Recent discussions on X about Red Cat Holdings (RCAT) have been ignited by a significant $172.5 million raise through a public share offering, alongside an AI-powered drone partnership and new defense orders. Many users are buzzing with excitement over the potential growth, pointing to the company’s strategic moves into unmanned surface vessels and defense sector opportunities as key drivers. The stock’s 20% surge today has further fueled conversations about its upward trajectory.
However, not all sentiments are uniformly positive, as some on the platform express caution about the company’s ongoing financial challenges and insider share sales. There’s also chatter about a recent Buy rating from a prominent analyst with a price target of $17, which has added to the optimistic outlook for some. The mix of enthusiasm and skepticism creates a dynamic dialogue around RCAT’s future prospects.
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 10 times in the past 6 months. Of those trades, 0 have been purchases and 10 have been sales.
Here’s a breakdown of recent trading of $RCAT stock by insiders over the last 6 months:
- NICHOLAS REYLAND JR LIUZZA has made 0 purchases and 2 sales selling 200,309 shares for an estimated $1,529,769.
- JOSEPH DAVID FREEDMAN sold 150,000 shares for an estimated $1,105,500
- CHRISTOPHER R. MOE has made 0 purchases and 7 sales selling 86,833 shares for an estimated $861,560.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Red Cat Holdings Hedge Fund Activity
We have seen 109 institutional investors add shares of Red Cat Holdings stock to their portfolio, and 49 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 3,961,684 shares (+364.6%) to their portfolio in Q2 2025, for an estimated $28,841,059
- MORGAN STANLEY added 1,179,964 shares (+238.0%) to their portfolio in Q2 2025, for an estimated $8,590,137
- VANGUARD GROUP INC added 1,131,309 shares (+42.0%) to their portfolio in Q2 2025, for an estimated $8,235,929
- GEODE CAPITAL MANAGEMENT, LLC added 974,121 shares (+142.7%) to their portfolio in Q2 2025, for an estimated $7,091,600
- NATIONAL BANK OF CANADA /FI/ removed 503,300 shares (-61.7%) from their portfolio in Q2 2025, for an estimated $3,664,024
- SUSQUEHANNA INTERNATIONAL GROUP, LLP added 490,131 shares (+44.7%) to their portfolio in Q2 2025, for an estimated $3,568,153
- VERITION FUND MANAGEMENT LLC added 486,760 shares (+742.2%) to their portfolio in Q2 2025, for an estimated $3,543,612
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Red Cat Holdings Analyst Ratings
Wall Street analysts have issued reports on $RCAT in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 10/03/2025
To track analyst ratings and price targets for Red Cat Holdings, check out Quiver Quantitative's $RCAT forecast page.
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.
