RCAT Red Cat Holdings, Inc. Loading... : Bullish and Bearish Analyst Opinions
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16:45
Sep 03
Sep 03
Author recounts past profitable trades in several small caps but frames them as historical.
Author recounts past profitable trades in several small caps but frames them as historical swings, not current positions or forward calls.
LOW
20:23
Aug 14
Aug 14
RCAT: 527% revenue growth, NATO drone contracts
Buy RCAT as a high-growth small-cap drone disruptor with 527% YoY revenue growth and expanding US/NATO defense contract wins; author frames it as a volatile asymmetric bet in the tactical UAS and AI-drone space.
MED
17:58
Aug 14
Aug 14
US drone makers benefit from import tariffs
The Trump administration is applying up to 100% tariffs on imported drones and parts, protecting domestic manufacturers. US drone makers Unusual Machines, Red Cat Holdings and AeroVironment are surging on that policy catalyst.
LOW
16:42
Aug 14
Aug 14
Tariffs on foreign drones boost domestic names
Buy domestic drone and drone-component names as direct beneficiaries of Trump's new tariffs on foreign-made drones; policy shift creates a structural cost advantage for U.S.-based manufacturers and suppliers, with the sector already showing momentum on the catalyst.
MED
08:30
Aug 14
Aug 14
Watch drone suppliers on US tariff order
Watch UMAC, ONDS, and RCAT as likely beneficiaries of new US drone supply-chain tariffs; author has no positions, so treat as policy read-through rather than a buy call.
MED
21:47
Aug 13
Aug 13
Drone stocks rise on new import tariffs
Notes drone stocks moving higher after hours following White House announcement of 100% tariff on imported drones.
MED
12:45
Aug 13
Aug 13
Red Cat is a pure-play on the low-end mass attritable layer, benefiting directly from the U.S. Army's Short Range Reconnaissance program and NDAA domestic compliance mandates.
HIGH
10:55
Aug 07
Aug 07
RCAT: always in red, no operating leverage
RCAT criticized for lacking operating leverage and being persistently unprofitable; no explicit short position or downside target stated.
LOW
16:29
Aug 04
Aug 04
Celebrates recent performance across multiple tech baskets
Celebrates recent strong price performance across AI, cloud, space, and defense baskets.
LOW
20:00
Jul 31
Jul 31
One commenter says $RCAT’s chart “should rip on earnings,” while admitting they are “retarded.” Chart momentum combined with an earnings catalyst can create a short-term squeeze-like move. Low-conviction, momentum-driven long into earnings. No fundamental analysis in thread; retail momentum can reverse quickly.
LOW
17:34
Jul 30
Jul 30
Co-mentioned as drone/motor manufacturer in Project Swarm news, no directional view stated.
LOW
15:25
Jul 19
Jul 19
PhotonBull argues defense stocks are oversold and still have upside from sustained global.
PhotonBull argues defense stocks are oversold and still have upside from sustained global conflicts, but lists drone names only as watchlist context without explicit positions or forward catalysts.
19:11
Jul 17
Jul 17
The author lists thematic ETFs and beaten-down AI, neocloud, space.
The author lists thematic ETFs and beaten-down AI, neocloud, space, and defense stocks as a watchlist for which sectors might rally first, not as current positions or trade calls.
15:57
Jul 17
Jul 17
The author presents a list of beaten-down stocks across AI semis, neocloud, space.
The author presents a list of beaten-down stocks across AI semis, neocloud, space, and defense sectors as being "on sale," but does not state a personal position or explicit forward call, so each ticker is indexed as watch.
LOW
14:09
Jul 02
Jul 02
The author notes a significant rally in drone stocks but asks a rhetorical question about their.
The author notes a significant rally in drone stocks but asks a rhetorical question about their return without stating a personal position or forward call.
LOW
08:31
Jul 02
Jul 02
Buy RCAT on likely qualifier win; immediate 120-drone order and chance at 4000+ drone contract.
Buy RCAT on likely qualifier win; immediate 120-drone order and chance at 4000+ drone contract (~$16M revenue) after passing DRONE DOMINANCE tournament.
HIGH
22:24
Jun 22
Jun 22
Maintains long $RCAT position on drone thesis, awaiting Phase II qualifier results.
Maintains long $RCAT position on drone thesis, awaiting Phase II qualifier results, bolstered by bullish defense spending and supply chain news.
MED
15:35
Jun 20
Jun 20
The author sarcastically suggests donations compensate a subscriber while noting RCAT needs.
The author sarcastically suggests donations compensate a subscriber while noting RCAT needs better performance, without stating a personal position or forward catalyst.
LOW
22:53
Jun 18
Jun 18
A large dark pool block trade at the close is noted but the author provides no directional.
A large dark pool block trade at the close is noted but the author provides no directional position or forward call.
LOW
19:51
Jun 18
Jun 18
Buy RCAT ahead of Drone Dominance Phase II results expected Friday.
Buy RCAT ahead of Drone Dominance Phase II results expected Friday, with potential for significant gains based on prior price action and short interest.
HIGH
19:18
Jun 18
Jun 18
The author suggests today is the last chance to trade a drone stock before results.
The author suggests today is the last chance to trade a drone stock before results, highlighting potential 120% gains on $RCAX due to high short interest and past 60% moves in $RCAT.
19:09
Jun 17
Jun 17
Author is all in on RCAX as a leveraged play on RCAT.
Author is all in on RCAX as a leveraged play on RCAT, citing a drone catalyst and Defense Production Act tailwinds for a bounce.
19:07
Jun 16
Jun 16
Buy RCAT ahead of imminent Drone Dominance Phase 2 qualifier results.
Buy RCAT ahead of imminent Drone Dominance Phase 2 qualifier results; author is fully positioned, assigns 89%+ pass probability, cites Hellcat drone's extended range/flight time, Ukraine MoD visibility at Eurosatory, Trump's Defense Production Act invocation for US drone supply chains, and a prior news-leak move to $14+ as upside reference (~27% from entry).
MED
18:26
Jun 16
Jun 16
Buy RCAT as its Teal Drones subsidiary holds Blue UAS Certification and a US-only supply chain.
Buy RCAT as its Teal Drones subsidiary holds Blue UAS Certification and a US-only supply chain, positioning it as a direct beneficiary of the newly expanded 10-nation US Army UAS Marketplace announced at EUROSATORY.
MED
18:09
Jun 16
Jun 16
Buy RCAT ahead of imminent Drone Dominance Phase 2 qualifier results.
Buy RCAT ahead of imminent Drone Dominance Phase 2 qualifier results; author assigns high pass probability given new Hellcat drone's extended range/flight time, Eurosatory presence, Trump's Defense Production Act invocation for US drone supply chains, and RCAT's domestic mass-manufacturing capability. Prior news leak drove stock to $14+ from current ~$11.
HIGH
23:14
Jun 15
Jun 15
Bullish on RCAT due to high odds of winning Drone Dominance qualifiers ending June 20.
Bullish on RCAT due to high odds of winning Drone Dominance qualifiers ending June 20, backed by US-made supply chain, technical specs, and new Hellcat drone spotting, with potential immediate contract revenue.
MED
23:14
Jun 15
Jun 15
The author is optimistic about RCAT's new Hellcat drone being showcased at Eurosatory.
The author is optimistic about RCAT's new Hellcat drone being showcased at Eurosatory and expects positive results from Drone Dominance Phase 2 trials ending soon.
19:24
Jun 15
Jun 15
White House signaling defense diversification tailwinds for drone maker.
White House signaling defense diversification tailwinds for drone maker; author interprets as buy signal for $RCAT.
MED
16:08
Jun 15
Jun 15
The author confidently states "this is easy" about RCAT.
The author confidently states "this is easy" about RCAT, indicating a strong bullish conviction on the stock.
18:18
Jun 12
Jun 12
Buy RCAT ahead of June 20 DRONE DOMINANCE qualifier conclusion.
Buy RCAT ahead of June 20 DRONE DOMINANCE qualifier conclusion; author argues RCAT meets all key specs (US-made supply chain, un-jammable control, urban maneuverability) while competitors use Chinese parts or tethered systems, with a potential immediate 120-drone order and 4,000+ drone contract upside (~$16M revenue).
MED
About RCAT Analyst Coverage
Buzzberg tracks RCAT (Red Cat Holdings, Inc.) across 18 sources. 25 bullish vs 2 bearish calls from 18 analysts. Sentiment: predominantly bullish (37%). 63 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: grumpierbtday, pepinveststocks, Emma Palmer.