Business overview
Black Widow tactical ISR drone.
Watch: Execution, scaling production, small company size relative to objectives.
Valuation
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Update log
| Date | News | Impact |
|---|---|---|
| 9/9/2026 | A director at Red Cat Holdings sold 65,000 shares of the company, representing 13% of their direct stake. | |
| 9/7/2026 | These 3 Risky Stocks Could Be Sitting on 100% Upside Yahoo Finance | Yahoo Finance |
| 9/1/2026 | Yahoo Finance | |
| 8/28/2026 | Yahoo Finance | |
| 8/24/2026 | Yahoo Finance | |
| 8/23/2026 | Yahoo Finance | |
| 8/23/2026 | Yahoo Finance | |
| 8/23/2026 | Yahoo Finance | |
| 8/21/2026 | Yahoo Finance | |
| 8/21/2026 | Yahoo Finance | |
| 8/19/2026 | Red Cat Holdings stock performance is noted as resilient amidst a broader market downturn. | |
| 8/17/2026 | Thompson Jeffrey M (COB, CEO, 10%) — Sell -$1,567,500 Insider Form 4 | S - Sale transaction of -150,000 shares at $10.45 |
| 8/17/2026 | Yahoo Finance | |
| 8/17/2026 | Yahoo Finance | |
| 8/15/2026 | Yahoo Finance | |
| 8/14/2026 | Yahoo Finance | |
| 8/14/2026 | Yahoo Finance | |
| 8/14/2026 | Trump targets foreign drones with new tariffs Yahoo Finance | Yahoo Finance |
| 8/14/2026 | Why Red Cat Stock Just Popped Yahoo Finance | Yahoo Finance |
| 8/14/2026 | Yahoo Finance | |
| 8/13/2026 | Event outcome: Confirmed event_outcome | Red Cat Holdings — quarterly earnings release — Red Cat Holdings released its financial results for the second quarter of 2026 on August 6, 2026, as scheduled. The company reported quarterly revenue of $20.2 million, representing a 527% year-over-year increase, alongside a net loss of $35.3 million ($0.26 per share). |
| 8/12/2026 | Yahoo Finance | |
| 8/11/2026 | Liuzza Nicholas Reyland Jr (Dir) — Sell -$584,650 Insider Form 4 | S - Sale transaction of -55,000 shares at $10.63 |
| 8/10/2026 | Yahoo Finance | |
| 8/10/2026 | Yahoo Finance | |
| 8/9/2026 | Yahoo Finance | |
| 8/9/2026 | Yahoo Finance | |
| 8/8/2026 | Yahoo Finance | |
| 8/8/2026 | Yahoo Finance | |
| 8/8/2026 | Rating revision: Rating 1 → Rating 2 AI review | While the Black Widow drone program remains a strong catalyst, the company's inability to meet revenue estimates and its continued quarterly losses raise concerns about its operational execution. Downgrading the rating from 1 to 2 reflects the increased risk associated with the company's ability to scale production effectively to meet its government contract obligations. A conservative approach is warranted given the discrepancy between their strategic wins and actual financial performance. |
| 8/7/2026 | Red Cat Q2 Earnings Call Highlights Yahoo Finance | Yahoo Finance |
| 8/6/2026 | Yahoo Finance | |
| 8/6/2026 | EX-32.2 — Period: 2026-06-30 | |
| 8/6/2026 | Yahoo Finance | |
| 8/6/2026 | EX-32.1 — Period: 2026-06-30 | |
| 8/6/2026 | 8-K — Results of operations released · Financial statements and exhibits | |
| 8/6/2026 | EX-99.1 — Results of operations released · Financial statements and exhibits | |
| 8/6/2026 | 10-Q — Period: 2026-06-30 | |
| 8/5/2026 | Yahoo Finance | |
| 8/3/2026 | Yahoo Finance | |
| 7/30/2026 | Yahoo Finance | |
| 7/30/2026 | Rating revision: Rating 2 → Rating 1 AI review | The award of the U.S. Air Force contract validates the Black Widow platform beyond its initial Army selection, signaling potential for broader multi-branch adoption. Securing this additional defense contract justifies upgrading the rating to 1, as it significantly de-risks the company's scaling phase and market penetration strategy. This evidence of diversified institutional demand supports a more bullish outlook on their operational execution. |
| 7/30/2026 | Yahoo Finance | |
| 7/29/2026 | Rating revision: Rating 3 → Rating 2 AI review | The company's selection for the Army Short Range Reconnaissance program significantly lowers the execution risk profile previously associated with their scale. While the recent R&D initiatives and potential acquisition interest in Steyr Motors signal aggressive growth, the firm's improved ability to secure major government contracts justifies raising the rating. This shift acknowledges the transition from a purely speculative play to a company with concrete, large-scale delivery requirements. |
| 7/29/2026 | Yahoo Finance | |
| 7/29/2026 | Red Cat Issues Statement Regarding Steyr Motors AG Yahoo Finance | Yahoo Finance |
| 7/24/2026 | Yahoo Finance | |
| 7/24/2026 | Rating revision: Rating 4 → Rating 3 AI review | Despite the successful technological integration of the Black Widow system, recent internal turbulence regarding the firing of the Chief Revenue Officer and ongoing legal proceedings introduce significant governance uncertainty. While the valuation appears attractive based on secured contracts, the operational risk associated with these management issues justifies moving the stock from a low to moderate speculative status. |
| 7/24/2026 | Yahoo Finance | |
| 7/23/2026 | Yahoo Finance | |
| 7/23/2026 | Yahoo Finance | |
| 7/23/2026 | Yahoo Finance | |
| 7/22/2026 | Red Cat Holdings has announced the termination of its Chief Revenue Officer, Geoffrey Hitchcock, effective July 23, 2026. | |
| 7/22/2026 | Yahoo Finance | |
| 7/22/2026 | At Farnborough, US lawmakers tap the brakes on reconciliation Breaking Defense | |
| 7/22/2026 | ||
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| 7/21/2026 | Yahoo Finance | |
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| 7/20/2026 | Yahoo Finance | |
| 7/20/2026 | Yahoo Finance | |
| 7/18/2026 | 3 Drone Defense Stocks to Buy in July Yahoo Finance | Yahoo Finance |
| 7/16/2026 | GlobeNewswire | |
| 7/16/2026 | Investing.com France | |
| 7/16/2026 | Zonebourse Switzerland | |
| 7/15/2026 | Thompson Jeffrey M (COB, CEO, 10%) — Sell -$1,276,500 Insider Form 4 | S - Sale transaction of -150,000 shares at $8.51 |
| 7/14/2026 | Yahoo Finance | |
| 7/13/2026 | Yahoo Finance | |
| 7/13/2026 | Yahoo Finance | |
| 7/10/2026 | Yahoo Finance | |
| 7/7/2026 | GlobeNewswire | |
| 6/18/2026 | GlobeNewswire | |
| 6/15/2026 | TIKR.com | |
| 6/11/2026 | Funk Paul II (Dir) — Sell -$1,897,822 Insider Form 4 | S - Sale transaction of -165,028 shares at $11.50 |
| 5/27/2026 | Investing.com France | |
| 5/13/2026 | Investing.com France | |
| 5/13/2026 | Boursorama | |
| 5/13/2026 | Investing.com France | |
| 5/12/2026 | Boursorama | |
| 1/13/2026 | EX-99.1 — Results of operations released · Financial statements and exhibits | |
| 9/29/2025 | Moe Christopher R. (Dir) — Sell -$109,100 Insider Form 4 | S - Sale transaction of -10,000 shares at $10.91 |
| 9/8/2025 | Moe Christopher R. (Dir) — Sell -$501,900 Insider Form 4 | S - Sale transaction of -50,000 shares at $10.04 |
| 8/20/2025 | Moe Christopher R. (Dir) — Sell -$250,560 Insider Form 4 | S - Sale transaction of -26,833 shares at $9.34 |
| 3/14/2024 | QTY. 4, TEAL 2 SYSTEM - 1.8GHZ | |
| 12/8/2023 | EXHIBIT 99.2 — Entry into a material agreement · Regulation FD disclosure · Financial statements and exhibits | |
| 10/3/2023 | EXHIBIT 99.1 — Regulation FD disclosure · Financial statements and exhibits | |
| 9/30/2023 | TEAL 2 SYSTEM SUAS WITH TRAINING | |
| 9/11/2023 | GlobeNewswire | |
| 11/17/2022 | EXHIBIT 99.1 — Officer / director departure or appointment · Regulation FD disclosure · Financial statements and exhibits | |
| 7/21/2021 | EXHIBIT 99.1 — Regulation FD disclosure · Financial statements and exhibits | |
| 12/3/2018 | GlobeNewswire | |
| 7/19/2017 | GlobeNewswire | |
| 1/12/2005 | GlobeNewswire |