AeroVironment (NASDAQ:AVAV) Updates FY 2026 Earnings Guidance

AeroVironment (NASDAQ:AVAV) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 3.400-3.550 for the period, compared to the consensus EPS estimate of 3.620. The company issued revenue guidance of $2.0 billion-$2.0 billion, compared to the consensus revenue estimate of $2.0 billion.

AeroVironment Stock Performance

Shares of NASDAQ AVAV traded down $1.05 during midday trading on Tuesday, reaching $281.42. The company’s stock had a trading volume of 2,187,373 shares, compared to its average volume of 898,306. The stock has a market capitalization of $14.05 billion, a P/E ratio of -439.71, a PEG ratio of 3.94 and a beta of 1.14. The company has a debt-to-equity ratio of 0.16, a current ratio of 5.96 and a quick ratio of 5.12. The firm has a 50 day moving average price of $335.20 and a 200-day moving average price of $273.37. AeroVironment has a 12-month low of $102.25 and a 12-month high of $417.86.

AeroVironment (NASDAQ:AVAV) last posted its quarterly earnings results on Tuesday, December 9th. The aerospace company reported $0.99 earnings per share for the quarter, beating the consensus estimate of $0.87 by $0.12. AeroVironment had a negative net margin of 4.14% and a positive return on equity of 4.67%. The company had revenue of $472.51 million during the quarter, compared to analyst estimates of $466.16 million. AeroVironment has set its FY 2026 guidance at 3.400-3.550 EPS. As a group, equities analysts predict that AeroVironment will post 3.38 earnings per share for the current year.

Wall Street Analyst Weigh In

Several research analysts have recently commented on the company. Zacks Research raised AeroVironment from a “strong sell” rating to a “hold” rating in a report on Tuesday, December 2nd. The Goldman Sachs Group boosted their price target on shares of AeroVironment from $300.00 to $333.00 and gave the stock a “buy” rating in a research note on Thursday, October 2nd. Raymond James Financial increased their price target on shares of AeroVironment from $300.00 to $348.00 and gave the stock a “strong-buy” rating in a report on Monday, September 29th. BNP Paribas Exane started coverage on shares of AeroVironment in a research report on Tuesday, November 18th. They set an “outperform” rating and a $355.00 price objective on the stock. Finally, William Blair reiterated an “outperform” rating on shares of AeroVironment in a research report on Tuesday, September 16th. Three research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus price target of $362.56.

Insider Activity

In other AeroVironment news, insider Trace E. Stevenson sold 1,717 shares of the business’s stock in a transaction that occurred on Monday, October 6th. The stock was sold at an average price of $381.00, for a total value of $654,177.00. Following the completion of the sale, the insider owned 4,907 shares in the company, valued at approximately $1,869,567. The trade was a 25.92% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO Kevin Patrick Mcdonnell sold 513 shares of the stock in a transaction that occurred on Monday, November 10th. The shares were sold at an average price of $331.46, for a total value of $170,038.98. Following the sale, the chief financial officer directly owned 18,811 shares of the company’s stock, valued at approximately $6,235,094.06. This trade represents a 2.65% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 3,228 shares of company stock valued at $1,223,157. Company insiders own 0.81% of the company’s stock.

Institutional Trading of AeroVironment

A number of institutional investors and hedge funds have recently added to or reduced their stakes in AVAV. National Bank of Canada FI grew its stake in shares of AeroVironment by 230.3% in the 3rd quarter. National Bank of Canada FI now owns 109 shares of the aerospace company’s stock worth $34,000 after buying an additional 76 shares during the last quarter. Banque Cantonale Vaudoise bought a new position in shares of AeroVironment during the third quarter valued at $44,000. EverSource Wealth Advisors LLC raised its position 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 purchasing an additional 156 shares during the last quarter. Kelleher Financial Advisors bought a new position in AeroVironment in the 3rd quarter worth about $58,000. Finally, Larson Financial Group LLC grew its position in AeroVironment by 185.5% during the 3rd quarter. Larson Financial Group LLC now owns 237 shares of the aerospace company’s stock valued at $75,000 after purchasing an additional 154 shares during the last quarter. Hedge funds and other institutional investors own 86.38% of the company’s stock.

AeroVironment Company Profile

AeroVironment, Inc designs, develops, produces, delivers, and supports a portfolio of robotic systems and related services for government agencies and businesses in the United States and internationally. It operates through Small Unmanned Aircraft Systems (SUAS), Tactical Missile System (TMS), Medium Unmanned Aircraft Systems (MUAS), and High Altitude Pseudo-Satellite Systems (HAPS) segments.