Red Cat Holdings, Inc. (RCAT)
NasdaqCM · Price as of · Nasdaq Real Time Price
- Profitability5/20
Losing money ($-101.1M over the last four reported quarters), but the top line is growing fast. Revenue over the last four reported quarters was $71.5M, up 918% from $7.0M the year before. Growth this quick earns partial credit; it still has to turn into profit.
- Insider buying vs selling11/20
Insiders are sellers only: 9 sells worth $8.0M, no open-market buys, across the last 20 Form 4s. Routine executive selling is common, so this is only a mild negative. Separately, 2 new 5%+ stake disclosures (13D/13G) hit in the last 6 months, which is big-money accumulation.
- Dilution and offerings1/15
Share count up 53.1% in a year and 3 offering-related filings. Heavy dilution. One nuance: offerings raise cash that can fund real growth. The score docks the certain near-term dilution; if the spending pays off, it shows up later in the profitability component.
- Analysts7
- Implied upside+282.5%
- Target range$9.00 to $25.00
- EPS expected-$0.18
- Revenue expected$40.7M +322%
RCAT closed at $4.37 on Oct 22, down 33.7% since Sep 23. Chart read: price below both the 50-day and 200-day moving averages; the 50-day is below the 200-day (downtrend structure); trading at 0% of the 52-week range ($4.37 to $17.36).
Insider buying and selling at Red Cat Holdings, Inc. (RCAT)
The most recent Form 4 on record for Red Cat Holdings, Inc. (RCAT) is October 15, 2026, when Jeffrey M Thompson, Chairman of the Board, CEO, sold $676,500 of stock. That sale ran under a pre-arranged 10b5-1 plan, so it was scheduled ahead of time rather than decided that week.
| Insider | Action | Value | Date | Type |
|---|---|---|---|---|
| Jeffrey M Thompson · Chairman of the Board, CEO | Sell | $676,500 | October 15, 2026 | Routine |
| Jeffrey M Thompson · Chairman of the Board, CEO | Sell | $1.2M | September 15, 2026 | Routine |
| Jeffrey M Thompson · Chairman of the Board, CEO | Sell | $1.6M | August 17, 2026 | Routine |
| Jeffrey M Thompson · Chairman of the Board, CEO | Sell | $1.3M | July 15, 2026 | Routine |
| Paul Funk Ii · Director | Sell | $1.9M | June 11, 2026 | Worth a look |
Filed notices to sell
A Form 144 is filed beforean insider sells restricted stock. The Form 4 reporting the completed trade isn't due until two business days after the sale, so these land first. They are intentions, not transactions.
| Insider | Value | Filed | Status | Type |
|---|---|---|---|---|
| Thompson Jeffrey M · Officer, Director | $2.0M | October 15, 2026 | Executed | Routine |
| Liuzza Nicholas Reyland JR · Officer | $555,100 | August 28, 2026 | Executed | Vested shares |
| Funk Paul II · Officer | $1.9M | August 18, 2026 | Not yet reported | Other |
| Liuzza Nicholas Reyland JR · Director | $583,550 | August 11, 2026 | Executed | Vested shares |
| Thompson Jeffrey M · Officer, Director | $4.0M | July 15, 2026 | Executed | Routine |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 4 | October 19, 2026 | FORM 4 |
| 144 | October 15, 2026 | View on EDGAR |
| 4 | October 6, 2026 | FORM 4 |
| 4 | September 17, 2026 | 4 |
| 4 | September 1, 2026 | 4 |
| 144 | August 28, 2026 | View on EDGAR |
| 4 | August 19, 2026 | FORM 4 |
| 144 | August 18, 2026 | View on EDGAR |
Red Cat news
All 20 articles
Two drone stocks announced NFL deals over one weekend. Ondas (ONDS) got hired. Red Cat (RCAT) bought signage.
Ondas (ONDS) subsidiary Sentrycs will run counter-drone security for the Jacksonville Jaguars. Red Cat (RCAT) signed a Washington Commanders sponsorship. One deal pays the company, the other costs it.
I let Claude AI trade $100 on Robinhood, end of week 2: it dumped RCAT at a 13% loss and bought MSTR instead of anything I wanted
Claude, the AI running my $100 Robinhood agentic account, finally cut Red Cat at a 13% loss. Then it ignored every discounted ticker I suggested and put nearly the whole account into MicroStrategy. End of week 2 letting Claude trade my money.
My $100 Claude AI trade in RCAT: still holding, week 2
The Robinhood Agentic AI's first pick, Red Cat (RCAT), is down about 5% heading into week 2. Here is why I am not selling, the real drone-program news that came out over the holiday, and where the cut line and target still sit.
I let Claude AI trade $100 of my money and it bought Red Cat (RCAT)
I funded Robinhood's new Agentic AI account with $100 and let Claude trade for me. Its first pick was Red Cat (RCAT) at $10.68, an Army drone stock I would not have grabbed myself. Two days in, it is green, and I still cannot fully explain the pick. My honest, slightly humbling take.
Drone stocks jump: AeroVironment AVAV, Unusual Machines UMAC, Ondas ONDS and Red Cat RCAT rally
Drone stocks jumped on June 30, 2026 after AeroVironment's (AVAV) beat, with AeroVironment up about 20% and Unusual Machines (UMAC) about 15%. Beaten-down names Ondas (ONDS) and Red Cat (RCAT) finally bounced, even as Washington and Beijing escalate a drone trade war.
AeroVironment (AVAV) reports earnings tonight, and drone stocks Red Cat (RCAT) and Ondas (ONDS) rally with it
AeroVironment (AVAV) reports earnings after Monday's close, and the small-cap drone group is rallying with it, led by Red Cat (RCAT) up about 8%, with Ondas (ONDS) and Draganfly (DPRO) higher.
Articles that mention Red Cat without it being the main subject.
AI stock battle week 10: Grok retakes the lead on the last day as five AIs gain (September 26, 2026)
Grok retook first place from DeepSeek on Friday as five of the six AI-run portfolios gained. Claude sold UiPath the same day Meta AI bought it, at the same price.
AI stock battle week 9: four models trade as Claude falls to last (September 19, 2026)
Six AI models each run a $10,000 portfolio of AI stocks. Four of them traded this Saturday and put $10,404.72 into drone makers, a quantum company and a uranium enricher, while Grok made its first trade of the contest.
The White House signals more drone deals within two weeks. So why did drone stocks drop today? (AVAV, UMAC, ONDS)
The White House signaled more drone funding deals within two weeks at its first 'Drone Dominance' meeting on August 20. AeroVironment, Unusual Machines, Ondas, Red Cat and Kratos all fell the same day anyway, in what looks like a broader selloff tied to rising bond yields, not the meeting.
Frequently asked questions
When does RCAT report earnings?
Red Cat Holdings, Inc. (RCAT) is scheduled to report quarterly results on November 5, 2026 (estimated). The 1-analyst consensus is -$0.18 per share on revenue of $40.7M for the quarter ended September 30, 2026. It has missed the consensus EPS estimate in all four of the last four quarters. The date is an estimate from past reporting patterns and can move until the company confirms it.
What do analysts expect for RCAT?
7 analysts cover Red Cat Holdings, Inc. (RCAT). The consensus rating is Strong buy. The average price target is $16.71, in a range of $9.00 to $25.00.
Are insiders buying or selling RCAT?
We track Form 4 filings for Red Cat Holdings, Inc. (RCAT). The activity listed on this page shows 5 qualifying sales. Each row is labelled Routine when the filer declared a pre-arranged 10b5-1 plan, Tax withholding when shares were sold automatically to cover the tax on a vest, or Own call when neither applies.
Where can I see RCAT SEC filings?
Recent filings are listed on this page, newest first. The latest is a 4 filed October 19, 2026.