Added to YB: 2025-10-14
Pitch date: 2025-10-10
RCAT [bearish]
Red Cat Holdings, Inc.
+41.91%
current return
Author Info
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Company Info
Red Cat Holdings, Inc., together with its subsidiaries, provides products, services, and solutions to the drone industry in the United States.
Market Cap
$854.7M
Pitch Price
$13.84
Price Target
N/A
Dividend
N/A
EV/EBITDA
-11.51
P/E
-6.99
EV/Sales
90.10
Sector
Electronic Equipment, Instruments and Components
Category
N/A
Red Cat (RCAT) - Short - FOIA's Show Small Army Contract & Chinese Drone Parts - Hype De'FANGed
RCAT short: FOIA reveals Army SRR LRIP contract only $12.9M vs claimed >$55M (60% smaller); guidance miss likely as total rev only $4.9M. FANG drone exposed as rebranded $650 Rotor Riot w/ Chinese parts, failed to compete in Aug Army flyoff. NATO entry old news from 2023, no meaningful sales vs Skydio's dominance.
Read full article (10 min)