AeroVironmentAVAV
About: AeroVironment Inc operates under a single business segment in which it supplies unmanned aircraft systems, tactical missile systems, high-altitude pseudo-satellites, and other related services to government agencies within the United States Department of Defense as well as the United States allied international governments. The systems can help with security, surveillance, or sensing, and provide eyes in the sky without needing an actual person, or driver in the sky. The company is a defense technology provider delivering integrated capabilities across air, land, sea, space, and cyber. It develops and deploy autonomous systems, precision strike systems, counter-UAS technologies, space-based platforms, directed energy systems, and cyber and electronic warfare capabilities.
Employees: 1,475
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
13% more repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 117
1.1% more ownership
Funds ownership: 95.81% [Q4 2024] → 96.92% (+1.1%) [Q1 2025]
2% more call options, than puts
Call options by funds: $42.9M | Put options by funds: $42.3M
8% less funds holding
Funds holding: 405 [Q4 2024] → 374 (-31) [Q1 2025]
22% less capital invested
Capital invested by funds: $4.16B [Q4 2024] → $3.26B (-$895M) [Q1 2025]
25% less funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 3 (-1) [Q1 2025]
30% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 79
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
Cantor Fitzgerald Colin Canfield | 27%upside $335 | Overweight Initiated | 8 Jul 2025 |
RBC Capital Ken Herbert | 4%upside $275 | Outperform Maintained | 3 Jul 2025 |
Jefferies Greg Konrad | 8%upside $285 | Buy Maintained | 2 Jul 2025 |
Goldman Sachs Anthony Valentini | 14%upside $301 | Buy Initiated | 30 Jun 2025 |
BTIG Andre Madrid | 14%upside $300 | Buy Maintained | 27 Jun 2025 |
Financial journalist opinion
Based on 41 articles about AVAV published over the past 30 days
