Is AeroVironment’s (AVAV) OpenJAUS Partnership Reshaping Its Interoperability Edge in Defense Systems?

OpenJAUS LLC recently announced a partnership with AeroVironment, Inc., integrating the JAUS open standard into AeroVironment's AV_Halo Command system to streamline command and control of uncrewed systems for defense operators. This collaboration expands AV_Halo's compatibility across more than 20 platforms from multiple manufacturers, supporting faster integration, operational flexibility, and greater interoperability for defense clients. We'll explore how enhanced interoperability through the OpenJAUS partnership could influence AeroVironment's investment narrative and future growth prospects.

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AeroVironment Investment Narrative Recap

To invest in AeroVironment, you need confidence in ongoing demand for modular, interoperable defense technologies as military clients modernize around networked, autonomous systems. The new OpenJAUS partnership strengthens AeroVironment’s AV_Halo platform, enhancing interoperability and aligning with evolving Department of Defense standards, a move that could support future contract wins but does not immediately alter the company’s short-term reliance on US government budgets or exposure to defense spending risks. For now, the biggest catalyst remains continued contract momentum, while concentration in US defense persists as the main risk.

The recent $95.9 million US Army contract for the Next-Generation Counter-UAS Missile program underscores AeroVironment’s prominence in advanced defense solutions, highlighting sustained demand for its high-tech systems. Taken together with the AV_Halo news, these developments show how both product innovation and contract wins serve as twin catalysts for near-term growth and backlog visibility.

Yet on the flip side, investors should also be aware of how quickly shifts in US defense priorities could...

Read the full narrative on AeroVironment (it's free!)

AeroVironment's narrative projects $2.6 billion in revenue and $264.5 million in earnings by 2028. This requires 47.0% yearly revenue growth and an increase in earnings of about $221 million from $43.6 million currently.

Uncover how AeroVironment's forecasts yield a $409.00 fair value, a 12% upside to its current price.

Exploring Other PerspectivesAVAV Community Fair Values as at Nov 2025

Eight members of the Simply Wall St Community see AeroVironment’s fair value between US$184.76 and US$409 per share, reflecting widely varying return expectations. While contract wins could drive growth, ongoing reliance on US government spending means you may want to compare these opinions and see how different risks are weighted.

Story Continues

Explore 8 other fair value estimates on AeroVironment - why the stock might be worth 49% less than the current price!

Build Your Own AeroVironment Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

A great starting point for your AeroVironment research is our analysis highlighting 1 key reward and 1 important warning sign that could impact your investment decision. Our free AeroVironment research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate AeroVironment's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include AVAV.

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