News

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.

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 […]

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...

Drones are becoming more important for defense and national security, and these two companies should be on investors' radar.

Red Cat's big win turns out to be quite small.

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...

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 […]

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

Drones are emerging as game changers in modern defense, and the U.S. is ramping up its spending on this technology.

Yes, Red Cat just won an Army contract. But how much is it worth?

ONDS lands a $4.8M SOUTHCOM contract as World View deploys high-altitude balloons for maritime ISR missions targeting illicit activity.

In late May 2026, Red Cat Holdings reported that its Blue Ops unit moved the Variant 7 uncrewed surface vessel into full-rate production in the US and that new autonomy capabilities from Apium Swarm Robotics will be integrated across its air, land and sea platforms. Together with upcoming AI-enabled Black Widow demonstrations for the U.S. Army and a new Black Widow contract for Japan’s Ground Self-Defense Force, these developments expand Red Cat’s role across multiple defense domains and...

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

Ondas Holdings has emerged as one of the biggest winners in the defense sector, fueled by acquisitions, explosive revenue growth, and growing U.S. demand for autonomous military systems.

Red Cat Holdings Inc. (NASDAQ:RCAT) is one of the 10 Stocks With Effortless 38-78% Gains. Red Cat climbed by 54 percent week-on-week, as investors took heart from the rosy prospects for the overall industry amid news of funding support from the US government. Last week, Red Cat Holdings Inc. (NASDAQ:RCAT) rallied alongside its counterparts following […]

Monday - US Markets Closed for Memorial Day Cognex Corp. What happened? On Tuesday, JPMorgan upgraded Cognex Corporation (NASDAQ:CGNX) to Overweight with $75 price target. *TLDR: JPMorgan: Buy Cognex for AI growth. What’s the full story? JPMorgan is upgrading Cognex to Overweight, bumping the price target to $75. Why? Because the firm is betting 35 times its FY27 adjusted EBITDA estimate that if you slap "proprietary AI-enabled solutions" onto factory vision tech, the customer base doubles and e

Report says White House is exploring potential funding deals to boost domestic drone production.

Red Cat Holdings (RCAT) is back in focus after its Blue Ops maritime division moved into full-rate production of the Variant 7 uncrewed surface vessel, alongside renewed defense interest in its Black Widow drone systems. See our latest analysis for Red Cat Holdings. The latest contract wins and production ramp have arrived alongside a sharp pickup in momentum. The share price is at $14.15 after a 1 day share price return of 32.61%, and a very large 3 year total shareholder return that signals...

According to Koyfin analyst targets, KTOS offers the largest implied upside at 73%, followed by ONDS and then RCAT.

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...