AVAV expands its tactical UAS portfolio and upgrades drive demand, positioning the company to tap rising defense needs and boost long-term revenue growth.
AeroVironment stock price continued falling on Monday as the recent guidance disappointed. AVAV dropped by over 2.4% in the pre-market, down by 55% from its highest point in 2025.
AeroVironment falls 17.2% in three months as supply chain hurdles, labor shortages and contract risks weigh on growth outlook despite strategic expansion moves.
AeroVironment, Inc. (AVAV) Presents at JPMorgan Industrials Conference 2026 Transcript
Shares of the drone technology company might get a boost on Monday from a CBS 60 Minutes story that aired on Sunday.
AeroVironment is rated Strong Buy with a $363/share target, driven by robust demand for battlefield-proven drones amid heightened geopolitical risk. AVAV's funded backlog grew 47% YoY; manufacturing capacity expansions position AVAV to capture surging global demand for attack and counter-drone systems. Despite near-term headwinds from the SCAR program contract termination, AVAV's financial flexibility and commercial opportunities for BADGER support long-term growth.
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m.
AeroVironment, Inc. (NASDAQ: AVAV - Get Free Report)'s share price traded down 2.3% during trading on Friday after Jefferies Financial Group lowered their price target on the stock from $390.00 to $305.00. Jefferies Financial Group currently has a buy rating on the stock. AeroVironment traded as low as $206.64 and last traded at $207.07. 1,364,891 shares
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
AeroVironment faces a setback with the SCAR contract termination, impacting credibility and removing $1.4B from its unfunded backlog. Despite Q3 revenue and EPS misses, AVAV's core counter-drone and directed energy solutions remain promising, with strengthening demand in key segments. Guidance for FY26 is reduced: revenue down $50–100M, EBITDA down $35M, and EPS now $2.75–$3.10, reflecting SCAR and government shutdown impacts.
AeroVironment ( NASDAQ:AVAV ) appeared set for liftoff when the U.S.
AeroVironment has sold off sharply amid worries about a key contract loss; it's now dropped 50% or more four times in a decade. Concerns are real; the BlueHalo acquisition is starting to look like a whiff, the company disclosed compliance issues, and valuation remains aggressive. But history suggests that investor optimism toward the industry will always bring buyers back to AVAV, and there isn't enough here to suggest that trend will change.