Sector-wide selloff: AeroVironment shares have endured a 60% drawdown from recent peaks, hovering near a one-year low amid broader defense stock pressures. Social media chatter highlights the steep recovery needed, with some likening it to peers facing similar multi-month declines.
Oversold opportunity: Investors on social media view the plunge from over $418 to below $168 as a compelling buy for patient holders. Calls for averaging down suggest potential rebounds to $250-$280 within a year. Contrarian sentiment positions the stock as undervalued for long-term defense exposure.
Bearish undertones: Skeptics mock the defense sector's prospects, implying a shift toward peace diminishes demand for AeroVironment's drones and systems. Sarcastic takes warn of further downside in a changing geopolitical landscape. Discussions reflect divided views between bargain hunters and outright pessimists.
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 5 sales selling 3,298 shares for an estimated $988,841.
- STEPHEN F PAGE has made 0 purchases and 6 sales selling 2,500 shares for an estimated $751,297.
- 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.
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 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.
AeroVironment Hedge Fund Activity
We have seen 371 institutional investors add shares of AeroVironment stock to their portfolio, and 263 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
- 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
- MARSHALL WACE, LLP added 254,864 shares (+4770.1%) to their portfolio in Q4 2025, for an estimated $61,649,052
- INVESCO LTD. added 240,292 shares (+18.8%) to their portfolio in Q4 2025, for an estimated $58,124,231
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.
AeroVironment Government Contracts
We have seen $441,726,910 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.
AeroVironment Analyst Ratings
Wall Street analysts have issued reports on $AVAV in the last several months. We have seen 5 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
- BTIG issued a "Buy" rating on 11/24/2025
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.
