AeroVironment, Inc. (NASDAQ:AVAV) is one of the stocks in focus in Jim Cramer’s game plan for this week. Cramer said that the company is “worth watching,” and stated: “Here’s one worth watching, drone maker AeoVironment, which reports Tuesday after the close. We had them on when they reported last, okay, and I loved what I heard, but I felt like I was alone. Stock was doing nothing, even when it dipped. Then AVAV, when I talked it up on Squawk on the Street, the darn thing levitated, and it never came bac ...

分析师评级与目标价 - Needham分析师Austin Bohlig首次覆盖AeroVironment公司 给予买入评级 目标价300美元 [1] 行业增长驱动因素 - 美国无人航空系统市场进入长期增长周期 因国防重点转向自主平台 [1] - 全球国防支出创纪录增长 包括特朗普政府对无人系统超150亿美元的投入 [2] - 公司市场机会规模扩大近五倍至500亿美元 [3] 公司战略与竞争优势 - 通过收购BlueHalo转型为下一代国防核心供应商 布局快速增长作战技术领域 [1] - 在小型侦察无人机和游荡弹药领域占据优势 市场份额持续提升 [3] - 美国国防部无人机合同份额从2015-2019年的2%(1.98亿美元)提升至2020-2025年的近7%(5.93亿美元) [3] 财务与资本运作 - 完成17亿美元融资 主要用于产能扩张及新兴国防技术战略收购 [4] - 更大的可触达市场、份额增长及差异化产品组合 带来利润率与现金流改善空间 [4] 股价表现 - 当前股价下跌4.5%至236美元 [4]