Earnings Surge: AeroVironment reported fiscal first-quarter revenue of $642 million, marking a 133% year-over-year increase, which propelled shares sharply higher in recent sessions. Market participants noted the strong results alongside an adjusted earnings beat as key drivers behind the momentum. The company's growing backlog in unmanned systems continues to draw attention amid heightened defense spending.
Legal Headwinds: Discussions also highlighted ongoing securities litigation and accounting restatement concerns tied to a cancelled military contract, creating a layer of uncertainty for some observers. Despite these challenges, the underlying demand for drone technology from the Pentagon and international partners appears resilient enough to sustain interest. The stock's rebound from lower levels has been described as notable given the external pressures.
Analyst Perspectives: Some analysts have pointed to the firm's combat-proven platforms as a competitive advantage across multiple domains, issuing positive ratings that underscore long-term potential in autonomous systems. Social media commentary reflects a focus on execution risks balanced against robust cash generation from core operations. Overall sentiment remains cautiously optimistic as defense contracts fuel growth expectations.
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 3,000 shares for an estimated $835,477.
- KEVIN PATRICK MCDONNELL (CFO) has made 0 purchases and 3 sales selling 2,274 shares for an estimated $691,374.
- BRIAN CHARLES SHACKLEY (Chief Accounting Officer) sold 200 shares for an estimated $42,504
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 2 times in the past 6 months. Of those trades, 2 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 2 times. They made 2 purchases worth up to $30,000 on 03/03, 01/27 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 352 institutional investors add shares of AeroVironment stock to their portfolio, and 209 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
- 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
- STATE STREET CORP added 307,712 shares (+15.5%) to their portfolio in Q1 2026, for an estimated $56,326,681
- CHAMPLAIN INVESTMENT PARTNERS, LLC added 295,077 shares (+inf%) to their portfolio in Q1 2026, for an estimated $54,013,844
- ALLIANCEBERNSTEIN L.P. removed 290,257 shares (-80.6%) from their portfolio in Q1 2026, for an estimated $53,131,543
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 $633,014,521 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 3 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
- JP Morgan issued a "Overweight" rating on 02/17/2026
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 13 analysts offer price targets for $AVAV in the last 6 months, with a median target of $229.0.
Here are some recent targets:
- Clarke Jeffries from Piper Sandler set a target price of $248.0 on 07/02/2026
- 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
- Jonathan Siegmann from Stifel set a target price of $220.0 on 06/30/2026
- Ken Herbert from RBC Capital set a target price of $210.0 on 06/30/2026
- Gavin Parsons from UBS set a target price of $166.0 on 06/30/2026
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.
