AIRO
AIRO Group Holdings, Inc.
$8.03
-5.08%
$252.5M
No data for this timeframe.
Vol
Market Cap$252.5M
Cap SizeMicro Cap
Analyst ConsensusStrong Buy (78%)
Inst. Holders49 funds
Inst. Value$63.4M
Inst. Activity18 buys / 1 sells
Insider Activity0B / 4S
Insider Net $-$241.6K
Reddit Sentiment31° Cool
SEC Reports4
Recent Activity
Jun 4, 2026
Insider
McCandless Sherrie was granted 11,026 shares
Director
Jun 4, 2026
Insider
Winfree Gregory D. was granted 11,026 shares
Director
Jun 4, 2026
Insider
Nelson Brian James was granted 11,026 shares
Director
May 29, 2026
short_volume
Short Volume: AIRO — 63.4% short (0.4M / 0.6M)
Short: 411,603 | Exempt: 500 | TRF Vol: 649,456 | Short Ratio: 63.4% | Off-exchange volume (dark poo
May 14, 2026
SEC
AIRO reported Q1 2026 revenue of $8.9M, down 24.6% YoY, with gross margin halving to 26.6%. Net loss widened to $(15.5)M
8-K — Impact 6/10
Apr 21, 2026
SEC
AIRO reported full-year 2025 revenue of $90.9M, up from $86.9M in 2024, with a strong Q4 rebound to $48.3M after a delay
8-K — Impact 8/10
Apr 21, 2026
SEC
AIRO Group Holdings, Inc. filed a definitive proxy statement (DEFA14A) to solicit shareholder votes for a director elect
DEFA14A — Impact 3/10
Inst.
BlackRock, Inc. — DOUBLED
1,128,062 shares ($8.6M)
Price Targets
$18.00
+124.2% upside
Strong Buy
Current $8.03
Low $16.00
Median $18.00
High $20.00
2 analysts
$16.00
$20.00
Analyst Ratings
2Strong Buy
5Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 8, 2026 | BTIG | DOWNGRADE | Buy → Neutral |
| Jan 5, 2026 | Mizuho | MAINTAIN | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.13 | $-0.13 — $-0.13 | -143% YoY | 1 |
| Next Q | $-0.22 | $-0.22 — $-0.22 | 44% YoY | 1 |
| Current FY | $-0.63 ▼ -22.3% | $-0.63 — $-0.63 | 65% YoY | 1 |
| Next FY | $-0.19 ▼ -15.2% | $-0.37 — $-0.01 | 70% YoY | 2 |
Latest Reports
BEARISH
8-K
6/10
AIRO reported Q1 2026 revenue of $8.9M, down 24.6% YoY, with gross margin halving to 26.6%. Net loss widened to $(15.5)M
May 14, 2026
BULLISH
8-K
8/10
AIRO reported full-year 2025 revenue of $90.9M, up from $86.9M in 2024, with a strong Q4 rebound to $48.3M after a delay
Apr 21, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| Woodline Partners LP | $20.9M | ADD |
| BlackRock, Inc. | $8.6M | DOUBLED |
| HighTower Advisors, LLC | $7.4M | ADD |
| VANGUARD CAPITAL MANAGEMENT LLC | $6.1M | — |
| STATE STREET CORP | $2.4M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 4, 2026 | McCandless Sherrie | A | $0.00 |
| Jun 4, 2026 | Winfree Gregory | A | $0.00 |
| Jun 4, 2026 | Nelson Brian | A | $0.00 |
| Jun 4, 2026 | Belcher John | A | $0.00 |
| Jun 4, 2026 | Ng Elizabeth | A | $0.00 |
Reddit Sentiment
31°
Cool
Bearish
Neutral
Bullish
49 institutional holders with $63.4M total value (8,347,957 shares) as of 2026-Q1. Top holders: Woodline, BlackRock,, HighTower. Net buying activity: 18 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | Woodline Partners LP | 2,753,280 | $20.9M | 33.0% | ADD +41.0% |
| 2 | BlackRock, Inc. | 1,128,062 | $8.6M | 13.5% | DOUBLED +136.3% |
| 3 | HighTower Advisors, LLC | 978,105 | $7.4M | 11.7% | ADD +46.8% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 798,503 | $6.1M | 9.6% | — |
| 5 | STATE STREET CORP | 314,759 | $2.4M | 3.8% | DOUBLED +127.1% |
| 6 | Vident Advisory, LLC | 243,599 | $1.9M | 2.9% | DOUBLED +141.8% |
| 7 | Invesco Ltd. | 237,270 | $1.8M | 2.8% | — |
| 8 | BANK OF AMERICA CORP /DE/ | 225,830 | $1.7M | 2.7% | ADD +35.4% |
| 9 | GOLDMAN SACHS GROUP INC | 167,438 | $1.3M | 2.0% | — |
| 10 | TUDOR INVESTMENT CORP ET AL | 160,234 | $1.2M | 1.9% | DOUBLED +501.1% |
| 11 | MORGAN STANLEY | 143,753 | $1.1M | 1.7% | ADD +82.5% |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | 121,362 | $923.0K | 1.5% | — |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 112,383 | $854.7K | 1.3% | — |
| 14 | Trexquant Investment LP | 108,275 | $823.4K | 1.3% | ADD +48.7% |
| 15 | Alyeska Investment Group, L.P. | 98,898 | $752.1K | 1.2% | NEAR_EXIT -86.8% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 94,822 | $721.1K | 1.1% | ADD +32.6% |
| 17 | CITADEL ADVISORS LLC | 83,200 | $632.7K | 1.0% | TRIM -35.6% |
| 18 | VANGUARD FIDUCIARY TRUST CO | 76,989 | $585.5K | 0.9% | — |
| 19 | ROYAL BANK OF CANADA | 63,803 | $485.0K | 0.8% | — |
| 20 | FIRST TRUST ADVISORS LP | 59,580 | $453.1K | 0.7% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | DOUBLED | 477,454 | 1,128,062 | +136.3% | $8.6M | 2026-Q1 |
| HighTower Advisors, LLC | ADD | 666,176 | 978,105 | +46.8% | $7.4M | 2026-Q1 |
| STATE STREET CORP | DOUBLED | 138,573 | 314,759 | +127.1% | $2.4M | 2026-Q1 |
| Vident Advisory, LLC | DOUBLED | 100,726 | 243,599 | +141.8% | $1.9M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 166,805 | 225,830 | +35.4% | $1.7M | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL | DOUBLED | 26,656 | 160,234 | +501.1% | $1.2M | 2026-Q1 |
| MORGAN STANLEY | ADD | 78,763 | 143,753 | +82.5% | $1.1M | 2026-Q1 |
| Trexquant Investment LP | ADD | 72,827 | 108,275 | +48.7% | $823.4K | 2026-Q1 |
| Alyeska Investment Group, L.P. | NEAR_EXIT | 750,540 | 98,898 | -86.8% | $752.1K | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 71,530 | 94,822 | +32.6% | $721.1K | 2026-Q1 |
| FEDERATED HERMES, INC. | DOUBLED | 93 | 20,000 | +21405.4% | $152.1K | 2026-Q1 |
| DEUTSCHE BANK AG\ | DOUBLED | 7,791 | 19,918 | +155.7% | $151.6K | 2026-Q1 |
| RHUMBLINE ADVISERS | DOUBLED | 4,948 | 10,900 | +120.3% | $82.9K | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | DOUBLED | 3,700 | 9,641 | +160.6% | $73.3K | 2026-Q1 |
| FMR LLC | DOUBLED | 1,948 | 7,809 | +300.9% | $59.4K | 2026-Q1 |
| CWM, LLC | DOUBLED | 428 | 4,709 | +1000.2% | $35.8K | 2026-Q1 |
| Legal & General Group Plc | DOUBLED | 718 | 1,746 | +143.2% | $13.3K | 2026-Q1 |
| Russell Investments Group, Ltd. | ADD | 653 | 1,013 | +55.1% | $7.7K | 2026-Q1 |
| Allworth Financial LP | DOUBLED | 4 | 180 | +4400.0% | $1.4K | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 11,622 | 166,805 | +1335.3% | $1.4M | 2025-Q4 |
| MORGAN STANLEY | DOUBLED | 28,082 | 78,763 | +180.5% | $644.3K | 2025-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 47,362 | 71,530 | +51.0% | $585.1K | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 14,134 | 54,755 | +287.4% | $447.9K | 2025-Q4 |
| TUDOR INVESTMENT CORP ET AL | DOUBLED | 10,386 | 26,656 | +156.7% | $218.0K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 4,969 | 9,204 | +85.2% | $75.3K | 2025-Q4 |
10 unique insiders with 19 transactions. Net insider value: -$241.6K ($0.00 bought, $241.6K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 4, 2026 | McCandless Sherrie | Director | AWARD | 11,026 | — | — |
| Jun 4, 2026 | Winfree Gregory D. | Director | AWARD | 11,026 | — | — |
| Jun 4, 2026 | Nelson Brian James | Director | AWARD | 11,026 | — | — |
| Jun 4, 2026 | Belcher John M. | Director | AWARD | 11,026 | — | — |
| Jun 4, 2026 | Ng Elizabeth | Director | AWARD | 11,026 | — | — |
| Apr 6, 2026 | Uczekaj John | President and COO | SELL | 144 | $8.84 | $1.3K |
| Apr 6, 2026 | Uczekaj John | President and COO | SELL | 3,415 | $8.84 | $30.2K |
| Mar 12, 2026 | Uczekaj John | President and COO | SELL | 396 | $10.43 | $4.1K |
| Mar 12, 2026 | Pylypiv Mariya | Chief Financial Officer | SELL | 20,078 | $10.26 | $206.0K |
| Feb 1, 2026 | Belcher John M. | Director | AWARD | 4,460 | — | — |
| Feb 1, 2026 | McCandless Sherrie | Director | AWARD | 4,460 | — | — |
| Feb 1, 2026 | Winfree Gregory D. | Director | AWARD | 4,460 | — | — |
| Feb 1, 2026 | Ng Elizabeth | Director | AWARD | 4,460 | — | — |
| Sep 15, 2025 | Burns Joseph D | Chief Executive Officer | AWARD | 12,232 | — | — |
| Sep 15, 2025 | KATHURIA CHIRINJEEV | Executive Chairman | AWARD | 7,080 | — | — |
| Jun 16, 2025 | Pylypiv Mariya | Chief Financial Officer | CONVERT | 250 | — | — |
| Jun 16, 2025 | Pylypiv Mariya | Chief Financial Officer | AWARD | 19,965 | — | — |
| Jun 16, 2025 | Pylypiv Mariya | Chief Financial Officer | CONVERT | 250 | — | — |
| Jun 12, 2025 | Svehag Per Erik Edvard | Director | AWARD | 546,173 | — | — |
4 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 0 mixed, 2 neutral. Avg impact: 5.0/10.
BEARISH
8-K
6/10
AIRO reported Q1 2026 revenue of $8.9M, down 24.6% YoY, with gross margin halving to 26.6%. Net loss
May 14, 2026
BULLISH
8-K
8/10
AIRO reported full-year 2025 revenue of $90.9M, up from $86.9M in 2024, with a strong Q4 rebound to
Apr 21, 2026
NEUTRAL
DEFA14A
3/10
AIRO Group Holdings, Inc. filed a definitive proxy statement (DEFA14A) to solicit shareholder votes
Apr 21, 2026
NEUTRAL
CLUSTER
3/10
Two AIRO executives — CFO Mariya Pylypiv and President/COO John Uczekaj — sold shares in a coordinat
Mar 17, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (78% buy). Based on 9 analysts: 2 strong buy, 5 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$18.00 mean target
+124.2% upside
Strong Buy (3.00)
$16.00 Low
$20.00 High
| Metric | Value |
|---|---|
| Current Price | $8.03 |
| Target Low | $16.00 |
| Target Mean | $18.00 |
| Target Median | $18.00 |
| Target High | $20.00 |
| # Analysts | 2 |
| Recommendation | Strong Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-0.13 | $-0.13 | $-0.13 | -143.3% | — | — | $0.0B | 22.2% | 1 |
| Next Q 2026-09-30 |
$-0.22 | $-0.22 | $-0.22 | 44.1% | — | — | $0.0B | 278.2% | 1 |
| Current FY 2026-12-31 |
$-0.63 | $-0.63 | $-0.63 | 65.4% | -22.3% | 1↑ 1↓ | $0.1B | 28.3% | 1 |
| Next FY 2027-12-31 |
$-0.19 | $-0.37 | $-0.01 | 69.8% | -15.2% | 0↑ 2↓ | $0.2B | 51.2% | 2 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.130 | |
| 7d ago | $0.000 | -0.130 |
| 30d ago | $0.000 | -0.130 |
| 60d ago | $0.000 | -0.130 |
| 90d ago | $0.000 | -0.130 |
2 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 8, 2026 | BTIG | DOWNGRADE | Buy | Neutral |
| Jan 5, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| May 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| Apr 1, 2026 | 3 | 5 | 1 | 0 | 0 | 89% | |
| Mar 1, 2026 | 3 | 5 | 1 | 0 | 0 | 89% | |
| Feb 1, 2026 | 3 | 5 | 1 | 0 | 0 | 89% | |
| Jan 1, 2026 | 3 | 5 | 1 | 0 | 0 | 89% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
31°
Cool
Bearish
Neutral
Bullish
9 mentions
0 bullish
5 bearish
6 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 27, 2026 | 3 | 36° Cool | 0 | 2 | 3 |
| May 27, 2026 | 2 | 42° Neutral | 0 | 1 | 2 |
| Apr 20, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 20, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 16, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Mar 16, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
Recent Reddit Threads
$AIRO I bought the rerate and ended up a fool
▲ 1
💬 1
⚡ 0.5
$AIRO I bought the rerate and ended up a retard
▲ 1
💬 1
⚡ 0.5
$AIRO hit me hard..
▲ 1
💬 0
⚡ 0.5
$AIRO I bought the rerate and ended up a retard
▲ 1
💬 0
⚡ 0.5
May 29, 2026
short_volume
Short Volume: AIRO — 63.4% short (0.4M / 0.6M)
Short: 411,603 | Exempt: 500 | TRF Vol: 649,456 | Short Ratio: 63.4% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: AIRO — 59.9% short (0.5M / 0.9M)
Short: 530,664 | Exempt: 4,605 | TRF Vol: 885,183 | Short Ratio: 59.9% | Off-exchange volume (dark pool + OTC)
May 14, 2026
earnings_calendar
AIRO Q1 2026 Earnings Scheduled — 2026-05-14
May 14, 2026
short_volume
Short Volume: AIRO — 67.5% short (0.4M / 0.6M)
Short: 436,970 | Exempt: 43,889 | TRF Vol: 647,304 | Short Ratio: 67.5% | Off-exchange volume (dark pool + OTC)
Mar 31, 2026
earnings_calendar
AIRO Q4 2025 Earnings Scheduled — 2026-03-31
Mar 31, 2026
short_volume
Short Volume: AIRO — 66.2% short (0.4M / 0.6M)
Short: 430,386 | Exempt: 17,657 | TRF Vol: 649,900 | Short Ratio: 66.2% | Off-exchange volume (dark pool + OTC)