Red Cat Holdings, Inc. (RCAT)

The Pentagon has announced a four-stage competition to build $1.1 billion worth of military drones. Twenty-five companies began competing on Wednesday.

Red Cat rang the opening bell at the Nasdaq today. In one week, Red Cat will demo its new military USV drone boat.

SALT LAKE CITY, Feb. 19, 2026 (GLOBE NEWSWIRE) -- Red Cat Holdings, Inc.  (Nasdaq: RCAT) (“Red Cat” or the “Company”), a U.S.-based provider of advanced all-domain drone and robotic solutions for defense and national security, announced today that Chief Operating Officer, Christian Ericson, will ring the Opening Bell at the Nasdaq Stock Exchange at 9:30 a.m. ET tomorrow, Friday, February 20.

Red Cat shares are trading higher Thursday morning as investors rotate into defense and surveillance names tied to rising U.S.-Iran tensions.

Aerospace name Red Cat Holdings Inc (NASDAQ:RCAT) stock has sharply pulled back from its Jan. 22 record peak of $18.02, off nearly 8% in February alone.

SALT LAKE CITY, Feb. 18, 2026 (GLOBE NEWSWIRE) -- Red Cat Holdings, Inc. (Nasdaq: RCAT) ("Red Cat" or the "Company"), a U.S.-based provider of advanced all-domain drone and robotic solutions for defense and national security, today announced it will report its financial results for the fourth quarter ended December 31, 2025, after the U.S. financial markets close on Wednesday, March 18, 2026, and will host a live video webinar at 4:30 p.m. ET to discuss the results.

ONDS, DPRO and RCAT are some stocks in the drone technology space that are worthy of investment consideration.

Red Cat Holdings enters Q4 earnings near highs, with anticipation building for its February 27 Innovation Day and updated long-term targets. The drone company offered preliminary Q4 revenue numbers of $24–$26.5 million, a dramatic increase from prior quarters. RCAT's valuation is compelling versus peers, trading at just 10x 2026 sales targets, with a strong $213 million cash balance and less dilution risk than Ondas.

Red Cat Holdings is transitioning from a niche drone developer to a scaled defense contractor, driven by rapid contract wins and international expansion. RCAT projects 4Q25 revenue of $24–$26.5M, a dramatic 1,842% YoY increase, reflecting surging defense demand and improved manufacturing scale. Valuation remains elevated at 35x forward sales, justified by aggressive growth expectations, but with profitability still distant due to ongoing investment.

Red Cat Holdings, Inc. (NASDAQ: RCAT - Get Free Report) gapped up prior to trading on Friday. The stock had previously closed at $11.31, but opened at $12.17. Red Cat shares last traded at $11.56, with a volume of 1,500,221 shares changing hands. Analyst Upgrades and Downgrades A number of equities research analysts have recently

A new supercycle may be forming in defense drone stocks as governments accelerate investment in unmanned military technology.

MIAMI, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Defiance ETFs is proud to announce the launch of the Defiance Daily Target 2X Long RCAT ETF (RCAX) , expanding its lineup of single-stock leveraged ETFs designed for active traders seeking amplified exposure to innovative, high-growth companies. The newest addition, RCAX, is designed for traders who seek magnified, short-term bullish exposure to Red Cat Holdings, Inc. (NASDAQ: RCAT).

SALT LAKE CITY, Feb. 02, 2026 (GLOBE NEWSWIRE) -- Red Cat Holdings, Inc . (Nasdaq: RCAT), a U.S.-based provider of advanced all-domain drone and robotic solutions for defense and national security, today announced that in December 2025, an Asia-Pacific ally selected its Black Widow™ sUAS on a competitive tender, with delivery of an undisclosed number of systems scheduled for delivery during calendar year 2026.

SG Americas Securities LLC purchased a new stake in Red Cat Holdings, Inc. (NASDAQ: RCAT) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 40,387 shares of the company's stock, valued at approximately $418,000. A number of other hedge funds have also recently

Red Cat is well-positioned to benefit from rising geopolitical tensions and the shift toward drone-centric warfare. RCAT delivered a 646% YoY quarterly revenue surge, but full-year growth remains lumpy and gross margins are still low. Strategic partnerships with Palantir and Safe Pro, plus key certifications, enhance RCAT's technology and market access for 2026.

Ondas appears to edge out Red Cat Holdings as its fast-scaling OAS platform lifts backlog, boosts 2026 revenue targets and supports a stronger balance sheet.