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Red Cat Holdings (NasdaqCM: RCAT) reports significant revenue and margin growth alongside progress in key defense and autonomy programs. The company advances to the final stages of a major U.S. military drone procurement process under the Drone Dominance program. Red Cat completes the acquisition of Quaze Technologies, adding new capabilities in autonomous platform technology. Subsidiary Blue Ops reaches a product integration milestone with Volvo Penta's marine propulsion system in the...

ONDS has secured a more than $50 million U.S. Army LUS order under Mistral's $982 million IDIQ contract, extending production visibility and its defense footprint.

Moby summary of Red Cat Holdings, Inc.'s Q2 2026 earnings call

Red Cat (NASDAQ:RCAT) reported second-quarter 2026 revenue of $20.2 million, up 520% from $3.2 million a year earlier, as deliveries across its drone portfolio and defense programs increased. The company said revenue for the first six months of 2026 reached $35.7 million, compared with $4.8 million

Red Cat (RCAT) delivered earnings and revenue surprises of -23.81% and -9.49%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

ONDS stock surges 20.6% in a month as acquisitions and rising orders lift its outlook, but profitability issues and execution risks temper the upside case.

Red Cat heads into the Q2 earnings release with revenues seen soaring 592.7% y/y due to defense spending and a $700M Black Widow pipeline, even as losses widen.

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, Inc. previously terminated Chief Revenue Officer Geoffrey Hitchcock for cause, after a board hearing under his executive employment agreement, and informed him he would receive only accrued salary and benefits through his termination date. Following this decision, Hitchcock filed a civil complaint alleging retaliatory termination and contract breaches, creating additional legal and governance questions around Red Cat’s leadership and internal controls. Now we’ll examine how...

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...

Red Cat faces pressure from executive turmoil, lawsuit, insider selling, and weak performance and investor concerns ahead of Q2 earnings.

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

Red Cat Holdings (NASDAQ:RCAT) stock is down 26% over the past month and down 8% today to $7.86, putting the drone maker at the heart of a broader shakeout in defense-tech names. The question is whether the group is out of fuel or simply cooling off after a large run higher. The answer looks mixed across ... Red Cat Just Dropped 26% in a Month: Are Drone Stocks Like RCAT, Ondas, Redwire, and AeroVironment Out of Fuel?

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.

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.

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

Investor optimism followed reports that a Red Cat-related sea drone variant may have been used during recent U.S. military operations against Iranian targets.

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.

The United States is making a strong push for domestic drone production.