Drone demand intensifies: Social media discussions center on AeroVironment's expanding role in providing expendable drones and loitering munitions, fueled by heightened global defense spending. Observers point to its Switchblade systems as a direct beneficiary of evolving warfare tactics that favor low-cost, high-volume strike options.
Valuation scrutiny rises: Market participants debate the stock's premium pricing relative to earnings, with some highlighting a forward multiple exceeding typical aerospace peers amid strong backlog figures. Recent price targets from analysts suggest potential upside, though tempered by questions over margin sustainability in the sector.
Sector comparisons emerge: Conversations frequently link AeroVironment to broader unmanned systems themes, noting competitive advantages over smaller peers in contract wins and production scale. Overall momentum appears tied to Pentagon procurement trends and international rearmament efforts.
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 12 times in the past 6 months. Of those trades, 0 have been purchases and 12 have been sales.
Here’s a breakdown of recent trading of $AVAV stock by insiders over the last 6 months:
- STEPHEN F PAGE has made 0 purchases and 8 sales selling 2,248 shares for an estimated $493,321.
- BRIAN CHARLES SHACKLEY (SVP, Chief Accounting Officer) has made 0 purchases and 3 sales selling 705 shares for an estimated $126,785.
- KEVIN PATRICK MCDONNELL (CFO) sold 396 shares for an estimated $88,921
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 $641.6M in Q4 2026. This is an increase of 133.27% 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 1 times in the past 6 months. Of those trades, 1 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. purchased up to $15,000 on 03/03.
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 326 institutional investors add shares of AeroVironment stock to their portfolio, and 380 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. removed 1,478,959 shares (-29.8%) from their portfolio in Q2 2026, for an estimated $244,131,762
- HOOD RIVER CAPITAL MANAGEMENT LLC added 564,254 shares (+inf%) to their portfolio in Q2 2026, for an estimated $93,141,407
- HRT FINANCIAL LP added 346,673 shares (+inf%) to their portfolio in Q2 2026, for an estimated $57,225,312
- DRIEHAUS CAPITAL MANAGEMENT LLC removed 319,833 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $58,545,430
- UBS GROUP AG removed 273,143 shares (-45.6%) from their portfolio in Q2 2026, for an estimated $45,087,715
- BNP PARIBAS FINANCIAL MARKETS removed 259,976 shares (-85.1%) from their portfolio in Q2 2026, for an estimated $42,914,238
- GEODE CAPITAL MANAGEMENT, LLC removed 241,922 shares (-26.5%) from their portfolio in Q2 2026, for an estimated $39,934,064
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 $706,999,564 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:
- SUAS HURRICANE DRONES: $49,257,580
- LOW ALTITUDE STALKING AND STRIKE ORDNANCE (LASSO). ALL DELIVERABLE AND WORK SHALL BE PERFORMED IN ACCORDANC...: $39,173,209
- PUMA AE 3, PUMA LE, PUMA ACCESSORIES, ERA, PUMA SOFTWARE UPDATE KIT, CONTRACTOR LOGISTICS SUPPORTS SERVICES...: $26,236,824
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 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 06/30/2026
- Piper Sandler issued a "Overweight" rating on 06/26/2026
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 $227.0.
Here are some recent targets:
- Austin Bohlig from Needham set a target price of $225.0 on 07/09/2026
- Clarke Jeffries from Piper Sandler set a target price of $235.0 on 07/09/2026
- Ken Herbert from RBC Capital set a target price of $180.0 on 07/09/2026
- Andre Madrid from BTIG set a target price of $205.0 on 07/09/2026
- Austin Moeller from Canaccord Genuity set a target price of $280.0 on 07/01/2026
- Greg Konrad from Jefferies set a target price of $229.0 on 07/01/2026
- Sam Brandeis from Wedbush set a target price of $250.0 on 07/01/2026
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.
