News

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...

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 (NASDAQ:AVAV) stock is up 6% to $155.22 midday Monday, extending a post-earnings recovery the rest of the drone group hasn’t joined. The move follows the defense contractor’s fiscal first-quarter results reported earlier this month. The gain still leaves AeroVironment shares down 36% year to date. Ondas (NASDAQ:ONDS) stock is rising 2% to $7.37 on […]

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.

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.

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...

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...

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.

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.

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...

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.

Trump’s new tariffs put duties of up to 100% on imported drones and parts while encouraging companies to manufacture more products in the U.S.

Revenue surged 520% as drone deliveries accelerated and customer base diversified.