Ukraine Launches Its Largest Ever Attack on Russia: Drone ETFs in Spotlight

Ukraine's largest drone attack on Russia spotlights military drone makers and ETFs like JEDI as demand for unmanned systems accelerates.

Zacks Investment Research • Jun 23, 2026

Expert Predicts Drones Are the ‘Unlikely Catalyst' for Battery Breakthroughs. Time to Buy AeroVironment, Ondas, and Red Cat?

On a recent episode of the Catalyst with Shayle Kann podcast themed around the “electric supercycle,” investor Andy Lubershein floated a provocative idea: military drones, not electric vehicles, may be the unlikely catalyst for next-generation battery technology.

24/7 Wall Street • Jun 20, 2026

Red Cat: Pathway To $1+ Billion

Red Cat Holdings is positioned for transformative growth, targeting a $1+ billion manufacturing capacity and a $2 billion pipeline, pending major contracts. The drone company provided a near-term revenue target of $150–$180 million, but actual 2026 guidance remains uncertain due to government contract timing. Red Cat executed a poorly timed $259 million secondary offering, but the business now has $385 million of cash to fund aggressive expansion.

Seeking Alpha • Jun 17, 2026

ONDS vs. RCAT: Which Drone Tech Stock Is the Better Pick Now?

ONDS and RCAT are drawing investor attention as drone tech plays, with each pursuing defense demand through different growth paths.

Zacks Investment Research • Jun 17, 2026

Red Cat: The Fundamentals Are Catching Up To The Hype

Red Cat Holdings is rated STRONG BUY with a $16.50 12-month price target, driven by 849% YoY revenue growth and gross margin recovery. RCAT's Black Widow drone gains traction beyond the U.S. Army, securing NATO and Japanese defense contracts, expanding its addressable market, and reducing customer concentration risk. Pro forma cash of $351 million and significant inventory build position RCAT to capture upcoming defense spending tailwinds and support near-term growth without immediate financing needs.

Seeking Alpha • Jun 16, 2026

Red Cat's Variant 7: Could This Become The Dominant Maritime Drone?

Red Cat Holdings is transitioning from a niche drone maker to a fully integrated, multi-domain autonomous defense platform targeting recurring, multi-year government contracts. RCAT's recent Kymeta and Quaze partnerships address key bottlenecks—persistent connectivity and wireless power—enabling self-sustaining, networked autonomous fleets across air, land, and sea. The Blue Ops Variant 7 uncrewed surface vessel has entered full-rate production, mirroring the Black Widow's commercialization path and positioning RCAT for scaled DoD contracts.

Seeking Alpha • Jun 16, 2026

Red Cat Introduces Hellcat™, a Global Small UAS Configuration Built on the Proven Black Widow™ Platform

SALT LAKE CITY, June 15, 2026 (GLOBE NEWSWIRE) -- Red Cat Holdings, Inc.  (Nasdaq: RCAT) (“Red Cat” or the “Company”), a U.S.-based provider of advanced all-domain drone and robotic solutions for defense and national security, today introduced Hellcat™, a dual-use small unmanned aircraft system (sUAS) built on the proven Black Widow™ platform and designed for rapidly evolving operational environments.

GlobeNewsWire • Jun 15, 2026

Why Red Cat Stock Sank Today

Red Cat stock slipped today despite bullish trading for the broader market. Investors are betting that a deal to end the Iran war could finally be finalized in the near future.

The Motley Fool • Jun 12, 2026

Red Cat Stock Is Climbing Thursday: What's Driving The Action?

Red Cat Holdings Inc. (NASDAQ:RCAT) shares are climbing on Thursday amid overall market strength. The stock has been volatile in recent weeks as investors continue to assess fresh optimism around U.S. policy support for domestic drone makers.

Benzinga • Jun 11, 2026

Red Cat Holdings vs. Unusual Machines: Which Drone Stock Is a Better Buy Today?

The Ukraine-Russia conflict has highlighted the effectiveness of drones in modern warfare. The U.S. aims to boost domestic drone manufacturing through programs like the Pentagon's $1.1 billion Drone Dominance Program.

The Motley Fool • Jun 10, 2026