Analysts Set AeroVironment, Inc. (NASDAQ:AVAV) Price Target at $367.00

Shares of AeroVironment, Inc. (NASDAQ:AVAV) have earned a consensus recommendation of “Moderate Buy” from the twenty-three research firms that are currently covering the stock, MarketBeat Ratings reports. One investment analyst has rated the stock with a sell recommendation, two have assigned a hold recommendation, eighteen have assigned a buy recommendation and two have assigned a strong buy recommendation to the company. The average 12-month price objective among analysts that have issued a report on the stock in the last year is $367.00.

A number of equities analysts have issued reports on AVAV shares. Piper Sandler reaffirmed an “overweight” rating on shares of AeroVironment in a report on Wednesday, December 10th. BTIG Research restated a “buy” rating and set a $415.00 price target on shares of AeroVironment in a report on Monday, January 26th. Citigroup reiterated a “market outperform” rating on shares of AeroVironment in a report on Monday, January 12th. Raymond James Financial reissued a “strong-buy” rating on shares of AeroVironment in a report on Tuesday, December 16th. Finally, Jefferies Financial Group reaffirmed a “buy” rating and set a $390.00 price target on shares of AeroVironment in a research note on Thursday, December 11th.

More AeroVironment News

Here are the key news stories impacting AeroVironment this week:

• Positive Sentiment: $186M U.S. Army delivery order for Switchblade systems — A $186 million delivery order for Switchblade 600 Block 2 and Switchblade 300 Block 20 loitering munitions strengthens AVAV’s government backlog and provides visible near‑term revenue and cash flow. AV Receives $186 Million U.S. Army Delivery Order for Next-Generation Switchblade Systems
• Positive Sentiment: Sector tailwinds and analyst bullishness — Coverage notes aerospace/defense is outperforming the market, institutional buying is strong, and analysts’ consensus price target (~$367) implies meaningful upside; MarketBeat also highlights record contract awards and revenue guidance that support growth expectations. Defense Stocks Are Soaring—AeroVironment’s Earnings Could Close the Gap
• Positive Sentiment: Analyst optimism: multiple analysts see large upside — Coverage (24/7 Wall St.) highlights 17 analysts projecting substantial upside ahead of earnings, which can lift sentiment and buying interest into the report. 17 Analysts See 42% Upside in AeroVironment as March Earnings Approach
• Positive Sentiment: High‑profile endorsement — Jim Cramer called AVAV “a very good company, very well‑run,” which can boost retail sentiment and intraday buying. Jim Cramer on AeroVironment: “A Very Good Company, Very Well-Run”
• Neutral Sentiment: Stock movement vs. market — Several trade notes report AVAV advanced while the broader market declined; useful for short‑term momentum but not a fundamental driver. AeroVironment (AVAV) Advances While Market Declines
• Neutral Sentiment: Short‑interest data appears unreliable in recent feeds (reported as zeros); no clear short squeeze signal from available data.
• Negative Sentiment: Margin and execution headwinds remain — Coverage highlights compressed gross margins (mid‑20s in a recent quarter), one‑time Oracle implementation costs, revenue mix shifts after the BlueHalo acquisition, and a prior EPS miss — these factors keep upside contingent on margin recovery. Defense Stocks Are Soaring—AeroVironment’s Earnings Could Close the Gap
• Negative Sentiment: Bearish takes and “avoid” articles — Some pieces outline reasons to avoid AVAV (valuation sensitivity, recent share weakness, and execution risk), which can weigh on sentiment into earnings. 3 Reasons to Avoid AVAV and 1 Stock to Buy Instead

AeroVironment Price Performance

Shares of NASDAQ:AVAV opened at $259.62 on Friday. AeroVironment has a one year low of $102.25 and a one year high of $417.86. The company has a debt-to-equity ratio of 0.16, a current ratio of 5.08 and a quick ratio of 4.29. The company has a market cap of $12.96 billion, a price-to-earnings ratio of -207.70, a PEG ratio of 3.85 and a beta of 1.23. The firm has a 50 day simple moving average of $287.56 and a 200 day simple moving average of $293.52.

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 the consensus estimate 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 company had revenue of $472.51 million for the quarter, compared to analyst estimates of $466.16 million. During the same quarter last year, the company posted $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. Research analysts predict that AeroVironment will post 3.38 earnings per share for the current fiscal year.

Insider Activity at AeroVironment

In other news, CAO Brian Charles Shackley sold 200 shares of the stock in a transaction dated Tuesday, December 30th. The stock was sold at an average price of $250.92, for a total value of $50,184.00. Following the completion of the sale, the chief accounting officer owned 5,994 shares of the company’s stock, valued at approximately $1,504,014.48. This represents a 3.23% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Stephen F. Page sold 250 shares of the firm’s stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $275.00, for a total value of $68,750.00. Following the transaction, the director owned 50,251 shares of the company’s stock, valued at $13,819,025. This trade represents a 0.50% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 4,339 shares of company stock worth $1,353,910 over the last three months. Company insiders own 0.81% of the company’s stock.

Institutional Investors Weigh In On AeroVironment

Large investors have recently modified their holdings of the company. State of Michigan Retirement System bought a new stake in AeroVironment during the third quarter worth $2,393,000. Wealth Enhancement Advisory Services LLC increased its position in shares of AeroVironment by 550.7% during the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 178,204 shares of the aerospace company’s stock valued at $56,115,000 after purchasing an additional 150,819 shares during the last quarter. Rheos Capital Works Inc. bought a new stake in shares of AeroVironment during the 3rd quarter worth $37,787,000. Congress Asset Management Co. boosted its holdings in shares of AeroVironment by 1.4% in the 3rd quarter. Congress Asset Management Co. now owns 346,999 shares of the aerospace company’s stock worth $109,267,000 after buying an additional 4,745 shares during the last quarter. Finally, Traynor Capital Management Inc. bought a new position in AeroVironment during the third quarter valued at about $1,121,000. 86.38% of the stock is currently owned by institutional investors and hedge funds.

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.