Conference Spotlight: AeroVironment is set to present at William Blair’s Growth Stock Conference, drawing attention to its expanding role in unmanned systems. Market observers note the timing aligns with upcoming earnings that could highlight defense contracts. Interest remains focused on how these updates position the firm amid broader sector shifts.
Drone Sector Momentum: Discussions highlight AeroVironment’s Switchblade systems and anti-drone technologies as key drivers in global demand. Analysts point to a potential rotation into defense stocks as conflicts persist, with some referencing median price targets well above current levels. The stock has shown resilience compared to peers in recent trading sessions.
Technical Outlook: Fib levels place emphasis around the $170 mark, with traders observing steady accumulation ahead of earnings. Broader commentary ties the company to accelerating unmanned vehicle needs across military applications. Sentiment on social media remains optimistic overall.
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 13 times in the past 6 months. Of those trades, 0 have been purchases and 13 have been sales.
Here’s a breakdown of recent trading of $AVAV stock by insiders over the last 6 months:
- KEVIN PATRICK MCDONNELL (CFO) has made 0 purchases and 4 sales selling 2,785 shares for an estimated $818,802.
- STEPHEN F PAGE has made 0 purchases and 7 sales selling 2,750 shares for an estimated $791,875.
- BRIAN CHARLES SHACKLEY (Chief Accounting Officer) has made 0 purchases and 2 sales selling 400 shares for an estimated $92,688.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
AeroVironment Revenue
AeroVironment had revenues of $408M in Q3 2026. This is an increase of 143.41% from the same period in the prior year.
You can track AVAV financials on Quiver Quantitative's AVAV stock page.
You can access data on AVAV stock through the Quiver Quantitative API.
AeroVironment Congressional Stock Trading
Members of Congress have traded $AVAV stock 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $AVAV stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 3 purchases worth up to $45,000 on 03/03, 01/27, 12/15 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
AeroVironment Hedge Fund Activity
We have seen 395 institutional investors add shares of AeroVironment stock to their portfolio, and 308 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. removed 708,485 shares (-12.5%) from their portfolio in Q1 2026, for an estimated $129,688,179
- BAILLIE GIFFORD & CO removed 603,868 shares (-33.9%) from their portfolio in Q4 2025, for an estimated $146,069,630
- BANK OF NEW YORK MELLON CORP removed 339,844 shares (-61.0%) from their portfolio in Q1 2026, for an estimated $62,208,444
- ALYESKA INVESTMENT GROUP, L.P. added 331,664 shares (+85.1%) to their portfolio in Q1 2026, for an estimated $60,711,095
- DRIEHAUS CAPITAL MANAGEMENT LLC removed 319,833 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $58,545,430
- CIBC PRIVATE WEALTH GROUP LLC removed 312,370 shares (-98.9%) from their portfolio in Q4 2025, for an estimated $75,559,179
- STATE STREET CORP added 307,712 shares (+15.5%) to their portfolio in Q1 2026, for an estimated $56,326,681
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
AeroVironment Government Contracts
We have seen $444,894,901 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:
- LOW ALTITUDE STALKING AND STRIKE ORDNANCE (LASSO). ALL DELIVERABLE AND WORK SHALL BE PERFORMED IN ACCORDANC...: $39,105,986
- SUAS HURRICANE DRONES: $34,841,830
- PUMA AE 3, PUMA LE, PUMA ACCESSORIES, ERA, PUMA SOFTWARE UPDATE KIT, CONTRACTOR LOGISTICS SUPPORTS SERVICES...: $26,236,824
- FIELD SERVICES REPRESENTATIVES (FSR) SUPPORT UNDER STATEMENT OF WORK SECTION 3.15.4.: $8,187,460
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
AeroVironment Analyst Ratings
Wall Street analysts have issued reports on $AVAV in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Piper Sandler issued a "Overweight" rating on 03/03/2026
- JP Morgan issued a "Overweight" rating on 02/17/2026
- Keybanc issued a "Overweight" rating on 12/19/2025
- Canaccord Genuity issued a "Buy" rating on 12/10/2025
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 15 analysts offer price targets for $AVAV in the last 6 months, with a median target of $315.0.
Here are some recent targets:
- Andre Madrid from BTIG set a target price of $330.0 on 03/12/2026
- Greg Konrad from Jefferies set a target price of $305.0 on 03/12/2026
- Austin Moeller from Canaccord Genuity set a target price of $300.0 on 03/12/2026
- Peter Arment from Baird set a target price of $235.0 on 03/11/2026
- Trevor Walsh from Citizens set a target price of $350.0 on 03/11/2026
- Austin Bohlig from Needham set a target price of $400.0 on 03/11/2026
- Ken Herbert from RBC Capital set a target price of $250.0 on 03/11/2026
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.
