 的卖方分析师评级与估值分析摘要表 — 目标价 (Price Target): $350.00; 当前价格 (Current Price): $179.59; 上涨空间 (Upside): +94.9%; 美国无人机预算 (U.S. drone budget): ~$74B; CY27E EV/EB
📷 原图
- <a id="atom-b0d401cf21daac8b"></a>🟥 2026-05-04
X·@AIStockSavvy [老化中] · 分析师投资判断 · 仓位情绪
positioning AVAV as a high-conviction risk/reward opportunity
tags: 好观点 · → daily
[图: 这是一张关于AeroVironment (AVAV) 的卖方分析师评级与估值分析摘要表 — 目标价 (Price Target): $350.00; 当前价格 (Current Price): $179.59; 上涨空间 (Upside): +94.9%; 美国无人机预算 (U.S. drone budget): ~$74B; CY27E EV/EB
📷 原图
- <a id="atom-1014e58ef6da477f"></a>🟥 2026-04-29
X·@AIStockSavvy · 预期营收 · 营收/订单需求
Analyst sees revenue inflection ahead driven by BlueHalo commercialization, with strong multi-year growth from defense platforms
tags: 好观点 · → daily
value: qty=na · date=FY26-FY28
[图: Clear Street 首次覆盖 AeroVironment (AVAV) 并给予买入评级的分析师报告摘要图表 — 目标价 (Price Target): $293.00; 当前股价 (Current Price): $183.50; 上涨空间 (Upside): +59.7%; 预期营收年复合增长率 (Revenue CAGR FY26-FY28
📷 原图
- <a id="atom-2f94e9d39dbc0803"></a>🟥 2026-06-30
X·@JKeynesAlpha · E-HEL 项目被描述为 holy grail · 产品发布
it's the first of its kind program of record in the U.S. Department of War's basically history on a production level laser weapon system. And it's a holy grail.
tags: 好观点 · → daily
📷 原图
- <a id="atom-fa544e97bc4c593b"></a>🟥 2026-06-20
X·@StockSavvyShay · 被列为3个最受关注的无人机股票之一 · 仓位情绪/竞争格局
Why $ONDS, $KTOS & $AVAV are my 3 favorite drone stocks
tags: 好观点 · → daily
📷 原图
🟥 空头 takes (bearish) (1)
- <a id="atom-4d4761c9e17ec4a0"></a>🟥 2026-06-30
X·@AIStockSavvy · Stifel target price cut · 评级目标价
𝐒𝐭𝐢𝐟𝐞𝐥 maintains 𝐁𝐮𝐲 on 𝐀𝐞𝐫𝐨𝐕𝐢𝐫𝐨𝐧𝐦𝐞𝐧𝐭, 𝐜𝐮𝐭𝐬 𝐏𝐓 𝐭𝐨 $𝟐𝟐𝟎 𝐟𝐫𝐨𝐦 $𝟑𝟏𝟓
tags: 好思考 · → daily
value: qty=$220 · date=2026-06-30
📷 原图
🟥 中性 takes (neutral) (1)
- <a id="atom-eec6cbce140f3c49"></a>🟥 2026-06-19
X·@MarkosAAIG · 美国系统在 UAE 等地受限 观点 · 地缘政治
US primes can build a 300kW laser, but they can't freely sell or localise one in the UAE or across MENA without a shitload of administration
tags: 好观点 · → daily
📷 原图
🟦 新闻流 (squawk · 30)
展开新闻流 (FirstSquawk / financialjuice / wallstengine / DeItaone — 快讯, 非原创 take)
- <a id="atom-23db0f3aeeffff6c"></a>🟥 2026-06-30
X·@wallstengine · PT · 评级目标价
Maintains Buy Rating on $AVAV with $280 PT
tags: 好观点·好信源 · → daily
value: qty=280 · date=na
📷 原图
- <a id="atom-c5d82c8ddb2d17f8"></a>🟦 2026-06-30
X·@wallstengine · FY27 营收指引增速 · 业绩指引
they do not expect contract awards from the potential $350 billion supplemental defense reconciliation bill until the second half of their fiscal year... initial FY27 topline guidance of 10% growth
tags: 好数字 · → daily
value: qty=10% · date=FY27
📷 原图
- <a id="atom-994ebd6867f0e2fa"></a>🟦 2026-06-30
X·@wallstengine · LOCUST 测试成功率 · 产品发布
On both the USS George H.W. Bush in Fall 2025 and in another recent White Sands test, LOCUST had a 100% success rate shooting down 17 of 17 drone targets
tags: 好数字·好信源 · → daily
value: qty=100% · date=2025 Fall
📷 原图
- <a id="atom-6a8da9bccd7d296d"></a>🟦 2026-06-30
X·@wallstengine · SCAR 计划资金规模 · 资本开支
SCAR is likely to be upsized to $3 billion in funding
tags: 好数字 · → daily
value: qty=$3B · date=na
📷 原图
- <a id="atom-139bfcc09ad81ee5"></a>🟥 2026-06-30
X·@wallstengine · LOCUST 目标市场规模 · TAM
the LOCUST system is well positioned for the Army's planned $500 million program
tags: 好数字 · → daily
value: qty=$500M · date=na
📷 原图
- <a id="atom-77873c8bfa76e4bd"></a>🟥 2026-06-30
X·@wallstengine · 定向能系统市场规模 · TAM
directed energy systems potentially becoming a $1 billion-plus program over the next five years for AVAV
tags: 好数字 · → daily
value: qty=$1B+ · date=over next five years
📷 原图
- <a id="atom-03c63e05bf626abf"></a>🟥 2026-06-30
X·@wallstengine · FY27 调整后 EBITDA 预测 · 盈利能力
applied to our revised FY27 estimate of $319 million
tags: 好数字 · → daily
value: qty=$319M · date=FY27
📷 原图
- <a id="atom-41e764333e2302a7"></a>🟥 2026-06-30
X·@wallstengine · EV/adjusted EBITDA 倍数 · 估值
44.7x EV/adjusted EBITDA multiple, versus prior 43.9x
tags: 好数字 · → daily
value: qty=44.7x · date=na
📷 原图
- <a id="atom-76f04bf5b30e78a1"></a>🟦 2026-06-29
X·@wallstengine · Q4 2026 营收 · 营收
$AVAV Q4’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $641.6M (Est. $559.1M) 🟢; +133% YoY
tags: 好数字 · → daily
value: qty=$641.6M · date=Q4 2026
📷 原图
- <a id="atom-50f10eca3555a61d"></a>🟦 2026-06-29
X·@wallstengine · Q4 2026 调整后 EPS · 盈利能力
$AVAV Q4’26 EARNINGS HIGHLIGHTS 🔹 Adj. EPS: $1.84 (Est. $1.47) 🟢
tags: 好数字 · → daily
value: qty=$1.84 · date=Q4 2026
📷 原图
- <a id="atom-af404671c7ba3dd1"></a>🟦 2026-06-29
X·@wallstengine · Q4 2026 调整后 EBITDA · 盈利能力
$AVAV Q4’26 EARNINGS HIGHLIGHTS 🔹 Adj. EBITDA: $140.1M; vs $61.6M LY
tags: 好数字 · → daily
value: qty=$140.1M · date=Q4 2026
📷 原图
- <a id="atom-cc0f3dae245e3bb0"></a>🟦 2026-06-29
X·@wallstengine · FY 2026 订单量 · 订单需求
$AVAV Q4’26 EARNINGS HIGHLIGHTS 🔹 FY Bookings: $2.7B; book-to-bill ratio of 1.4
tags: 好数字 · → daily
value: qty=$2.7B · date=FY 2026
📷 原图
- <a id="atom-4a30c2b622d2bc67"></a>🟦 2026-06-29
X·@wallstengine · FY 2026 订单出货比 · 订单需求
$AVAV Q4’26 EARNINGS HIGHLIGHTS 🔹 FY Bookings: $2.7B; book-to-bill ratio of 1.4
tags: 好数字 · → daily
value: qty=1.4 · date=FY 2026
📷 原图
- <a id="atom-c6673eb246451971"></a>🟦 2026-06-29
X·@wallstengine · 已融资积压订单 · 订单需求
$AVAV Q4’26 EARNINGS HIGHLIGHTS 🔹 Funded Backlog: $1.2B
tags: 好数字 · → daily
value: qty=$1.2B · date=Q4 2026
📷 原图
- <a id="atom-28683fc26c4109f1"></a>🟦 2026-06-29
X·@wallstengine · FY 2027 营收指引 · 业绩指引/营收
$AVAV Q4’26 EARNINGS HIGHLIGHTS FY Guide: 🔹 Revenue: $2.125B-$2.225B (Est. $2.18B) 🟡
tags: 好数字 · → daily
value: qty=$2.125B-$2.225B · date=FY 2027
📷 原图
- <a id="atom-cb87d334b3af2651"></a>🟦 2026-06-29
X·@wallstengine · FY 2027 调整后 EPS 指引 · 业绩指引/盈利能力
$AVAV Q4’26 EARNINGS HIGHLIGHTS FY Guide: 🔹 Adj. EPS: $3.02-$3.34 (Est. $4.00) 🔴
tags: 好数字 · → daily
value: qty=$3.02-$3.34 · date=FY 2027
📷 原图
- <a id="atom-115a3ca63eb7afe0"></a>🟦 2026-06-29
X·@wallstengine · FY 2027 调整后 EBITDA 指引 · 业绩指引/盈利能力
$AVAV Q4’26 EARNINGS HIGHLIGHTS FY Guide: 🔹 Adj. EBITDA: $305M-$325M
tags: 好数字 · → daily
value: qty=$305M-$325M · date=FY 2027
📷 原图
- <a id="atom-f24ce2e18eeff554"></a>🟦 2026-06-29
X·@wallstengine · Q4 2026 自主系统部门营收 · 营收
$AVAV Q4’26 EARNINGS HIGHLIGHTS Segment Performance: 🔹 Autonomous Systems Revenue: $492.4M
tags: 好数字 · → daily
value: qty=$492.4M · date=Q4 2026
📷 原图
- <a id="atom-b3d92d651dfec936"></a>🟦 2026-06-29
X·@wallstengine · Q4 2026 太空网络与定向能部门营收 · 营收
$AVAV Q4’26 EARNINGS HIGHLIGHTS Segment Performance: 🔹 Space, Cyber and Directed Energy Revenue: $149.2M
tags: 好数字 · → daily
value: qty=$149.2M · date=Q4 2026
📷 原图
- <a id="atom-a014cae712be3a92"></a>🟦 2026-06-29
X·@wallstengine · Q4 2026 毛利率 · 毛利率
$AVAV Q4’26 EARNINGS HIGHLIGHTS Financials: 🔹 Gross Margin Rate: 32%; vs 36% LY
tags: 好数字 · → daily
value: qty=32% · date=Q4 2026
📷 原图
- <a id="atom-e513560708faa6ae"></a>🟦 2026-06-29
X·@wallstengine · FY 2026 是具有转折性的一年 · 管理层表态
“Fiscal 2026 marked a transformational year for AV.”
tags: 好观点 · → daily
📷 原图
- <a id="atom-743af840a7182c1f"></a>🟦 2026-06-29
X·@wallstengine · 有能力抓住全球无人机等需求 · 管理层表态/订单需求
“AV is well-positioned to capture the rising global demand across lethal and non-lethal drones, counter-UAS, space and advanced technologies and deliver long-term shareholder value.”
tags: 好观点 · → daily
📷 原图
- <a id="atom-4340aaa9b9136d83"></a>🟦 2026-06-27
X·@wallstengine · 发布财报 · 财报
holiday-shortened week, with a few key earnings on deck: $AVAV, $NKE, $PRGS, $GIS, $LNN
tags: 好信源 · → daily
value: date=2026年6月28日当周
[图: 2026年6月28日当周的上市公司财报发布日程日历图 — 周一: Mon 29; 周二: Tue 30; 周三: Wed 1; 周四: Thu 2; 周五 (休市): Fri 3]
📷 原图
- <a id="atom-538a8cfa6cb5c7ef"></a>🟥 2026-06-27
X·@wallstengine · 股价状态 · 价格动态/仓位情绪
$AVAV and $NKE are both heavily beaten-down names
tags: 好观点 · → daily
value: direction=下跌
- <a id="atom-c0e96c44fbd32562"></a>🟥 2026-05-15
X·@wallstengine · RBC 评级 · 评级目标价
RBC Capital Reiterates Outperform Rating on $AVAV, PT $250
tags: 好观点·好信源 · → daily
value: qty=Outperform · date=2026-05-15
- <a id="atom-c71d0d4fa0c6c944"></a>🟥 2026-05-15
X·@wallstengine · 目标价 · 评级目标价
RBC Capital Reiterates Outperform Rating on $AVAV, PT $250
tags: 好数字 · → daily
value: qty=$250 · date=2026-05-15
- <a id="atom-e57c56453ce60cb5"></a>🟦 2026-05-15
X·@wallstengine · 管理层的4Q26展望 · 管理层表态/业绩指引
Management is confident in its 4Q26 outlook
tags: 好信源 · → daily
- <a id="atom-f03d32e5919ffc62"></a>🟥 2026-05-15
X·@wallstengine · 初期FY27指引 · 业绩指引
Management is confident in its 4Q26 outlook, which we believe can be a positive catalyst. However, we believe FY27 adjusted EBITDA estimates are elevated and expect the company to be notably conservative with its initial FY27 guide.
tags: 好观点·好思考 · → daily
- <a id="atom-964b6a27aa53c638"></a>🟦 2026-05-12
X·@wallstengine · 获得3年期合同 · 订单需求
$AVAV received a 3-year, $43M contract from the Department of War’s Test Resource Management Center
tags: 好数字 · → daily
value: qty=$43M · date=3年
- <a id="atom-250f71e81894b790"></a>🟦 2026-05-12
X·@wallstengine · 集成PANTHER遥测系统于SkyRange平台 · 技术路线/产品发布
integrate its PANTHER telemetry system on SkyRange platforms, supporting multi-band, multi-target tracking for hypersonic weapons testing
tags: 好信源 · → daily
⏱ 时间轴 (近 20)
- 🟦 2026-07-02 ·
fact · Q2 2026 盈利报告 · → daily
- 🟦 2026-07-01 ·
fact · 板块资金流向流入 · → daily
- 🟦 2026-07-01 ·
fact · Q4订单积压 · → daily
- 🟦 2026-07-01 ·
fact · EPS · → daily
- 🟦 2026-07-01 ·
fact · 营收增长 · → daily
- 🟥 2026-06-30 ·
narrative · Stifel target price cut · → daily
- 🟥 2026-06-30 ·
position · PT · → daily
- 🟦 2026-06-30 ·
forecast · FY27 营收指引增速 · → daily
- 🟦 2026-06-30 ·
fact · LOCUST 测试成功率 · → daily
- 🟦 2026-06-30 ·
forecast · SCAR 计划资金规模 · → daily
- 🟥 2026-06-30 ·
forecast · LOCUST 目标市场规模 · → daily
- 🟥 2026-06-30 ·
forecast · 定向能系统市场规模 · → daily
- 🟥 2026-06-30 ·
forecast · FY27 调整后 EBITDA 预测 · → daily
- 🟥 2026-06-30 ·
forecast · EV/adjusted EBITDA 倍数 · → daily
- 🟦 2026-06-30 ·
fact · Q4业绩超预期 · → daily
- 🟦 2026-06-30 ·
fact · 2027年营收指引中值超预期 · → daily
- 🟥 2026-06-30 ·
narrative · 无人机业务实力 · → daily
- 🟦 2026-06-30 ·
fact · LOCUST 每发成本 · → daily
- 🟦 2026-06-30 ·
fact · LOCUST 拦截成功率 · → daily
- 🟦 2026-06-30 ·
fact · LOCUST 已完成完整杀伤链 · → daily
← 实体目录 · 系统日志
