StreetInsider.com News Articles

Selloff in this aerospace stock presents opportunity: KeyBanc

Fri, 13 Mar 2026 14:30:00 -0400

In a note to clients on Friday, KeyBanc Capital Markets analysts highlighted one aerospace stock where they believe the sharp pullback has created an attractive entry point, arguing the company remains well-positioned despite recent turbulence in one of its key programs.

Analyst Michael Leshock reiterated an Overweight rating while trimming the price target on AeroVironment (NASDAQ: AVAV) to $295 from $330, reflecting “recent changes to the SCAR program and timing in contract awards.”

According to KeyBanc, the headline issue is the BADGER/SCAR program, where a January stop-work order and the “potential re-compete for the SCAR program” have pressured expectations.

Selloff in this aerospace stock presents opportunity: KeyBanc

Fri, 13 Mar 2026 14:30:00 -0400

According to KeyBanc, the headline issue is the BADGER/SCAR program, where a January stop-work order and the “potential re-compete for the SCAR program” have pressured expectations.

Form 4 AeroVironment Inc For: Mar 10 Filed by: McDonnell Kevin Patrick

Wed, 11 Mar 2026 13:11:00 -0400

si-local-file:///var/storage/secattach/20260311/26145090.html

Form 4 AeroVironment Inc For: Mar 10 Filed by: McDonnell Kevin Patrick

Wed, 11 Mar 2026 13:11:00 -0400

si-local-file:///var/storage/secattach/20260311/26145090.html

AeroVironment (AVAV) PT Lowered to $315 at Stifel to Reflect SCAR Contract End

Wed, 11 Mar 2026 09:01:42 -0400

(Updated - March 11, 2026 9:01 AM EDT)

Stifel analyst Jonathan Siegmann lowered the price target on AeroVironment (NASDAQ: AVAV) to $315.00 (from $389.00) while maintaining a Buy rating.

The analyst commented, "AVAV’s FQ3 showcased strong organic growth (+38%), albeit below expectations as results were impacted by timing and adjustments in the Space business (SCAR contract termination). That said, management is confident strong order flow and growth in funded backlog are setting the stage for a record FQ4 and a solid start to FY27. The SCAR contract endgame has been more disappointing and drives a downgrade to estimates, but should at least

AeroVironment (AVAV) PT Lowered to $315 at Stifel to Reflect SCAR Contract End

Wed, 11 Mar 2026 09:01:42 -0400

(Updated - March 11, 2026 9:01 AM EDT)

Stifel analyst Jonathan Siegmann lowered the price target on AeroVironment (NASDAQ: AVAV) to $315.00 (from $389.00) while maintaining a Buy rating.

AeroVironment (AVAV) PT Lowered at RBC Capital asGuide Cut Creates NT Overhangs

Wed, 11 Mar 2026 08:29:49 -0400

RBC Capital analyst Ken Herbert lowered the price target on AeroVironment (NASDAQ: AVAV) to $250.00 (from $325.00) while maintaining an Outperform rating.

The analyst commented: "Lower revenue and EBITDA visibility (SCAR program), guide reduction create NT overhangs, PT to $250; AeroVironment (AVAV) reported disappointing fiscal 3Q26 results with revenue of $408M and adj. EBITDA of $44.5M (10.9% margins). Revenue and adj. EBITDA missed consensus by (14%) and (31%) respectively. AVAV lowered its FY26 guidance more than expected, largely due to the SCAR contract termination. We continue to believe in the multiyear story and secular drivers, but recent challenges have added to

AeroVironment (AVAV) PT Lowered at RBC Capital asGuide Cut Creates NT Overhangs

Wed, 11 Mar 2026 08:29:49 -0400

RBC Capital analyst Ken Herbert lowered the price target on AeroVironment (NASDAQ: AVAV) to $250.00 (from $325.00) while maintaining an Outperform rating.

AeroVironment (AVAV) PT Lowered to $295; KeyBanc: 'Sell-off Presents Opportunity'

Wed, 11 Mar 2026 08:08:08 -0400

KeyBanc analyst Michael Leshock lowered the price target on AeroVironment (NASDAQ: AVAV) to $295.00 (from $330.00) while maintaining an Overweight rating.

The analyst commented: "Sell-off Presents Opportunity; Post AeroVironment's (AVAV) F3Q26 earnings/our analysis, we adjust estimates and maintain our Overweight rating. We lower our price target to $295 (from $330) to reflect recent changes to the SCAR program and timing in contract awards. We maintain that AVAV is positioned to capitalize on the proliferation of UAS/cUAS and increased government spending in defense and space-related programs. Should the conflict in Iran intensify, AVAV is positioned as one of the top beneficiaries, in

AeroVironment (AVAV) PT Lowered to $295; KeyBanc: 'Sell-off Presents Opportunity'

Wed, 11 Mar 2026 08:08:08 -0400

KeyBanc analyst Michael Leshock lowered the price target on AeroVironment (NASDAQ: AVAV) to $295.00 (from $330.00) while maintaining an Overweight rating.

AeroVironment (AVAV) PT Lowered to $400 at Needham

Wed, 11 Mar 2026 07:10:41 -0400

(Updated - March 11, 2026 7:10 AM EDT)

Needham analyst Austin Bohlig lowered the price target on AeroVironment (NASDAQ: AVAV) to $400.00 (from $450.00) while maintaining a Buy rating.

The analyst commented: "AV reported FQ3 results with revenue and earnings coming in below Street expectations, largely driven by the stop-work order tied to the SCAR Program and program timing shifts related to the U.S. government shutdown that pushed certain orders into FQ4 and FY27. That said, we believe underlying demand remains strong with organic revenue growth accelerating ~38% Y/Y, driven by robust demand across the company’s uncrewed systems, precision strike and directed

AeroVironment (AVAV) PT Lowered to $400 at Needham

Wed, 11 Mar 2026 07:10:41 -0400

(Updated - March 11, 2026 7:10 AM EDT)

Needham analyst Austin Bohlig lowered the price target on AeroVironment (NASDAQ: AVAV) to $400.00 (from $450.00) while maintaining a Buy rating.

AeroVironment (AVAV) PT Lowered to $236 at UBS

Wed, 11 Mar 2026 06:38:36 -0400

UBS analyst Gavin Parsons lowered the price target on AeroVironment (NASDAQ: AVAV) to $236.00 (from $259.00) while maintaining a Neutral rating.

The analyst comments "F3Q faced a number of coinciding headwinds, some temporary and some not, with the outcome likely elevated near-term uncertainty around financials but a potentially reset bar/expectations. While competitive risk is one of the factors that led to our Neutral rating in our recent initiation, the SCAR contract wind-down appears to be an isolated outcome, and the global demand environment for Aerovironment products looks strong. The stock is now down more post market than our estimate revisions (FY26E

AeroVironment (AVAV) PT Lowered to $236 at UBS

Wed, 11 Mar 2026 06:38:36 -0400

UBS analyst Gavin Parsons lowered the price target on AeroVironment (NASDAQ: AVAV) to $236.00 (from $259.00) while maintaining a Neutral rating.

AeroVironment (AVAV) PT Lowered to $235 at Baird

Wed, 11 Mar 2026 06:19:57 -0400

Baird analyst Peter Arment lowered the price target on AeroVironment (NASDAQ: AVAV) to $235.00 (from $260.00) while maintaining a Outperform rating.

AeroVironment (AVAV) PT Lowered to $300 at Canaccord

Wed, 11 Mar 2026 06:17:23 -0400

(Updated - March 11, 2026 6:17 AM EDT)

Canaccord analyst Austin Moeller lowered the price target on AeroVironment (NASDAQ: AVAV) to $300.00 (from $330.00) while maintaining a Buy rating.

The analyst commented: "According to management, the USSF issued a formal notice of contract termination relating to the SCAR program this morning. On the earnings call, CEO Wahid Nawabi shared that following extensive contract renegotiations based on a redesigned BADGER terminal, AV and the USSF could not come to a mutual agreement on pricing and margin at this time. The Space Force will repay AV for allowable costs incurred plus a fixed fee

AeroVironment (AVAV) PT Lowered to $300 at Canaccord

Wed, 11 Mar 2026 06:17:23 -0400

(Updated - March 11, 2026 6:17 AM EDT)

Canaccord analyst Austin Moeller lowered the price target on AeroVironment (NASDAQ: AVAV) to $300.00 (from $330.00) while maintaining a Buy rating.

Form 10-Q AeroVironment Inc For: Jan 31

Wed, 11 Mar 2026 06:02:00 -0400

si-local-file:///var/storage/secattach/20260311/26142091.html

Form 10-Q AeroVironment Inc For: Jan 31

Wed, 11 Mar 2026 06:02:00 -0400

si-local-file:///var/storage/secattach/20260311/26142091.html

AeroVironment (AVAV) PT Lowered to $350 at Citizens After "Challenged" Results

Wed, 11 Mar 2026 05:34:00 -0400

Citizens analyst Trevor Walsh lowered the price target on AeroVironment (NASDAQ: AVAV) to $350.00 (from $400.00) while maintaining a Market Outperform rating.

The analyst commented, "We reiterate our Market Outperform rating but lower our price target to $350 (from $400) on AeroVironment, Inc. (AVAV) after the company reported challenged F3Q26 results, impacted by revenue timing and adjustments within the Space business, with adjusted EBITDA of $44.5M (consensus $64.2M) and non-GAAP EPS of $0.64 (consensus $0.66), on revenue of $408.0M, up 38% y/y organically (consensus $478.0M), as CFO Kevin McDonnell stated in some of his likely final prepared remarks, "Although the revised

AeroVironment (AVAV) PT Lowered to $350 at Citizens After "Challenged" Results

Wed, 11 Mar 2026 05:34:00 -0400

Citizens analyst Trevor Walsh lowered the price target on AeroVironment (NASDAQ: AVAV) to $350.00 (from $400.00) while maintaining a Market Outperform rating.

After-hours movers: Oracle, AeroVironment, Groupon

Tue, 10 Mar 2026 16:32:17 -0400

After-hours movers:

Oracle (NYSE: ORCL) rose 7% after it delivered solid quarterly results and guidance. This Q3 was the first quarter in over 15 years where organic total revenue and non-GAAP earnings per share both grew at 20%.

CoreWeave (NASDAQ: CRWV) rose 2% in sympathy with Oracle.

AeroVironment (NASDAQ: AVAV) fell 8% after missing estimates on the top and bottom line, and reporting disappointing guidance.

Groupon (NASDAQ: GRPN) fell 14% after it reported Q4 EPS of $0.17, $0.04 worse than the analyst estimate of $0.21. Revenue for the quarter came in at $132.7 million versus the consensus estimate of $137.34

After-hours movers: Oracle, AeroVironment, Groupon

Tue, 10 Mar 2026 16:32:17 -0400

After-hours movers:

CoreWeave (NASDAQ: CRWV) rose 2% in sympathy with Oracle.

AeroVironment (NASDAQ: AVAV) fell 8% after missing estimates on the top and bottom line, and reporting disappointing guidance.

After-hours movers: Oracle, AeroVironment, Groupon

Tue, 10 Mar 2026 16:32:17 -0400

After-hours movers:

CoreWeave (NASDAQ: CRWV) rose 2% in sympathy with Oracle.

AeroVironment (NASDAQ: AVAV) fell 8% after missing estimates on the top and bottom line, and reporting disappointing guidance.

After-hours movers: Oracle, AeroVironment, Groupon

Tue, 10 Mar 2026 16:32:17 -0400

After-hours movers:

CoreWeave (NASDAQ: CRWV) rose 2% in sympathy with Oracle.

AeroVironment (NASDAQ: AVAV) fell 8% after missing estimates on the top and bottom line, and reporting disappointing guidance.