AeroVironment Inc
In the published model solve dated 2026-Q2, anchored at $140.76, AeroVironment Inc (AVAV) is priced for today's economics sustained for ~8.6 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• AeroVironment is now two businesses stapled together, the small-drone and loitering-munition line it built itself and the counter-drone, directed-energy and space work it bought with BlueHalo on May 1, 2025, which is why revenue rose 141% to $1,976.8 million in the year ended April 30, 2026 while reported profit went the other way. • One customer sets the ceiling: US government sales were $1,688.7 million of that total, and the 10-K states plainly that ⟦U.S. government contracts are generally
Is AVAV overvalued? See what's priced in →
591 institutional managers reported holding AVAV in 13F filings for the quarter ended 2026-03-31. Together they hold about 62% of the company; the top 10 hold 33%. 112 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 4.8M shares were sold short as of the 2026-06-15 count, about 10% of shares outstanding (4.6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
AVAV's share count grew 102% over the past five years. It pays no dividend.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at AVAV over the trailing three years. Absence is a fact about the company, not a signal. 18 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
AVAV's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-06-29 | +4.9% | -3.0% |
| 2023-09-07 | +17.3% | +6.5% |
| 2023-12-07 | -9.5% | +0.5% |
| 2024-03-06 | +29.9% | -0.4% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
AVAV's latest 8-K filings: 2026-09-30 (items 5.07); 2026-09-09 (items 2.02, 7.01, 9.01); 2026-08-07 (items 5.02, 7.01, 9.01); 2026-07-29 (items 5.02, 7.01, 9.01); 2026-06-29 (items 2.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.