AeroVironment (NASDAQ:AVAV) Given New $295.00 Price Target at KeyCorp

AeroVironment (NASDAQ:AVAV) had its target price decreased by equities research analysts at KeyCorp from $330.00 to $295.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The brokerage presently has an “overweight” rating on the aerospace company’s stock. KeyCorp’s target price indicates a potential upside of 33.14% from the company’s previous close.

A number of other equities research analysts also recently weighed in on AVAV. Canaccord Genuity Group decreased their price objective on AeroVironment from $400.00 to $330.00 and set a “buy” rating on the stock in a report on Tuesday, March 3rd. Robert W. Baird dropped their price objective on AeroVironment from $260.00 to $235.00 and set an “outperform” rating for the company in a research note on Wednesday. Piper Sandler reduced their price target on shares of AeroVironment from $391.00 to $290.00 and set an “overweight” rating on the stock in a research report on Tuesday, March 3rd. Zacks Research cut shares of AeroVironment from a “hold” rating to a “strong sell” rating in a research note on Wednesday, March 4th. Finally, Needham & Company LLC reduced their target price on AeroVironment from $450.00 to $400.00 and set a “buy” rating on the stock in a report on Wednesday. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, one has issued a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $339.44.

AeroVironment Stock Performance

Shares of NASDAQ AVAV opened at $221.57 on Wednesday. AeroVironment has a one year low of $102.25 and a one year high of $417.86. 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 business has a fifty day simple moving average of $283.26 and a 200 day simple moving average of $293.28. The firm has a market capitalization of $11.06 billion, a price-to-earnings ratio of -177.26, a PEG ratio of 3.60 and a beta of 1.26.

AeroVironment (NASDAQ:AVAV) last announced its quarterly earnings results on Tuesday, March 10th. The aerospace company reported $0.64 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.72 by ($0.08). The business had revenue of $408.05 million during the quarter, compared to the consensus estimate of $487.94 million. AeroVironment had a negative net margin of 5.08% and a positive return on equity of 3.42%. The company’s quarterly revenue was up 143.4% compared to the same quarter last year. During the same period last year, the firm earned $0.30 EPS. AeroVironment has set its FY 2026 guidance at 2.750-3.100 EPS. Sell-side analysts expect that AeroVironment will post 3.38 EPS for the current year.

Insider Transactions at AeroVironment

In other news, Director Stephen F. Page sold 250 shares of the company’s stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $300.00, for a total transaction of $75,000.00. Following the transaction, the director owned 50,001 shares of the company’s stock, valued at $15,000,300. This represents a 0.50% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CFO Kevin Patrick Mcdonnell sold 879 shares of the firm’s stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $267.60, for a total value 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 position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 4,078 shares of company stock worth $1,301,482 over the last 90 days. 0.81% of the stock is owned by insiders.

Institutional Investors Weigh In On AeroVironment

Institutional investors and hedge funds have recently modified their holdings of the business. United Services Automobile Association acquired a new position in AeroVironment in the first quarter valued at approximately $225,000. Schnieders Capital Management LLC. bought a new stake in shares of AeroVironment during the 2nd quarter valued at $285,000. Wedbush Securities Inc. bought a new stake in shares of AeroVironment during the 2nd quarter valued at $273,000. Parkside Financial Bank & Trust lifted its stake in shares of AeroVironment by 108.4% in the 2nd quarter. Parkside Financial Bank & Trust now owns 346 shares of the aerospace company’s stock valued at $99,000 after purchasing an additional 180 shares during the period. Finally, Mitsubishi UFJ Asset Management Co. Ltd. boosted its position in shares of 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 purchasing an additional 718 shares during the last quarter. 86.38% of the stock is owned by institutional investors.

Trending Headlines about AeroVironment

Here are the key news stories impacting AeroVironment this week:

• Positive Sentiment: Revenue jumped year‑over‑year and management highlighted strategic progress in product lines (counter‑drone, AI sensing). These fundamentals support long‑term demand as militaries increase drone/C‑UAS spending. How Is AeroVironment Expanding Its Counter-Drone Defense Capabilities?
• Neutral Sentiment: Company released the full Q3 presentation and earnings call materials — useful for parsing management commentary on order timing, backlog and SCAR next steps. Q3 Slide Deck / Press Release
• Negative Sentiment: Q3 results: adjusted EPS of $0.64 and revenue of $408.1M missed Wall Street estimates (EPS and revenue). Management cited timing issues that delayed orders — the shortfall and miss vs. consensus drove the initial selloff. AeroVironment Misses Q4 Sales Expectations
• Negative Sentiment: FY26 guidance was cut to $2.75–$3.10 in adjusted EPS (previously $3.40–$3.55) and revenue guidance centered ~ $1.9–$2.0B, both below Street expectations — a clear near‑term negative for sentiment and valuation. AeroVironment Cuts Guidance, Says Timing Issues Hurt Results
• Negative Sentiment: Contract uncertainty: reports cite potential termination or loss of a ~$1.7B Space Force SCAR contract, amplifying revenue visibility concerns and driving downside risk. AVAV Stock Plunges on Q3 Miss and $1.7B Contract Uncertainty
• Negative Sentiment: Analyst reaction: at least one sell‑side rating was cut from strong‑buy to hold after the “reality check,” adding selling pressure. Rating Downgrade Article
• Negative Sentiment: Investor/litigation risk: a law firm (Pomerantz) has opened an investigation, which can increase headline volatility and legal overhangs. Pomerantz Law Firm Investigation

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.