Get the Weekly Intelligence Brief — top committee picks every Sunday.
NASDAQ · STOCK

AeroVironment

AVAV Industrials Unknown Updated July 20, 2026
$148.82
52W $135.20 – $417.86
49/100
-30.8
1.40
Explore AVAV Further
📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
AI Committee Verdict
Watch
Conviction: Contested · 43% agreement · 7 analysts
+0.3%
-18.0%
0.01:1
Contested
Is AVAV Bullish or Bearish?
Mixed. Innellis AI committee rates AeroVironment (AVAV) Watch with a composite score of 49/100 , based on 7 analysts with 43% agreement. Last updated July 20, 2026.
Executive Summary
The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 140.9% yoy -- genuine top-line momentum. Risk Analyst remains cautious — bollinger bandwidth of 39.3% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull & Bear Case
Bull Case
  • Daily volatility (ATR%) above ~3% is treated as elevated risk.
Bear Case
  • MACD histogram is negative (-0.749) — bearish momentum.
  • Daily trend is down — entering long positions against the trend.
  • Both daily and weekly trends are bearish — strong multi-timeframe downtrend.
  • Lower Highs / Lower Lows structure confirms bearish price action.
  • Risk/reward is unfavorable: 18.0% downside vs 0.3% upside.
Price History (6M)
AI Investment Committee
Committee Consensus As of July 20, 2026
Overall Committee Score
49/100
Agreement
43%
Analysts
7
Conviction
Contested
Value Analyst neutral
52 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
− ROE of only -6.0% -- cheap may mean cheap for a reason
Growth Analyst bullish
85 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ Revenue growing 140.9% YoY -- genuine top-line momentum
Technical Analyst neutral
42 / 100 · High confidence
Mixed or range-bound price action
− Price structure making lower highs and lower lows
Risk Analyst bearish
15 / 100 · Low confidence
A severe recent event (see event intelligence) dominates the risk assessment regardless of balance-sheet or volatility metrics.
+ Low leverage (debt-to-equity 0.17) -- balance sheet can absorb a shock
− Bollinger bandwidth of 39.3% signals elevated volatility
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bearish
35 / 100 · Moderate confidence
News flow and recent filings/analyst actions are net negative -- worth reading before acting
− Severe filing: Non-reliance on previously issued financials (restatement) (28d ago)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2975.52)
Open Full Terminal →
Investment Thesis Evolution

Committee score moved marginally from 49.0 to 49.0.

Analyst-level changes:
  • News Analyst: +1 bearish signal(s).
  • Portfolio Manager: +1 bearish signal(s).

Comparing 2026-07-19 to 2026-07-20 (1 day apart).

Technical Analysis
RSI (14)
40.0
Neutral
MACD Histogram
-0.749
Bearish Momentum
Trend Direction
Downtrend
Weekly: Sideways
Market Structure
Lh Ll
Support
$116.86
Resistance
$142.96
Bollinger %B
0.34
Inside Bands
Price vs Moving Averages
EMA 9
$147.23 Above
EMA 21
$154.30 Below
EMA 50
$167.29 Below
EMA 200
$211.43 Below
Fundamental Analysis
Valuation
100
Growth
60
Profitability
0
Financial Health
100
Cash Flow
11
Valuation
P/E Ratio -30.8×
P/B Ratio 1.59×
PEG Ratio 0.43
Dividend Yield 0.00%
52W High $417.86
52W Low $135.20
Quality & Growth
ROE -6.0%
ROA -4.6%
Gross Margin 25.3%
Operating Margin -15.7%
Revenue Growth YoY
Debt / Equity 0.19
AI Fundamental Assessment
P/E ratio of -30.8 (inexpensive relative to a 15-40x range); Price-to-book of 1.6x; PEG ratio of 0.4 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -0.1%; Return on assets of -0.0%; Net margin of -0.1%; Gross margin of 0.3%; Current ratio of 4.30 (healthy short-term liquidity); Debt-to-equity of 0.19; Free cash flow margin of 1.6% (thin cash generation); Free cash flow per share is negative (-2.51); Most recent quarter beat estimates by 23.2%; EPS growth accelerating (+45.5% -> +187.5% QoQ); Analyst estimates rising over recent quarters
Key Risks
  • MACD histogram is negative (-0.749) — bearish momentum.
  • Daily trend is down — entering long positions against the trend.
  • Both daily and weekly trends are bearish — strong multi-timeframe downtrend.
  • Lower Highs / Lower Lows structure confirms bearish price action.
  • Risk/reward is unfavorable: 18.0% downside vs 0.3% upside.
This risk summary is generated from quantitative data signals, not qualitative opinion. All investors should conduct their own due diligence. This is not financial advice.
Get the Full AVAV Analysis
Interactive charts · Live committee votes · Trade plan · Paper trading · AI Q&A
Open in Terminal → Mobile
Weekly Intelligence Brief
Get the committee's top-scored stocks every Sunday.
Free · No spam · Unsubscribe anytime