AeroVironment (NASDAQ:AVAV) Updates FY 2027 Earnings Guidance

AeroVironment (NASDAQ:AVAV) updated its FY 2027 earnings guidance on Monday morning. The company provided earnings per share (EPS) guidance of 3.020-3.340 for the period, compared to the consensus earnings per share estimate of 3.950. The company issued revenue guidance of $2.1 billion-$2.2 billion, compared to the consensus revenue estimate of $2.2 billion.

AeroVironment Stock Up 18.8%

AeroVironment stock opened at $165.07 on Wednesday. The firm has a market capitalization of $8.24 billion, a price-to-earnings ratio of -44.86, a price-to-earnings-growth ratio of 1.79 and a beta of 1.35. The company has a debt-to-equity ratio of 0.17, a quick ratio of 4.54 and a current ratio of 5.51. AeroVironment has a fifty-two week low of $135.20 and a fifty-two week high of $417.86. The stock’s fifty day moving average is $176.12 and its two-hundred day moving average is $224.64.

AeroVironment (NASDAQ:AVAV) last posted its quarterly earnings results on Monday, June 29th. The aerospace company reported $1.84 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.47 by $0.37. AeroVironment had a negative net margin of 9.00% and a positive return on equity of 3.72%. The company had revenue of $641.62 million for the quarter, compared to the consensus estimate of $555.97 million. During the same period last year, the firm posted $1.61 EPS. The company’s revenue for the quarter was up 133.3% on a year-over-year basis. AeroVironment has set its FY 2027 guidance at 3.020-3.340 EPS. Analysts predict that AeroVironment will post 3.98 EPS for the current fiscal year.

Analyst Ratings Changes

Several analysts recently issued reports on the stock. KeyCorp reduced their price target on shares of AeroVironment from $295.00 to $220.00 and set an “overweight” rating on the stock in a research report on Friday. Stifel Nicolaus lowered their target price on AeroVironment from $315.00 to $220.00 and set a “buy” rating for the company in a research note on Tuesday. Clear Str upgraded shares of AeroVironment to a “strong-buy” rating in a research report on Wednesday, April 29th. Zacks Research upgraded shares of AeroVironment from a “strong sell” rating to a “hold” rating in a report on Monday, May 4th. Finally, BTIG Research reissued a “buy” rating and set a $205.00 price objective on shares of AeroVironment in a report on Tuesday. Two analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $282.42.

Insider Buying and Selling at AeroVironment

In other AeroVironment news, Director Stephen F. Page sold 250 shares of the firm’s stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $174.41, for a total transaction of $43,602.50. Following the sale, the director owned 49,001 shares in the company, valued at $8,546,264.41. This trade represents a 0.51% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 750 shares of company stock valued at $133,502 in the last three months. 0.81% of the stock is owned by company insiders.

AeroVironment News Summary

Here are the key news stories impacting AeroVironment this week:

• Positive Sentiment: AVAV reported a major earnings and revenue beat, driven by surging defense and drone demand, which is supporting a higher stock price. AeroVironment (AVAV) Shares Skyrocket, What You Need To Know
• Positive Sentiment: Record bookings and a $1.2 billion funded backlog suggest continued demand and visibility for future growth. AeroVironment Announces Fiscal 2026 Fourth Quarter and Fiscal Year Results
• Neutral Sentiment: FY2027 guidance was below some analyst expectations, which may limit upside if investors focus on the outlook rather than the strong quarter. Why Wall Street Still Sees Massive Upside for AeroVironment Stock
• Negative Sentiment: Multiple law firms announced class action lawsuits and deadlines tied to the SCAR contract cancellation, creating a legal overhang for AVAV shares. Pomerantz Law Firm Announces the Filing of a Class Action Against AeroVironment, Inc. and Certain Officers – AVAV

Institutional Investors Weigh In On AeroVironment

Institutional investors have recently bought and sold shares of the stock. Pacer Advisors Inc. raised its stake in shares of AeroVironment by 45.5% during the fourth quarter. Pacer Advisors Inc. now owns 6,084 shares of the aerospace company’s stock valued at $1,472,000 after acquiring an additional 1,902 shares during the last quarter. Compound Planning Inc. increased its holdings in AeroVironment by 230.2% during the 4th quarter. Compound Planning Inc. now owns 2,506 shares of the aerospace company’s stock valued at $606,000 after purchasing an additional 1,747 shares during the period. Alpine Woods Capital Investors LLC bought a new position in AeroVironment during the 4th quarter valued at approximately $815,000. Vident Advisory LLC lifted its holdings in AeroVironment by 19.6% in the 4th quarter. Vident Advisory LLC now owns 83,531 shares of the aerospace company’s stock worth $20,205,000 after buying an additional 13,713 shares during the period. Finally, State of Tennessee Department of Treasury grew its position in shares of AeroVironment by 10.5% in the 4th quarter. State of Tennessee Department of Treasury now owns 14,187 shares of the aerospace company’s stock worth $3,432,000 after buying an additional 1,343 shares during the last quarter. 86.38% of the stock is currently owned by hedge funds and other institutional investors.

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.