Reddit Posts
$RCAT, $MIGI, $DSS, $PRPH--Bouncing off a Bottom.
Best penny stocks to buy under $5? 4 to watch now
I was going to mention this on Monday but got bashed on the mere hint of it, but f-it I'm going to put it out there anyway. RCAT shorts are caught in a double good news trap, check the FINRA short volume after the settlement date, shorted twice on good news in a little more than two weeks time
$RCAT’s Teal Drones Subsidiary – Recon Drone Demand Because of Ukraine War
RCAT is sending drones to Ukraine
Good morning! 🌞 #premarket #watchlist 04/04 $TWTR -Elon Musk Takes 9.2% Stake in Twitter, $PLX - Announce Topline Results, $BRQS -13G form 9.9% stake acquired, $RCAT -Secures Purchase Order for Golden Eagle Drone Units, $SPI -earnings... Also check afterhours runners and low float stocks in my app!
RCAT: why is nobody talking about this? Not financial advice
$RCAT has Q3 on March 17th! This is a very cool drone conglomerate. US ARMY CONTRACT! 0 SHORT SHARES TO BORROW! Checkout this guys write up! https:// www.reddit.com/r/RedCatHoldings/comments/s42slv/serious_dd_rcat_red_cat_holdings_investing_in_the/?utm_source=share&utm_medium=ios_app&utm_name=iossmf
RCAT is up over 40% today. Anyone else in on this one?
RCAT, the pr is causing massive movement #buythedipbeforeitrip
RCAT - Red Cat Holdings Selected by U.S. Army for Short Range Reconnaissance Tranche 2 Drone Program
DD: $RCAT (Red Cat Holdings) - Investing in the future of drones
The highest SI on Fintel list is CRTX at 46.81%
RCAT picking up a lot of speed up 44%
$RCAT the drone products provider said its Teal Drones unit won a $90 million contract from US Customs and Border Protection.
$RCAT the drone products provider said its Teal Drones unit won a $90 million contract from US Customs and Border Protection.
I'm thinking today is the day that Big Fiver Daddy wants to go out for a nice run
RCAT up over 34% PM after receiving $90 million govt contract
RCAT earnings 300% YoY and forward guidance for FY '22 another 300% in already booked orders in one division alone.
Check out RCAT AH. Been trading crazily sideways to keep under $2.03 all day then BOOM
Holding PPSI today but RCAT looking tasty on the dip for 12/29 xmas earnings
Riding the red wave with RCAT and PALT holding till they launch 🚀 🚀
RCAT. Who will they acquire next in the world of DRONES
$RCAT subsidiary Skypersonic pockets NASA contract
$RCAT subsidiary Skypersonic pockets NASA contract
Red Cat holdings, RCAT taking off with NASA!
RCAT earnings report from last night, Bargain price to jump in on
Mentions
Ty again. I did very well with RCAT so yes, I do. Just another one on my watchlist that I saw spiked recently but I didn't do any DD yet.
I’m a long-term holder of $PLTR and $RCAT, Kratos is looking increasingly compelling and if Anduril ever IPOs, I’m all in.
More drones. UAVS, ONDS, DPRO, RCAT.
Listen to everyone telling you to sell. I'm I personally bullish, yes, do I think it could go higher into Friday yes, but this is basic risk management looking at the Trade you have running. First, and *least* important you are now going to be running into the period where Theta becomes a notable negative multiplier on *extrinsic* value if you end up holding around or below this price. I do not recommend this and think you should close the position judiciously tmrw, but at least roll up and out to secure profits and reset your Trade. You buying lottery tickets, gambling (no hate, it's all risk mgmt), or learning a skilled trade? More importantly though is the premium to cost buy right now versus to just close (i.e. Realized Volatility effect on IV, that leads to IV crush). If you are truly that bullish on ONDS and I am bullish on ONDS you can pour those profits in to shares preferably over a couple-few different buys instantly if you want to avoid Vega (i.e. this is a VRP-Risk-Volitlity Premium context). The risk here is Mean Reversion on news, not fundamentals. Timelines align, I think drone stocks are an incredible growth area *overtime*, but the fact that all drone stocks in my holdings and watch lists (ONDS, RCAT, AVAV, KTOS, LMT, LHX, etc) show this is a *sector pump* on potential news. That's just an exit with 650% profits with a Jan deadline. Flat out. Don't be overly greedy, reset the winners too.
Indeed RCAT is closely tied to UMAC
Y’all are all looking at the defense bill the wrong way. If you’ve been keeping up with Ukraine then you know drones are the future of warfare. THAT IS THE PLAY. ONDS, RCAT, UMAC to name a few. YES I hold positions in all three. That doesn’t mean I’m wrong and in 12-16 months time I’ll be laughing while y’all keep looking for the right time to “get in”.
If RCAT does a game pop, note that GLW is down. Eventually investors will remember fiber optic drones.
Missed my chance to sell RCAT at 12.50 because I slept in
DFLI pos Atleast ONDAS, RCAT and DPRO made me money today.
RCAT also. The TAM just keeps getting bigger and bigger. Will be good to see how big their SRR contract actually is.
This is why the smaller, up and coming, but with proven tech, defense companies are more attractive now. They have full governmental support, there's lots of money to be spent. And they feel the hunger and drive, the bigger companies have lost due to bureaucratic comfort. That comfort is now taken away piece by piece. The smaller ones now get a real chance to thrive. Proven tech: SRR won program for instance. Or MRR or LRR (and the great part is, RCAT that won SRR, has found a way to integrate with the MRR (Anduril) and LRR (AVAV and RDW) won programs. So they profit from all layers.)
Sold 8 CCs on RCAT at $9.50 expiring on Friday. Should I roll or no?
$RCAT $DPRO Budget for drones in FY 26 is 10X greater than FY25. The U.S. military is way behind in making drones currently, but Huge increases are starting. More, larger contracts for drones are coming very soon. The companies have Best in class drones!
RCAT and UMAC have never made money before but I guess there could be a first time. What sort of moats do they have? Golden Dome is still a thing we are doing and that won't be cheap either.
A large portion of the budget will go towards drones. RCAT, ONDS, and UMAC are in prime position to also benefit.
Combined with the family interest in potential defense contractors it seems very obvious what is about to happen. Get in on UMAC, RCAT, VMC and the current big boys while they dip.
What was up with the massive green dildo from RCAT after close?
Great news for trump connected defense contractors like RCAT. bullish on corruption! "Corruption is not bad, corruption is only bad if I'm not involved but if I'm part of that corruption, I'll defend!"
AMPX data: - YTD: +259.4% (second-best in this group) - Revenue: $21.4M Q3 2025 (up from $2.3M Q1 2024 - 9x growth) - Net margin: -18.2% (improving from -423% in Q1 2024) Financials are actually better than ONDS and RCAT despite less hype. $1.34B market cap vs $2.98B for ONDS with worse fundamentals.
Pulled the financials to fact-check your assessments. Some surprises here: **Price Performance:** | Stock | Price | YTD | Above 52w Low | |:--|:--|:--|:--| | AVAV | $234.65 | +50.0% | +110% | | AMPX | $10.28 | +259.4% | +1,343% | | ONDS | $8.09 | +207.6% | +1,371% | | RCAT | $7.37 | **-38.2%** | +1,177% | | UMAC | $4.96 | **-68.9%** | +377% | RCAT and UMAC are the only two *down* YTD despite massive gains from 52w lows. Late to the hype = bag holding. **Quarterly Financials (Most Recent):** | Stock | Mkt Cap | Revenue | Net Margin | |:--|:--|:--|:--| | AVAV | $11.72B | $472.5M | -3.6% | | ONDS | $2.98B | $10.1M | -74.0% | | AMPX | $1.34B | $21.4M | -18.2% | | RCAT | $0.66B | $9.6M | -166.0% | | UMAC | $0.29B | $2.1M | +75.1% | Wait - **UMAC had a profitable quarter** (Q3 2025: +$1.6M net income). Your "horrible financials" stock is the only one with positive margin this quarter. **Your analysis corrections:** 1. **AVAV "closest to profitable"** - True-ish. Was profitable in several 2024 quarters (Q1: +14.4% margin, Q2: +9.9%), but recent FY2026 quarters are negative (-3.6%, -14.8%). Revenue scale is 50x others though. 2. **ONDS "worst financials"** - Not anymore. Revenue grew 17x YoY ($0.6M Q1 2024 → $10.1M Q3 2025). Margins improving (-1580% → -74%). RCAT is worse. 3. **RCAT** - Actually has the worst financials now. Revenue collapsed from $6.3M (Q4 2024) to $1.3M (Q3 2025) before recovering. -166% net margin. 4. **UMAC** - Only profitable one. Tiny ($2M rev), but +75% net margin in Q3 2025. **If you're screening for "has run up" risk:** ONDS and AMPX are 1,300%+ above 52w lows. AVAV is the only one at "only" +110% above the bottom.
US drone stocks are the move AVAV RCAT
QBTS and RCAT are scam companies. I'd avoid. Really worthwhile to go back a bunch of years and read their filings.
Never been a gey bear, but at what point do we start selling OTM covered calls on tech stocks? 100 MU 1500 APLD 1000 QBTS 1000 ONDS 2000 RCAT 16% of my overall port
RCAT gapping up ten cents at a time rn
True, and I don't view their financials as bad. Only the comps are way off. ONDS revenue 10 million.6- fold increase YoY : almost 5 billion market cap. RCAT 9 million revenue, 6 fold increase YoY -- around 1 billion market cap.
RCAT - best pure speculative military play. The CEO leaves a lot to be desired. Missed guidance. blamed the federal government shutdown for shifting demand. Doesn’t exactly line up with the narrative that he was painting in 2025. The SRR contract will transition from LRIP to FRP sometime in Q1. Providing significant cash flow. Recently sanctioned by china (which is bullish imo). production facilities have been built out and as of a December update the lines are finally moving. They also have drone boats based in a successful Ukraine platform. Overall of they execute they’ll be fine. CEO is frustrating - even said that they are in the dog house after missing guidance and need to get contracts. At least he is self aware. Q1 is an inflection point. IMO is not staying here - either up or down. UMAC - pure drone production play. CEO is solid. 2026 should be bright for them. Federal government demand and regulation is in place + they’re the largest domestic producer = good. The only negative is that the stock is lightly traded.
Still saying that drones are meme stocks just shows how much this market is still at the beginning of growth. 1+1 = 2 The government is fully driving the growth with Drone Dominance, every layer of defense is getting drones. Public Safety as well. And then you have the commercial market that also opened up with the new FCC rules. It's gonna be massive. And RCAT is the one that fully positioned itself to take the biggest piece. SRR contract, on the BlueUAS list, explicitly stated that they keep focus on the big contracts (and sometimes let the little ones pass in the process, that others in the list take to make a quick PR). They also filed a copyright for "America's drone", so it's clear where their ambition lies. And they are the one company that understands that this isn't a VS(versus) market, they integrate with others for more powerful platforms. Just like they are integrating with AVAV and RDW. And others will follow.
This was the most helpful. I bought POET, sold on loss but will buy back. Sold ONDS and RCAT at loss in Nov when I thought market was crashing… darn market manipulators. My problem was that I didn’t do DD. ASTS was the one I read everything about and so I held and it’s been great. I sold so many winners in Nov because I didn’t have conviction. Holding ACHR and Joby also. Might buy HUMA after reading this- 1000 shares would be so cheap right now
Man, I can't find it. I don't know if it was gemini just hallucinating that or what. Unless it was in this Benzinga article that keeps popping up, but if it was it is paywalled for me now. I know I read it somewhere this morning because I had never even heard of Red Cat until I googled what kind of drones were used. Maybe it just said drones LIKE RCAT's Black Widow. Either way my calls are up 100% so I ain't mad at it.
Both ONDS and RCAT have less than 150 employees with large projected revenue and market share. I frankly don't understand how either of them would be able to ramp production enough to meet demand, especially considering a good portion of those employees are marketing, procurement, engineering and management. It takes time to build factories, secure contracts for materials, and train employees, so while they could get awarded large military contracts it would take a substantial amount of time to ramp production. That being said, I mentioned this earlier on WSB and was told I'm stupid, so they will both probably be the next NVIDIA.
I had invested in RCAT in November or December...started buying at 11 and stopped buying around $5.92. I had averaged to about $9.10 and cashed out before the market opened for around $9.40 a share. I should have held another hour but I was happy to be out of that stock.
I’d stick with $AVAV for safety and maybe $UMAC if you’re feeling risky.. $ONDS just feels like hype and $RCAT kinda meh
This company is so much more than the little piece you posted here. It's a treat to research it further, so give it a go. You have their Defense department. But the products Palladyne Pilot and Palladyne IQ have way more potential. Pilot already is partnered with Red Cat - RCAT and Draganfly - DPRO. If we go further, RCAT is partnered with Aerovironment and Redwire to integrate and this swarm with their products. Palladyne is the swarming partner and the only company to bring true swarming to the US (letting the drones reason on their own and "retrain" on the fly. Adjust in real time to what other drones are doi g in whatever environment they are in.) They have a patent to be the brain of the network of sensors. Think of all the sensors out there, on drones ,on robots, camea's, ground vehicles .. that combine data for a human to take a decision. They have been adding heavyweights to the team, where the keywords are: F-35's, Anduril's Fury, Iron Dome. And that's just for defense and public safety. They also work for manufacturing. Focussing on the Automative industry, among many other things. And end of July 2025 they were invited at the Kuka Robotics showcase. (Kuka is used by automotive manufacturers such as BMW, GM, Chrysler, Ford, Volvo, Volkswagen, Daimler AG and Valmet Automotive, as well as by manufacturers from other industrial sectors such as Airbus, Astrium and Siemens.). And PDYN IQ is also being tested on robots from ABB (soon to be Softbank) and Fanuc. And Universal Robots - Cobots. They also added a board member from Caterpillar.m recently. TAM IQ: 500 000 industrial robots each year - adds to million of robots that are already in place. PDYN can retrofit existing robots and help sell new robots for applications ppl didn't think they could be used for. TAM Pilot: new market. Drones are estimated to become a multibillion dollar market. This company was the robotics pioneer,.next to Boston Dynamics. They travelled a long sucessful road and have extensive experience, which brought them to a unique solution to be the brain for Physical "embodied" AI.
RCAT printing me benji’s
RCAT, Let loose the drones of war
Sold my KTOS RCAT and APLD last week after they bled for ages and were almost at my purchase entry price again - FML!!!!!!!!! I hate this market
Drone stocks been absolutely ballistic this week. RCAT and ONDAS 🚀🚀🚀
PLTR, ONDS, CVX, SLB, AMPX, UMAC, USAS, UAMY, RCAT Top of my head best to benefit from this situation Oh and expect inflation, so silver and gold to rise. So sad I sold my silver calls on friday, would have mooned today had I known the Venezuela thing would take place early January instead of late January
Went balls deep in RCAT calls at open. Me happy
The tracker doesn't show what happened after assignment. I saw that FIG, PRME got assigned away for more premium, but your tracked doesn't show the profit on the shares. I see that you also ran CCs on ACHR, NTLA, but no assignement yet, so still holding them? Are you still holding RCAT? FLY? DNA? Looks like they all may have recovered since assignment, although not sure what price you were assigned at and on what date. Is there away to add columns in the tracker to show the full chain of events after assignment?
commenting RCAT until it hits $15 currently $10
RCAT is mooning today. I thought WSB had collectively given up on it?
Going long on RCAT
RCAT will pass 10 today.
Smart to be long US defense, particularly drones 🚀 $AVAV $RCAT
RCAT is the move!!!
ONDS (already run quite a bit, so wait for a pullback), RCAT, LPTH and DPRO in that order.
RDW. Multi faceted Space and Drone play. Look at Edge Autonomy’s financials vs RCAT, ONDS, DPRO etc. they are already profitable and have more revenue currently than those 3 combined. Downtrend is broken, above all short term moving averages. Also can be a short squeeze candidate with the tiniest bit of good news.
UMAC, RCAT, and ONDS are my babes
commenting RCAT every few days until it hits $15 currently at: $9.16
!banbet RCAT 10% 4w
LUNR, RCAT, PDYN = the Holy Trifecta 🏆
$RCAT is building unmanned surface vessels to help protect Taiwan against a China invasion. As Taiwan is an Island, they will need at least 1,000 of these as soon as possible. RCAT is the only licensed US made manufacturer of The Magura that has been very successful in the Black Sea for Ukraine against Russia. These small autonomous ships using AI are able to take out large ships, oil refineries, etc. RCAT is already the U.S. Military winner of the Short Range Recon that uses small drones that fit in a soldier’s backpack to identify enemy targets. These drones work even in when electronic radio jamming and work in GPS denied environments using visual navigation. The U.S. Military budget for these drones has gone UP 10x from FY 25 to FY26. Expect RCAT to win a large percentage of the $2 Billion budget for USVs soon.
Seems like a lot of drones were used, so it may reaffirm the use of drones in future conflicts. ONDS RCAT UMAC RDW may pop up bit, but perhaps already priced in from Friday's move
I wouldn't call it a bet. RCAT has the SRR contract. And is on the BlueUAS list. Stuff like that doesn't happen overnight. They are far ahead.
For RCAT? They are currently undervalued. And the TAM just keeps getting bigger and bigger.
ONDS isn't even in the defense sector yet. They get small contracts here and there. They want to be like RCAT though, which has gone for the big contracts, but they are not.
These are my bets for 2026: 1. MU (285.41) 2. NBIS (83.70) 3. RKLB (69.76) 4. APLD (24.52) 5. PATH (16.39) 6. RCAT (7.93) Lets see how I picked.
Nobody ever does. I’m thinking of moving my position over to RCAT. Kraken is suggested on here a suspicious amount
RCAT won the SRR contract for the Army and has USVs otw. ONDS has positioned itself for international and domestic sales. UMAC is going to be one of, if not, THE drone component supplier for the US. Do your own DD.
First and foremost, their CEO is a true professional. I watched the Doc “Wild Wild Space” and that, along with some DD, was enough for me to invest in both RKLB and PL. They just recently won a portion of the Tranche 3 program too. RCAT, ONDS, and UMAC are also on my list for 2026. I’ve been invested in all 5 companies since late 2024. NFA
ONDS, RCAT, ZENA there is 2x for ONDS - ONDL
Check Red Cat Holdings (RCAT), it really meets most of your requirements. The stock trend for 2025 looks like dog shit, but 2026 will change this due to government and army pressure to fight back the drone wars. It’s very well positioned with advanced works with the US army. 2025 was the year of getting things ready for the real demand. If all estimations are met, we could see the price from the actual ~8€ to something above the 50$… Just some details following Q3 2025 earnings: > more than 210 million in cash >total liabilities 23 million > earnings are being increased by +100-140% (estimate for Q4 is 22-24M which is +130% on lower end) > PT 12-18$, agreed 15$. But this will be updated in January-February >US will have lot of focus on drones in 2026 and 2027 > good products, star product is Black Widow. They have Fang (kamikaze), Trychon (Ex-Edge130) for long recon, Teal2 (retail option and cheapest version of Black Widow) > want to break up numbers like crazy with Blue Ops, maritime drone. Different versions: kamikaze, missiles/torpedoes, drone swarm. Magura version that it has proofed effectiveness in Ukraine and also won the Remus 2025 competition. > FCC ban to Chinese drones on US territory, also components. FCC ban also will increase to any foreign drones. Government wants only drones made by US companies, in the US and with US components > RCAT is sanctioned by China. It appears that RCAT is one of the military companies providing drones to Taiwan. Chinese sanctions have no effect because it doesn’t own anything in China and doesn’t have production lines in the country. > Government increased massively the defense budget for 2026 and this benefits all drone companies, as it has dedicated budgets for drones. The one that RCAT benefitted the most went from 70 to 700 M. The negative points, because I won’t hide them: > investors have low trust due to excess of promises. Stock is mostly owned by retail with weak hands. Any upside might see a bounce down due to big sales. People are hungry for wins. > CEO made the mistake of excessive promises and people don’t like him much. But he is a nice guy and was too naive on this even though he owned companies before. > 2025 guidance was lowered. From 80-120 to 30-37 M. But this is mostly explained by government delays in contracts and payments (this is solved thanks to a recent law to speed up buying processes). Working with the government in a growing and new business looks difficult > Guidance for 2026 is to be announced in February. And if there is any luck mid January. > Analyst and retail have eyes on ONDS. But this is a military company and not a retail one. So contracts might take more time to be announced and made public. > Insider trading, one of the directors tend to sell his stocks once he cans. CEO usually by end of year sets as collateral his own sales for personal loans which some people tend to read wrongly and scream that the CEO is selling his shares (which is not happening). If you have any other questions I would be happy to help. I don’t want to extend much more. RCAT web is very informative and give lots of details. You also have the government pages to confirm the contracts. Maybe I’m wrong maybe I’m right, up to you to believe it or not and invest or not. Same for everyone who read this. Good luck everyone for 2026 !!!
Us drone warfare calls. RCAT
cant speak to ONDS, but ya, RCAT senior management seems to be a dumpster fire of chronically online freaks.
I'm in both, holding about 3x more ONDS than RCAT. They're both punts at this stage.
better management than RCAT or LHX. 2026 is the year of drones.
RCAT has shit management compared to ONDS and LHX. 2026 is year of drones.
Why ONDS? And not RCAT for example?
KTOS, RCAT, and... SAAB. Yes, SAAB.
ANVS Alzheimer's and Parkinson's treatment drug. So your DD. Q4 of '26 is when their 6-mo phase 3 Alzheimer's study will be completed. If results are good, holy shit, 🚀. Also, wtf is up with the one-week chart of CRWV, ONDS, RCAT, and UMAC??? December 22nd pumped.
Drones. Also RCAT and UMAC
I would wait until the price drops a dollar or two more at this point, but there's no guarantee that it will anytime soon so if you want to invest in RCAT, then you might want to ease in with a smaller amount at this current price and wait for it to drop some more before buying more.
RCAT - drones will be mainstream for defense and all countries are upgrading
RCAT and Teal were among those sactioned. Bullish that China included a small cap US drone maker. They must see them as a threat.
so RCAT would be a great idea to invest in? im fairly new to this
i'm gonna say RCAT I think it goes pretty crazy in 2026
This is the year of robotics. ONDS, RIVN, GOOGL, RDW, LUNR, RCAT etc AI/Quantum/chips/data centers are the new BOOMER plays. Nuclear fusion is years away from any reasonable speculation on revenue.
I plan to buy $RCAT, $UMAC and $DPRO. The US Military budgets for drones will 10x in 2026 vs 2025. This is revenue NOW! RCAT won SRR budget that is going from $70 Mil in 2025 to $740 Mil in 2026. They already have $51 Million in Purchase orders. $UMAC benefits the most from the ban on any new Chinese drone models. $UMAC makes the components for the $1 Billion in additional military budget for FPV drones. $DPRO has the only drone that can carry 100 pounds and fly for 7 hours non stop. They have already won US Military contracts and will win US Southern border contracts as well as contracts with Canada. Even when/if the war RUS/UKR ends, Europe will still need to guarantee Ukraine‘s security and provide drones for minesweeping that DPRO specializes in.
I would focus on common stock only. Focus on Growth at a reasonable price. You still get the stock price appreciation without the added risk of options. Take $ANAB for example. Over 100% sales growth and $.52 per quarter EPS. If you take .52 x 4 quarters, you get $2.08 EPS per year per share. The SP is only $50.01. The PE ratio is 24, but the growth rate over 100. The PEG ratio is about .24. Whenever the PEG is less than 1, you have a great chance to double (or more) your money in a year. Using this strategy, I made a ton of money in stocks like UMAC and RCAT. ANAB to me has less risk as it’s already profitable. UMAC and RCAT are my favorite due to 2026 growth.