Q3 Earnings Impact: Recent posts on X have been buzzing with reactions to AeroVironment's Q3 CY2025 earnings report, which showed a staggering 151% year-on-year revenue increase to $472.5 million. Despite beating sales expectations, the stock took a hit in after-hours trading due to disappointing full-year guidance and weaker-than-expected profits. Discussions highlight frustration over missed EPS targets and acquisition-related costs.
Mixed Guidance Concerns: Many on X are dissecting the company’s full-year revenue guidance of $1.98 billion, which fell slightly below analyst estimates. Some users express concern over the sustainability of growth, while others point to a massive $874 million U.S. Army contract as a potential bright spot. The tone reflects uncertainty about near-term performance amidst long-term optimism.
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 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 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) sold 17,300 shares for an estimated $4,550,765
- TRACE E STEVENSON (President, Autonomous Systems) sold 1,717 shares for an estimated $654,177
- KEVIN PATRICK MCDONNELL (CFO) has made 0 purchases and 2 sales selling 1,511 shares for an estimated $568,979.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
AeroVironment Revenue
AeroVironment had revenues of $472.5M in Q2 2026. This is an increase of 150.72% 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 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 10/03.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
AeroVironment Hedge Fund Activity
We have seen 372 institutional investors add shares of AeroVironment stock to their portfolio, and 216 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- INVESCO LTD. added 669,420 shares (+109.9%) to their portfolio in Q3 2025, for an estimated $210,793,663
- BLACKROCK, INC. added 400,725 shares (+9.1%) to their portfolio in Q3 2025, for an estimated $126,184,295
- POINT72 ASSET MANAGEMENT, L.P. removed 383,659 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $109,323,632
- CIBC PRIVATE WEALTH GROUP LLC added 314,448 shares (+24798.7%) to their portfolio in Q3 2025, for an estimated $99,016,530
- 1832 ASSET MANAGEMENT L.P. added 264,600 shares (+inf%) to their portfolio in Q3 2025, for an estimated $83,319,894
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 243,466 shares (-94.0%) from their portfolio in Q3 2025, for an estimated $76,665,008
- DIMENSIONAL FUND ADVISORS LP removed 219,653 shares (-54.0%) from their portfolio in Q3 2025, for an estimated $69,166,533
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
AeroVironment Government Contracts
We have seen $410,795,893 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: $288,940,573
- DELIVERY ORDER TO PURCHASE 330 SWITCHBLADE 600 ALL-UP ROUNDS WITH SELECTIVE AVAILABILITY ANTI-SPOOFING MODU...: $55,484,704
- 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
- SBIR PHASE III R&D: $5,249,602
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 12 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 11/24/2025
- Piper Sandler issued a "Overweight" rating on 11/20/2025
- Canaccord Genuity issued a "Buy" rating on 10/07/2025
- JMP Securities issued a "Market Outperform" rating on 10/03/2025
- Stifel issued a "Buy" rating on 10/02/2025
- Goldman Sachs issued a "Buy" rating on 10/02/2025
- Baird issued a "Outperform" rating on 10/01/2025
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 14 analysts offer price targets for $AVAV in the last 6 months, with a median target of $357.5.
Here are some recent targets:
- Kevin Liu from RBC Capital set a target price of $400.0 on 12/08/2025
- Andre Madrid from BTIG set a target price of $415.0 on 11/24/2025
- Clarke Jeffries from Piper Sandler set a target price of $391.0 on 11/20/2025
- Austin Moeller from Canaccord Genuity set a target price of $430.0 on 10/07/2025
- Trevor Walsh from JMP Securities set a target price of $400.0 on 10/03/2025
- Anthony Valentini from Goldman Sachs set a target price of $333.0 on 10/02/2025
- Jonathan Siegmann from Stifel set a target price of $389.0 on 10/02/2025
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.
