Robert W. Baird Lowers AeroVironment (NASDAQ:AVAV) Price Target to $235.00

AeroVironment (NASDAQ:AVAV) had its price target reduced by investment analysts at Robert W. Baird from $260.00 to $235.00 in a note issued to investors on Wednesday,Benzinga reports. The firm currently has an “outperform” rating on the aerospace company’s stock. Robert W. Baird’s price target would indicate a potential upside of 10.91% from the company’s current price.

Several other research analysts also recently weighed in on AVAV. Weiss Ratings downgraded AeroVironment from a “hold (c-)” rating to a “sell (d)” rating in a research note on Monday, February 9th. UBS Group started coverage on AeroVironment in a research note on Wednesday, February 18th. They issued a “neutral” rating and a $259.00 price objective on the stock. Needham & Company LLC reaffirmed a “buy” rating and set a $450.00 price objective on shares of AeroVironment in a report on Friday, January 30th. Jefferies Financial Group reiterated a “buy” rating and set a $390.00 target price on shares of AeroVironment in a research report on Monday, March 2nd. Finally, KeyCorp lifted their target price on shares of AeroVironment from $285.00 to $330.00 and gave the stock an “overweight” rating in a research note on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, one has given a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $318.78.

AeroVironment Trading Up 2.0%

NASDAQ:AVAV opened at $211.88 on Wednesday. AeroVironment has a 12 month low of $102.25 and a 12 month high of $417.86. The company has a current ratio of 5.51, a quick ratio of 4.29 and a debt-to-equity ratio of 0.17. The firm’s 50 day moving average is $281.98 and its 200 day moving average is $292.12. The stock has a market capitalization of $10.58 billion, a PE ratio of -48.82, a price-to-earnings-growth ratio of 3.54 and a beta of 1.26.

AeroVironment (NASDAQ:AVAV) last announced its quarterly earnings data on Tuesday, March 10th. The aerospace company reported $0.64 earnings per share for the quarter, missing the consensus estimate of $0.68 by ($0.04). AeroVironment had a negative net margin of 13.93% and a positive return on equity of 3.26%. The firm had revenue of $408.05 million for the quarter, compared to the consensus estimate of $487.94 million. During the same period last year, the company posted $0.30 earnings per share. AeroVironment’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 will post 3.38 earnings per share for the current year.

Insider Activity at AeroVironment

In other AeroVironment news, CFO Kevin Patrick Mcdonnell sold 396 shares of AeroVironment stock in a transaction dated Tuesday, March 10th. The stock was 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 $3,598,638.30. The trade was a 2.41% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Stephen F. Page sold 250 shares of AeroVironment stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $300.00, for a total value of $75,000.00. Following 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. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 4,474 shares of company stock worth $1,390,404. 0.81% of the stock is owned by company insiders.

Institutional Investors Weigh In On AeroVironment

A number of institutional investors and hedge funds have recently modified their holdings of the company. Vanguard Group Inc. increased its holdings in AeroVironment by 1.5% during the 3rd quarter. Vanguard Group Inc. now owns 3,530,073 shares of the aerospace company’s stock worth $1,111,585,000 after acquiring an additional 51,959 shares during the period. Groupama Asset Managment purchased a new stake in AeroVironment in the 3rd quarter worth approximately $314,890,000. Geode Capital Management LLC boosted its holdings in AeroVironment by 8.8% in the 4th quarter. Geode Capital Management LLC now owns 884,395 shares of the aerospace company’s stock valued at $213,956,000 after purchasing an additional 71,903 shares during the period. Heard Capital LLC grew its position in shares of AeroVironment by 48.4% during the 4th quarter. Heard Capital LLC now owns 722,150 shares of the aerospace company’s stock valued at $174,681,000 after purchasing an additional 235,685 shares in the last quarter. Finally, Van ECK Associates Corp grew its position in shares of AeroVironment by 17.4% during the 3rd quarter. Van ECK Associates Corp now owns 686,273 shares of the aerospace company’s stock valued at $216,101,000 after purchasing an additional 101,713 shares in the last quarter. 86.38% of the stock is owned by hedge funds and other institutional investors.

More AeroVironment News

Here are the key news stories impacting AeroVironment this week:

• Positive Sentiment: MarketBeat and commentators highlight a value entry / technical bottom after the March selloff, noting institutional accumulation and a still‑large backlog that could support a rebound. AeroVironment Touches Down On Value Opportunity
• Positive Sentiment: Several firms kept Buy/Overweight ratings even while trimming price targets, signaling analyst conviction that upside remains once near‑term headwinds clear. Analyst notes (Benzinga)
• Neutral Sentiment: Q3 results showed revenue up ~143% YoY (~$408M) but missed revenue and EPS estimates; FY‑2026 EPS guidance was trimmed to $2.75–$3.10 — strong growth but weaker near‑term visibility. Q3 miss and outlook (Yahoo)
• Neutral Sentiment: Backlog and demand signals remain constructive (record backlog cited), which supports medium‑term revenue prospects if contract timing stabilizes. QuiverQuant earnings/opinion summary
• Negative Sentiment: Contract uncertainty: reports of the Space Force SCAR program stop‑work/possible termination create ~$1.4–1.7B of backlog risk and were a major reason for the recent selloff. SCAR contract uncertainty
• Negative Sentiment: Financing risk: disclosure of a $727M notes issuance raises leverage, tightens covenants and increases liquidity risk — a new material consideration for investors. Notes issuance risk (TipRanks)
• Negative Sentiment: Legal & insider headline risk: Pomerantz launched an investor probe and the CFO disclosed a small sale of shares — both raise short‑term headline noise. Pomerantz investigation (PR Newswire) CFO Form 4
• Neutral Sentiment: Short‑interest data in the feeds looks inconsistent (reported as 0/NaN) — no clear short squeeze signal from the available data. Short interest notes (Benzinga)

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.