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AEVEX projects strong growth with 46% sales CAGR and targets $47.63 price by 2028 amid defense-tech expansion.

Analyst Insights
21 Apr 2026
Seeking Alpha
View Source
Bullish
pluang ai news

AEVEX, a defense technology company specializing in drones, software, and in-theater manufacturing, is positioned for significant growth with a projected 46% compound annual growth rate (CAGR) in sales and an 83% CAGR in EBITDA. The company expects to generate positive free cash flow starting this year and holds a backlog of $503.1 million alongside $8.1 billion in identified opportunities. Analyst Dhierin Bechai sets a base price target of $47.63 per share by 2028, representing a 30% upside, with an optimistic scenario reaching $67.41, reflecting its emerging premium in the defense-tech sector. Key risks include execution challenges and potential dilution, but the company's comprehensive platform and strong market debut support its growth outlook.

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