Airo Group Holdings Inc (AIRO) reported fourth-quarter 2025 results with revenue rising to $48.3 million, up 21.5% year-over-year, but below the consensus revenue estimate of $53.2 million. Gross profit expanded to $29.7 million (+6.8% YoY) while operating profit narrowed sharply to $6.0 million (-62.8% YoY).
On the cash-flow and balance-sheet side, the company reported a weaker operating cash flow but a materially stronger cash balance. Capital spending increased year-over-year while total liabilities declined.
Overall, Airo Group Holdings Inc (AIRO) delivered top-line growth but missed on revenue and earnings per share versus estimates, with a marked decline in operating profitability even as the company’s cash position strengthened.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Airo Group Holdings Inc Insider Trading Activity
Airo Group Holdings Inc insiders have traded $AIRO stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $AIRO stock by insiders over the last 6 months:
- MARIYA PYLYPIV (Chief Financial Officer) sold 20,078 shares for an estimated $205,974
- JOHN UCZEKAJ (President and COO) has made 0 purchases and 2 sales selling 579 shares for an estimated $5,853.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Airo Group Holdings Inc Hedge Fund Activity
We have seen 57 institutional investors add shares of Airo Group Holdings Inc stock to their portfolio, and 34 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ILEX CAPITAL PARTNERS (UK) LLP removed 1,030,288 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $8,427,755
- LPL FINANCIAL LLC added 743,669 shares (+inf%) to their portfolio in Q4 2025, for an estimated $6,083,212
- HIGHTOWER ADVISORS, LLC added 601,924 shares (+936.8%) to their portfolio in Q4 2025, for an estimated $4,923,738
- SHAY CAPITAL LLC removed 500,000 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $4,090,000
- MYDA ADVISORS LLC added 240,000 shares (+inf%) to their portfolio in Q4 2025, for an estimated $1,963,200
- AWM INVESTMENT COMPANY, INC. removed 225,000 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $1,840,500
- SOROS FUND MANAGEMENT LLC removed 198,274 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $1,621,881
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Airo Group Holdings Inc Analyst Ratings
Wall Street analysts have issued reports on $AIRO 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 11/24/2025
- Cantor Fitzgerald issued a "Overweight" rating on 11/21/2025
- Mizuho issued a "Outperform" rating on 11/17/2025
To track analyst ratings and price targets for Airo Group Holdings Inc, check out Quiver Quantitative's $AIRO forecast page.
Airo Group Holdings Inc Price Targets
Multiple analysts have issued price targets for $AIRO recently. We have seen 3 analysts offer price targets for $AIRO in the last 6 months, with a median target of $20.0.
Here are some recent targets:
- Brett Linzey from Mizuho set a target price of $20.0 on 01/05/2026
- Andre Madrid from BTIG set a target price of $19.0 on 11/24/2025
- Colin Canfield from Cantor Fitzgerald set a target price of $20.0 on 11/21/2025
