Who mentions $RCAT most on Surfaced?

@investmentguru_ (InvestmentGuru) mentions $RCAT most — 26 mentions in the past 12 months.

When was $RCAT first mentioned on Surfaced?

The earliest tracked mention of $RCAT in the Surfaced archive was on Dec 17, 2025.

How many voices track $RCAT?

26 FinTwit voices have mentioned $RCAT 150 times in the past 12 months.

What kind of voices mention $RCAT most?

$RCAT is mentioned most by Long Research voices on Surfaced.

$RCAT — FinTwit mentions on Surfaced

Recent calls

15 calls

@jasonl_capitalJun 18, 2026 · 12:57 PM

5. $RCAT - Red Cat Holdings Won a $35M US Army contract for the Black Widow - a military-grade reconnaissance drone built for battlefield threat detection and identification. You can't stop a drone you can't see first. RCAT builds the eyes.

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@dustinhuntwnJun 15, 2026 · 8:16 AM

$RCAT Red Cat Introduces Hellcat™, a Global Small UAS Configuration Built on the Proven Black Widow™ Platform https://t.co/ONoHxI9drv

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@spaceinvestor_dMay 30, 2026 · 11:54 AM

$RDW / $RCAT: In October 2025, Redwire partnered with Red Cat, a U.S.-based provider of advanced all-domain drone and robotic solutions for defense and national security. The companies integrate Red Cat’s Teal Drones Black Widow with Stalker, a Group 2 fixed-wing VTOL UAS, to support U.S. Army echelon missions requiring advanced surveillance, reconnaissance, and situational awareness. The Black Widow can be mounted under the center wing of the Stalker as a deployable payload, extending mission range with the Stalker acting as a carrier, launch platform, and communications relay.

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@jasonl_capitalMay 28, 2026 · 11:52 AM

$RCAT - Red Cat Holdings (~$12) Won the U.S. Army's Short Range Reconnaissance Program of Record, beat Skydio. Black Widow system approved for NATO's NSPA Catalogue. Blue UAS certified. Expanding into unmanned surface vessels. https://t.co/tylM7k6wVm

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@dustinhuntwnMay 14, 2026 · 10:36 AM

$RCAT just announced a partnership with Kymeta to embed satellite communications into its Blue Ops Variant 7 USV for autonomous maritime https://t.co/iljZF8p9zk

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@dustinhuntwnApr 30, 2026 · 10:32 AM

$RCAT Red Cat to Deliver 173 Black Widow™ Drone Systems Under Japan Ministry of Defense Contract https://t.co/Fr57NotAvz

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@dustinhuntwnApr 6, 2026 · 11:44 AM

$RCAT Red Cat Expands Blue Ops Manufacturing Capabilities Though Strategic Partnership with HADDY If you found this thread helpful: Follow me for more content. https://t.co/UEtpd470QY

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@dustinhuntwnMar 31, 2026 · 5:15 PM

$RCAT two acquisitions and Ukrainian partnership in past 24 hours Glad to see them using equity and not cash to make these acquisitions. The company’s valuation is a massive asset it can use and it appears to be doing so to acquire some interesting tech. Meanwhile it can conserve its cash for operations and preserve its runway until profitability.

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@itschrisrayMar 19, 2026 · 2:46 PM

RIP $RCAT 💀 Red Cat falls further than other drone names today due to disappointing earnings. https://t.co/iIO3ywi86R

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@dustinhuntwnMar 19, 2026 · 1:53 AM

$RCAT Today’s summary 1. No guidance. However BW did $26 million last Q . We can expect every Q from here on out to be better than before. Also a range between $100 - $170 million had been floated by some. Jeff suggested it to be realistic to hit closer to the top numbers. Guidance will be updated when contracts are in hand. 2. We now have an office in Kiev & have a Eurkaine letter of intent to be involved in replacing a portion of Chinese drones. Currently these drones amount to 350 thousand per year. 3. Boat interest is very high. In fact they are even now selling some demos to get them out asap. There has been an uptick in navy interest since war. We shall have frp for boats soon. We have a counter drone configuration on boats 4. Currently BW is being produced at 1k units per month. 5. Production goals on Edge 125 per month BOATS 100 per month 6. R&D includes AI focus 7. Our pipeline interest is very strong on all fronts

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@wliangMar 15, 2026 · 3:36 PM

Many support levels around the 15-15.6 range for $RCAT. Wouldn't be surprised if we see some turbulence this week, but expecting a bounce off these levels. https://t.co/Bx3k4ezMcj

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@blackpanthercapMar 9, 2026 · 12:22 PM

$ONDS just beat guidance. Again. Q4 revenue: $29.1–$30.1M. Guidance was $27–$29M. Full year 2025: $49.7–$50.7M. Guidance was $47.6–$49.6M. They didn't just hit the number. They beat the top end. And then they reiterated $170–$180M for 2026. Let that math sink in: $50M → $170–$180M in a single year. That's 3.5x revenue growth. Not projected. GUIDED. The balance sheet everyone's ignoring: $1.5B + cash as of December 31. Almost zero debt. They raised $1B on January 12 and it's sitting there, fully loaded for deployment. This isn't a company that beats guidance and prays for survival. This is a company that beats guidance with $1.5B in the bank. The bear case is getting embarrassing. "Dilution risk." They raised $1B at scale. Cash is a weapon now, not a liability. "They're burning cash." Pre-revenue autonomous defense platforms always do. That's what the $1.5B is for. "No profitability." You don't value a 3.5x revenue grower on 2025 EBITDA. You value it on what $170M+ looks like in 2027. What happens from here: Final results drop March 25. If Q4 holds, and it will, the 2026 ramp becomes the only thing that matters. $170M revenue at even a conservative 10x P/S = $1.7B market cap. At 20x (where $RCAT and $ONDS comps trade)? Do the math yourself. They beat. They reiterated. They have $1.5B in cash. Still long $ONDS. This is what execution looks like. Note. This is not financial advice.

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@dustinhuntwnMar 2, 2026 · 3:32 PM

$RCAT Allen Control Systems Joins Red Cat Futures Initiative to Advance Autonomous Counter-Drone and Precision Defense Capabilities. https://t.co/qV8GYXi4lb

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@thevalueistJan 9, 2026 · 6:05 PM

$RCAT Red Cat Holdings: Scaling Defense Drones, Operational Governance, and Investment Thesis.

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@yasutaketinDec 26, 2025 · 10:44 AM

中国は、台湾への武器売却に関連して、米国の防衛関連企業20社と役員10名に制裁を科した。措置には、中国国内の資産凍結、中国企業との取引禁止、および対象個人の中国への入国禁止が含まれる。制裁対象の米国防衛関連企業（20社）：ノースロップ・グラマン・システムズ L3ハリス・マリティム・サービスボーイング（ミズーリ州セントルイス拠点）ギブス・アンド・コックスアドバンスト・アコースティック・コンセプツ VSEコーポレーションシエラ・テクニカル・サービスレッド・キャット・ホールディングス（ $RCAT ）ティール・ドローンズリーコンクラフトハイ・ポイント・エアロテクノロジーズエピルスデドローン・ホールディングスエリアI ブルー・フォース・テクノロジーズダイブ・テクノロジーズヴァントールインテリジェント・エピタキシー・テクノロジーロンバス・パワーラザロ・エンタープライズ制裁対象の個人（10名）：パーマー・ラッキー（アンデュリル創設者）ジョン・カンティヨン（L3ハリス・テクノロジーズおよびマリティム・サービス副社長）マイケル・J・カルノバール（アドバンスト・アコースティック・コンセプツ社長兼CEO）ジョン・A・クオモ（VSEコーポレーション社長兼CEO）ミッチ・マクドナルド（ティール・ドローンズ社長）アンシュマン・ロイ（ロンバス・パワー創設者兼CEO）ダン・スムート（ヴァントール社長兼CEO）アーディティヤ・デヴァラコンダ（デドローン・ホールディングスCEO）アン・ウッド（ハイ・ポイント・エアロテクノロジーズ社長）ジェイ・ホフリッヒ（リーコンクラフト共同創設者兼CEO）

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