Brokerages Set AeroVironment, Inc. (NASDAQ:AVAV) PT at $367.00

Shares of AeroVironment, Inc. (NASDAQ:AVAV) have received a consensus rating of “Moderate Buy” from the twenty-three research firms that are currently covering the stock, MarketBeat.com reports. One equities research analyst has rated the stock with a sell rating, two have issued a hold rating, eighteen have given a buy rating and two have given a strong buy rating to the company. The average 1-year price target among brokerages that have issued ratings on the stock in the last year is $367.00.

A number of analysts have weighed in on AVAV shares. Citizens Jmp reissued a “market outperform” rating and set a $400.00 price objective on shares of AeroVironment in a report on Thursday, February 12th. Citigroup reiterated a “market outperform” rating on shares of AeroVironment in a research note on Monday, January 12th. Cantor Fitzgerald decreased their price objective on shares of AeroVironment from $335.00 to $315.00 and set an “overweight” rating for the company in a research note on Wednesday, December 10th. UBS Group assumed coverage on AeroVironment in a research report on Wednesday, February 18th. They set a “neutral” rating and a $259.00 target price on the stock. Finally, KeyCorp boosted their target price on AeroVironment from $285.00 to $330.00 and gave the company an “overweight” rating in a report on Wednesday, January 28th.

Insider Buying and Selling at AeroVironment

In related news, Director Stephen F. Page sold 250 shares of the stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $275.00, for a total transaction of $68,750.00. Following the completion of the sale, the director owned 50,251 shares in the company, valued at $13,819,025. This represents a 0.50% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Kevin Patrick Mcdonnell sold 879 shares of AeroVironment stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $267.60, for a total transaction of $235,220.40. Following the completion of the transaction, the chief financial officer owned 16,422 shares in the company, valued at approximately $4,394,527.20. This represents a 5.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 4,339 shares of company stock worth $1,353,910. 0.81% of the stock is owned by insiders.

Institutional Investors Weigh In On AeroVironment

Several hedge funds have recently made changes to their positions in the business. Groupama Asset Managment purchased a new stake in AeroVironment during the 3rd quarter valued at approximately $314,890,000. Vanguard Group Inc. raised its stake in shares of AeroVironment by 14.3% during 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 last quarter. Norges Bank acquired a new stake in shares of AeroVironment during the fourth quarter worth $94,655,000. CIBC Private Wealth Group LLC boosted its holdings in shares of AeroVironment by 24,798.7% in the third quarter. CIBC Private Wealth Group LLC now owns 315,716 shares of the aerospace company’s stock valued at $99,416,000 after acquiring an additional 314,448 shares in the last quarter. Finally, Invesco Ltd. increased its stake in shares of AeroVironment by 75.6% during 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 during the period. Institutional investors and hedge funds own 86.38% of the company’s stock.

AeroVironment Stock Performance

Shares of AVAV stock opened at $252.25 on Friday. The company has a market cap of $12.59 billion, a P/E ratio of -201.80, a PEG ratio of 3.82 and a beta of 1.23. The firm has a fifty day moving average price of $287.75 and a 200 day moving average price of $293.87. The company has a current ratio of 5.08, a quick ratio of 4.29 and a debt-to-equity ratio of 0.16. AeroVironment has a 12 month low of $102.25 and a 12 month high of $417.86.

AeroVironment (NASDAQ:AVAV) last announced its quarterly earnings results on Tuesday, December 9th. The aerospace company reported $0.44 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.87 by ($0.43). AeroVironment had a positive return on equity of 3.42% and a negative net margin of 5.08%.The business had revenue of $472.51 million for the quarter, compared to analysts’ expectations of $466.16 million. During the same period last year, the firm earned $0.47 earnings per share. The firm’s quarterly revenue was up 150.7% on a year-over-year basis. AeroVironment has set its FY 2026 guidance at 3.400-3.550 EPS. Sell-side analysts predict that AeroVironment will post 3.38 earnings per share for the current fiscal year.

Key Headlines Impacting AeroVironment

Here are the key news stories impacting AeroVironment this week:

• Positive Sentiment: Large U.S. Army order bolsters revenue visibility — AV received a $186 million delivery order for Switchblade 600 Block 2 and Switchblade 300 Block 20 systems, reinforcing government demand for AVAV’s precision loitering munitions. Why AeroVironment (AVAV) Is Down 7.8% After Landing a $186 Million Switchblade Order – And What’s Next
• Positive Sentiment: Sector tailwinds and analyst optimism — Aerospace/defense stocks are strong and many analysts remain bullish on AVAV (consensus price target materially above the current price), which supports upside if margins and earnings improve. Defense Stocks Are Soaring—AeroVironment’s Earnings Could Close the Gap
• Positive Sentiment: High‑profile endorsement — Jim Cramer called AeroVironment “a very good company, very well‑run,” which can help sentiment among retail investors and reduce downside risk from short‑term headlines. Jim Cramer on AeroVironment: “A Very Good Company, Very Well-Run”
• Neutral Sentiment: Upcoming earnings call is a near‑term catalyst — Management will report Q3 FY2026 results after the close and host a conference call; the print and guidance/revenue mix commentary will likely drive short‑term stock direction. AV, Inc. to Announce Third Quarter of Fiscal Year 2026 Earnings and Host Conference Call
• Neutral Sentiment: Short‑interest data appears unreliable — Recent entries show zero shares and NaN changes; available figures don’t indicate a material short squeeze threat or fresh shorting pressure at this time.
• Negative Sentiment: Stock fell on valuation and margin concerns despite the order — Coverage and commentary point to AVAV trading as an expensive drone/defense name; investors reacted negatively because strong top‑line orders haven’t yet translated into margin recovery or consistent EPS beats. Why Did AeroVironment Stock Drop Today?
• Negative Sentiment: Margin pressure and execution risks — Recent commentary and analysis cite lower adjusted gross margins (Oracle ERP transition costs, mix shift after the BlueHalo acquisition, and government shipment delays) that suppress near‑term profitability until product mix and systems issues normalize. Defense Stocks Are Soaring—AeroVironment’s Earnings Could Close the Gap

About AeroVironment

AeroVironment, Inc (NASDAQ:AVAV) is a technology company specializing in unmanned aerial systems (UAS), tactical missiles and precision loitering munitions, electric vehicle charging and scalable energy systems. Headquartered in Monrovia, California, the company develops solutions for defense, public safety and commercial markets. Their offerings include small UAS for intelligence, surveillance and reconnaissance, as well as advanced weapons systems designed to meet the needs of modern military operations.

The company’s unmanned aerial systems portfolio features platforms such as the Raven, Puma and Switchblade series, which are deployed by the U.S.