Key Points
- Director Stephen Page sold 250 shares on March 16 at an average price of $212.52 for $53,130, trimming his stake by 0.50% while still holding 49,751 shares (≈$10.57M).
- AeroVironment reported FQ3 revenue of $408.05M and EPS of $0.64, both missing consensus, though revenue rose 143% year‑over‑year and the company gave FY2026 EPS guidance of $2.75–3.10.
- The stock faces mixed catalysts: recent strategic moves and media attention (ESAero acquisition, laser defense coverage) but also increased headline risk from investor investigations and analyst price‑target cuts.
AeroVironment, Inc. (NASDAQ:AVAV - Get Free Report) Director Stephen Page sold 250 shares of the company's stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $212.52, for a total value of $53,130.00. Following the completion of the transaction, the director directly owned 49,751 shares in the company, valued at $10,573,082.52. The trade was a 0.50% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website.
AeroVironment Stock Performance
NASDAQ:AVAV opened at $222.51 on Wednesday. The stock has a market cap of $11.11 billion, a P/E ratio of -51.27, a PEG ratio of 3.69 and a beta of 1.26. The stock has a 50 day simple moving average of $277.39 and a 200 day simple moving average of $292.13. The company has a current ratio of 5.51, a quick ratio of 4.54 and a debt-to-equity ratio of 0.17. AeroVironment, Inc. has a 1-year low of $102.25 and a 1-year high of $417.86.
AeroVironment (NASDAQ:AVAV - Get Free Report) last posted its earnings results on Tuesday, March 10th. The aerospace company reported $0.64 earnings per share for the quarter, missing analysts' consensus estimates of $0.68 by ($0.04). The firm had revenue of $408.05 million for the quarter, compared to analyst estimates of $487.94 million. AeroVironment had a positive return on equity of 3.26% and a negative net margin of 13.93%.The firm's quarterly revenue was up 143.4% compared to the same quarter last year. During the same period in the prior year, the business posted $0.30 EPS. AeroVironment has set its FY 2026 guidance at 2.750-3.100 EPS. Research analysts anticipate that AeroVironment, Inc. will post 3.38 earnings per share for the current year.
Institutional Inflows and Outflows
A number of hedge funds and other institutional investors have recently bought and sold shares of the business. N.E.W. Advisory Services LLC lifted its holdings in shares of AeroVironment by 60.0% in the third quarter. N.E.W. Advisory Services LLC now owns 80 shares of the aerospace company's stock worth $25,000 after acquiring an additional 30 shares during the last quarter. Rothschild Investment LLC grew its holdings in shares of AeroVironment by 7.8% during the 3rd quarter. Rothschild Investment LLC now owns 498 shares of the aerospace company's stock valued at $157,000 after purchasing an additional 36 shares during the last quarter. Legacy Bridge LLC increased its position in AeroVironment by 1.0% during the 4th quarter. Legacy Bridge LLC now owns 4,046 shares of the aerospace company's stock worth $979,000 after purchasing an additional 39 shares in the last quarter. NewEdge Wealth LLC increased its position in AeroVironment by 1.1% during the 4th quarter. NewEdge Wealth LLC now owns 3,709 shares of the aerospace company's stock worth $897,000 after purchasing an additional 39 shares in the last quarter. Finally, J.W. Cole Advisors Inc. lifted its stake in AeroVironment by 3.7% in the 4th quarter. J.W. Cole Advisors Inc. now owns 1,081 shares of the aerospace company's stock valued at $261,000 after purchasing an additional 39 shares during the last quarter. Institutional investors own 86.38% of the company's stock.
AeroVironment News Summary
Here are the key news stories impacting AeroVironment this week:
- Positive Sentiment: Completed acquisition of Empirical Systems Aerospace (ESAero) — adds UAS/AAM engineering, AS9100 manufacturing and hybrid/electric propulsion capabilities, supporting AeroVironment’s defense expansion strategy. AV Acquires Empirical Systems Aerospace, Inc.
- Positive Sentiment: High-profile media coverage of AeroVironment’s laser defense tech (CBS 60 Minutes) is driving investor attention and was cited as a catalyst for recent share gains. AeroVironment Shows Lasers To Take Out Iran's Drones. The Stock Is Rising.
- Neutral Sentiment: Recent quarter showed 143% YoY revenue growth (driven by BlueHalo), but AVAV missed consensus revenue and EPS — strong topline growth supports long‑term thesis, while the miss tempers near‑term expectations. AeroVironment (AVAV) Reports $408M FQ3 2026 Revenue and 143% Year-Over-Year Growth
- Neutral Sentiment: Insider selling: CAO Brian Shackley and director Stephen Page disclosed small sales (200 and 250 shares); holdings remain substantial — routine insider sales, but some investors watch these as a signal. SEC Form 4 (Shackley)
- Negative Sentiment: Pomerantz LLP launched an investor investigation into AVAV — legal inquiries can increase headline risk and investor uncertainty. INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of AeroVironment, Inc. - AVAV
- Negative Sentiment: Another law firm (Bronstein, Gewirtz & Grossman) is soliciting investor inquiries — multiple probes amplify regulatory/ litigation risk. Bronstein, Gewirtz & Grossman, LLC Encourages AeroVironment, Inc. (AVAV) Investors to Inquire about Securities Investigation
- Negative Sentiment: BTIG cut its price target (from $415 to $330) while keeping a Buy rating — a lower analyst target can weigh on sentiment despite continued analyst support. BTIG Cuts AeroVironment, Inc. (AVAV)’s Price Target To $330, Maintains Buy Rating
Analyst Upgrades and Downgrades
A number of research firms have recently weighed in on AVAV. Weiss Ratings downgraded shares of AeroVironment from a "hold (c-)" rating to a "sell (d)" rating in a research report on Monday, February 9th. Citigroup restated a "market outperform" rating on shares of AeroVironment in a research note on Monday, January 12th. BNP Paribas Exane assumed coverage on AeroVironment in a report on Tuesday, November 18th. They issued an "outperform" rating and a $355.00 price objective for the company. Piper Sandler cut their target price on AeroVironment from $391.00 to $290.00 and set an "overweight" rating for the company in a research report on Tuesday, March 3rd. Finally, Canaccord Genuity Group reduced their target price on AeroVironment from $330.00 to $300.00 and set a "buy" rating on the stock in a report on Thursday, March 12th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, one has given a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $318.78.
Read Our Latest Analysis on AeroVironment
AeroVironment Company Profile
(
Get Free Report)
AeroVironment, Inc (NASDAQ:AVAV) is a technology company specializing in unmanned aerial systems (UAS), tactical missiles and precision loitering munitions, electric vehicle charging and scalable energy systems. Headquartered in Monrovia, California, the company develops solutions for defense, public safety and commercial markets. Their offerings include small UAS for intelligence, surveillance and reconnaissance, as well as advanced weapons systems designed to meet the needs of modern military operations.
The company's unmanned aerial systems portfolio features platforms such as the Raven, Puma and Switchblade series, which are deployed by the U.S.
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