AeroVironment (AVAV) Expected to Announce Earnings on Tuesday

AeroVironment (NASDAQ:AVAV) will likely be releasing its Q3 2026 results before the market opens on Tuesday, March 3rd. Analysts expect the company to announce earnings of $0.72 per share and revenue of $487.9370 million for the quarter. AeroVironment has set its FY 2026 guidance at 3.400-3.550 EPS. Interested persons can find conference call details on the company’s upcoming Q3 2026 earning report page for the latest details on the call scheduled for Tuesday, March 10, 2026 at 4:30 PM ET.

AeroVironment (NASDAQ:AVAV) last issued its quarterly earnings results on Tuesday, December 9th. The aerospace company reported $0.44 EPS for the quarter, missing analysts’ consensus estimates of $0.87 by ($0.43). AeroVironment had a negative net margin of 5.08% and a positive return on equity of 3.42%. The business had revenue of $472.51 million during the quarter, compared to analysts’ expectations of $466.16 million. During the same period in the prior year, the company posted $0.47 EPS. The company’s revenue for the quarter was up 150.7% on a year-over-year basis. On average, analysts expect AeroVironment to post $3 EPS for the current fiscal year and $4 EPS for the next fiscal year.

AeroVironment Price Performance

AVAV stock opened at $252.25 on Friday. The stock’s 50 day moving average is $287.75 and its two-hundred day moving average is $293.87. AeroVironment has a 52-week low of $102.25 and a 52-week high of $417.86. The company has a market capitalization of $12.59 billion, a PE ratio of -201.80, a P/E/G ratio of 3.82 and a beta of 1.23. The company has a quick ratio of 4.29, a current ratio of 5.08 and a debt-to-equity ratio of 0.16.

Insider Activity at AeroVironment

In related news, CFO Kevin Patrick Mcdonnell sold 879 shares of the stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $267.60, for a total transaction of $235,220.40. Following the sale, the chief financial officer owned 16,422 shares in the company, valued at $4,394,527.20. This represents a 5.08% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 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 transaction of $68,750.00. Following the completion of the transaction, the director directly owned 50,251 shares in the company, valued at $13,819,025. This represents a 0.50% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 4,339 shares of company stock valued at $1,353,910 in the last quarter. Insiders own 0.81% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. United Services Automobile Association acquired a new stake in AeroVironment in the first quarter worth $225,000. Schnieders Capital Management LLC. acquired a new position in shares of AeroVironment during the second quarter valued at $285,000. American Century Companies Inc. bought a new position in shares of AeroVironment during the second quarter worth about $633,000. EverSource Wealth Advisors LLC increased its holdings in shares of AeroVironment by 5,200.0% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 159 shares of the aerospace company’s stock worth $45,000 after acquiring an additional 156 shares during the period. Finally, Marshall Wace LLP lifted its position in AeroVironment by 0.4% in the 2nd quarter. Marshall Wace LLP now owns 24,188 shares of the aerospace company’s stock valued at $6,892,000 after purchasing an additional 108 shares during the last quarter. Institutional investors and hedge funds own 86.38% of the company’s stock.

AeroVironment News Roundup

Here are the key news stories impacting AeroVironment this week:

• Positive Sentiment: Large U.S. Army order bolsters revenue visibility — AV received a $186 million delivery order for Switchblade 600 Block 2 and Switchblade 300 Block 20 systems, reinforcing government demand for AVAV’s precision loitering munitions. Why AeroVironment (AVAV) Is Down 7.8% After Landing a $186 Million Switchblade Order – And What’s Next
• Positive Sentiment: Sector tailwinds and analyst optimism — Aerospace/defense stocks are strong and many analysts remain bullish on AVAV (consensus price target materially above the current price), which supports upside if margins and earnings improve. Defense Stocks Are Soaring—AeroVironment’s Earnings Could Close the Gap
• Positive Sentiment: High‑profile endorsement — Jim Cramer called AeroVironment “a very good company, very well‑run,” which can help sentiment among retail investors and reduce downside risk from short‑term headlines. Jim Cramer on AeroVironment: “A Very Good Company, Very Well-Run”
• Neutral Sentiment: Upcoming earnings call is a near‑term catalyst — Management will report Q3 FY2026 results after the close and host a conference call; the print and guidance/revenue mix commentary will likely drive short‑term stock direction. AV, Inc. to Announce Third Quarter of Fiscal Year 2026 Earnings and Host Conference Call
• Neutral Sentiment: Short‑interest data appears unreliable — Recent entries show zero shares and NaN changes; available figures don’t indicate a material short squeeze threat or fresh shorting pressure at this time.
• Negative Sentiment: Stock fell on valuation and margin concerns despite the order — Coverage and commentary point to AVAV trading as an expensive drone/defense name; investors reacted negatively because strong top‑line orders haven’t yet translated into margin recovery or consistent EPS beats. Why Did AeroVironment Stock Drop Today?
• Negative Sentiment: Margin pressure and execution risks — Recent commentary and analysis cite lower adjusted gross margins (Oracle ERP transition costs, mix shift after the BlueHalo acquisition, and government shipment delays) that suppress near‑term profitability until product mix and systems issues normalize. Defense Stocks Are Soaring—AeroVironment’s Earnings Could Close the Gap

Analysts Set New Price Targets

A number of analysts recently issued reports on AVAV shares. Jefferies Financial Group restated a “buy” rating and issued a $390.00 price target on shares of AeroVironment in a research note on Thursday, December 11th. KeyCorp raised their price objective on shares of AeroVironment from $285.00 to $330.00 and gave the stock an “overweight” rating in a report on Wednesday, January 28th. Citigroup reissued a “market outperform” rating on shares of AeroVironment in a research report on Monday, January 12th. UBS Group started coverage on shares of AeroVironment in a research note on Wednesday, February 18th. They issued a “neutral” rating and a $259.00 target price on the stock. Finally, BTIG Research reiterated a “buy” rating and issued a $415.00 price target on shares of AeroVironment in a research note on Monday, January 26th. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $367.00.

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.