Air Force Contract Win: Social media lit up following AeroVironment's announcement of a $25 million U.S. Air Force contract for health technologies. Discussions centered on advanced sensors, AI-driven analytics, and wearable diagnostics poised to enhance pilot performance. Participants viewed this as a validation of the company's innovation in defense applications.
Earnings Backlog Strength: Conversations revisited the recent quarterly earnings, noting revenue shortfalls but praising the $1.1 billion funded backlog and strong bookings. Traders highlighted the book-to-bill ratio exceeding 1.6x as evidence of robust demand amid program adjustments. The focus remained on long-term revenue acceleration from key contracts.
Investment Theses: Detailed pitches on social media argued for upside potential after a sharp decline from all-time highs, citing analyst strong buy ratings and acquisition synergies. Commentators emphasized AeroVironment's expanded capabilities in drones and counter-UAS following the BlueHalo deal. Sentiment reflected optimism on strategic positioning despite market volatility.
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 6 sales selling 4,296 shares for an estimated $1,387,782.
- STEPHEN F PAGE has made 0 purchases and 5 sales selling 2,250 shares for an estimated $701,975.
- 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.
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.
AeroVironment Hedge Fund Activity
We have seen 327 institutional investors add shares of AeroVironment stock to their portfolio, and 258 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 $428,260,839 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 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.
