The Pentagon just earmarked tens of billions for drone dominance, yet the purest military UAV plays have cratered in July, creating the kind of entry window that tends to close fast once appropriations lock in.
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The United States is making a strong push for domestic drone production.
On a recent episode of the Catalyst with Shayle Kann podcast themed around the “electric supercycle,” investor Andy Lubershein floated a provocative idea: military drones, not electric vehicles, may be the unlikely catalyst for next-generation battery technology. “Defense historically has been a sector that has a high willingness to pay for performance,” Lubershein argued lithium-ion ... Expert Predicts Drones Are the ‘Unlikely Catalyst’ for Battery Breakthroughs. Time to Buy AeroVironment, Onda
Is RCAT a good stock to buy? We came across a bullish thesis on Red Cat Holdings, Inc. on InfoArb Sheets’s Substack. In this article, we will summarize the bulls’ thesis on RCAT. Red Cat Holdings, Inc.’s share was trading at $11.20 as of June 17th. Red Cat Holdings is a U.S.-based defense technology company focused on […]
Drones are becoming more important for defense and national security, and these two companies should be on investors' radar.
Red Cat Holdings Inc. (NASDAQ:RCAT) is one of the most shorted mid-cap and small-cap stocks to buy now. On May 27, H.C Wainwright initiated coverage of Red Cat Holdings Inc. (NASDAQ:RCAT) with a Buy rating and a $20 price target. The research firm remains bullish on the company’s long-term prospects, as it provides a full […]
Drones are emerging as game changers in modern defense, and the U.S. is ramping up its spending on this technology.
Steve Eisman said on a recent podcast: “I’m sort of bewildered, given that there’s a war going on, why people would be selling defense stocks.” The reason that bewilderment matters to your portfolio is sitting on top of a wall of capital nobody is talking about. Peter Arment, on the same segment, laid out the ... Top 5 Stocks That Will Profit From the Silicon Valley Defense Tech Surge
Report says White House is exploring potential funding deals to boost domestic drone production.
The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.58%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.84%. June E-mini S&P futures (ESM26 ) rose +0.59%, and June E-mini Nasdaq futures...
(Bloomberg) -- Shares of drone makers and suppliers rallied Thursday after a report said the Trump Administration is exploring potential funding deals with a group of companies to increase domestic production and lower costs.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermIran’s Khamenei Says No Going Back for Middle East Rocked by WarApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekTwo More Oil Supertankers Exit Hormuz to Help Push Up FlowsEx-Preside
Defense drone stocks are surging at midday Thursday after a Wall Street Journal and CNBC report indicated the Pentagon is in talks with drone manufacturers about funding deals that could include direct federal equity stakes. Unusual Machines (NYSE:UMAC) stock leads the rally with a 58% intraday jump, while Red Cat Holdings (NASDAQ:RCAT) stock is up ... Trump Invested in Intel And it Soared 500%. Here’s the Next Industry the Government is Buying.
Shares of several U. S. drone manufacturers moved sharply higher Monday after a report from The Wall Street Journal said the Trump administration is considering funding agreements with domestic drone companies to strengthen U.
U.S. stock futures were mixed this morning, with the Dow futures falling around 100 points on Wednesday. Shares of QuickLogic Corp (NASDAQ:QUIK) fell in pre-market trading after the company reported worse-than-expected first-quarter financial results. QuickLogic reported quarterly losses of 8 cents per share which missed the analyst consensus estimate of losses of 5 cents per share. The company reported quarterly sales of $5.051 million which missed the analyst consensus estimate of $5.508 milli
Red Cat Holdings, Inc. (NASDAQ:RCAT) is among the 9 Best Drone Stocks to Buy According to Wall Street Analysts. On May 7, the company reported financial results for the first quarter of 2026. Total revenue was reported at $15.5 million, growing 849% year-over-year. Gross profit came in at $2 million, increasing $2.8 million from the […]
Red Cat Holdings Inc (RCAT) reports an 849% revenue increase, driven by advanced drone technologies and strategic market positioning, despite facing operational challenges.
Defense spending is one of the few corners of the market where political tailwinds line up across both parties heading into mid-2026, and small-cap names trading under $15 give retail investors leverage to that theme without chasing mega-cap primes at premium multiples. Drone, satellite, and autonomous systems suppliers are pulling in real contracts from the ... Defense Stocks Worth Buying Under $15
TTEC Holdings' $83M 2025 free-cash-flow rebound contrasts with Red Cat's 172% y/y surge in Q4 that still came with losses, dilution and contract risks.
Ondas scales autonomous defense deliveries, closes Mistral merger and World View buy, and ramps consolidation to build a multi-domain platform.
Red Cat Holdings (NasdaqCM:RCAT) reported three fresh wins, including two partnerships and a NATO contract, centered on AI, robotics and defense drones. Blue Ops is working with HADDY to deploy AI powered robotic production in maritime manufacturing, aimed at expanding uncrewed surface vessel capacity. Arastelle has joined the Red Cat Futures Initiative to add modular tethered drone systems for persistent ISR and communications. A NATO ally selected Red Cat’s Black Widow small UAS in a...