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Red Cat (RCAT) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Pentagon official warns about lagging U.S. drone production.

Red Cat Holdings has delivered a very large 3 year return, yet at around US$8.03 a share the stock now screens as expensive on Simply Wall St's valuation checks, raising the question of how much of its story is already in the price. Over the past 3 years, Red Cat Holdings has returned roughly 7x an initial investment, which puts extra attention on whether recent gains still line up with fundamentals. Integration of the Black Widow system into OBERON enabled tactical fires networks can...

Red Cat Holdings (RCAT) has come into focus after the board terminated Chief Revenue Officer Geoffrey Hitchcock for cause, followed by Hitchcock filing a civil complaint alleging retaliatory termination and breach of contract. See our latest analysis for Red Cat Holdings. At a share price of $8.03, Red Cat Holdings has seen its 7 day share price return rise 4.69% but its 30 day share price return fall 21.12%, while the 3 year total shareholder return is very large. This suggests long term...

Today, July 22, 2026, the drone and autonomous defense systems provider announced orders spanning ground systems, border security, and counter-UAS technologies.

AeroVironment secured a $117.3 million Army contract for P550 drones, yet shares are down over 40% year-to-date amid SCAR program uncertainty and analyst attention.

Short exposure jumped about $2 billion, or 26.7%, as drone firms became Wall Street battleground stocks.

Investors tracked rising demand for autonomous warfare, drawing attention amid U.S.-Iran tensions.

ONDS expands AI-powered autonomous defense with new platforms, Palantir partnership and DZYNE acquisition while raising 2026 revenue guidance.

ONDS lifted its 2026 revenue outlook after Q1 sales jumped tenfold, but rising expenses and earnings volatility could test its growth story.

By Karen Roman Ondas Inc. (Nasdaq: ONDS) said it acquired DZYNE Technologies at $875.8 million, expanding its portfolio across multi-domain ISR, counter-UAS, precision strike, mission intelligence and autonomous systems for […]

AeroVironment, Red Cat Holdings, and Kratos Defense stocks have fallen in 2026 despite growing backlogs, funded contracts, and analyst price targets suggesting significant upside ahead.

The meeting of 32 nations to talk over national defense and shared goals can be a catalyst for defense stocks.

Red Cat Holdings has given shareholders a very large three year return while its current valuation checks lean expensive, setting up a clear tension between past share price gains and what the broader metrics are implying today. Over the past three years, the stock has delivered a return of roughly 7x, which can raise the bar for what future performance needs to justify the current price. Investor expectations around Red Cat Holdings benefiting from growing demand for unmanned defense...

In June 2026, Red Cat Holdings launched its Hellcat drone and advanced a defense-related deployment program in Japan, while shareholders at the annual meeting re-elected five directors but voted against the advisory resolution on executive compensation. This mix of product expansion, international defense engagement and pushback on pay highlights how Red Cat’s growth ambitions are intersecting with investor scrutiny of governance and capital decisions. Against this backdrop, we’ll examine...

DPRO's NDAA-compliant drones, North American operations and expanding defense ties position it to benefit as demand for secure drone platforms grows.

Fading defense optimism and dilution concerns offset operational gains, while investors await potential Pentagon support for drone manufacturers.

ONDS teams up with Lockheed Martin to add Sentrycs' Cyber-over-RF technology to Sanctum, enhancing layered Counter-UAS defenses against evolving drone threats.

The Iran war proves that America’s ability to spend heavily on exquisite weapon systems no longer cuts it in conflicts dominated by cheap drones.

The restrictions carry global reach, prohibiting any individual or organisation anywhere from channelling China-produced dual-use goods to those companies.

China's export restrictions, supply-chain pressures, and share dilution concerns weigh on Red Cat stock.

ONDS and RCAT are drawing investor attention as drone tech plays, with each pursuing defense demand through different growth paths.

Hellcat drone is a customizable, battlefield-focused aircraft built on Black Widow technology.

Red Cat stock lost ground even as the broader market moved higher.

Recent U.S. policy moves, including the Pentagon’s $1.1b Drone Dominance Program, have put Red Cat Holdings (RCAT) in focus as the company advances to finalist status in a key Pentagon drone initiative. See our latest analysis for Red Cat Holdings. Red Cat’s share price has been volatile, with a 1-day share price return of 10.23% and a year to date share price return of 31.11%. The 3 year total shareholder return is very large, reflecting how recent policy news, acquisitions and defense...

ONDS gains 23.7% in six months as strong orders, backlog and acquisitions fuel growth, but execution risks and profitability concerns cloud near-term outlook.

Safe Pro Group Inc. (NASDAQ:SPAI) has begun executing a $742,000 US Army award, delivering its AI Edge Processing NODE alongside Black Widow drones made by Red Cat Holdings, Inc. (NASDAQ:RCAT). The company said it is rapidly delivering the AI Edge Processing NODE and the Red Cat Black Widow...

Red Cat Holdings Inc (NASDAQ:RCAT) is among the best Robinhood stocks under $20 to buy now. This drone stock has more than doubled over the past six months and returned more than 140% over the past year. Analysts continue to see upside potential in Red Cat shares. On June 1, Roth/MKM initiated coverage on Red […]

Red Cat Holdings (NasdaqCM:RCAT) announced a collaboration with Safe Pro Group to deliver an AI-enabled Threat Analysis Kit for the U.S. Army. The solution integrates Red Cat's Black Widow drones into a broader battlefield intelligence offering supplied under a subcontract from a Defense Prime Contractor. This agreement highlights growing recognition of Red Cat's drone technology within U.S. defense programs. For investors watching NasdaqCM:RCAT, this new collaboration adds a fresh data...

Ondas' $4.3B opportunity pipeline across over 45 global program submissions signals strong demand and potential multi-year growth in autonomous defense markets.