RCAT Red Cat Holdings Inc

$RCAT Be a shame if we announced a boat sale or SRR Gen 2 news and left all the limp dick shorts scrambling…

$RCAT hey that's Sebastian Gorka the deputy assistant to Trump and senior director for counterterrorism on the national security council

$RCAT So you get to tell someone when to sell or not. Glad I get to make that move for myself. I guess Jeff does as well. Everyone has their own needs, desires and wants. Also there is the taxman to appease. Yes Jeff is rich. The important thing from my standpoint is, does this sale support the bear thesis of the sky is falling? For me it does not as it was scheduled some time ago. But people can make of it what they will. They should be encouraged to think for themselves, or be told what to think by some on this board. Lol. My thesis is that it is a nothing burger- you all can think differently. That is your prerogative.

$RCAT Report, Wednesday, October 14, 2026 It has been 8 trading days since I added this particular stock to the "friends and family" portfolio that I manage. Along with ONDS, I consider it one of the best companies in the American drone industry—with even greater upside potential, given that it has nearly four times fewer shares outstanding, making it more sensitive to price appreciation. The investment is currently down nearly 27% from the initial purchase price, which averages out to a daily decline of 3.5%—truly insane. It is painful, of course, but it is ultimately just a market quirk. The market—that uniquely irrational and unstable entity—is once again writing a chapter that feels like science fiction. Based on today’s closing price, the market is effectively betting that, come November, the company will miss earnings expectations—forecasting a GAAP loss per share of -$0.56 and an adjusted loss of -$0.48. This is completely absurd; it reflects a version of the company from years past—a company that has since evolved significantly for the better and, in reality, no longer exists. On the daily chart, the 14-day RSI sits at 17.41. The all-time low is 14.93, recorded two years ago when the company was much smaller, troubled, and had lower production and sales volumes than it does today. Just 26 days ago, the prominent research firm Northland Securities—through one of its star analysts, Michael Latimore—reiterated a "Buy" rating on the stock, setting a price target of $13 per share. This implies a potential return of +150%—or a 2.5x gain on the investment. And just today, October 14, 2026, Evercore ISI reiterated its "Buy" recommendation with a price target of $15 per share—representing a potential return of +218%, or a 3.18x gain on the initial investment. The stock is cheap, the investment thesis remains unchanged, the "weak hands" are being shaken out, and it is time for this stock to take off. For me, the most significant catalyst is the presence of "Adaptable Unmanned Maritime Systems"—developed by Blue Ops, a subsidiary of Red Cat Holdings—in the waters off Naval Station Guantanamo Bay. These are the very systems likely to patrol the Caribbean in the years to come. Furthermore, Red Cat’s proven technologies—including those from Red Cat Aerial, Quaze, and Apium Swarm Robotics—are delivering excellent results across multiple fronts and regions globally. A month from now—on November 13th—I’ll be back here to laugh at the bears and the short sellers and thank them for helping me secure an excellent potential return in just over a month. Now that the stock is dropping, all I can say is: enjoy your little moment of "glory," and please, keep your positions open—don't take profits in November. In fact, I dare you to keep those short positions open. "Smart Money" is bullish on this stock; they’ll only stay bearish for another two weeks to maximize their gains and wipe out the retail investors—poor, deluded souls. I’m not selling; this stock is going to see massive appreciation. Maybe I’m just another "often wrong, never in doubt" type, but the big difference is that I’ve got a big white d... and other fund managers don’t. This is not investment advice; please conduct your own research and draw your own conclusions.

$RCAT why is it that a board I have followed for years now all of a sudden just has the most random fucking bears come from no where. Thats when I know I am good 🖤

$RCAT The lack of logic regarding the complaining of Jeff’s selling at this level is stupid. It was a scheduled sale. Would it not make more sense for him to push the SP to a higher level to sell than at this price? It’s the sector folks. Give it time. It will turn.

$RCAT $ONDS $UMAC I think we are finally seeing a lot of people heavy on margin getting cooked that went too hard on these risk stocks. I’m sure a lot of options traders getting margin calls out there this week.

$RCAT Up 527% YoY?! Up from what, $3.22 Million? The Variant 7 is "at full rate production", or "ramping toward word salad full rate production with no legal definition"? Way to toe the company word salad. Talk Monday!

$RCAT I’m hoping Blue Ops will announce orders with sidewinders. Those are $400K each bringing those boats up to $1 Million each. We could get 20% markup (All 100% profit) on ALL added payloads. We already have 100 Bullfrogs. The 30% profit on the boats is conservative, I think it will be more! With more molds comes more boat production per day. 300 per year per Barry.

$RCAT Correction to my earlier comment — I was mixing up Black Widow and FANG. 🙄 Black Widow is RCAT's surveillance/reconnaissance platform. FANG is the strike drone that competed in Gauntlet II. My point was that losing Gauntlet II doesn't diminish Black Widow's separate Army SRR position. As for FANG, I'd like to know exactly what kept it from winning before assuming the technology is inferior. Two different drones, two different missions.

$RCAT fed gov is posting Blue Ops as their example of SBA loans for financing the next wave of military technology. Buying with each paycheck.

$RCAT Careful, if it get's up to $5 again, Joffrey Plopsen will back up his truck of shares and dump them into the open market at any price.

$RCAT I bought about 12K shares at $0.50 and have been buying since 2021. I watched Red Cat hit $7.75 before dropping back to nearly $0.50. I’ve been in this exact spot plenty of times. For me, it’s always been two options: hold or buy more. That’s it. There’s no secret to it. Life-changing money takes conviction and patience. Keep posting 100 times a day for a few dollars if that’s your game. Who am I to knock your game?

$RCAT FIRST CONTRACTS FAMZ! We were awarded 4 stars for autonomously systems!!! ⭐️⭐️⭐️⭐️ 🚀 To the Moon!!!!!

$RCAT They’ve expanded production and continue to scale. Q2 revenue was $20.2M, up 527% YoY, and Variant 7 at full-rate production. Having scaled and continuing to scale aren’t contradictory. Thanks for reposting and amplifying my comments.

$RCAT “The factory is the weapon” — Anduril’s philosophy, echoed by Red Cat’s Jeff Thompson Anduril has been emphasizing a straightforward idea: military advantage depends on how quickly and affordably you can manufacture weapons at scale. Jeff Thompson used the same phrase in Red Cat’s May earnings release: “We are ready to scale, because in this arena, the Factory is the Weapon.”

$RCAT part 3 The Real-World Proof: The SRR Program The ultimate proof that RCAT's technology didn't "fail" is how the Pentagon handles procurement when it is looking for high-tier surveillance. In the U.S. Army’s Short Range Reconnaissance (SRR) program, where the explicit goal is to provide platoons with a reliable, secure eye-in-the-sky: • RCAT’s Teal Drones consistently outperformed competitors. • The Pentagon prioritized the exact thermal imaging, secure software integration, and rugged build quality that the Drone Dominance tests penalized as "too expensive" or "too heavy." Ultimately, the results at Fort Carson simply highlighted that RCAT builds tactical scouting assets, not disposable ammunition.

$RCAT the optics of sir jeffrey selling while the shares are eating shit are horrible.. Maybe add a couple shares here at 1.5 x book. My sentiment on RCAT is cautiously bullish on the business, but skeptical of execution. CEO sales should have suspended. The company has a genuine opportunity But Can Red Cat turn its technology, factories, and military relationships into enough profitable revenue to justify its promises? Military drone market super bullish RCAT technology and products somewht bullish Black Widow is a real military product with a credible customer base. Red Cat isn't simply developing prototypes and hoping somebody notices Blue Ops is potentially a major second business. Autonomous maritime systems could become an important military procurement category, and Red Cat has already invested in production infrastructure. The valuation is much more interesting around $4.70 1.5xbook than it was at $15–$17.

$RCAT lmao holy shit. I remember a few weeks ago someone on here said $RCAT was gonna hit $4.70 and I told my wife, “hey honey listen to this clown” Well well well, I guess she was listening to the clown 💀💀💀

$RCAT Plopsen Extraction Network. Owning Red Cat is like trying to get your family to safety in The Birds—except the birds are rabid, the pecking is relentless, and they're carrying off your life savings one bloody chunk at a time. And the biggest bird of all? He's running the extraction operation. Run, Big Bird, Run!