AVAV AeroVironment, Inc.

AVAV AeroVironment, Inc.

Industrials · Aerospace & Defense

Desk view

Watchingmedium conviction · entry a pullback holding the $176.42 shelf or the 20/50-day cluster ($163-$166) without breaking $158 — not a chase into the $199.98 volume wall overhead — not entered
Basis Logged decision ·Entry target
Perspectives Drone Defense
Updated

Market read

Scan convergence 1 scan as of 2026-10-16 1 neutral converging

POC $143.89 · VWAP $206.40 · -40.3% vs 12m avg buyer

collapse vol: compressedgaps: overnight-shiftchurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Cluster SVP, Director sold $53.3K, Sep 17

Coverage

3 related campaigns

Watchlists @drone-defense

AVAV Price Structure

Loading chart…

Loading timeframes…

Peers

Every watchlist AVAV belongs to, members best 30-day change first — AVAV highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@drone-defense
View watchlist →
LMT+15.2% +2.4%1d +9.4%7d NOC+7.2% -0.2%1d +6.1%7d MSI+4.7% +0.8%1d +4.0%7d TDY+0.7% +0.8%1d +1.1%7d RTX-0.6% -1.9%1d -1.5%7d SHLD-0.7% 0.0%1d +0.7%7d ESLT-1.0% -1.1%1d -2.7%7d ITA-5.5% -1.1%1d -3.3%7d AXON-6.7% +1.4%1d +7.7%7d KRKNF-11.3% -1.0%1d +1.0%7d LASR-11.3% +0.7%1d +7.9%7d AMPX-15.9% +3.4%1d +6.1%7d KTOS-16.2% +1.1%1d -4.3%7d ONDS-16.2% +3.0%1d +2.6%7d PL-18.1% +2.5%1d -1.1%7d DRNZ-20.1% +0.7%1d -2.4%7d JEDI-20.9% +2.0%1d +0.5%7d AVAV-21.0% +4.7%1d +1.2%7d UMAC-25.0% +4.6%1d +4.3%7d RCAT-32.8% +1.4%1d -6.1%7d DPRO-33.2% -0.6%1d -3.2%7d AVEX-34.1% -1.2%1d -29.5%7d HLSQ-52.6% -4.0%1d +16.6%7d

Decision history

1 scored call · newest first · projection

How to read this: Positive 30-day excess supports an enter call. For pass, avoid, sell, or exit calls, a positive number means the name kept rising after the call.

Jun 26 sell n/a Stop loss +10.4% complete

Next earnings AVAV reports in 40 days Dec 2

Last report Sep 9

Reported EPS $0.59 versus analyst consensus of $0.25 (+138.1%).

full note →

Against street estimates

How AVAV's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. A consensus out of line with the name's earlier estimates (opposite sign to all of them and over 3x their size) is not graded. EPS only.

8 most recent of 10 quarters · newest report Sep 9 · projection Oct 23

Result
Sep 9 0.250.59 GAAP ≠ +138.1%Beat
Jun 29 1.471.84+25.0%Beat
Mar 10 0.690.64 GAAP ≠ -7.4%Miss
Dec 9 '25 0.790.44 GAAP ≠ -44.2%Miss
Sep 9 '25 0.340.32 GAAP ≠ -6.7%Miss
Jun 24 '25 1.391.61+15.7%Beat
Mar 4 '25 0.720.30 GAAP ≠ -58.2%Miss
Dec 4 '24 0.680.47 GAAP ≠ -30.9%Miss

Recent news

Headlines about AVAV from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled today · Oct 23

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

AVAV research tape

47 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Drone & Defense Scan — October 16, 2026 scan Drone & Defense Scan — October 9, 2026 scan Drone & Defense Scan — October 2, 2026 brief Drone Stocks Fell Through a Summer of Bullish Policy, and No Drone ETF Is Above Its 200-Day... scan Drone & Defense Scan — September 25, 2026
Types
Oct 16 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXNOC +4 more
Oct 9 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXNOC +4 more
Oct 2 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXNOC +4 more
Sep 30 Article Drone Stocks Fell Through a Summer of Bullish Policy, and No Drone ETF Is Above Its 200-Day Yet
DRNZJEDISHLDITAAVAVKTOSRCATONDS#drone-defense +4 more
Sep 25 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXNOC +4 more
Sep 23 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXNOC +4 more
Sep 18 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXNOC +4 more
Sep 11 Market Brief Oracle's Suppliers Got Paid. Oracle Didn't.
ABCLABNBADA-USDAMEAVDVAXONSMRHPE +4 more
Sep 11 Scan Drone & Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Sep 10 Market Brief Rates Sold the Builders, Not the Buyers
ABTAMGNARKFASBAXBOTZNAVNBHVN +4 more
Sep 10 The Prints The Prints — 2026-09-09 → 2026-09-10
ORCLADBEAVAVNAVNRH
Sep 9 Market Brief Tuesday's Winners Sold as One, Memory Held, and the Crowd Prices a Hike
AAPLADBEARKKARWASANBTDRBRZECASY +4 more
Sep 9 The Prints The Prints — 2026-09-08 → 2026-09-09
CASYAVAVBRZE
Sep 9 Catalyst AVAV earnings
AVAV
Sep 6 Article AeroVironment: the next procurement review date
AVAV#drone-defense
Sep 4 Scan Drone & Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Sep 2 Catalyst AVAV earnings
AVAV
Aug 28 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Aug 22 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Aug 15 Article The End of Armor, Again
AVAVRCATUMACONDSAXONKTOSLASRGD#drone-defense +4 more
Aug 15 Article The Defense Trade Is at Its Highs. The Drone Trade Is Half Off.
AVAVAVEXKTOSRCATESLTTDYPLUMAC#drone-defense +4 more
Aug 15 Market Brief Energy's 17-Point Week, and Four Moves Nobody Can Explain
AAUCALMSAMKREBWINCLSECLSKJDLUNR +4 more
Aug 14 Target AVAV levels — buy zone a pullback holding the $176.42 shelf or the 20/50-day cluster ($163-$166) without breaking $158 — not a chase into the $199.98 volume wall overhead · target $276.00 · stop $158.00
AVAV
Aug 14 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Aug 14 Deep Dive AeroVironment Doubled Its Revenue and Posted a $265 Million Net Loss in FY2026
AVAV
Aug 14 Scan Washout Turn Scan
ACHRACNAEMAGAGIALBALMUAMPX +4 more
Aug 13 Scan Washout Turn Scan
AAUCACHRACNADBEAEMAGAGIAI +4 more
Aug 8 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jul 31 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jul 28 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jul 25 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jul 17 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jul 11 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jul 7 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jul 5 Article The Software Wipeout Is Mostly Fear — The Quality That's Actually on Sale
WDAYTEAMZSTTDHUBSUPATHORCL +2 more
Jul 2 tweet defense trade reignites: $AVAV monster quarter (rev +15%, EPS +24%)
AVAV
Jun 29 Catalyst AVAV earnings
AVAV
Jun 26 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jun 25 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jun 23 Catalyst AVAV earnings
AVAV
Jun 20 Scan Drone / Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jun 16 Scan Drone & Defense Scan
AMPXAVAVAVEXAXONDFENDRSHFEOPSFESLT +4 more
May 29 Scan Drone & Defense Scan
AMPXAVAVAVEXAXONDFENDRSHFEOPSFESLT +4 more
Apr 28 Scan Drone Defense Scan
AVAVAVEXDFENEOPSFESLTITAKRKNFKTOS +4 more
Apr 26 Scan Drone & Defense Scan
AVAVAVEXDFENEOPSFESLTITAKRKNFKTOS +4 more
Apr 13 Scan Drone Defense
AVAVDFENEOPSFESLTITAKTOSLASRLMT +2 more
Mar 4 Source Drone Economy Supply Chain Thesis
ONDSDRSHFAVAVRCATKTOSAMPXUMACPL#gulf-infrastructure-strike#war-ends-playbook