Earnings Release: Social media conversations have centered on Red Cat Holdings' second-quarter 2026 results, with participants analyzing the Army SRR funded order and its potential effects on future revenue streams. Discussions also touched on the arithmetic of share dilution following the report.
Price Momentum: Traders noted the stock's recent bounce from key support levels amid broader drone sector activity, while comparing it to peers like ONDS and UAVS that showed stronger intraday moves. Some highlighted the company's positioning for longer-term growth in unmanned systems.
Sector Outlook: Overall sentiment reflected interest in RCAT's role within the expanding defense drone market, with comments on its analyst price targets and comparisons to other high-potential names in the space.
Note: This discussion summary was generated from an AI condensation of post data.
Red Cat Holdings Insider Trading Activity
Red Cat Holdings insiders have traded $RCAT stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $RCAT stock by insiders over the last 6 months:
- PAUL II FUNK sold 165,028 shares for an estimated $1,897,822
- JEFFREY M THOMPSON (Chairman of the Board, CEO) sold 150,000 shares for an estimated $1,276,500
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
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Red Cat Holdings Hedge Fund Activity
We have seen 171 institutional investors add shares of Red Cat Holdings stock to their portfolio, and 96 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- STATE STREET CORP added 4,928,540 shares (+68.8%) to their portfolio in Q2 2026, for an estimated $52,488,951
- HOOD RIVER CAPITAL MANAGEMENT LLC added 3,033,005 shares (+inf%) to their portfolio in Q1 2026, for an estimated $39,702,035
- PRICE T ROWE ASSOCIATES INC /MD/ added 2,262,866 shares (+3179.2%) to their portfolio in Q1 2026, for an estimated $29,620,915
- DEFIANCE ETFS, LLC added 1,919,912 shares (+6054.6%) to their portfolio in Q1 2026, for an estimated $25,131,648
- MARSHALL WACE, LLP added 1,541,470 shares (+inf%) to their portfolio in Q1 2026, for an estimated $20,177,842
- RENAISSANCE TECHNOLOGIES LLC added 1,415,826 shares (+inf%) to their portfolio in Q1 2026, for an estimated $18,533,162
- SUSQUEHANNA INTERNATIONAL GROUP, LLP removed 1,369,921 shares (-82.5%) from their portfolio in Q1 2026, for an estimated $17,932,265
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Red Cat Holdings Price Targets
Multiple analysts have issued price targets for $RCAT recently. We have seen 4 analysts offer price targets for $RCAT in the last 6 months, with a median target of $20.0.
Here are some recent targets:
- Craig Irwin from Roth Capital set a target price of $25.0 on 06/01/2026
- Amit Dayal from HC Wainwright & Co. set a target price of $20.0 on 05/27/2026
- Austin Bohlig from Needham set a target price of $20.0 on 03/19/2026
- Glenn Mattson from Ladenburg Thalmann set a target price of $20.0 on 03/03/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
Read full article here »
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Red Cat Holdings Stock (RCAT) Opinions on Q2 Earnings and Drone Sector Activity
Earnings Release: Social media conversations have centered on Red Cat Holdings' second-quarter 2026 results, with participants analyzing the Army SRR funded order and its potential effects on future revenue streams. Discussions also touched on the arithmetic of share dilution following the report.
Price Momentum: Traders noted the stock's recent bounce from key support levels amid broader drone sector activity, while comparing it to peers like ONDS and UAVS that showed stronger intraday moves. Some highlighted the company's positioning for longer-term growth in unmanned systems.
Sector Outlook: Overall sentiment reflected interest in RCAT's role within the expanding defense drone market, with comments on its analyst price targets and comparisons to other high-potential names in the space.
Note: This discussion summary was generated from an AI condensation of post data.
Red Cat Holdings Insider Trading Activity
Red Cat Holdings insiders have traded $RCAT stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $RCAT stock by insiders over the last 6 months:
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Red Cat Holdings Hedge Fund Activity
We have seen 171 institutional investors add shares of Red Cat Holdings stock to their portfolio, and 96 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Red Cat Holdings Price Targets
Multiple analysts have issued price targets for $RCAT recently. We have seen 4 analysts offer price targets for $RCAT in the last 6 months, with a median target of $20.0.
Here are some recent targets:
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
Read full article here »