Red Cat Holdings, Inc.
Red Cat Holdings, Inc. held its Q2 2026 earnings call on Aug. 6, 2026. A related earnings flash said Q2 revenue was $20.2 million versus a FactSet estimate of $22.7 million. The transcript covers management commentary and call remarks for investors.
Investing.com screens drone stocks from top ETF holdings and says Archer Aviation (ACHR) trades below its Fair Value at $5.39 vs $5.79, with +7.4% Fair Value upside and +110.3% analyst target upside. Red Cat Holdings (RCAT) is near fair value ($8.71 vs $8.38) but has +142.2% analyst upside. Other names include AVAV, RDW, ONDS, UMAC, and RKLB.
Red Cat Holdings, Inc. (RCAT) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 rcat-20260806xexx991a.htm EX-99.1 RCAT-2026.08.06-EX-99.1a Exhibit 99.1 RED CAT REPORTS Q2 2026 REVENUE GROWTH OF 527% Y/Y; Q2 GROSS MARGINS INCREASE 39% VS Q2 2025; GROSS MARGINS INCREASED 27% SEQUENTIALLY FROM Q1 2026 SALT LAKE CITY, UT., August 6, 2026 (GLOBE NEWSWIR
Over the past 7 days, alphai's AI scored 9 news stories mentioning RCAT (Red Cat Holdings, Inc.). Coverage has skewed bullish: 6 bullish, 1 neutral, and 2 bearish.
Recent RCAT coverage spans technology, earnings and sector analysis.
In the last 30 days, RCAT insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($1.3M). The most active reporter was Thompson Jeffrey M, Chairman of the Board, CEO, with 1 filing. 100% of activity was filed under pre-arranged Rule 10b5-1 plans.
Revenue miss versus FactSet estimate is the only concrete, trader-relevant datapoint in the provided text.
RCAT is positioned as a high-conviction upside call despite being roughly at fair value, implying asymmetric upside in analyst models.
The 8-K provides a fresh earnings and guidance datapoint plus balance-sheet strength, which can drive near-term repricing versus prior expectations.
Large implied upside from the stated target can attract momentum flows, but the catalyst is still analyst-driven.
Export controls likely disrupt RCAT’s supply chain for drone and swarm components sourced from China, raising costs and delivery risk.
alphai scores every news story that mentions RCAT with an AI model for sentiment and relevance, and aggregates insider trades from Red Cat Holdings, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Red Cat Holdings, Inc. held its Q2 2026 earnings call on Aug. 6, 2026. A related earnings flash said Q2 revenue was $20.2 million versus a FactSet estimate of $22.7 million. The transcript covers management commentary and call remarks for investors.
2 min readInvesting.com screens drone stocks from top ETF holdings and says Archer Aviation (ACHR) trades below its Fair Value at $5.39 vs $5.79, with +7.4% Fair Value upside and +110.3% analyst target upside. Red Cat Holdings (RCAT) is near fair value ($8.71 vs $8.38) but has +142.2% analyst upside. Other names include AVAV, RDW, ONDS, UMAC, and RKLB.
4 min readRed Cat Holdings, Inc. (RCAT) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 rcat-20260806xexx991a.htm EX-99.1 RCAT-2026.08.06-EX-99.1a Exhibit 99.1 RED CAT REPORTS Q2 2026 REVENUE GROWTH OF 527% Y/Y; Q2 GROSS MARGINS INCREASE 39% VS Q2 2025; GROSS MARGINS INCREASED 27% SEQUENTIALLY FROM Q1 2026 SALT LAKE CITY, UT., August 6, 2026 (GLOBE NEWSWIR
6 min readAnalysts cited bullish views on industrial and technology stocks. BTIG reiterated a Buy on V2X (VVX) with a $90 target versus a $78.76 close, and TipRanks consensus targets $89.30. Clear Street reiterated a Buy on Red Cat Holdings (RCAT) with a $19 target versus $8.86 close. Stifel reiterated Buy on Latham Group (SWIM) with a $9.50 target versus $5.70 close.
3 min readChina’s Ministry of Commerce added 10 US firms to an export control list on June 22, restricting access to Chinese-made dual-use items tied to drones, robotic hardware, and swarm software. The action targets companies including Red Cat Holdings (and Teal Drones) and L3Harris, and follows a December 2025 FCC ban on imports from DJI and Autel. Restrictions take effect Aug. 5, 2026.
5 min readThe article says global defense spending is rising, citing about $1T U.S. defense outlays this year and a proposed $1.5T U.S. budget for 2027, plus NATO members targeting 5% of GDP by 2035. It highlights Lockheed Martin (LMT) with Q2 sales of $20B, net earnings $1.8B, backlog $230B, and raised full-year guidance; GE Aerospace (GE) with Q2 revenue $13.3B, FCF $3B, and backlog over $210B; and Red Cat Holdings (RCAT) tied to the Pentagon’s $1.1B Drone Dominance Program.
7 min readRed Cat Holdings (RCAT) shares rose 9.03% to $8.21 by 2:25 p.m. EDT after Blue Ops integrated Volvo Penta’s D4-320 320-hp diesel engine with the V7 autonomous drone boat. The change adds propulsion and support options while keeping the existing autonomy and control stack, supporting defense and homeland security maritime missions.
5 min readRed Cat Holdings (Nasdaq: RCAT) said its Blue Ops maritime unit completed the first integration of a Volvo Penta D4-320 320-hp diesel engine with a DPI drive into its Variant 7 uncrewed surface vessel. The package expands V7 propulsion options while keeping its autonomy, remote operation, mission planning and payload management. Volvo Penta will support parts and service.
3 min readRed Cat Holdings’ (Nasdaq: RCAT) Blue Ops maritime unit said it completed the first integration of Volvo Penta’s D4-320 320-hp diesel engine and DPI DuoProp drive into its Variant 7 uncrewed surface vessel. The propulsion package is integrated with V7’s autonomy, remote operation, mission planning and payload management, expanding propulsion options for defense and allied customers.
4 min readRed Cat Holdings (RCAT) said the U.S. Air Force awarded a $2.49 million contract for Black Widow drone systems, including training support, batteries, spares, and shipping. The Air Force Security Forces Center will assess Black Widow as a potential Teal 2 successor, with delivery by Aug. 24, 2026. RCAT shares were up 2.51% to $6.94.
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