Q3 EPS Estimates for AeroVironment Raised by William Blair

AeroVironment, Inc. (NASDAQ:AVAV) – Equities research analysts at William Blair lifted their Q3 2026 earnings estimates for shares of AeroVironment in a report released on Wednesday, September 10th. William Blair analyst L. Dipalma now anticipates that the aerospace company will post earnings per share of $1.06 for the quarter, up from their prior estimate of $1.05. William Blair currently has a “Outperform” rating on the stock. The consensus estimate for AeroVironment’s current full-year earnings is $3.38 per share. William Blair also issued estimates for AeroVironment’s Q4 2026 earnings at $1.60 EPS, FY2026 earnings at $3.63 EPS and FY2027 earnings at $4.46 EPS.

Several other equities analysts have also recently issued reports on AVAV. Citigroup assumed coverage on shares of AeroVironment in a research report on Monday, August 4th. They issued an “outperform” rating for the company. The Goldman Sachs Group started coverage on AeroVironment in a report on Monday, June 30th. They issued a “buy” rating and a $301.00 price objective for the company. Canaccord Genuity Group assumed coverage on AeroVironment in a report on Monday, August 11th. They set a “buy” rating and a $305.00 target price on the stock. Oppenheimer reiterated an “outperform” rating on shares of AeroVironment in a research report on Sunday, June 29th. Finally, JMP Securities restated a “market outperform” rating and set a $325.00 price objective on shares of AeroVironment in a research report on Monday, August 18th. Three analysts have rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Buy” and a consensus price target of $292.33.

AeroVironment Price Performance

AeroVironment stock opened at $247.05 on Thursday. The stock has a 50-day moving average price of $251.90 and a two-hundred day moving average price of $191.71. The company has a current ratio of 3.52, a quick ratio of 2.69 and a debt-to-equity ratio of 0.03. AeroVironment has a 12 month low of $102.25 and a 12 month high of $295.90. The company has a market capitalization of $12.34 billion, a PE ratio of -386.01 and a beta of 1.02.

AeroVironment (NASDAQ:AVAV) last issued its quarterly earnings data on Tuesday, September 9th. The aerospace company reported $0.32 EPS for the quarter, missing the consensus estimate of $0.34 by ($0.02). The company had revenue of $454.68 million during the quarter, compared to the consensus estimate of $446.16 million. AeroVironment had a negative net margin of 4.14% and a positive return on equity of 9.45%. AeroVironment’s revenue for the quarter was up 140.0% on a year-over-year basis. During the same period in the previous year, the company earned $0.89 EPS. AeroVironment has set its FY 2026 guidance at 3.600-3.70 EPS.

Insider Transactions at AeroVironment

In other AeroVironment news, CEO Wahid Nawabi sold 17,300 shares of the stock in a transaction that occurred on Wednesday, July 16th. The stock was sold at an average price of $263.05, for a total transaction of $4,550,765.00. Following the transaction, the chief executive officer directly owned 122,233 shares in the company, valued at approximately $32,153,390.65. This represents a 12.40% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.81% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently modified their holdings of AVAV. Vanguard Group Inc. grew its holdings in AeroVironment by 14.3% in the second quarter. Vanguard Group Inc. now owns 3,478,114 shares of the aerospace company’s stock worth $991,089,000 after purchasing an additional 433,830 shares during the period. Alyeska Investment Group L.P. grew its stake in shares of AeroVironment by 48.2% in the 1st quarter. Alyeska Investment Group L.P. now owns 902,814 shares of the aerospace company’s stock valued at $107,606,000 after buying an additional 293,553 shares during the period. Stephens Investment Management Group LLC increased its position in AeroVironment by 41.0% in the 1st quarter. Stephens Investment Management Group LLC now owns 763,489 shares of the aerospace company’s stock valued at $91,000,000 after buying an additional 221,948 shares in the last quarter. Geode Capital Management LLC raised its stake in AeroVironment by 1.0% during the 2nd quarter. Geode Capital Management LLC now owns 678,431 shares of the aerospace company’s stock worth $193,342,000 after buying an additional 6,475 shares during the period. Finally, Invesco Ltd. boosted its holdings in AeroVironment by 75.6% in the second quarter. Invesco Ltd. now owns 609,019 shares of the aerospace company’s stock worth $173,540,000 after acquiring an additional 262,239 shares in the last quarter. Institutional investors and hedge funds own 86.38% of the company’s stock.

AeroVironment Company Profile

AeroVironment, Inc designs, develops, produces, delivers, and supports a portfolio of robotic systems and related services for government agencies and businesses in the United States and internationally. It operates through Small Unmanned Aircraft Systems (SUAS), Tactical Missile System (TMS), Medium Unmanned Aircraft Systems (MUAS), and High Altitude Pseudo-Satellite Systems (HAPS) segments.