Market Cap
$7.2B
AVAV
AeroVironment Inc
$140.82 ▲ +0.36%
Prev close $140.31Market cap$7.2B
ConsensusStrong Buy
12-mo target$219.35 (+55.8%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)32 New Institutional Positions18 Institutional Exits Defense TechRobotics & Automation
Snapshot
The big-picture read on AVAV right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (86%)
Inst. Holders
50 funds
Inst. Value
$4.2B
Inst. Activity
32 buys / 18 sells
Insider Activity
$0.00 buy / $221.0K sell
Insider Net $
-$221.0K
Social Sentiment
71° Bullish
SEC Reports
13
Congressional
1 trades
Price chart 30d -4.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 25, 2026 short_volume
Short Volume: AVAV — 57.4% short (0.3M / 0.5M)
Short: 312,403 | Exempt: 1,613 | TRF Vol: 543,872 | Short Ratio: 57.4% | Off-exchange volume (dark p
Sep 15, 2026 Insider
PAGE STEPHEN F sold 250 shares
Director @ $152.27 ($38.1K)
Sep 15, 2026 Insider
Shackley Brian Charles sold 100 shares
SVP, Chief Accounting Officer @ $152.27 ($15.2K)
Sep 14, 2026 Insider
Aug 22, 2026 SEC Ruppert Michael was granted 957 shares
Director
A mixed institutional cluster for AeroVironment (AVAV) in Q2 2026 shows 46 buyers accumulating $188.5M in new positions,
INST-CLUSTER — Impact 4/10
AeroVironment announced the retirement of director Charles Thomas Burbage (effective at the 2026 annual meeting) and the
8-K — Impact 2/10
AeroVironment announced the planned retirement of board member Stephen F. Page, who will not stand for re-election at th
8-K — Impact 2/10
Jul 2, 2026 Congress
Gilbert Cisneros sell
$1,001 - $15,000 — House
Analyst ratings buy % -5.5%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
86% rate it Buy or better · 28 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 16, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| Sep 11, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Sep 10, 2026 | Citizens | REITERATE | Market Outperform | 38% |
| Sep 10, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Sep 10, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Sep 10, 2026 | Needham | REITERATE | Buy | 50% |
| Sep 10, 2026 | BTIG | REITERATE | Buy | 53% |
| Jul 16, 2026 | Raymond James | UPGRADE | Outperform | 54% |
| Jul 10, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Jul 10, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 10 | 14 | 4 | 0 | 0 | 86% | |
| Aug 1, 2026 | 10 | 14 | 4 | 0 | 0 | 86% | |
| Jul 1, 2026 | 9 | 14 | 4 | 0 | 0 | 85% | |
| Jun 1, 2026 | 8 | 14 | 4 | 0 | 0 | 85% | |
| May 1, 2026 | 8 | 13 | 4 | 0 | 0 | 84% | |
| Apr 1, 2026 | 8 | 13 | 4 | 0 | 0 | 84% | |
| Mar 1, 2026 | 9 | 13 | 2 | 0 | 0 | 92% | |
| Feb 1, 2026 | 9 | 12 | 2 | 0 | 0 | 91% |
Price targets
Where 19 covering analysts think AVAV trades over the next 12 months.
$219.35 +55.8% upside Strong Buy
Current$140.82 Low$148.57 Median$220.00 High$315.00 19 analysts
$148.57$315.00
Analyst rating Buy· 1.6/5 as of Oct 2, 2026
Social media sentiment mood -16.7%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
71°
Bullish
BearishNeutralBullish
Recent posts
What do you guys think of AVAV?
▲ 1 · 💬 1· ⚡ 0.5
Investing in Drones
▲ 1 · 💬 5· ⚡ 0.5
What i think could be a real jackpot in the next decade
▲ 1 · 💬 5· ⚡ 0.5
Can someone explain to me how AVAV didn’t skyrocket at 3pm today when someone bought 300,000 shares?
▲ 1 · 💬 0· ⚡ 0.5
Drone Sector Fundamentals: A Comparative Deep Dive
▲ 2 · 💬 2· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
13 SEC filing reports analyzed · 1 bullish, 2 bearish, 1 mixed, 9 neutral · avg impact 3.8/10.
MIXEDINST-CLUSTER4/10
A mixed institutional cluster for AeroVironment (AVAV) in Q2 2026 shows 46 buyers accumulating $188.
Aug 22, 2026
NEUTRAL8-K2/10
AeroVironment announced the retirement of director Charles Thomas Burbage (effective at the 2026 ann
Aug 7, 2026
NEUTRAL8-K2/10
AeroVironment announced the planned retirement of board member Stephen F. Page, who will not stand f
Jul 29, 2026
BEARISH10-Q/A7/10
AeroVironment files an amended 10-Q restating Q3 FY2026 financials due to a goodwill impairment calc
Jul 3, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 25, 2026
short_volume
Short Volume: AVAV — 57.4% short (0.3M / 0.5M)
Short: 312,403 | Exempt: 1,613 | TRF Vol: 543,872 | Short Ratio: 57.4% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: AVAV — 58.1% short (0.3M / 0.6M)
Short: 324,134 | Exempt: 18 | TRF Vol: 558,230 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
Sep 18, 2026
short_volume
Short Volume: AVAV — 66.7% short (0.4M / 0.6M)
Short: 389,855 | Exempt: 1,153 | TRF Vol: 584,119 | Short Ratio: 66.7% | Off-exchange volume (dark pool + OTC)
Sep 17, 2026
short_volume
Short Volume: AVAV — 59.9% short (0.5M / 0.9M)
Short: 509,750 | Exempt: 93 | TRF Vol: 851,711 | Short Ratio: 59.9% | Off-exchange volume (dark pool + OTC)
Sep 16, 2026
short_volume
Short Volume: AVAV — 63.5% short (0.5M / 0.7M)
Short: 468,131 | Exempt: 498 | TRF Vol: 736,946 | Short Ratio: 63.5% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.25 | $0.06–$0.55 | -22.5% | -18.1% | 0↑ 1↓ | $0.5B | 15 |
| Next Q | $0.77 | $0.48–$0.98 | 20.0% | -13.5% | 0↑ 1↓ | $0.5B | 16 |
| Current FY | $3.27 | $3.10–$3.42 | -1.4% | +0.7% | 0↑ 2↓ | $2.2B | 19 |
| Next FY | $4.46 | $3.44–$5.75 | 36.5% | +1.2% | 2↑ 9↓ | $2.5B | 18 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.248 | — |
| 7d ago | $0.296 | -0.048 |
| 30d ago | $0.303 | -0.055 |
| 60d ago | $0.341 | -0.093 |
| 90d ago | $0.785 | -0.537 |
Institutional ownership
Which big funds own AVAV (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $4.2B total value (25,339,199 shares) as of 2026-Q2. Top holders: BlackRock,, STATE, VANGUARD. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 3,480,740 | $574.6M | 13.5% | TRIM -29.8% |
| STATE STREET CORP | 2,192,680 | $361.8M | 8.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,646,011 | $271.7M | 6.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,548,605 | $255.6M | 6.0% | — |
| BAILLIE GIFFORD & CO | 967,448 | $159.7M | 3.8% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 854,900 | $141.1M | 3.3% | ADD +78.3% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 854,017 | $140.8M | 3.3% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 759,000 | $125.3M | 3.0% | ADD +78.3% |
| Invesco Ltd. | 698,470 | $115.3M | 2.7% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 671,971 | $110.9M | 2.6% | TRIM -26.5% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | TRIM | 4,959,699 | 3,480,740 | -29.8% | $574.6M |
| GEODE CAPITAL MANAGEMENT, LLC | TRIM | 913,893 | 671,971 | -26.5% | $110.9M |
| Hood River Capital Management LLC | NEW | — | 564,254 | — | $93.1M |
| Alyeska Investment Group, L.P. | TRIM | 721,436 | 525,195 | -27.2% | $86.7M |
| CONGRESS ASSET MANAGEMENT CO | ADD | 392,508 | 495,640 | +26.3% | $81.8M |
| NORGES BANK | NEW | — | 473,141 | — | $78.1M |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 203,153 | 409,215 | +101.4% | $67.5M |
| Swedbank AB | ADD | 273,349 | 376,664 | +37.8% | $62.2M |
| MILLENNIUM MANAGEMENT LLC | ADD | 206,712 | 345,162 | +67.0% | $57.0M |
| Korea Investment CORP | DOUBLED | 112,035 | 332,595 | +196.9% | $54.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
16 insiders, 50 transactions. Net -$221.0K — $0.00 bought, $221.0K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | PAGE STEPHEN F | Director | SELL | 250 | $152.27 | $38.1K |
| Sep 15, 2026 | Shackley Brian Charles | SVP, Chief Accounting Officer | SELL | 100 | $152.27 | $15.2K |
| Sep 14, 2026 | Ruppert Michael | Director | AWARD | 957 | — | — |
| Aug 17, 2026 | PAGE STEPHEN F | Director | SELL | 250 | $191.98 | $48.0K |
| Aug 14, 2026 | Shackley Brian Charles | SVP, Chief Accounting Officer | SELL | 205 | $201.86 | $41.4K |
| Jul 15, 2026 | PAGE STEPHEN F | Director | SELL | 248 | $143.00 | $35.5K |
| Jul 15, 2026 | Shackley Brian Charles | SVP, Chief Accounting Officer | SELL | 300 | $143.00 | $42.9K |
| Jul 13, 2026 | MULLER EDWARD R | Director | J | 996 | — | — |
| Jul 10, 2026 | Brown Melissa Ann | EVP, Chief Legal Officer | TAX W/H | 813 | $144.58 | $117.5K |
| Jul 10, 2026 | Shackley Brian Charles | SVP, Chief Accounting Officer | TAX W/H | 243 | $144.58 | $35.1K |
Congressional trades
AVAV trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 2, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | AEROVIRONMENT INC | Sep 7, 2026(68d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for AVAV.
Shares short
4,515,776
Settlement Sep 15, 2026
Change vs prior
+4.9%
Semi-monthly cycle
Days to cover
1.4
At avg daily volume
Of shares outstanding
≈8.9%
Estimate — not % of float
All AVAV filing & press-release reports (13)
- INST-CLUSTER reportAug 22, 2026
- 8-K reportAug 7, 2026
- 8-K reportJul 29, 2026
- 10-Q/A reportJul 3, 2026
- 8-K reportJun 29, 2026
- 8-K reportJun 22, 2026
- INST-CLUSTER reportJun 11, 2026
- 144 reportApr 15, 2026
- 8-K reportApr 13, 2026
- 8-K reportApr 9, 2026
- CLUSTER reportMar 19, 2026
- 8-K reportMar 18, 2026
- 8-K reportMar 5, 2026