9月9日，AeroVironment公司盘中下跌5.07%，报141.31美元/股，成交额1.56亿美元。公司将于今日盘后公布FY27Q1财报，市场预期EPS约0.22美元、营收约4.59至4.68亿美元，机构观点偏谨慎。
消息面上，尽管公司近期接连斩获大额订单——包括4.648亿美元陆军激光武器合同、超5000万美元LOCUST激光系统国际订单及5亿美元反无人机合同，但机构对其长期盈利能力存疑。此前RBC Capital已将其评级下调至"与大盘持平"，目标价降至180美元；BofA亦将目标价从450美元腰斩至225美元。RBC指出公司FY28至FY30营收目标及利润率爬坡面临国防开支放缓、产能扩张压力等增量风险。此外，公司FY26全年每股亏损5.4美元，盈利修复尚需验证，叠加航天航空与国防板块整体走弱，多重因素压制盘前多头信心。
（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。）
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