Nancy Pelosi Stock Tracker Says It's 'Keeping An Eye' On Rep. Gil Cisneros' AeroVironment Trade After Earnings Surge

The Nancy Pelosi Stock Tracker on Monday flagged Rep. Gil Cisneros‘ (D-Calif.) purchase of AeroVironment Inc. (NASDAQ:AVAV) after the defense company’s earnings sent shares sharply higher in extended trading.

In a post on X, the Pelosi tracker noted that AeroVironment had fallen more than 40% since Cisneros’ February purchase before rebounding more than 20% after reporting quarterly results.

Trade Back In Focus

The account revisited Cisneros’ February purchase of the stock, noting the lawmaker disclosed the investment while serving on the House Armed Services Subcommittee on Intelligence and Special Operations.

When it first highlighted the trade, the Pelosi tracker said the purchase came as the Defense Department was pushing its “unleashing American drone dominance initiative,” including a request for an additional 300,000 drones from the industry.

“Keeping an eye from here,” the Pelosi tracker added.

Cisneros disclosed four AeroVironment purchases between October 2025 and March 2026, with each transaction valued at between $1,001 and $15,000, according to Benzinga Pro data.

AeroVironment Earnings Fuel Rally

AeroVironment reported fourth-quarter revenue of $641.62 million and adjusted earnings per share of $1.84, beating analyst estimates of $558.81 million and $1.46, respectively, according to Benzinga Pro.

During the earnings call, CEO Wahid Nawabi said the company’s counter-UAS business remains in the “early stages” of adoption and could eventually become as large as, or two to three times larger than, its existing franchise over the next three to five years.

AeroVironment is one of the country’s largest manufacturers of military drones, loitering munitions and counter-unmanned aircraft systems.

Price Action: Shares closed 0.76% higher on Monday at $139, and surged 21.49% in extended trading on the earnings announcement.

Benzinga edge rankings indicate AVAV has a Momentum score in the 2nd percentile, and a negative price trend across the short, medium and long term.

Photo courtesy: Piotr Swat / Shutterstock