Earnings Shortfall Drives Decline: AeroVironment disclosed a wider-than-expected Q3 loss and trimmed its fiscal year guidance owing to revenue timing delays and challenges in its space unit. Social media discussions highlighted stock plunges exceeding 8% in response, attributing pressure to government contract shifts and program disruptions.
Backlog Signals Resilience: Amid the disappointment, a record $1.1 billion backlog underscores sustained demand for unmanned systems. Commentators noted unprecedented drone needs fueled by AI advancements and plans for a high-capacity production facility. Expectations build for a robust Q4 recovery.
Prior Momentum from Contracts: Recent chatter had focused on political trades aligning with U.S. drone initiatives, boosting shares earlier. Current sentiment reflects caution, tempered by long-term defense sector tailwinds.
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:
- KEVIN PATRICK MCDONNELL (CFO) has made 0 purchases and 6 sales selling 4,296 shares for an estimated $1,387,782.
- TRACE E STEVENSON (President, Autonomous Systems) sold 1,717 shares for an estimated $654,177
- STEPHEN F PAGE has made 0 purchases and 4 sales selling 2,000 shares for an estimated $648,845.
- BRIAN CHARLES SHACKLEY (Chief Accounting Officer) sold 200 shares for an estimated $50,184
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
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.
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 01/27, 12/15, 10/03 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
AeroVironment Hedge Fund Activity
We have seen 330 institutional investors add shares of AeroVironment stock to their portfolio, and 307 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 857,091 shares (+17.8%) to their portfolio in Q4 2025, for an estimated $207,321,741
- BAILLIE GIFFORD & CO removed 603,868 shares (-33.9%) from their portfolio in Q4 2025, for an estimated $146,069,630
- UBS GROUP AG added 318,991 shares (+104.6%) to their portfolio in Q4 2025, for an estimated $77,160,732
- CIBC PRIVATE WEALTH GROUP LLC removed 312,370 shares (-98.9%) from their portfolio in Q4 2025, for an estimated $75,559,179
- BNP PARIBAS FINANCIAL MARKETS added 277,544 shares (+2286.0%) to their portfolio in Q4 2025, for an estimated $67,135,118
- 1832 ASSET MANAGEMENT L.P. removed 264,600 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $64,004,094
- SWEDBANK AB added 260,072 shares (+22773.4%) to their portfolio in Q4 2025, for an estimated $62,908,816
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
AeroVironment Government Contracts
We have seen $170,339,702 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:
- PUMA AE 3, PUMA LE, PUMA ACCESSORIES, ERA, PUMA SOFTWARE UPDATE KIT, CONTRACTOR LOGISTICS SUPPORTS SERVICES...: $61,788,943
- LOW ALTITUDE STALKING AND STRIKE ORDNANCE (LASSO). ALL DELIVERABLE AND WORK SHALL BE PERFORMED IN ACCORDANC...: $39,105,986
- SUAS HURRICANE DRONES: $23,227,886
- FIELD SERVICES REPRESENTATIVES (FSR) SUPPORT UNDER STATEMENT OF WORK SECTION 3.15.4.: $8,187,460
- UAV IN SUPPORT OF TUNSISA: $5,350,738
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 11 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Piper Sandler issued a "Overweight" rating on 03/03/2026
- Raymond James issued a "Underperform" rating on 03/02/2026
- 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
- BTIG issued a "Buy" rating on 11/24/2025
- JMP Securities issued a "Market Outperform" rating on 10/03/2025
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 18 analysts offer price targets for $AVAV in the last 6 months, with a median target of $325.0.
Here are some recent targets:
- Andre Madrid from BTIG set a target price of $330.0 on 03/12/2026
- Gavin Parsons from UBS set a target price of $236.0 on 03/11/2026
- Austin Bohlig from Needham set a target price of $400.0 on 03/11/2026
- Trevor Walsh from Citizens set a target price of $350.0 on 03/11/2026
- Michael Leshock from Keybanc set a target price of $295.0 on 03/11/2026
- Jonathan Siegmann from Stifel set a target price of $315.0 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.
