Recent discussions on X about AeroVironment (AVAV) have been buzzing with interest following the company's announcement of its new AV_Halo™ Unified Software Platform. Many users are highlighting the potential of this platform to enhance military interoperability and expand market reach, seeing it as a strategic move in the defense tech space. The conversation reflects curiosity about how this could position the company for future growth amid evolving warfare technologies.
Additionally, some posts on X have pointed to AeroVironment’s strong revenue growth and its alignment with initiatives like the U.S. Department of Defense's 'Replicator Initiative' as reasons for optimism. There are mentions of the stock being in an oversold condition, with a few users suggesting it might be poised for a rebound. These discussions underscore a growing fascination with the company’s role in next-gen defense solutions.
Note: This discussion summary was generated from an AI condensation of post data.
AeroVironment Insider Trading Activity
AeroVironment insiders have traded $AVAV stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $AVAV stock by insiders over the last 6 months:
- WAHID NAWABI (Chair, President and CEO) has made 0 purchases and 2 sales selling 46,666 shares for an estimated $8,315,486.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
AeroVironment Hedge Fund Activity
We have seen 294 institutional investors add shares of AeroVironment stock to their portfolio, and 217 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VANGUARD GROUP INC added 433,830 shares (+14.3%) to their portfolio in Q2 2025, for an estimated $123,619,858
- ALYESKA INVESTMENT GROUP, L.P. removed 415,203 shares (-46.0%) from their portfolio in Q2 2025, for an estimated $118,312,094
- POINT72 ASSET MANAGEMENT, L.P. removed 383,659 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $109,323,632
- DRIEHAUS CAPITAL MANAGEMENT LLC added 293,860 shares (+inf%) to their portfolio in Q2 2025, for an estimated $83,735,407
- HEARD CAPITAL LLC removed 286,347 shares (-34.1%) from their portfolio in Q2 2025, for an estimated $81,594,577
- INVESCO LTD. added 262,239 shares (+75.6%) to their portfolio in Q2 2025, for an estimated $74,725,003
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 258,934 shares (+inf%) to their portfolio in Q2 2025, for an estimated $73,783,243
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
AeroVironment Government Contracts
We have seen $419,337,159 of award payments to $AVAV over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- LOITERED MUNITIONS, SWITCHBLADE 300 AND 600 ALL UP ROUNDS: $288,691,402
- DELIVERY ORDER TO PURCHASE 330 SWITCHBLADE 600 ALL-UP ROUNDS WITH SELECTIVE AVAILABILITY ANTI-SPOOFING MODU...: $55,318,560
- PUMA AE 3, PUMA LE, PUMA ACCESSORIES, ERA, PUMA SOFTWARE UPDATE KIT, CONTRACTOR LOGISTICS SUPPORTS SERVICES...: $35,552,118
- DELIVERY ORDER #2 FOR ORGANIC PRECISION FIRES-LIGHT: $8,956,147
- FY20-22 SWITCHBLADE HARDWARE PRODUCTION: $6,745,309
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
AeroVironment Analyst Ratings
Wall Street analysts have issued reports on $AVAV in the last several months. We have seen 10 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 08/19/2025
- JMP Securities issued a "Market Outperform" rating on 08/18/2025
- Canaccord Genuity issued a "Buy" rating on 08/11/2025
- Baird issued a "Outperform" rating on 08/04/2025
- RBC Capital issued a "Outperform" rating on 07/17/2025
- Jefferies issued a "Buy" rating on 07/02/2025
- Goldman Sachs issued a "Buy" rating on 06/30/2025
To track analyst ratings and price targets for AeroVironment, check out Quiver Quantitative's $AVAV forecast page.
AeroVironment Price Targets
Multiple analysts have issued price targets for $AVAV recently. We have seen 12 analysts offer price targets for $AVAV in the last 6 months, with a median target of $300.0.
Here are some recent targets:
- Austin Bohlig from Needham set a target price of $300.0 on 08/19/2025
- Trevor Walsh from JMP Securities set a target price of $325.0 on 08/18/2025
- Austin Moeller from Canaccord Genuity set a target price of $305.0 on 08/11/2025
- Peter Arment from Baird set a target price of $267.0 on 08/04/2025
- Kevin Liu from RBC Capital set a target price of $300.0 on 07/17/2025
- Colin Canfield from Cantor Fitzgerald set a target price of $335.0 on 07/08/2025
- Greg Konrad from Jefferies set a target price of $285.0 on 07/02/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
