AeroVironment (NASDAQ:AVAV) Stock Price Down 2.1% – What’s Next?

AeroVironment, Inc. (NASDAQ:AVAV) shares dropped 2.1% on Thursday . The company traded as low as $205.00 and last traded at $211.35. Approximately 1,877,390 shares changed hands during mid-day trading, a decline of 5% from the average daily volume of 1,970,497 shares. The stock had previously closed at $215.85.

Key Stories Impacting AeroVironment

Here are the key news stories impacting AeroVironment this week:

• Positive Sentiment: Canaccord Genuity reaffirmed a Buy on AeroVironment, which provides analyst support that can temper selling pressure and attract buyers. Canaccord Genuity Remains a Buy on AeroVironment (AVAV)
• Positive Sentiment: Increased media exposure (featured in coverage highlighting its counter‑drone/laser capabilities) could draw renewed investor interest around AeroVironment’s technology roadmap. This Company Promises to Shoot Down Drones with Lasers. Is Its Stock a Buy Here?
• Neutral Sentiment: Street coverage is mixed but leans constructive overall (a consensus “Moderate Buy”), meaning analyst views are supportive but varied on timing and valuation. AeroVironment, Inc. (NASDAQ:AVAV) Receives Consensus Recommendation of “Moderate Buy” from Analysts
• Neutral Sentiment: Management presentations (JPMorgan Industrials conference transcript) reiterate strategy and integration plans (BlueHalo/SCAR), useful for long‑term investors but not an immediate catalyst. AeroVironment, Inc. (AVAV) Presents at JPMorgan Industrials Conference 2026 Transcript
• Negative Sentiment: Reported insider selling has pressured the stock in the short term and contributed to intraday weakness. AeroVironment (NASDAQ:AVAV) Trading Down 3% After Insider Selling
• Negative Sentiment: Pomerantz announced an investor investigation into AeroVironment, raising legal/settlement risk and increasing uncertainty for holders. INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of AeroVironment, Inc. – AVAV
• Negative Sentiment: Street research and coverage point to valuation cuts and execution risk — analysts trimmed fair‑value estimates after SCAR program developments and Q3 results, while Zacks highlights supply‑chain, labor and contract risks that help explain recent multi‑week declines. How The AeroVironment (AVAV) Investment Story Is Shifting After SCAR And BlueHalo Developments AVAV Stock Declines 17.2% in 3 Months: What’s Next for Investors?
• Negative Sentiment: Macro risk — rising yields and geopolitical uncertainty (Middle East war) are cited by investors as catalysts that could disproportionately pressure high‑growth, defense‑tech names including AVAV. Tesla, Palantir, AeroVironment Seen At Risk: Gary Black Says War Outcome Could Drive Sharp Rebound

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on the company. Piper Sandler decreased their price target on AeroVironment from $391.00 to $290.00 and set an “overweight” rating on the stock in a research note on Tuesday, March 3rd. Canaccord Genuity Group reduced their price target on shares of AeroVironment from $330.00 to $300.00 and set a “buy” rating for the company in a research report on Thursday, March 12th. Royal Bank Of Canada lowered their price target on AeroVironment from $325.00 to $250.00 and set an “outperform” rating on the stock in a report on Wednesday, March 11th. Zacks Research cut AeroVironment from a “hold” rating to a “strong sell” rating in a report on Wednesday, March 4th. Finally, Cantor Fitzgerald decreased their target price on AeroVironment from $335.00 to $315.00 and set an “overweight” rating on the stock in a research report on Wednesday, December 10th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, one has assigned a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $318.78.

AeroVironment Stock Down 6.4%

The firm’s 50-day moving average price is $269.32 and its 200 day moving average price is $290.73. The firm has a market capitalization of $9.87 billion, a price-to-earnings ratio of -45.56, a price-to-earnings-growth ratio of 3.68 and a beta of 1.26. The company has a debt-to-equity ratio of 0.17, a current ratio of 5.51 and a quick ratio of 4.54.

AeroVironment (NASDAQ:AVAV) last issued its quarterly earnings data on Tuesday, March 10th. The aerospace company reported $0.64 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.68 by ($0.04). AeroVironment had a positive return on equity of 3.26% and a negative net margin of 13.93%.The company had revenue of $408.05 million for the quarter, compared to analyst estimates of $487.94 million. During the same quarter in the prior year, the firm earned $0.30 earnings per share. The company’s revenue for the quarter was up 143.4% on a year-over-year basis. AeroVironment has set its FY 2026 guidance at 2.750-3.100 EPS. Sell-side analysts expect that AeroVironment, Inc. will post 3.38 EPS for the current year.

Insider Transactions at AeroVironment

In related news, CAO Brian Charles Shackley sold 200 shares of the business’s stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $212.52, for a total value of $42,504.00. Following the completion of the transaction, the chief accounting officer owned 5,794 shares of the company’s stock, valued at approximately $1,231,340.88. The trade was a 3.34% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Stephen F. Page sold 1,000 shares of the company’s stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $377.62, for a total transaction of $377,620.00. Following the completion of the transaction, the director owned 51,001 shares in the company, valued at approximately $19,258,997.62. This trade represents a 1.92% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 4,924 shares of company stock valued at $1,486,038 over the last three months. 0.81% of the stock is currently owned by insiders.

Hedge Funds Weigh In On AeroVironment

Institutional investors have recently modified their holdings of the company. N.E.W. Advisory Services LLC boosted its position in AeroVironment by 60.0% during the third quarter. N.E.W. Advisory Services LLC now owns 80 shares of the aerospace company’s stock worth $25,000 after acquiring an additional 30 shares during the last quarter. Rothschild Investment LLC raised its holdings in AeroVironment by 7.8% in the 3rd quarter. Rothschild Investment LLC now owns 498 shares of the aerospace company’s stock valued at $157,000 after acquiring an additional 36 shares during the last quarter. Legacy Bridge LLC raised its holdings in AeroVironment by 1.0% in the 4th quarter. Legacy Bridge LLC now owns 4,046 shares of the aerospace company’s stock valued at $979,000 after acquiring an additional 39 shares during the last quarter. NewEdge Wealth LLC lifted its stake in shares of AeroVironment by 1.1% during the 4th quarter. NewEdge Wealth LLC now owns 3,709 shares of the aerospace company’s stock worth $897,000 after purchasing an additional 39 shares during the period. Finally, J.W. Cole Advisors Inc. lifted its stake in shares of AeroVironment by 3.7% during the 4th quarter. J.W. Cole Advisors Inc. now owns 1,081 shares of the aerospace company’s stock worth $261,000 after purchasing an additional 39 shares during the period. Institutional investors and hedge funds own 86.38% of the company’s stock.

AeroVironment Company Profile

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.