Analyst Upgrade: Market participants on social media are highlighting a recent buy initiation from H.C. Wainwright with a $20 price target for Red Cat Holdings, underscoring the company's role in advanced drone and robotics solutions for defense applications.
Technical Momentum: Discussions note the stock's breakout from a falling wedge pattern accompanied by improving momentum indicators such as RSI and MACD, alongside positive shifts in money flow metrics that signal building interest in the name.
Sector Tailwinds: Social media commentary emphasizes Red Cat's positioning within the broader defense technology space, drawing parallels to other unmanned aerial vehicle providers amid ongoing government contract opportunities and structural demand for autonomous systems.
Note: This discussion summary was generated from an AI condensation of post data.
Red Cat Holdings Hedge Fund Activity
We have seen 184 institutional investors add shares of Red Cat Holdings stock to their portfolio, and 104 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- HOOD RIVER CAPITAL MANAGEMENT LLC added 3,033,005 shares (+inf%) to their portfolio in Q1 2026, for an estimated $39,702,035
- BLACKROCK, INC. added 2,784,201 shares (+31.3%) to their portfolio in Q1 2026, for an estimated $36,445,191
- 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
- DAVIDSON KEMPNER CAPITAL MANAGEMENT LP removed 1,670,120 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $13,244,051
- 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
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 3 analysts offer price targets for $RCAT in the last 6 months, with a median target of $20.0.
Here are some recent targets:
- 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.
