BTIG Research Lowers AeroVironment (NASDAQ:AVAV) Price Target to $330.00

Posted by Alanna Baker on Mar 12th, 2026

AeroVironment (NASDAQ:AVAV – Get Free Report) had its price objective cut by investment analysts at BTIG Research from $415.00 to $330.00 in a report released on Thursday,Benzinga reports. The firm currently has a “buy” rating on the aerospace company’s stock. BTIG Research’s target price points to a potential upside of 58.86% from the stock’s previous close.

Several other analysts also recently weighed in on AVAV. Needham & Company LLC dropped their price target on AeroVironment from $450.00 to $400.00 and set a “buy” rating on the stock in a research note on Wednesday. Cantor Fitzgerald decreased their target price on AeroVironment from $335.00 to $315.00 and set an “overweight” rating for the company in a report on Wednesday, December 10th. Stifel Nicolaus dropped their target price on AeroVironment from $389.00 to $315.00 and set a “buy” rating on the stock in a research report on Wednesday. BNP Paribas Exane assumed coverage on shares of AeroVironment in a report on Tuesday, November 18th. They issued an “outperform” rating and a $355.00 price target on the stock. Finally, Zacks Research cut shares of AeroVironment from a “hold” rating to a “strong sell” rating in a research note on Wednesday, March 4th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, one has assigned a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $325.17.

Get Our Latest Analysis on AeroVironment

AeroVironment Trading Down 6.2%

Shares of AeroVironment stock opened at $207.73 on Thursday. AeroVironment has a 12-month low of $102.25 and a 12-month high of $417.86. The firm’s 50 day simple moving average is $282.58 and its two-hundred day simple moving average is $292.68. The company has a current ratio of 5.08, a quick ratio of 4.29 and a debt-to-equity ratio of 0.16. The firm has a market capitalization of $10.37 billion, a price-to-earnings ratio of -47.86, a PEG ratio of 3.51 and a beta of 1.26.

AeroVironment (NASDAQ:AVAV – Get Free Report) last announced its quarterly earnings data on Tuesday, March 10th. The aerospace company reported $0.64 earnings per share for the quarter, missing analysts’ consensus estimates of $0.72 by ($0.08). AeroVironment had a negative net margin of 13.93% and a positive return on equity of 3.52%. The company had revenue of $408.05 million for the quarter, compared to analysts’ expectations of $487.94 million. During the same period last year, the firm earned $0.30 earnings per share. AeroVironment’s quarterly revenue was up 143.4% compared to the same quarter last year. AeroVironment has set its FY 2026 guidance at 2.750-3.100 EPS. Analysts predict that AeroVironment will post 3.38 EPS for the current year.

Insiders Place Their Bets

In other news, Director Stephen F. Page sold 250 shares of AeroVironment stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $300.00, for a total transaction of $75,000.00. Following the completion of the transaction, the director directly owned 50,001 shares of the company’s stock, valued at $15,000,300. The trade was a 0.50% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Kevin Patrick Mcdonnell sold 396 shares of the business’s stock in a transaction on Tuesday, March 10th. The shares were sold at an average price of $224.55, for a total transaction of $88,921.80. Following the completion of the transaction, the chief financial officer owned 16,026 shares of the company’s stock, valued at approximately $3,598,638.30. This represents a 2.41% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 4,474 shares of company stock worth $1,390,404. Corporate insiders own 0.81% of the company’s stock.

Institutional Investors Weigh In On AeroVironment

A number of institutional investors have recently modified their holdings of the business. United Services Automobile Association purchased a new position in AeroVironment during the first quarter worth approximately $225,000. Schnieders Capital Management LLC. acquired a new stake in AeroVironment in the 2nd quarter valued at $285,000. Wedbush Securities Inc. purchased a new stake in AeroVironment in the 2nd quarter worth $273,000. Mitsubishi UFJ Asset Management Co. Ltd. increased its holdings in AeroVironment by 7.6% in the 2nd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 10,156 shares of the aerospace company’s stock worth $2,894,000 after acquiring an additional 718 shares in the last quarter. Finally, Profund Advisors LLC acquired a new position in AeroVironment during the second quarter worth $400,000. 86.38% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting AeroVironment

Here are the key news stories impacting AeroVironment this week:

Positive Sentiment: Ongoing defense demand and strategic positioning could support long‑term upside — analysts and commentary note strong secular demand for drones/C‑UAS and AeroVironment’s product set (Titan RF, counter‑drone tech) as a tailwind. KeyBanc Flags AeroVironment (AVAV) as Top Iran Conflict Winner
Positive Sentiment: MarketBeat frames the pullback as a value opportunity given a still‑healthy balance sheet, backlog and institutional buying; this view supports a potential rebound if execution and contract clarity improve. AeroVironment Touches Down On Value Opportunity
Neutral Sentiment: Corporate insider activity — the CFO sold 396 shares (SEC filing). Small in size but worth noting for active traders who monitor insider transactions. SEC Form 4 – Kevin Patrick McDonnell
Negative Sentiment: Q3 results missed expectations: revenue of ~$408M (vs. ~\$488M est.) and adjusted EPS of $0.64 missed consensus; management cut FY2026 adjusted EPS guidance to $2.75–$3.10 and trimmed revenue guidance — the core reason for the selloff. AeroVironment Shares Plunge on Q3 Miss and Weak Outlook
Negative Sentiment: Material contract uncertainty: reports highlight potential termination/uncertainty around the SCAR program and exposure tied to a ~$1.7B Space Force contract — a direct hit to revenue visibility. AeroVironment (AVAV) Stock Plunges 9% on Q3 Miss and $1.7B Contract Uncertainty
Negative Sentiment: New debt issuance: AeroVironment disclosed $727M in notes which raises leverage, tightens covenants and increases liquidity risk — a balance‑sheet factor investors may view unfavorably while revenue visibility is reduced. AeroVironment’s $727 Million Notes Raise Leverage, Tighten Covenants and Heighten Liquidity Risk
Negative Sentiment: Analyst targets and ratings were trimmed across multiple firms (Stifel, RBC, KeyBanc, UBS, others), reflecting reduced near‑term expectations and weighing on sentiment. Analyst Price Target Moves (Benzinga roundup)
Negative Sentiment: Investor litigation alert: a law firm announced an investigation into shareholder claims, which adds legal/overhang risk. Pomerantz Investor Alert

About AeroVironment

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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.