AIRO
AIRO Group Holdings, Inc.
$8.63
+2.98%
$263.5M
No data for this timeframe.
Vol
Market Cap$263.5M
Cap SizeMicro Cap
Analyst ConsensusStrong Buy (78%)
Inst. Holders8 funds
Inst. Value$8.0M
Inst. Activity7 buys / 0 sells
Insider Activity0B / 4S
Insider Net $-$241.6K
Reddit Sentiment31° Cool
SEC Reports4
Recent Activity
Jun 4, 2026
Insider
McCandless Sherrie sold 11,026 shares
Director @ $0.00 ($0.00)
Jun 4, 2026
Insider
Winfree Gregory D. sold 11,026 shares
Director @ $0.00 ($0.00)
Jun 4, 2026
Insider
Nelson Brian James sold 11,026 shares
Director @ $0.00 ($0.00)
May 29, 2026
short_volume
Short Volume: AIRO — 63.4% short (0.4M / 0.6M)
Short: 411,603 | Exempt: 500 | TRF Vol: 649,456 | Short Ratio: 63.4% | Off-exchange volume (dark poo
May 14, 2026
SEC
AIRO reported Q1 2026 revenue of $8.9M, down 24.6% YoY, with gross margin halving to 26.6%. Net loss widened to $(15.5)M
8-K — Impact 6/10
Apr 21, 2026
SEC
AIRO reported full-year 2025 revenue of $90.9M, up from $86.9M in 2024, with a strong Q4 rebound to $48.3M after a delay
8-K — Impact 8/10
Apr 21, 2026
SEC
AIRO Group Holdings, Inc. filed a definitive proxy statement (DEFA14A) to solicit shareholder votes for a director elect
DEFA14A — Impact 3/10
Inst.
BANK OF AMERICA CORP — DOUBLED
166,805 shares ($1.4M)
Price Targets
$18.00
+108.6% upside
Strong Buy
Current $8.63
Low $16.00
Median $18.00
High $20.00
2 analysts
$16.00
$20.00
Analyst Ratings
2Strong Buy
5Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 8, 2026 | BTIG | DOWNGRADE | Buy → Neutral |
| Jan 5, 2026 | Mizuho | MAINTAIN | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.13 | $-0.13 — $-0.13 | -143% YoY | 1 |
| Next Q | $-0.22 | $-0.22 — $-0.22 | 44% YoY | 1 |
| Current FY | $-0.63 ▼ -22.3% | $-0.63 — $-0.63 | 65% YoY | 1 |
| Next FY | $-0.19 ▼ -15.2% | $-0.37 — $-0.01 | 70% YoY | 2 |
Latest Reports
BEARISH
8-K
6/10
AIRO reported Q1 2026 revenue of $8.9M, down 24.6% YoY, with gross margin halving to 26.6%. Net loss widened to $(15.5)M
May 14, 2026
BULLISH
8-K
8/10
AIRO reported full-year 2025 revenue of $90.9M, up from $86.9M in 2024, with a strong Q4 rebound to $48.3M after a delay
Apr 21, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $4.7M | DOUBLED |
| BANK OF AMERICA CORP | $1.4M | DOUBLED |
| MORGAN STANLEY | $644.3K | DOUBLED |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $585.1K | ADD |
| TWO SIGMA INVESTMENTS, LP | $447.9K | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 4, 2026 | McCandless Sherrie | A | $0.00 |
| Jun 4, 2026 | Winfree Gregory | A | $0.00 |
| Jun 4, 2026 | Nelson Brian | A | $0.00 |
| Jun 4, 2026 | Belcher John | A | $0.00 |
| Jun 4, 2026 | Ng Elizabeth | A | $0.00 |
Reddit Sentiment
31°
Cool
Bearish
Neutral
Bullish
8 institutional holders with $8.0M total value (982,922 shares) as of 2025-Q4. Top holders: VANGUARD, BANK, MORGAN. Net buying activity: 7 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 579,917 | $4.7M | 59.0% | DOUBLED +406.0% |
| 2 | BANK OF AMERICA CORP /DE/ | 166,805 | $1.4M | 17.0% | DOUBLED +1335.3% |
| 3 | MORGAN STANLEY | 78,763 | $644.3K | 8.0% | DOUBLED +180.5% |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 71,530 | $585.1K | 7.3% | ADD +51.0% |
| 5 | TWO SIGMA INVESTMENTS, LP | 54,755 | $447.9K | 5.6% | DOUBLED +287.4% |
| 6 | NORGES BANK | 20,000 | $163.6K | 2.0% | NEW |
| 7 | WELLS FARGO & COMPANY/MN | 9,204 | $75.3K | 0.9% | ADD +85.2% |
| 8 | FMR LLC | 1,948 | $15.9K | 0.2% | DOUBLED +19380.0% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | DOUBLED | 11,622 | 166,805 | +1335.3% | $1.4M | 2025-Q4 |
| MORGAN STANLEY | DOUBLED | 28,082 | 78,763 | +180.5% | $644.3K | 2025-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 47,362 | 71,530 | +51.0% | $585.1K | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 14,134 | 54,755 | +287.4% | $447.9K | 2025-Q4 |
| NORGES BANK | NEW | — | 20,000 | — | $163.6K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 4,969 | 9,204 | +85.2% | $75.3K | 2025-Q4 |
| FMR LLC | DOUBLED | 10 | 1,948 | +19380.0% | $15.9K | 2025-Q4 |
| VANGUARD GROUP INC | DOUBLED | 100,000 | 505,951 | +406.0% | $9.7M | 2025-Q3 |
| UBS Group AG | DOUBLED | 72,273 | 250,733 | +246.9% | $4.8M | 2025-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 47,362 | — | $909.4K | 2025-Q3 |
| MORGAN STANLEY | DOUBLED | 5,937 | 28,082 | +373.0% | $539.2K | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 14,134 | — | $271.4K | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 2,500 | 11,622 | +364.9% | $223.1K | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 372 | 4,969 | +1235.8% | $95.4K | 2025-Q3 |
| NORGES BANK | EXIT | 20,000 | 0 | -100.0% | $0.00 | 2025-Q3 |
| VANGUARD GROUP INC | NEW | — | 100,000 | — | $2.4M | 2025-Q2 |
| UBS Group AG | NEW | — | 72,273 | — | $1.7M | 2025-Q2 |
| NORGES BANK | NEW | — | 20,000 | — | $481.4K | 2025-Q2 |
| MORGAN STANLEY | NEW | — | 5,937 | — | $142.9K | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | NEW | — | 2,500 | — | $60.2K | 2025-Q2 |
10 unique insiders with 4 transactions. Net insider value: -$241.6K ($0.00 bought, $241.6K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 4, 2026 | McCandless Sherrie | Director | A | 11,026 | $0.00 | $0.00 |
| Jun 4, 2026 | Winfree Gregory D. | Director | A | 11,026 | $0.00 | $0.00 |
| Jun 4, 2026 | Nelson Brian James | Director | A | 11,026 | $0.00 | $0.00 |
| Jun 4, 2026 | Belcher John M. | Director | A | 11,026 | $0.00 | $0.00 |
| Jun 4, 2026 | Ng Elizabeth | Director | A | 11,026 | $0.00 | $0.00 |
| Apr 6, 2026 | Uczekaj John | President and COO | SELL | 144 | $8.84 | $1.3K |
| Apr 6, 2026 | Uczekaj John | President and COO | SELL | 3,415 | $8.84 | $30.2K |
| Mar 12, 2026 | Uczekaj John | President and COO | SELL | 396 | $10.43 | $4.1K |
| Mar 12, 2026 | Pylypiv Mariya | Chief Financial Officer | SELL | 20,078 | $10.26 | $206.0K |
| Feb 1, 2026 | Belcher John M. | Director | A | 4,460 | $0.00 | $0.00 |
| Feb 1, 2026 | McCandless Sherrie | Director | A | 4,460 | $0.00 | $0.00 |
| Feb 1, 2026 | Winfree Gregory D. | Director | A | 4,460 | $0.00 | $0.00 |
| Feb 1, 2026 | Ng Elizabeth | Director | A | 4,460 | $0.00 | $0.00 |
| Sep 15, 2025 | Burns Joseph D | Chief Executive Officer | A | 12,232 | $0.00 | $0.00 |
| Sep 15, 2025 | KATHURIA CHIRINJEEV | Executive Chairman | A | 7,080 | $0.00 | $0.00 |
| Jun 16, 2025 | Pylypiv Mariya | Chief Financial Officer | C | 250 | $0.00 | $0.00 |
| Jun 16, 2025 | Pylypiv Mariya | Chief Financial Officer | A | 19,965 | $0.00 | $0.00 |
| Jun 16, 2025 | Pylypiv Mariya | Chief Financial Officer | C | 250 | $0.00 | $0.00 |
| Jun 12, 2025 | Svehag Per Erik Edvard | Director | A | 546,173 | $0.00 | $0.00 |
4 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 0 mixed, 2 neutral. Avg impact: 5.0/10.
BEARISH
8-K
6/10
AIRO reported Q1 2026 revenue of $8.9M, down 24.6% YoY, with gross margin halving to 26.6%. Net loss
May 14, 2026
BULLISH
8-K
8/10
AIRO reported full-year 2025 revenue of $90.9M, up from $86.9M in 2024, with a strong Q4 rebound to
Apr 21, 2026
NEUTRAL
DEFA14A
3/10
AIRO Group Holdings, Inc. filed a definitive proxy statement (DEFA14A) to solicit shareholder votes
Apr 21, 2026
NEUTRAL
CLUSTER
3/10
Two AIRO executives — CFO Mariya Pylypiv and President/COO John Uczekaj — sold shares in a coordinat
Mar 17, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (78% buy). Based on 9 analysts: 2 strong buy, 5 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$18.00 mean target
+108.6% upside
Strong Buy (3.00)
$16.00 Low
$20.00 High
| Metric | Value |
|---|---|
| Current Price | $8.63 |
| Target Low | $16.00 |
| Target Mean | $18.00 |
| Target Median | $18.00 |
| Target High | $20.00 |
| # Analysts | 2 |
| Recommendation | Strong Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-0.13 | $-0.13 | $-0.13 | -143.3% | — | — | $0.0B | 22.2% | 1 |
| Next Q 2026-09-30 |
$-0.22 | $-0.22 | $-0.22 | 44.1% | — | — | $0.0B | 278.2% | 1 |
| Current FY 2026-12-31 |
$-0.63 | $-0.63 | $-0.63 | 65.4% | -22.3% | 1↑ 1↓ | $0.1B | 28.3% | 1 |
| Next FY 2027-12-31 |
$-0.19 | $-0.37 | $-0.01 | 69.8% | -15.2% | 0↑ 2↓ | $0.2B | 51.2% | 2 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.130 | |
| 7d ago | $0.000 | -0.130 |
| 30d ago | $0.000 | -0.130 |
| 60d ago | $0.000 | -0.130 |
| 90d ago | $0.000 | -0.130 |
2 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 8, 2026 | BTIG | DOWNGRADE | Buy | Neutral |
| Jan 5, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| May 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| Apr 1, 2026 | 3 | 5 | 1 | 0 | 0 | 89% | |
| Mar 1, 2026 | 3 | 5 | 1 | 0 | 0 | 89% | |
| Feb 1, 2026 | 3 | 5 | 1 | 0 | 0 | 89% | |
| Jan 1, 2026 | 3 | 5 | 1 | 0 | 0 | 89% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
31°
Cool
Bearish
Neutral
Bullish
9 mentions
0 bullish
5 bearish
6 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 27, 2026 | 3 | 36° Cool | 0 | 2 | 3 |
| May 27, 2026 | 2 | 42° Neutral | 0 | 1 | 2 |
| Apr 20, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 20, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 16, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Mar 16, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
Recent Reddit Threads
$AIRO I bought the rerate and ended up a fool
▲ 1
💬 1
⚡ 0.5
$AIRO I bought the rerate and ended up a retard
▲ 1
💬 1
⚡ 0.5
$AIRO hit me hard..
▲ 1
💬 0
⚡ 0.5
$AIRO I bought the rerate and ended up a retard
▲ 1
💬 0
⚡ 0.5
May 29, 2026
short_volume
Short Volume: AIRO — 63.4% short (0.4M / 0.6M)
Short: 411,603 | Exempt: 500 | TRF Vol: 649,456 | Short Ratio: 63.4% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: AIRO — 59.9% short (0.5M / 0.9M)
Short: 530,664 | Exempt: 4,605 | TRF Vol: 885,183 | Short Ratio: 59.9% | Off-exchange volume (dark pool + OTC)
May 14, 2026
earnings_calendar
AIRO Q1 2026 Earnings Scheduled — 2026-05-14
May 14, 2026
short_volume
Short Volume: AIRO — 67.5% short (0.4M / 0.6M)
Short: 436,970 | Exempt: 43,889 | TRF Vol: 647,304 | Short Ratio: 67.5% | Off-exchange volume (dark pool + OTC)
Mar 31, 2026
earnings_calendar
AIRO Q4 2025 Earnings Scheduled — 2026-03-31
Mar 31, 2026
short_volume
Short Volume: AIRO — 66.2% short (0.4M / 0.6M)
Short: 430,386 | Exempt: 17,657 | TRF Vol: 649,900 | Short Ratio: 66.2% | Off-exchange volume (dark pool + OTC)