6月26日夜盘，无人机系统制造商AeroVironment公司(AVAV)股价大幅上涨5%，收于247.31美元。
此次股价上涨主要受到以下因素推动：
1. 多家券商上调目标价。杰富瑞证券将AeroVironment的目标价从190美元大幅上调至275美元，上调幅度高达44.7%。斯迪富证券首次给予该公司"买入"评级，目标价240美元。华尔街8家参与评级的机构中，88%给予买入建议。
2. 公司2025财年第四季度业绩超预期。AeroVironment公布的财报显示，第四季度营收达2.751亿美元，同比增长40%，创下公司史上最强单季表现，超过市场预期的2.42亿美元。每股盈利1.61美元，同样超过预期的1.4美元。
3. 行业前景看好。作为美国军方最大的无人机供应商，AeroVironment有望受益于北约提高防务支出。CNBC财经名嘴Jim Cramer将其比喻为"硬件界的Palantir"，认为NATO盟国同意将防务支出目标提高至GDP的5%，AeroVironment可望成为最大受益者。
分析人士指出，AeroVironment在无人机系统领域的领先地位，加上防务开支增加的行业利好，为公司未来增长奠定了坚实基础。多家券商上调目标价反映了市场对该公司发展前景的信心。
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