Red Cat Holdings Inc (RCAT)

$7.96 -0.12 (-1.49%)
Market Cap 977.03M
Revenue (ttm) 40.73M
Net Income (ttm) -72.08M
EPS (ttm) N/A
PE Ratio 0.00
Forward PE N/A
Profit Margin -176.97%
Debt to Equity Ratio 0.00
Volume 5,304,200
Avg Vol 8,084,854
Day's Range N/A - N/A
Shares Out 122.74M
Stochastic %K 3%
Beta 1.35
Analysts Strong Sell
Price Target $17.25

Company Profile

Red Cat Holdings, Inc., together with its subsidiaries, provides drone and robotic solutions for defense, national security, and commercial applications in the United States. The company designs and manufactures small and tactical unmanned aircraft systems (UAS), such as BLACK WIDOW, a short-range reconnaissance war fighter with selectable integrated AI software capabilities; TEAL 2, a blue UAS product of defense used by combat soldiers, police officers, firefighters, wildlife managers, and indu...

Industry: Aerospace & Defense
Sector: Industrials
Phone: 800 466 9152
Website: redcat.red
Address:
2800 South West Temple, Suite 5, South Salt Lake, United States
phatso
phatso Sep. 13 at 6:11 PM
$RCAT U.S. Army Special Forces Expand Small Drone Use for Faster Battlefield Reconnaissance https://www.armyrecognition.com/focus-analysis-conflicts/army/analysis-defense-and-security-industry/u-s-army-special-forces-expand-small-drone-use-for-faster-battlefield-reconnaissance?fbclid=IwY2xjawUTxVlwZG9mAWV4dG4DYWVtAjEwAGJyaWQRMTZiUHA2VlRBQlpEOFdQenZzcnRjBmFwcF9pZBAyMjIwMzkxNzg4MjAwODkyAAEeg8YQ0uZFbkwrWPLblwwwVflZhYHDEqnVjvLEwngK9U_ePKfncDxJKp-5XAA_aem_-Y8Lfxs1A-kQHtvur7ecTQ
1 · Reply
TheLongoooor
TheLongoooor Sep. 13 at 5:03 PM
$RCAT DAWG's $54.6B is FY27 discretionary money. Under the CR it can only spend at its FY26 rate ($225.9M), the same trap Golden Dome's director flagged. A Gauntlet win positions Teal for when that money releases (Dec 11 earliest) but can't pull it forward. During the CR, a Black Widow order runs on money the Army already has: FY26 small-UAS funds are 3-year dollars (good to Sept 2028) and the SRR OTA already allows follow-on production without new competition. Hegseth made Group 1/2 drones consumables colonels can buy directly, sidestepping new-start rules. FY26 reprogramming is possible with committee sign-off. A Gauntlet placement is a gate to Teal being treated as a priority, which is what's been missing. It doesn't create a funding loophole; that loophole exists and nobody has walked through it. A win gives the Army a reason to, and sets Teal up for DAWG money post-CR. Caveat.
0 · Reply
TheLongoooor
TheLongoooor Sep. 13 at 3:04 PM
$RCAT Red Cat winning at the gauntlent could very well be the condition precedent gate to receiving their large Black Widow contract. I love that you guys are already coping and moving the goalposts again though. Every. Single. Time.
1 · Reply
Arielsquare04
Arielsquare04 Sep. 13 at 1:24 PM
$RCAT the one thing fang has that’s an advantage is they tie into the widow easily so maybe. Find out soon.
1 · Reply
Arielsquare04
Arielsquare04 Sep. 13 at 1:22 PM
$RCAT I doubt fang makes it. Jeff said they didn’t put a lot into it a while back although I can’t remember when or where. It’s a low profit high volume munition, little different than making bullets. The cost of gearing up would be painful. I prefer to be in higher profit products like recon and usv.
0 · Reply
phatso
phatso Sep. 13 at 12:51 PM
$RCAT Regardless of who wins, they will all need scout drones
0 · Reply
Doornumber3
Doornumber3 Sep. 13 at 6:12 AM
$RCAT drones not missiles took out Saudi Arabia’s east west oil pipeline. An organization could probably devise an attack that would take out any target from a thousand miles away using cheap drones. Drone dominance is here. The country that can mass produce the most and best drones wins every non-nuclear confrontation.
1 · Reply
Waldairz
Waldairz Sep. 13 at 3:34 AM
$RCAT thoughts on hitchcock’s “there is going to be a lot of sad faces when the leaderboard is posted”? Seriously he was the chief revenue officer for years and didn’t bring in crap. https://lnkd.in/p/gAi5y7qV
2 · Reply
TheLongoooor
TheLongoooor Sep. 13 at 12:28 AM
$RCAT You can already see the next cope narrative forming on Reddit:
0 · Reply
TheLongoooor
TheLongoooor Sep. 13 at 12:27 AM
$RCAT Geoff Hitchcock responding to Bobby Sakaki DD2 post on linkdin "only sure thing is there are going to be a lot of sad faces once the leaderboard is posted"
0 · Reply
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phatso
phatso Sep. 13 at 6:11 PM
$RCAT U.S. Army Special Forces Expand Small Drone Use for Faster Battlefield Reconnaissance https://www.armyrecognition.com/focus-analysis-conflicts/army/analysis-defense-and-security-industry/u-s-army-special-forces-expand-small-drone-use-for-faster-battlefield-reconnaissance?fbclid=IwY2xjawUTxVlwZG9mAWV4dG4DYWVtAjEwAGJyaWQRMTZiUHA2VlRBQlpEOFdQenZzcnRjBmFwcF9pZBAyMjIwMzkxNzg4MjAwODkyAAEeg8YQ0uZFbkwrWPLblwwwVflZhYHDEqnVjvLEwngK9U_ePKfncDxJKp-5XAA_aem_-Y8Lfxs1A-kQHtvur7ecTQ
1 · Reply
TheLongoooor
TheLongoooor Sep. 13 at 5:03 PM
$RCAT DAWG's $54.6B is FY27 discretionary money. Under the CR it can only spend at its FY26 rate ($225.9M), the same trap Golden Dome's director flagged. A Gauntlet win positions Teal for when that money releases (Dec 11 earliest) but can't pull it forward. During the CR, a Black Widow order runs on money the Army already has: FY26 small-UAS funds are 3-year dollars (good to Sept 2028) and the SRR OTA already allows follow-on production without new competition. Hegseth made Group 1/2 drones consumables colonels can buy directly, sidestepping new-start rules. FY26 reprogramming is possible with committee sign-off. A Gauntlet placement is a gate to Teal being treated as a priority, which is what's been missing. It doesn't create a funding loophole; that loophole exists and nobody has walked through it. A win gives the Army a reason to, and sets Teal up for DAWG money post-CR. Caveat.
0 · Reply
TheLongoooor
TheLongoooor Sep. 13 at 3:04 PM
$RCAT Red Cat winning at the gauntlent could very well be the condition precedent gate to receiving their large Black Widow contract. I love that you guys are already coping and moving the goalposts again though. Every. Single. Time.
1 · Reply
Arielsquare04
Arielsquare04 Sep. 13 at 1:24 PM
$RCAT the one thing fang has that’s an advantage is they tie into the widow easily so maybe. Find out soon.
1 · Reply
Arielsquare04
Arielsquare04 Sep. 13 at 1:22 PM
$RCAT I doubt fang makes it. Jeff said they didn’t put a lot into it a while back although I can’t remember when or where. It’s a low profit high volume munition, little different than making bullets. The cost of gearing up would be painful. I prefer to be in higher profit products like recon and usv.
0 · Reply
phatso
phatso Sep. 13 at 12:51 PM
$RCAT Regardless of who wins, they will all need scout drones
0 · Reply
Doornumber3
Doornumber3 Sep. 13 at 6:12 AM
$RCAT drones not missiles took out Saudi Arabia’s east west oil pipeline. An organization could probably devise an attack that would take out any target from a thousand miles away using cheap drones. Drone dominance is here. The country that can mass produce the most and best drones wins every non-nuclear confrontation.
1 · Reply
Waldairz
Waldairz Sep. 13 at 3:34 AM
$RCAT thoughts on hitchcock’s “there is going to be a lot of sad faces when the leaderboard is posted”? Seriously he was the chief revenue officer for years and didn’t bring in crap. https://lnkd.in/p/gAi5y7qV
2 · Reply
TheLongoooor
TheLongoooor Sep. 13 at 12:28 AM
$RCAT You can already see the next cope narrative forming on Reddit:
0 · Reply
TheLongoooor
TheLongoooor Sep. 13 at 12:27 AM
$RCAT Geoff Hitchcock responding to Bobby Sakaki DD2 post on linkdin "only sure thing is there are going to be a lot of sad faces once the leaderboard is posted"
0 · Reply
pelion222
pelion222 Sep. 12 at 11:08 PM
$RCAT wtf is with the crypto named after this
2 · Reply
CuLZuL
CuLZuL Sep. 12 at 10:27 PM
$RCAT has some nice close pictures of the blackwidow, how it comes packed, the battery and WEB controller
0 · Reply
Samshalom
Samshalom Sep. 12 at 9:15 PM
$RCAT https://lnkd.in/p/gek2_YFF
0 · Reply
Arielsquare04
Arielsquare04 Sep. 12 at 7:31 PM
$RCAT interesting. Havoc contracts with Taiwan for usv tech and Rcat supplies havoc. Maybe nothing happens short term but it’s good for the future for sure
0 · Reply
Buccmarine
Buccmarine Sep. 12 at 5:50 PM
$RCAT $9-10 Monday !
0 · Reply
Buccmarine
Buccmarine Sep. 12 at 5:49 PM
$RCAT yes sir!
1 · Reply
Waldairz
Waldairz Sep. 12 at 4:50 PM
$RCAT hmmm….looks like news is on the way. https://lnkd.in/p/gr8Zmz3J
1 · Reply
TheLongoooor
TheLongoooor Sep. 12 at 3:53 PM
$RCAT Let's stop baby birding nonsense around today, ok gentlemen?
0 · Reply
TheLongoooor
TheLongoooor Sep. 12 at 3:53 PM
$RCAT The procurement facts check out; the budget math doesn't. "1,078 systems / ¥70.085bn" appears in none of the FY2026 MOD, MOF or Diet budget docs. The actual narrow-area UAV lines are 189 systems (¥4.4bn) + 767 systems (¥3.5bn) = 956 systems, ¥7.9bn (~$51M). The 767 are JDXS-H20 (ACSL SOTEN via Nippon Tokuso), a different drone entirely. And ¥726bn is $4.7BN, not $470M; ¥70bn is $456M, not $70 M The 173 award was ¥1.25bn, so ~¥7.2m (~$47K) per system, not $65 K. It was an open competitive bid, and JDXS-H1 is the JGSDF's narrow-area UAV slot, not a Black Widow designation: H1/H1-B was SkyRanger. Any follow-on gets re-competed. The training tender is 13 sites × 20 soldiers = 260 novices for 173 two-aircraft systems (~13 per site). That's crew training for this order, exactly the "concurrent contract for spare parts and training" the PR mentioned.
0 · Reply
TheLongoooor
TheLongoooor Sep. 12 at 3:31 PM
$RCAT He still hasn't offered guidance. He has instead carefully chosen the words "revenue target". You guys should be immune to the word salad by now, but you simp.
0 · Reply
crankytrader
crankytrader Sep. 12 at 3:09 PM
$RCAT ✅💯🤔🤔🤔
0 · Reply
Arielsquare04
Arielsquare04 Sep. 12 at 12:26 PM
$RCAT at least we finally have someone that’s budgeted drones.
2 · Reply