Hellcat Drone Launch: Social media conversations heated up after Red Cat Holdings unveiled its Hellcat battlefield drone, driving premarket momentum for the shares amid broader defense sector interest.
Insider Activity Noted: Participants highlighted a recent director share sale alongside the new product announcement, while pointing to strong revenue growth and institutional buying as counterbalancing factors in the discussion.
Policy Tailwinds Discussed: Analysts and observers emphasized White House drone policy developments as supportive for the company, with some noting analyst buy ratings despite target adjustments and ongoing production scaling efforts.
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 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 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
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 183 institutional investors add shares of Red Cat Holdings stock to their portfolio, and 103 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 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.
