Recent chatter on X about Red Cat Holdings (RCAT) has been notably active, spurred by speculation around a potential DJI ban in the US and its implications for the drone technology sector. Many users are discussing the possibility of a significant revenue boost for the company, with some estimating figures as high as $160 million annually if such a ban materializes. The conversation is fueled by the company's positioning in military and civilian drone markets, which could see increased demand.
Additionally, there’s attention on RCAT’s stock volatility, with some on X pointing to recent price movements and technical indicators as signs of potential breakout or consolidation. Discussions also touch on the company’s latest initiatives, including a new division focused on maritime autonomy, though skepticism remains about the tangible impact of these developments. The mix of optimism and caution paints a complex picture of investor sentiment on the platform.
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 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 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 2 sales selling 26,833 shares for an estimated $250,560.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Red Cat Holdings Hedge Fund Activity
We have seen 108 institutional investors add shares of Red Cat Holdings stock to their portfolio, and 67 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
- QUBE RESEARCH & TECHNOLOGIES LTD removed 599,322 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $3,524,013
- 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
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:
- Northland Capital Markets issued a "Outperform" rating on 03/11/2025
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.
