Why AeroVironment (AVAV) Stock Is Down Today

AeroVironment (AVAV) is down 4.1% today. Here is some analysis on what might have caused this price movement.

Analysis: The pullback appears tied mainly to weak sentiment rather than a new company announcement. A fresh Neutral initiation from a brokerage, combined with the stock sliding to a 52-week low, likely added pressure to shares that were already dealing with lingering concerns around the earlier SCAR program setback and related accounting restatement.

Details:

A brokerage initiated coverage on AeroVironment with a Neutral rating on October 6 and described fiscal 2027 as a transition year, which may have tempered investor enthusiasm.

Shares fell to a new 52-week low during October 7 trading, a sign that selling momentum remained strong even without a major new corporate update.

AeroVironment previously disclosed that its SCAR-related BADGER agreement was first stopped and then terminated for convenience, creating a meaningful hit to its Space reporting unit.

The company later restated prior interim financials after identifying an error in the goodwill impairment calculation tied to that same issue, which may still be weighing on confidence.

Sources:

SEC, Investing.com, Yahoo Finance

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$AVAV Insider Trading Activity

$AVAV insiders have traded $AVAV stock on the open market 9 times in the past 6 months. Of those trades, 0 have been purchases and 9 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 6 sales selling 1,498 shares for an estimated $255,029.
BRIAN CHARLES SHACKLEY (SVP, Chief Accounting Officer) has made 0 purchases and 3 sales selling 605 shares for an estimated $99,508.

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.

$AVAV Hedge Fund Activity

We have seen 308 institutional investors add shares of $AVAV stock to their portfolio, and 287 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

BLACKROCK, INC. removed 1,478,959 shares (-29.8%) from their portfolio in Q2 2026, for an estimated $244,131,762
HOOD RIVER CAPITAL MANAGEMENT LLC added 564,254 shares (+inf%) to their portfolio in Q2 2026, for an estimated $93,141,407
HRT FINANCIAL LP added 346,673 shares (+inf%) to their portfolio in Q2 2026, for an estimated $57,225,312
UBS GROUP AG removed 273,143 shares (-45.6%) from their portfolio in Q2 2026, for an estimated $45,087,715
BNP PARIBAS FINANCIAL MARKETS removed 259,976 shares (-85.1%) from their portfolio in Q2 2026, for an estimated $42,914,238
GEODE CAPITAL MANAGEMENT, LLC removed 241,922 shares (-26.5%) from their portfolio in Q2 2026, for an estimated $39,934,064
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 221,339 shares (+inf%) to their portfolio in Q2 2026, for an estimated $36,536,428

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.

$AVAV Government Contracts

We have seen $826,468,437 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: $26,029,693

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.

$AVAV Congressional Stock Trading

Members of Congress have traded $AVAV stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 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. sold up to $15,000 on 07/02.

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.

$AVAV Analyst Ratings

Wall Street analysts have issued reports on $AVAV in the last several months. We have seen 2 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

To track analyst ratings and price targets for $AVAV, check out Quiver Quantitative's $AVAV forecast page.

$AVAV Price Targets

Multiple analysts have issued price targets for $AVAV recently. We have seen 11 analysts offer price targets for $AVAV in the last 6 months, with a median target of $225.0.

Here are some recent targets:

Austin Bohlig from Needham set a target price of $225.0 on 07/09/2026
Clarke Jeffries from Piper Sandler set a target price of $235.0 on 07/09/2026
Ken Herbert from RBC Capital set a target price of $180.0 on 07/09/2026
Andre Madrid from BTIG set a target price of $205.0 on 07/09/2026
Sam Brandeis from Wedbush set a target price of $250.0 on 07/01/2026
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

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.