Why Red Cat Holdings Stock Crushed it Today

The drone specialist made two changes to its management team. It now has a new CFO and COO.

The Motley Fool • Dec 3, 2025

Red Cat Announces Key Leadership Transitions

SAN JUAN, Puerto Rico, Dec. 02, 2025 (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 announced two strategic leadership transitions designed to strengthen operational execution and financial performance as the Company accelerates growth. Christian Ericson, Red Cat's current Chief Financial Officer (CFO), has been promoted to the new role of Chief Operating Officer (COO).

GlobeNewsWire • Dec 2, 2025

Red Cat Holdings: Cautiously Optimistic After The FY 2025 Guidance Downgrade

My bull case on Red Cat Holdings hinges on Black Widow snapping back into clean deliveries in 2026. The 6–7 week delay was an external factor. I downgraded to a cautious buy after FY25 revenue guidance was cut to $34.5M–$37.5M, from $80M–$120M, reflecting the heavy Black Widow concentration. The Edge 130 reconfiguration removed the expected $25M FY25 FlightWave contribution, and management gave no firm redesign timeline.

Seeking Alpha • Nov 30, 2025

Red Cat: Sell-Off Gift

Red Cat has sharply declined to $6 despite strong momentum in the U.S. drone market and new product launches. The drone manufacturer reported record Q3 revenue with growth of 646% YoY, but 2025 guidance was cut significantly due to government contract delays. The company is expanding into uncrewed surface vessels, targeting a $150 million opportunity, and maintains a robust $213 million cash balance.

Seeking Alpha • Nov 24, 2025

Red Cat Holdings, Inc. (RCAT) Financial Results For 2024 Transition Period Conference Call Transcript

Red Cat Holdings, Inc. ( RCAT ) Financial Results for 2024 Transition Period Conference Call March 31, 2025 4:30 PM ET Company Participants Jeff Thompson - Chairman of the Board, CEO and President Conference Call Participants Glenn Mattson - Ladenburg Thalmann Mike Latimore - Northland Capital Markets Operator Ladies and gentlemen, thank you for standing by. Good afternoon and welcome to the Red Cat Holdings December 31st, 2024, Eight Months Stub Period Financial Results and Corporate Update Conference Call.

Seeking Alpha • Nov 14, 2025

Red Cat Misses Estimates, Expands Operations

Red Cat Holdings, Inc. reported a Q3 '25 EPS loss and revenue miss, causing RCAT shares to drop 12% post-earnings. RCAT is expanding aggressively, doubling production space and launching a maritime division, but faces execution and profitability risks. Despite a strong cash position and robust demand, RCAT's valuation remains high, with the market pricing in substantial future growth.

Seeking Alpha • Nov 14, 2025

Red Cat Holdings, Inc. (RCAT) Q3 2025 Earnings Call Transcript

Red Cat Holdings, Inc. ( RCAT ) Q3 2025 Earnings Call November 13, 2025 4:30 PM EST Company Participants Jeffrey Thompson - Founder, President, CEO & Chairman Christian Ericson - Chief Financial Officer Conference Call Participants Austin Bohlig - Needham & Company, LLC, Research Division Mike Latimore - Northland Capital Markets, Research Division Glenn Mattson - Ladenburg Thalmann & Co. Inc., Research Division Presentation Operator Good afternoon, and welcome to Red Cat's Third Quarter 2025 Earnings Conference Call. My name is Steve, and I'll be your operator for today's call.

Seeking Alpha • Nov 13, 2025

Red Cat Holdings Reports Q3 2025 Revenue Growth of 646% Y/Y Sequential Quarterly Revenue Growth of 200%; Guides Q4 Revenue to 1455% Y/Y; FY 2025 Revenue Guidance to 124% Y/Y, Beating Q3 Revenue Consensus Expectations

SAN JUAN, Puerto Rico, Nov. 13, 2025 (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, reports its financial results for the third quarter ended September 30, 2025. Business and Financial Highlights Q3 quarterly revenue grew 646% year over year and 200% over the prior quarter to $9.6 million, beating consensus expectations.

GlobeNewsWire • Nov 13, 2025

Defense Stock Due for a Rebound After Falling From Highs

Defense stock Red Cat Holdings Inc (NASDAQ:RCAT) has pulled back from its Oct. 9 record high of $16.70, last seen down 4% to trade at $8.79 today.

Schaeffers Research • Nov 11, 2025

Red Cat Proudly Supports Military Servicemembers through its Veterans Outreach Initiative

SAN JUAN, Puerto Rico, Nov. 11, 2025 (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, is proud to support and salute America's warfighters this Veteran's Day. Red Cat's mission is to support those who serve – both on the front lines and the home front.

GlobeNewsWire • Nov 11, 2025