Drone Stocks Slide as Risk Appetite Fades: Unusual Machines Tumbles 9%, Red Cat Falls 7%, Ondas Declines 5%

The REX Drone ETF (NASDAQ:DRNZ) is down 4% to $21.58 in Monday trading, while the Invesco QQQ Trust (NASDAQ:QQQ) is off just 0.7% to $708.26.

24/7 Wall Street • 17 hours ago

Here's Why You Should Watch Red Cat In 2H26

Red Cat Holdings is transitioning from a small drone vendor to a scaled, backlog-driven autonomy platform, supported by 527% YoY revenue growth to $20.2 million. RCAT's manufacturing footprint has expanded 5x, inventory scaled to $85 million, and management guides for $150–$180 million FY revenue, with a heavily back-half-weighted year. Gross margin improved to 16.1%, with management targeting 30% by year-end 2026, contingent on H2 contract execution and volume ramp.

Seeking Alpha • Aug 23, 2026

Red Cat CEO Jeffrey Thompson Sells 150,000 Shares for $1.6 Million as the Stock Soars 24%

The disposition of ~150,000 shares generated ~$1.6 million in proceeds at a weighted average price of $10.45 per share on August 17, 2026. The transaction resulted in a 1% reduction in the executive's direct equity holdings.

The Motley Fool • Aug 23, 2026

Quantum Computing vs. Red Cat: Which High-Growth Innovation Stock Is a Better Buy in 2026?

Quantum Computing is scaling its thin-film lithium niobate chip fabrication capabilities to target advanced technology markets. Red Cat is experiencing massive revenue growth through its tactical drone programs for military and national security applications.

The Motley Fool • Aug 23, 2026

Ondas vs. Red Cat: Which Drone Stock Is the Better Pick Now?

ONDS pairs surging revenues, a $613M backlog and a lower valuation with integration risks, while RCAT faces a steep second-half ramp.

Zacks Investment Research • Aug 21, 2026

Insider Sells 30,000 Shares of Small Cap Stock, Up 14% Over Last Year

The disposition of 30,000 shares on August 11, 2026, generated gross proceeds of approximately $311,000 based on a weighted average price of $10.35 per share. The transaction represented 13% of the insider's total equity holdings in the company.

The Motley Fool • Aug 19, 2026

Blue Ops, a Red Cat Company, and Havoc Partner to Develop Open-Architecture Autonomous Maritime Defense Systems

Companies plan to integrate Havoc's collaborative autonomy software across Blue Ops' USV portfolio to establish operational fleets Companies plan to integrate Havoc's collaborative autonomy software across Blue Ops' USV portfolio to establish operational fleets

GlobeNewsWire • Aug 17, 2026

Red Cat Slides 4% on Maritime Autonomy Deal, Ondas Holdings Pulls Back

Red Cat (NASDAQ:RCAT) shares are down 4% to $10.65 Monday afternoon, slipping despite a fresh maritime autonomy partnership announcement from the company's Blue Ops division.

24/7 Wall Street • Aug 17, 2026

Red Cat: Big Order Promises Intact

Red Cat Holdings maintains a bullish outlook despite mixed Q2'26 results and market hesitancy. The drone company reaffirmed FY guidance of $150–$180M revenue, but reaching this target requires a significant ramp in 2H sales. The Dept. of War is long overdue to place major drone orders while Red Cat has built a large manufacturing base to support a pipeline topping $1 billion.

Seeking Alpha • Aug 16, 2026

Why Red Cat Stock Just Popped

President Trump announced new tariffs on drone imports today. Red Cat should be able to dodge the tariffs as it operates solely within the U.S.

The Motley Fool • Aug 14, 2026