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RCAT

Red Cat Holdings, Inc.

RCAT

NASDAQ·Industrials·Aerospace & Defense·Mkt cap $1.3B

$8.37

-1.99%

P/E

-10.46

Mkt Cap

$1.3B

52-Wk Range

$5.77–$18.78

52-Week Range

$5.77 - $18.78

P/E

-10.46

Fwd P/E

76.09

Beta

1.35

Div Yield

0.00%

Avg Vol

11.4M

Shares Out

98.9M

Mkt Cap

$1.3B

Price action

Price chart

Down 5.6% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Specialized drone technology for GPS-challenged environments
  • Comprehensive hardware and software solutions
  • Diverse market approach (commercial and government sectors)
  • Advanced First Person View (FPV) technologies

Bear Case

2 risks

  • Average volatility.
  • Growth premium of 1.8x vs Robotics & Automation peers. Elevated but may be justified by growth trajectory.

Growth

Turning profitable

Expanding drone technology adoption

Value

Growth premium of 1.8x vs Robotics & Automation peers. Elevated but may be justified by growth trajectory.

Momentum

Falling

-32.8% over 3m

Quality

Thin

Emerging growth company (500% revenue growth). Early stage with higher risk.

Dividend

None

No dividend

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Sep 22, 2026

Q3 26 RECAP

AUG 6, 2026

Reported EPS of -$0.26 vs -$0.21 consensus (-23.8% surprise). Revenue of $20.2M vs $22.7M expected (-10.9%).

EPS miss
Revenue miss

EPS surprise · last 4Q

0 of 1 beats

Estimate

Actual

Q3 26

-23.8%

Revenue trend · last 8Q

-74%

+16%

+529%

+1866%

+381%

+109%

Q2 24

Q3 25

Q1 25

Q2 25

Q3 25

Q4 25

Q1 27

Q2 27

$1.5M

$1.3M

$1.6M

$3.2M

$9.6M

$26.2M

$15.5M

$20.2M

Margins · last 8Q

Gross

Operating

Profit

-174.6%

Wall Street consensus

2 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

2

100%

Hold

0%

Sell

0%

Median Price Target

Latest: Evercore · Aug 31, 2026

vs Industry

How RCAT stacks vs Aerospace & Defense

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.