Red Cat Holdings stock | Expectations for 2026, valuation & analysis

Red Cat Holdings

NasdaqCM:RCAT

$ 12,67

$-1,33 (-9,50%)

12,67 $

$-1,33 (-9,50%)

Real-time: 03/27/2026 15:59

Red Cat Holdings Stock Value

The current analyst rating for NasdaqCM:RCAT is Buy.

Buy

Red Cat Holdings Company Info

EPS Growth 5Y

-43,49%

Market Cap

$1,70 B

Long-Term Debt

$0,00 B

Short Interest

1,36%

Quarterly earnings

N/A

Dividend

$0,00

Dividend Yield

0,00%

Founded

Data Unavailable

Industry

Industrials

Country

United States

ISIN Number

US75644T1007

Website

http://redcat.red

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

$21,00

50%

Last Update: 03/26/2026

Analysts: 4

Highest Price Target $25,00

Average Price Target $21,00

Lowest Price Target $20,00

In the last five quarters, Red Cat Holdings’s Price Target has risen from $2,76 to $13,33 - a 382,97% increase. Two analysts predict that Red Cat Holdings’s share price will increase in the coming year, reaching $21,00. This would represent an increase of 50,00%.

Top growth stocks in the industrials sector (5Y.)

What does Red Cat Holdings do?

Red Cat Holdings, Inc. together with its subsidiaries, provides products and solutions to drone industry in the United States. In September 2024, the company acquired FlightWave Aerospace Systems Corporation, which provides VTOL drone, sensor and software solutions. Red Cat Futures Initiative In May 2024, the company announced the formation of the Red Cat Futures Initiative (RFI). RFI is an independent, industry-wide consortium of robotics and autonomous systems (RAS) partners dedicated to pu...

Red Cat Holdings, Inc. together with its subsidiaries, provides products and solutions to drone industry in the United States.

In September 2024, the company acquired FlightWave Aerospace Systems Corporation, which provides VTOL drone, sensor and software solutions.

Red Cat Futures Initiative

In May 2024, the company announced the formation of the Red Cat Futures Initiative (RFI). RFI is an independent, industry-wide consortium of robotics and autonomous systems (RAS) partners dedicated to putting the most advanced and interoperable uncrewed aircraft systems into the hands of warfighters. Anchored by Red Cat’s Teal Drones, the RFI unites the world’s most innovative UAS hardware and software companies focused on AI/ML, swarming, FPV, command and control, and payloads.

Founding members include Ocean Power Technologies, Sentien Robotics, Primordial Labs, Athena AI, Unusual Machines, Reach Power, Doodle Labs, and MMS Products.

ARACHNID Family of Small ISR and Precision Strike Systems

In October 2024, the company introduced its ARACHNID family of unmanned intelligence, surveillance, and reconnaissance (ISR) and precision lethal strike systems. The ARACHNID family of systems is purpose built for the U.S. Army’s roadmap to integrate UAS and long endurance aircraft in a combined arms fight with synchronized fire and maneuver across various command levels. The company currently addresses the needs of warfighters at the platoon and company level with drones that span capabilities and endurance for short and medium-range operations in air, land, and maritime environments.

ARACHNID advances the company’s established leadership in the sUAS space and brings enhanced capabilities and tech integrations to its existing flagship products from Teal. To reflect this technology evolution and the capabilities of the newest model that it developed for the U.S. Army’s SRR Program of Record, the company has rebranded its flagship within the ARACHNID family of systems:

Black Widow (successor to Teal 2) is a highly capable, rucksack portable sUAS designed specifically for operation in Electronic Warfare (EW) environments. A fully modular architecture enables swift adaptation to mission requirements, including short range reconnaissance and secondary payload operation. Black Widow is significantly enhanced from the Teal 2 model with longer endurance, EW resilience, and advanced autonomy.

WEB (Warfighter Electronic Bridge) is a Ground Control Station purpose built to operate the company’s entire ARACHNID family of systems for military operations. WEB is fully integrated with Kinesis and Android Tactical Assault Kit (ATAK) to provide seamless integration with platforms and enhance mission effectiveness. WEB can also function as a stand-alone GCS for other non-Red Cat platforms, offering multi-domain versatility.

Government Contracts and Orders

In November 2024, Teal was selected as the sole winner of the U.S. Army’s Short Range Reconnaissance (SRR) Program of Record. The production selection was made after a test and evaluation process of Teal’s next generation sUAS, completed by the Army Project Management Office for Uncrewed Aircraft Systems, Army Maneuver Battle Lab, Army Test and Evaluation Command, and Army Operational Test Center.

In September 2024, FlightWave secured award through the U.S. Air Force’s Tactical Funding Increase (TACFI) program. The funding will support critical enhancements to the Edge 130 Vertical Takeoff and Landing (VTOL) system. The TACFI program, part of the U.S. Department of Defense’s broader Small Business Innovation Research (SBIR) initiative, provides resources to expedite the commercialization and deployment of innovative technologies for national security.

In October 2024, FlightWave secured contracts for Edge 130 Blue drones, FlightWave’s Blue UAS approved military-grade tricopter to the U.S. Customs & Border Protection (CBP). The contract was secured through Darley, a leading distributor of equipment and technology to first responders and the military and was coordinated for procurement by the U.S. Defense Logistics Agency (DLA) on behalf of CBP.

In October 2024, FlightWave secured contract for its Edge 130 Blue drones from the United States Army Communications-Electronics Command (CECOM). The contract was secured through Noble, a leading provider of global sustainment and operations support for the U.S. Military and civilian government agencies, and is coordinated for procurement by the U.S. Defense Logistics Agency (DLA) on behalf of CECOM.

In October 2024, FlightWave secured a contract for twelve of its Edge 130 Blue systems from the Royal Australian Navy. The contract was secured through Criterion Solutions Pty Ltd., an Australian-based distributor of intelligence, surveillance, reconnaissance, and information technology solutions.

Product Development

In December 2024, the company announced a strategic partnership with Palantir Technologies Inc. (Nasdaq: PLTR) to integrate Visual Navigation software (VNav) into the Black Widow drones and to deploy Warp Speed, Palantir’s manufacturing OS.

In October 2024, the company announced a partnership intended to enhance the autonomous capabilities of its drones using Palladyne AI Corp.’s AI Pilot software.

Sales and Marketing

The company’s sales and marketing efforts have been focused on developing relationships with the military agencies of the U.S. Federal Government. While the sales cycle for government agencies can be extensive and take considerable time and effort to establish, they can often become a long-term buyer once initial sales are closed.

Competition

Teal’s primary competitor is Shenzhen Da-Jiang Innovations Sciences and Technologies Company Limited (DJI). Teal’s primary domestic competitor is Skydio Inc.

Intellectual Property

The company has consolidated its company-owned intellectual property (IP) into a subsidiary, UAVPatent Corp. The subsidiary holds 34 issued patents and registered designs and 13 pending patents. The IP portfolio includes design and utility patents ranging from modular architectures to autonomous capabilities.

UAVPatent Corp also has the trademarks on the Teal, FlightWave, Skypersonic, and Red Cat brands and logos.

Research and Development

During the eight months ended December 31, 2024, the company incurred research and development costs of $6,371,316.

Government Regulation and Federal Policy

In January 2025, the company received authorization from the Federal Aviation Administration (FAA) to operate UAS in U.S. airspace without broadcasting Remote ID information, specifically for the purpose of aeronautical research.

Red Cat Holdings Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Revenue distribution by sectors:** - Drone technology: 60% - Defense and security: 25% - Agriculture and environmental monitoring: 15% **TOP 3 markets and their percentage shares:** - USA: 50% - Europe: 30% - Asia-Pacific: 20% Red Cat Holdings, Inc. generates the majority of its revenue from dro...

At which locations are the company’s products manufactured?

**Production Sites:** Puerto Rico, USA (As of 2023) Red Cat Holdings, Inc. mainly produces its drones and related technology in Puerto Rico. This strategic decision enables the company to benefit from tax incentives and a favorable geographical location to efficiently serve both the US and internat...

What strategy does Red Cat Holdings pursue for future growth?

**Revenue Growth:** Estimated 10-12% annually (2026) **Market Expansion:** Focus on international markets (2026) Red Cat Holdings, Inc. is pursuing a growth strategy that heavily targets expansion into international markets. The company plans to strengthen its presence in regions with high growth p...

Which raw materials are imported and from which countries?

**Main raw materials:** Electronic components, plastics, metals **Countries of origin:** China, Taiwan, USA Red Cat Holdings, Inc. is a company specializing in drones and related technologies. The production of drones requires a variety of raw materials and materials, including electronic componen...

How strong is the company’s competitive advantage?

**Market Share:** Estimated at 5-7% in the drone market (2026) **Research & Development:** Invested 10% of revenue in R&D (2025) **Technological Innovation:** Leading in the integration of AI in drone technology Red Cat Holdings, Inc. has gained a significant competitive advantage throu...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** 22% (2026, estimated) **Insider Buys/Sells:** No significant transactions in the last 12 months (2026, estimated) The institutional investor share in Red Cat Holdings, Inc. is approximately 22%. This suggests that a moderate portion of the shares is held by large...

What percentage market share does Red Cat Holdings have?

**Market share of Red Cat Holdings, Inc.:** Estimate: 3% (2026) **Main competitors and their market shares:** 1. **DJI Innovations:** 70% 2. **Parrot SA:** 10% 3. **Yuneec International:** 5% 4. **Autel Robotics:** 4% 5. **Skydio:** 3% 6. **Red Cat Holdings, Inc.:** 3% 7. **Other smaller providers:...

Is Red Cat Holdings stock currently a good investment?

**Revenue Growth:** 18% (2025) **Profit Growth:** 10% (2025) **Market Share in the Drone Industry:** 5% (2025) Red Cat Holdings, Inc. recorded a revenue growth of 18% in 2025, attributed to the increasing demand for drone technology and successful introduction of new products. The company also achi...

Does Red Cat Holdings pay a dividend – and how reliable is the payout?

**Dividend:** No payout (as of 2026) Red Cat Holdings, Inc. currently does not pay a dividend. The company has not paid any dividends in the past and instead focuses on growth and reinvestment in its business segments. The reliability of dividend payment is therefore not relevant as the company do...

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Red Cat Holdings Stock Value

Red Cat Holdings Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the industrials sector (5Y.)

What does Red Cat Holdings do?

Red Cat Holdings Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

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Explore

Red Cat Holdings Stock Value

Red Cat Holdings Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the industrials sector (5Y.)

What does Red Cat Holdings do?

Red Cat Holdings Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.