AVAV

AeroVironment Inc

Nasdaq · Aircraft · Inc. DE · CIK 0001368622
$170.58 -7.14% $8.5B
Insider Selling Cluster (3 insiders)33 New Institutional Positions17 Institutional Exits
Vol
Market Cap$8.5B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (85%)
Inst. Holders50 funds
Inst. Value$4.0B
Inst. Activity33 buys / 17 sells
Insider Activity0B / 9S
Insider Net $-$780.9K
Reddit Sentiment57° Neutral
SEC Reports7
Exchange Nasdaq·Sector Aircraft·Inc. DE·CIK 0001368622·Prev Close $183.69

Recent Activity

Jun 11, 2026 SEC
Five mega-passive institutional investors (Fidelity, T. Rowe Price, BofA, Wells Fargo, Morgan Stanley) all increased the
INST-CLUSTER — Impact 3/10
Jun 9, 2026 short_volume
Short Volume: AVAV — 68.6% short (0.3M / 0.5M)
Short: 347,557 | Exempt: 872 | TRF Vol: 506,938 | Short Ratio: 68.6% | Off-exchange volume (dark poo
May 15, 2026 Insider
PAGE STEPHEN F sold 250 shares
Director @ $162.31 ($40.6K)
Apr 15, 2026 SEC
Stephen F. Page, a director of AeroVironment Inc, filed a Form 144 to notify of the proposed sale of 750 shares of commo
144 — Impact 2/10
Apr 15, 2026 Insider
PAGE STEPHEN F sold 250 shares
Director @ $197.29 ($49.3K)
Apr 13, 2026 SEC
AeroVironment appointed Sean Woodward as CFO effective May 1, 2026, succeeding retiring CFO Kevin McDonnell. Woodward wi
8-K — Impact 3/10
Apr 13, 2026 Insider
Smith Robert Fendlay was granted 1,800 shares
Chief Operating Officer @ $194.39 ($349.9K)
Inst.
MIRAE ASSET GLOBAL ETFS — ADD
937,460 shares ($171.5M)

Price Targets

$309.88 +81.7% upside Strong Buy
Current $170.58 Low $235.00 Median $305.00 High $450.00 17 analysts
$235.00 $450.00

Analyst Ratings

Strong Buy85% buy · 26 analysts
8Strong Buy
14Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Mar 23, 2026 Raymond James UPGRADE Underperform → Market Perform
Mar 12, 2026 Jefferies MAINTAIN Buy → Buy
Mar 12, 2026 Canaccord Genuity MAINTAIN Buy → Buy
Mar 12, 2026 BTIG MAINTAIN Buy → Buy
Mar 11, 2026 UBS MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.47 $1.28 — $1.67 -9% YoY 14
Next Q $0.73 ▲ +2.0% $0.41 — $0.87 127% YoY 11
Current FY $2.88 $2.71 — $3.07 -12% YoY 16
Next FY $4.03 $2.53 — $4.95 40% YoY 17

Top Institutional Holders

FundValueMove
BlackRock, Inc.$907.9M
STATE STREET CORP$419.1M
VANGUARD PORTFOLIO MANAGEMENT LLC$310.0M
VANGUARD CAPITAL MANAGEMENT LLC$295.9M
BAILLIE GIFFORD & CO$187.9M

Recent Insider Trades

DateInsiderTypeValue
May 15, 2026PAGE STEPHENSELL$40.6K
Apr 15, 2026PAGE STEPHENSELL$49.3K
Apr 13, 2026Smith RobertA$349.9K
Mar 16, 2026Shackley BrianA$0.00
Mar 16, 2026PAGE STEPHENSELL$53.1K

Reddit Sentiment

57°
Neutral
Bearish Neutral Bullish
34 mentions 13 bullish 8 bearish
50 institutional holders with $4.0B total value (21,714,470 shares) as of 2026-Q1. Top holders: BlackRock,, STATE, VANGUARD. Net buying activity: 33 institutions added/increased vs 17 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.4,959,699$907.9M22.8%
2STATE STREET CORP2,289,357$419.1M10.5%
3VANGUARD PORTFOLIO MANAGEMENT LLC1,693,775$310.0M7.8%
4VANGUARD CAPITAL MANAGEMENT LLC1,616,315$295.9M7.4%
5BAILLIE GIFFORD & CO1,026,741$187.9M4.7%
6MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.937,460$171.5M4.3%ADD +30.2%
7Alyeska Investment Group, L.P.721,436$132.1M3.3%ADD +85.1%
8SUSQUEHANNA INTERNATIONAL GROUP, LLP701,200$128.4M3.2%
9Invesco Ltd.598,288$109.5M2.8%TRIM -60.6%
10ARK Investment Management LLC559,254$102.4M2.6%ADD +29.1%
11SUSQUEHANNA INTERNATIONAL GROUP, LLP505,000$92.4M2.3%
12MORGAN STANLEY420,495$77.0M1.9%
13CONGRESS ASSET MANAGEMENT CO392,508$71.8M1.8%ADD +26.5%
14AMERIPRISE FINANCIAL INC327,694$60.0M1.5%TRIM -25.7%
15GOLDMAN SACHS GROUP INC324,843$59.5M1.5%
16CITADEL ADVISORS LLC317,400$58.1M1.5%
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC290,657$53.2M1.3%
18Swedbank AB273,349$50.0M1.3%
19VOYA INVESTMENT MANAGEMENT LLC244,754$44.8M1.1%
20CITADEL ADVISORS LLC239,900$43.9M1.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.ADD719,808937,460+30.2%$171.5M2026-Q1
Alyeska Investment Group, L.P.ADD389,772721,436+85.1%$132.1M2026-Q1
Invesco Ltd.TRIM1,518,731598,288-60.6%$109.5M2026-Q1
ARK Investment Management LLCADD433,129559,254+29.1%$102.4M2026-Q1
CONGRESS ASSET MANAGEMENT COADD310,174392,508+26.5%$71.8M2026-Q1
AMERIPRISE FINANCIAL INCTRIM441,121327,694-25.7%$60.0M2026-Q1
WELLINGTON MANAGEMENT GROUP LLPADD119,709179,623+50.0%$32.9M2026-Q1
Vident Advisory, LLCADD83,531132,406+58.5%$24.2M2026-Q1
FMR LLCADD94,550123,099+30.2%$22.5M2026-Q1
MARSHALL WACE, LLPTRIM260,207122,335-53.0%$22.4M2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCTRIM172,238118,342-31.3%$21.8M2026-Q1
Korea Investment CORPNEW112,035$20.5M2026-Q1
Nuveen, LLCTRIM165,42487,920-46.9%$16.1M2026-Q1
DIMENSIONAL FUND ADVISORS LPTRIM163,00486,624-46.9%$15.9M2026-Q1
FRONTIER CAPITAL MANAGEMENT CO LLCADD48,07473,963+53.9%$13.5M2026-Q1
Neuberger Berman Group LLCTRIM93,80263,916-31.9%$11.7M2026-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM112,85647,976-57.5%$8.8M2026-Q1
FRED ALGER MANAGEMENT, LLCTRIM68,32947,407-30.6%$8.7M2026-Q1
Rockefeller Capital Management L.P.ADD33,47743,831+30.9%$8.0M2026-Q1
SEI INVESTMENTS CODOUBLED12,70936,265+185.3%$6.6M2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd.ADD20,17333,631+66.7%$6.2M2026-Q1
Marex Group plcDOUBLED9,73523,270+139.0%$4.3M2026-Q1
Clear Street Group Inc.DOUBLED8,34721,362+155.9%$3.9M2026-Q1
Mitsubishi UFJ Trust & Banking CorpTRIM23,51217,401-26.0%$3.2M2026-Q1
DnB Asset Management ASTRIM25,85315,939-38.3%$2.9M2026-Q1
4 unique insiders with 11 transactions. Net insider value: -$780.9K ($0.00 bought, $780.9K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 15, 2026PAGE STEPHEN FDirectorSELL250$162.31$40.6K
Apr 15, 2026PAGE STEPHEN FDirectorSELL250$197.29$49.3K
Apr 13, 2026Smith Robert FendlayChief Operating OfficerAWARD1,800$194.39$349.9K
Mar 16, 2026Shackley Brian CharlesChief Accounting OfficerAWARD707
Mar 16, 2026PAGE STEPHEN FDirectorSELL250$212.52$53.1K
Mar 16, 2026Shackley Brian CharlesChief Accounting OfficerSELL200$212.52$42.5K
Mar 10, 2026McDonnell Kevin PatrickCFOSELL396$224.55$88.9K
Mar 2, 2026PAGE STEPHEN FDirectorSELL250$300.00$75.0K
Feb 19, 2026PAGE STEPHEN FDirectorSELL250$275.00$68.8K
Feb 17, 2026PAGE STEPHEN FDirectorSELL500$254.95$127.5K
Feb 10, 2026McDonnell Kevin PatrickCFOSELL879$267.60$235.2K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (85% buy). Based on 26 analysts: 8 strong buy, 14 buy, 4 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$309.88 mean target +81.7% upside Strong Buy (1.63)
$235.00 Low $450.00 High
MetricValue
Current Price$170.58
Target Low$235.00
Target Mean$309.88
Target Median$305.00
Target High$450.00
# Analysts17
RecommendationStrong Buy (1.63)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-04-30
$1.47 $1.28 $1.67 -8.6% +0.0% 0↑ 1↓ $0.6B 104.4% 14
Next Q
2026-07-31
$0.73 $0.41 $0.87 127.4% +2.0% 0↑ 1↓ $0.5B 9.6% 11
Current FY
2026-04-30
$2.88 $2.71 $3.07 -12.2% +0.0% 1↑ 0↓ $1.9B 132.0% 16
Next FY
2027-04-30
$4.03 $2.53 $4.95 40.0% -0.4% 0↑ 1↓ $2.2B 15.3% 17

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.472
7d ago$1.472
30d ago$1.472
60d ago$1.473-0.001
90d ago$1.471+0.001
13 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 3 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Mar 23, 2026 Raymond James UPGRADE Underperform Market Perform
Mar 12, 2026 Jefferies MAINTAIN Buy Buy
Mar 12, 2026 Canaccord Genuity MAINTAIN Buy Buy
Mar 12, 2026 BTIG MAINTAIN Buy Buy
Mar 11, 2026 UBS MAINTAIN Neutral Neutral
Mar 11, 2026 Stifel MAINTAIN Buy Buy
Mar 11, 2026 RBC Capital MAINTAIN Outperform Outperform
Mar 11, 2026 Keybanc MAINTAIN Overweight Overweight
Mar 11, 2026 Baird MAINTAIN Outperform Outperform
Mar 11, 2026 Citizens MAINTAIN Market Outperform Market Outperform
Mar 11, 2026 Needham MAINTAIN Buy Buy
Mar 4, 2026 Canaccord Genuity MAINTAIN Buy Buy
Mar 3, 2026 RBC Capital MAINTAIN Outperform Outperform
Mar 3, 2026 Baird MAINTAIN Outperform Outperform
Mar 3, 2026 Piper Sandler MAINTAIN Overweight Overweight
Mar 2, 2026 Jefferies MAINTAIN Buy Buy
Mar 2, 2026 Raymond James DOWNGRADE Strong Buy Underperform
Feb 18, 2026 UBS INITIATE Neutral
Feb 17, 2026 JP Morgan INITIATE Overweight
Feb 12, 2026 Citizens REITERATE Market Outperform Market Outperform
Jan 30, 2026 Needham REITERATE Buy Buy
Jan 28, 2026 Keybanc MAINTAIN Overweight Overweight
Jan 26, 2026 BTIG REITERATE Buy Buy
Dec 19, 2025 Keybanc INITIATE Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202681440085%
May 1, 202681340084%
Apr 1, 202681340084%
Mar 1, 202691320092%
Feb 1, 202691220091%
Jan 1, 202691220091%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

57°
Neutral
Bearish Neutral Bullish
34 mentions 13 bullish 8 bearish 30 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 10, 2026160° Warm101
Jun 10, 2026267° Warm202
Jun 9, 2026160° Warm101
Jun 9, 2026160° Warm101
Jun 8, 2026140° Cool011
Jun 8, 2026140° Cool011
Jun 6, 2026242° Neutral012
Jun 6, 2026242° Neutral012
Jun 4, 2026144° Neutral001
Jun 4, 2026144° Neutral001
Jun 4, 2026160° Warm101
Jun 4, 2026160° Warm101
May 28, 2026150° Neutral001
May 28, 2026160° Warm101
May 28, 2026156° Neutral001
May 28, 2026140° Cool011
May 15, 2026160° Warm101
May 15, 2026160° Warm101
May 7, 2026150° Neutral001
May 7, 2026150° Neutral001
Apr 9, 2026250° Neutral002
Apr 9, 2026150° Neutral001
Apr 2, 2026156° Neutral001
Mar 7, 2026140° Cool011
Mar 7, 2026140° Cool011
Mar 2, 2026160° Warm101
Mar 2, 2026140° Cool011
Mar 2, 2026160° Warm101
Mar 2, 2026160° Warm101
Feb 24, 2026150° Neutral001

Recent Reddit Threads

r/wallstreetbets Bullish 4d 15h ago
Defence Contractor Research — BAH, LDOS, BWXT, PSN, AVAV
▲ 1 💬 0 ⚡ 0.5
r/stocks Bullish 4d 15h ago
BAH, LDOS, BWXT, PSN, AVAV - Defence contractor research.
▲ 1 💬 0 ⚡ 0.5
r/investing Neutral 10d 13h ago
Anti drone tech? Looking at AVAV, LASR, ASX: DRO
▲ 1 💬 1 ⚡ 0.5
r/stocks Bullish 10d 17h ago
Drone Defense Bet
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 17d 17h ago
AVAV: maker of the switchblade and military drones
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 17d 18h ago
AVAV, KTOS, RCAT ALL RUNNING TODAY🚀🚀🚀
▲ 1 💬 1 ⚡ 0.5
r/stocks Bullish 1mo ago
Any thoughts on bullish calls and stock buys for AVAV?
▲ 1 💬 1 ⚡ 0.5
r/stocks Neutral 1mo ago
AVAV stock, what do we think of it?
▲ 1 💬 0 ⚡ 0.5
r/stocks Bullish 1mo ago
Kraken Robotics' Extremely High P/E Ratio
▲ 1 💬 0 ⚡ 0.5
r/pennystocks Neutral 2mo ago
How did you find great stocks early and have the conviction to bet big on them?
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 2mo ago
How did you find great stocks early and have the conviction to bet big on them?
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 2mo ago
Is AVAV the best pure drone play?
▲ 0 💬 4
r/wallstreetbets Bearish 3mo ago
Why is no one here talking about drones?
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bullish 3mo ago
Thinking of starting a inverse Cramer portfolio. Thoughts?
▲ 1 💬 1 ⚡ 0.5
r/stocks Bearish 3mo ago
AeroVinroment Tanks?
▲ 1 💬 0 ⚡ 0.5
Jun 9, 2026
short_volume
Short Volume: AVAV — 68.6% short (0.3M / 0.5M)
Short: 347,557 | Exempt: 872 | TRF Vol: 506,938 | Short Ratio: 68.6% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: AVAV — 55.2% short (0.3M / 0.5M)
Short: 293,277 | Exempt: 5,660 | TRF Vol: 531,399 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: AVAV — 56.7% short (0.4M / 0.6M)
Short: 357,189 | Exempt: 577 | TRF Vol: 629,910 | Short Ratio: 56.7% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: AVAV — 62.1% short (0.4M / 0.6M)
Short: 382,087 | Exempt: 1,041 | TRF Vol: 615,237 | Short Ratio: 62.1% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: AVAV — 61.2% short (0.8M / 1.2M)
Short: 752,407 | Exempt: 1,290 | TRF Vol: 1,228,820 | Short Ratio: 61.2% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: AVAV — 56.1% short (1.1M / 2.0M)
Short: 1,105,143 | Exempt: 666 | TRF Vol: 1,970,936 | Short Ratio: 56.1% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: AVAV — 63.9% short (0.3M / 0.5M)
Short: 342,430 | Exempt: 46 | TRF Vol: 535,501 | Short Ratio: 63.9% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: AVAV — 56.9% short (0.4M / 0.8M)
Short: 438,237 | Exempt: 57 | TRF Vol: 770,036 | Short Ratio: 56.9% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: AVAV — 55.9% short (0.3M / 0.5M)
Short: 283,248 | Exempt: 302 | TRF Vol: 506,895 | Short Ratio: 55.9% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_interest
FTD: AVAV — 3,468 shares ($0.6M) failed to deliver
Settlement: 20260511, Price: $168.29, FTD Value: $583,629.72, AEROVIRONMENT INC COM STK
May 8, 2026
short_interest
FTD: AVAV — 18,630 shares ($3.1M) failed to deliver
Settlement: 20260508, Price: $168.18, FTD Value: $3,133,193.4, AEROVIRONMENT INC COM STK
May 7, 2026
short_interest
FTD: AVAV — 40,896 shares ($7.1M) failed to deliver
Settlement: 20260507, Price: $174.37, FTD Value: $7,131,035.52, AEROVIRONMENT INC COM STK
May 6, 2026
short_interest
FTD: AVAV — 5,556 shares ($0.9M) failed to deliver
Settlement: 20260506, Price: $166.69, FTD Value: $926,129.64, AEROVIRONMENT INC COM STK
May 4, 2026
short_volume
Short Volume: AVAV — 58.5% short (0.4M / 0.6M)
Short: 352,867 | Exempt: 57,440 | TRF Vol: 603,042 | Short Ratio: 58.5% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_interest
FTD: AVAV — 15,621 shares ($2.9M) failed to deliver
Settlement: 20260504, Price: $184.97, FTD Value: $2,889,416.37, AEROVIRONMENT INC COM STK