AIRO Q4 Results: Revenue Up But Misses Wall Street Targets – Eyes 15-25% Growth in 2026
AIRO reported Q4 2025 revenue of $48.3M (up YoY) but missed Wall Street forecasts. 2026 guidance calls for 15-25% growth backed by $150M drone backlog.
/ 11 items
#AVAV↓
AeroVironment Slashes Fiscal 2026 Guidance After Q3 Loss Widens on Space Business Setback and Revenue Timing Issues
Drone and defense tech leader AeroVironment reported a wider Q3 loss, missed estimates, and cut full-year forecasts due to timing delays and a setback in its space unit — but a record $1.1B backlog points to strong growth ahead.
AeroVironment Expands in NM, Advances U.S. Space Force SCAR Deal
AeroVironment invests $30M+ in Albuquerque manufacturing, creating 450+ jobs, while negotiating SCAR program contract amendment with U.S. Space Force for faster satellite comms delivery.
AeroVironment Hit Hard – Raymond James Downgrades to Underperform After SCAR Program Reopened for Bids
Raymond James downgrades AeroVironment to Underperform after the U.S. Space Force puts its major SCAR satellite program back out for bidding, risking a huge chunk of the company's backlog and future growth.
AeroVironment Gets Wall Street Boost: JPMorgan Initiates Overweight, Sees 31% Upside
JPMorgan starts coverage on AeroVironment with an Overweight rating and $320 price target, highlighting strong growth in drones, counter-drone tech, and defense expansion.
AeroVironment Pauses BADGER Antenna Delivery for Contract Renegotiation
AeroVironment receives stop work order on SCAR program BADGER antenna contract, plans to renegotiate terms with U.S. Government under new requirements.