Army Program Update: Social media chatter highlights Red Cat Holdings' Teal Drones making strides in the U.S. Army's Drone Dominance Program. Observers point to this development alongside Black Widow systems as key drivers amid broader defense sector expansion.
Market Momentum: Traders note positive analyst targets and growth opportunities tied to these contracts. Discussions emphasize how such advancements could fuel interest in the small-cap drone space without specifying valuation levels.
Quantitative Signals: Recent quant analyses shared online flag RCAT with bullish indicators based on volume and momentum metrics. Participants describe an asymmetrical risk-reward profile in ongoing conversations.
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 167 institutional investors add shares of Red Cat Holdings stock to their portfolio, and 72 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
- 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
- SUSQUEHANNA INTERNATIONAL GROUP, LLP removed 1,369,921 shares (-82.5%) from their portfolio in Q1 2026, for an estimated $17,932,265
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.
