异动解读｜AeroVironment公司盘中下跌5.07%，多家投行大幅下调目标价持续承压

行情直击07-29

7月29日，AeroVironment公司盘中下跌5.07%，报148.42美元/股，成交额2918.43万美元。

消息面上，近期多家投行大幅下调公司目标价：美银证券将目标价从450美元腰斩至225美元；RBC资本此前将评级从"跑赢大盘"下调至"与大盘持平"，目标价从210美元降至180美元。RBC指出，公司2028至2030财年隐含的营收目标及利润率爬升面临增量风险，在国防开支增速放缓背景下，后半程加权的2030财年计划可能遭遇预算压力，产能扩张和新产品投入也可能压制利润率。

尽管公司此前第四财季营收6.42亿美元大超预期（预期5.56亿美元），调整后每股收益1.84美元超预期26%，并获得5亿美元反无人机合同，但2027财年指引中每股收益3.02-3.34美元低于市场预期的3.84美元，叠加长期增长疑虑，股价持续承压。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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