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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Trump’s New Drone Tariffs Give AeroVironment, Kratos and Red Cat a Policy Tailwind
Insider Monkey34d agoneutral
Trump’s New Drone Tariffs Give AeroVironment, Kratos and Red Cat a Policy Tailwind

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 […]

Swarmer’s SkyKnight & Platform Expansion Builds Commercial Momentum – Quarterly Update Report
Exec Edge37d agoneutral
Swarmer’s SkyKnight & Platform Expansion Builds Commercial Momentum – Quarterly Update Report

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

Why Is Red Cat Holdings (RCAT) Reworking UAS Leadership As New Drone Tariffs Arrive?
Simply Wall St.40d agoneutral
Why Is Red Cat Holdings (RCAT) Reworking UAS Leadership As New Drone Tariffs Arrive?

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...

Investing.com42d agoneutral
Trump administration imposes sweeping tariffs on foreign drone imports

Investing.com -- President Donald Trump signed a proclamation Thursday imposing aggressive tariffs on imports of unmanned aircraft systems and their critical components under Section 232 of the Trade Expansion Act. The action establishes a layered duty regime designed to curb reliance on foreign supply chains, address pressing national security concerns, and accelerate domestic production capacity across the industrial base. Under the new order, heavy industrial and military-grade drones, specif

Red Cat Holdings (RCAT) Stock Is Jumping Today: What’s Moving Drone Stocks?
24/7 Wall St.45d agobullish
Red Cat Holdings (RCAT) Stock Is Jumping Today: What’s Moving Drone Stocks?

Shares of Red Cat Holdings (NASDAQ:RCAT) are extending a sharp post-earnings rebound, rising 6.84% in Monday trading to $9.84. That builds on a 22.31% gain over the past week, a run that started from a $7.53 base on July 31. The question worth asking: is the entire drone group moving, or is this RCAT alone? ... Red Cat Holdings (RCAT) Stock Is Jumping Today: What’s Moving Drone Stocks?

Red Cat (RCAT) Stock May Stay Stretched Despite Strong Revenue Growth
Simply Wall St.46d agoneutral
Red Cat (RCAT) Stock May Stay Stretched Despite Strong Revenue Growth

Red Cat Holdings has delivered a very large 3 year share price gain, yet its current valuation screens as expensive on the usual checks. As a result, anyone looking at the stock today is weighing past returns against a less generous pricing picture. The stock is up about 8.7x over 3 years, which puts recent pullbacks into context as part of a much bigger move. Expectations around defense contracts and margin improvement can support the current price, while execution risks on those programs...

Red Cat Holdings (RCAT) Is Up 22.3% After Reaffirming 2026 Guidance Amid Surging Q2 Sales – Has The Bull Case Changed?
Simply Wall St.46d agoneutral
Red Cat Holdings (RCAT) Is Up 22.3% After Reaffirming 2026 Guidance Amid Surging Q2 Sales – Has The Bull Case Changed?

In early August 2026, Red Cat Holdings reported that second-quarter sales rose to US$20.19 million from US$3.22 million a year earlier, while reaffirming full-year 2026 revenue guidance of US$150 million to US$180 million despite a wider net loss of US$35.26 million. The company also highlighted progress in its autonomous systems portfolio, including Blue Ops’ Variant 7 uncrewed surface vessel moving into full-rate production with a new Volvo Penta propulsion integration, underscoring...

Red Cat Holdings (RCAT) Reaffirms Guidance As Strong Growth Puts Valuation Back In Focus
Simply Wall St.47d agoneutral
Red Cat Holdings (RCAT) Reaffirms Guidance As Strong Growth Puts Valuation Back In Focus

Why Red Cat Holdings Stock Is Back in Focus Red Cat Holdings (RCAT) is back on investor watchlists after reporting very large year over year revenue growth in Q2 2026, reaffirming full year revenue guidance, and highlighting progress across its autonomy platforms. The latest update links strong top line growth with broader international demand, a less concentrated customer base that now includes Japan and NATO, and advancement in aerial drones and maritime systems such as the Variant 7...