RCAT Red Cat Holdings, Inc.

DPRO is targeting mission-critical drone markets across defense, public safety, emergency response and medical logistics, backed by key certifications.

RCAT needs a sharp second-half revenue ramp to hit its $150-$180M 2026 target, backed by capacity, inventory and expanding defense demand.

Drone strikes on Saudi Arabia’s key pipeline showed how cheap unmanned aircraft can rattle critical infrastructure and energy markets almost overnight. That kind of wake up call puts a premium on companies that help detect and neutralise hostile drones, especially those with strong balance sheets and sizeable cash reserves. This article breaks down three financially solid drone defense stocks from our screener that fit that profile. The three stocks below are just a starting sample from this...

Red Cat shares have tumbled from their 52-week high as CEO Jeffrey Thompson sells $1.6 million worth of stock, putting insider activity in focus.

Red Cat (NASDAQ:RCAT) is positioning its drone and unmanned surface vessel businesses around lessons drawn from active conflict zones, with Chairman and CEO Jeff Thompson emphasizing battlefield testing, production readiness and interoperability as key differentiators. Speaking at a Piper Sandler e

Small-cap drone stocks are sliding in lockstep again Friday while the broader market barely flinches, and the pattern behind the selloff tells a very different story than it might appear on the surface.

In recent months, Red Cat Holdings outlined plans to reach US$150 million to US$180 million in 2026 revenue, underpinned by AI-enabled Black Widow drones, Hellcat systems for Ukraine and Blue Ops unmanned surface vessels, while scaling manufacturing to meet defense demand without building new facilities. At the same time, the company’s revenue miss against Wall Street expectations and mixed analyst reactions highlight the execution risks that accompany its rapid ramp-up in advanced drone and...

AVAV's expanding autonomous and defense technology portfolio is driving growth, contracts and new opportunities across UAS and directed energy.

Red Cat Holdings (RCAT) operates in the drone and robotics sector, where peers like Draganfly are expanding secure, domestic technology through partnerships and acquisitions. This activity brings renewed attention to how RCAT’s defense-focused portfolio is positioned. Recent price action has been rough for Red Cat Holdings, with the share price falling about 32% over the past month and roughly 38% over the last 90 days, while the 1-year total shareholder return is down about 37%. Despite...

Something is breaking down inside the drone trade, and it is not hitting every name the same way. The split forming across the group this session points to a shift in how the market is pricing these stocks against each other.

By Karen Roman Swarmer, Inc.’s (Nasdaq: SWMR) pending acquisition ofUkrainian unmanned-ground-vehicle maker Ratel Robotics could lead to $200 million in 2027 revenue and $20 million in adjusted EBITDA, according to a research note by Lucid Capital Markets. Swarmer, which boasts Blackwater founder and industry veteran Erik Prince as its non-executive chairman, is in a definitive […] The post Swarmer Targets $200M in Pro Forma Revenue Next Year – Report appeared first on ExecEdge.

Draganfly is expanding secure-drone capabilities as demand grows for domestic systems, with defense wins, partnerships and rising sales.

AeroVironment won a $465 million Army laser weapon contract and posted record revenue, while Kratos and Red Cat Holdings also stand to benefit from growing military demand for high-energy laser and counter-drone technology.

AeroVironment is surging while its closest drone rivals barely move and the sector ETF sits flat, raising the question of whether today's bid is a genuine turning point or just noise in a stock still deep in the red for the year.

ONDS has raised its 2026 revenue target to $525-$550 million, but hitting it hinges on a steep H2 ramp in backlog conversion and production scaling.

The insider disposed of 13% of his direct stake in the drone technology firm.

UMAC stock has exploded higher while its closest drone rivals have actually lost ground, putting investors at a crossroads that could define their returns for the rest of the year.

Ondas has lifted its 2026 revenue outlook as Q2 sales and backlog have surged, putting backlog conversion and margin progress at the center of execution.

ONDS' 18.2% pullback comes as revenues, backlog and orders surge, but widening losses, cash burn and M&A integration risks still cloud the value case.

ONDS pairs explosive 2026 revenue growth and a $757 million backlog with widening losses, cash burn and integration risks that test its path to profit.

Analysts see high-risk, high-reward potential in Red Cat Holdings, Taysha Gene Therapies, and Solaris Resources, each projected to roughly double despite significant company-specific risks.

Ondas' shares are down 21.9% YTD despite surging revenues and backlog, as losses, cash burn and M&A execution risks keep investors cautious.

Oil price strength and higher energy costs are feeding through to inflation readings, which keeps pressure on interest rates and government budgets. Defense spending can become harder to plan in this setting, so financially solid contractors can have an edge. This article focuses on drone defense companies with robust balance sheets and strong cash positions and highlights three stocks from this group that merit a closer look. The three stocks profiled below are just a starting point, since...

Something unusual is happening across drone stocks this Tuesday morning, and the pattern of declines reveals exactly what kind of market day this is and who gets hurt most when risk appetite vanishes from speculative defense names.

Drone stocks are selling off hard at midday while the broader market climbs, and no earnings miss, contract loss, or macro scare explains the divergence. Something specific is happening inside the drone complex that has nothing to do with the headlines.

Drone stocks are cratering Monday at five times the rate of the broader tech market, and not one of these companies reported a single piece of bad news. The reason behind the selloff reveals something important about how these names behave when risk appetite shifts.

Red Cat Holdings stock has delivered a very large 3 year gain, but at a recent price of US$9.62 it now screens as expensive on Simply Wall St's valuation checks. Recent corporate developments and policy news have kept the story in focus, which raises questions about how much of that is already reflected in the current valuation. Red Cat Holdings has returned about 912.5% over the past 3 years, which can leave new buyers with less room for error if expectations reset. Expansion of unmanned...

Red Cat Holdings’ Blue Ops division recently partnered with Havoc to integrate collaborative autonomy and command-and-control software across key uncrewed surface vessels for U.S. and allied defense customers, while also expanding joint demonstration and training fleets in Rhode Island and Florida. Together with a very large year-over-year revenue increase and ongoing production scaling, this integrated maritime autonomy push underscores how Red Cat is evolving from a pure drone maker into a...

Red Cat Holdings (RCAT) recently drew fresh attention after its Blue Ops maritime division agreed to integrate Havoc’s collaborative autonomy and command-and-control software across multiple uncrewed surface vessels for U.S. and allied defense customers. See our latest analysis for Red Cat Holdings. Recent trading reflects a mixed picture for Red Cat Holdings, with a 30 day share price return of 25.92% but a 7 day share price decline of 13.57%, while the 1 year total shareholder return is...

Both companies burn cash heavily, but their paths to profitability, and valuations, diverge sharply.

The provider of advanced drone solutions for defense and national security reported a notable insider stock sale amid strong market gains.

President Trump signed a proclamation on August 13, imposing sweeping new tariffs on foreign drone imports. American drone manufacturers, including AeroVironment Inc. (NASDAQ:AVAV), Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS), and Red Cat Holdings Inc. (NASDAQ:RCAT), are among the clear winners of a policy specifically designed to redirect business their way. The Tariff Structure The […]

ONDS pairs surging revenues, a $613M backlog and a lower valuation with integration risks, while RCAT faces a steep second-half ramp.

Four drone stocks with wildly different year-to-date performances are all dropping by the same amount Thursday morning, and the reason has nothing to do with any news hitting the wires.

Draganfly's integrated drone platform, rising revenues and strategic additions position it to capture more value from growing UAS demand.

China urged the U.S. to remove new tariffs on drones and related parts.

Insider sale reduces stake by 13% as stock trades near $10.35 per share. Red Cat continues operating at a loss despite $53 million in annual revenue.

While AI hardware stocks cratered on Tuesday and the Nasdaq bled red, a handful of drone names barely flinched. Here is why their revenue stream insulates them from the chaos hammering the rest of the market.

Download the Complete Report Here Swarmer, Inc. (SWMR) Commercial Momentum Builds as SkyKnight Expands and Platform Reach Broadens Key Takeaways: Revenue rose 57% y/y to $216K, while $1.5 million of SkyKnight invoicing and $1.4 million of collections reflected stronger underlying commercial activity. SkyKnight contracted value increased from $2.9 million to $3.9 million, while unchanged upgrade […] The post Swarmer’s SkyKnight & Platform Expansion Builds Commercial Momentum – Quarterly Update Re

Red Cat just announced a maritime autonomy partnership and watched its stock drop anyway, raising a pointed question about whether Friday's drone tariff rally created a gap between investor enthusiasm and the company's actual order book.

Companies in The News Are: SGML, DLO, RCAT, NU

Red Cat Holdings (NasdaqCM:RCAT) is set to benefit from new U.S. tariffs on imported unmanned aircraft systems and components, which are expected to support domestically built drone platforms. The company announced the appointment of Mitch McDonald as Divisional CEO for its UAS operations, consolidating leadership across key drone subsidiaries. Management framed the leadership change as a step toward tighter integration of drone and autonomous systems operations at a time of shifting U.S...

Red Cat stock soars as Trump announces aggressive tariffs on foreign drones. But Wall Street believes RCAT shares will rip higher through the remainder of 2026.

Unusual Machines (NYSE:UMAC) stock is soaring 22% to $33.24 midday Friday, leading a scattered rally in domestic drone names. The catalyst was President Trump signing a proclamation Thursday imposing tariffs on imported drones and unmanned aircraft parts, citing national security. Red Cat Holdings (NASDAQ:RCAT) shares are climbing 8% to $11.02, while Ondas Holdings (NASDAQ:ONDS) stock ... Unusual Machines Soars 22%, Red Cat Climbs 8%, Ondas Gains 4% on Trump’s 100% Drone Tariff

American drone companies got a sudden lift in the stock market Friday after President Trump announced plans to impose tariffs on imported drones.

ONDS' Q2 revenues jump more than 13-fold to $83.8 million, while losses widen and the 2026 revenue outlook rises to $525-$550 million.

Drone makers and suppliers, including two companies with ties to the Trump family, rallied Friday after the White House said it’s applying a tariff on imports of unmanned aircraft systems and their components.

President Trump just gave this drone company a big boost.

ONDS enters the second half of 2026 with a $757 million backlog, strong order momentum and several major programs set to ramp.

Drone stocks are rising following President Donald Trump’s new tariff policies on imported drones and components.