Red Cat Hldgs Inc Stock Price, News & Analysis

Red Cat (Nasdaq: RCAT) completed flight testing of Palantir Visual Navigation (VNav) on its Black Widow™ drone on Oct. 27, 2025, demonstrating visual navigation in GPS-denied conditions for a U.S. Army Short Range Reconnaissance program aircraft.

Tests validated full integration with the Black Widow flight controller, reliable operation down to 150 ft AGL and 16 mph, successful ISR mission completion without GPS or human input, and a reported mean positional error of ~7 meters over 2.7 km. No additional hardware was required.

Red Cat (Nasdaq: RCAT) announced an engineering roadmap with AeroVironment (Nasdaq: AVAV) on Oct 14, 2025 to enable Red Cat’s FANG™ FPV drone to be carried and released from AV’s P550™ Group 2 eVTOL UAS using a marsupial payload configuration.

The P550 offers a 15-pound payload capacity and five-hour endurance, and the concept leverages a MOSA modular interface to combine long-endurance Group 2 reach with short-range FPV ISR within one mission. Teams are working on engineering, interface, and control requirements ahead of future demonstrations for U.S. and allied defense use.

Redwire (NYSE: RDW) subsidiary Edge Autonomy and Red Cat (Nasdaq: RCAT) announced a strategic integration to mount Red Cat’s Teal Drones Black Widow sUAS under Edge Autonomy’s Stalker Group 2 fixed-wing VTOL. The combined system is designed to support U.S. Army echelon missions—platoon through brigade—by extending range, providing launch-and-recover capability, and acting as a communications relay for tactical ISR.

The Black Widow is NDAA-compliant and was selected by the U.S. Army for SRR Tranche 2 in November 2024. Edge Autonomy emphasizes MOSA design and deployed global presence for defense customers.

Red Cat (Nasdaq: RCAT) launched the FANG™ line of NDAA-compliant First Person View (FPV) drones on October 8, 2025, led by the 7-inch retrievable FANG F7. Initially developed via a U.S. military lab program, FANG targets defense, public safety, and government buyers with American-made, DIU Blue UAS Framework-listed critical components and a full system pending cleared-list inclusion. The F7 emphasizes a carbon-fiber 7-inch frame, retrievability for reuse, low cost for training and tactical use, and planned integration with Red Cat’s Arachnid ecosystem and ATAK command-and-control.

Red Cat Holdings (Nasdaq: RCAT), a drone technology company, has successfully completed a public offering of common stock, including the full exercise of the underwriters' option. The company issued a total of 17,968,750 shares, raising gross proceeds of approximately $172.5 million.

The offering was managed by Northland Capital Markets as sole bookrunner and Ladenburg Thalmann & Co. Inc. as co-manager. Red Cat plans to use the net proceeds for general corporate purposes and working capital, with a focus on operating expenditures for its new unmanned surface vessel division.

Red Cat Holdings (Nasdaq: RCAT), a drone technology company, has announced the pricing of its public offering of 15,625,000 shares of common stock at $9.60 per share. The offering is expected to generate approximately $150 million in gross proceeds before deducting expenses.

The company has granted underwriters a 30-day option to purchase up to 2,343,750 additional shares. The offering is expected to close around September 19, 2025. Proceeds will be used for general corporate purposes and working capital, including operations of its new unmanned surface vessel division. Northland Capital Markets is serving as sole bookrunner, with Ladenburg Thalmann & Co. Inc. as co-manager.

Red Cat Holdings (NASDAQ: RCAT), a drone technology company focused on military, government, and commercial operations, has announced a proposed public offering of common stock. The company plans to grant the underwriter, Northland Capital Markets, a 30-day option to purchase up to an additional 15% of the offered shares.

The proceeds will be used for general corporate and working capital purposes, including operating expenses and capital investments for their new unmanned surface vessel division. The offering will be conducted under a shelf registration statement on Form S-3 that was declared effective by the SEC on September 17, 2025.

Red Cat Holdings (Nasdaq: RCAT) has announced a strategic collaboration with Safe Pro Group (Nasdaq: SPAI) to enhance its Black Widow drone platform with AI-powered threat detection capabilities. The integration will embed Safe Pro's Object Threat Detection (SPOTD) system into Black Widow drones, enabling real-time identification of over 150 types of explosive threats.

The system will process 4k video onboard and integrate with the U.S. Army's Tactical Assault Kit (ATAK) software. Safe Pro's technology is powered by one of the world's largest landmine datasets, containing 1.88 million drone images and over 34,200 identified threats across 8,119 hectares in Ukraine. The collaboration aims to provide enhanced battlefield awareness and force protection capabilities for U.S. and allied military operations.

Red Cat Holdings (Nasdaq: RCAT) announced that its subsidiary Teal Drones' Black Widow™ System has been approved and added to the NATO Support and Procurement Agency (NSPA) catalogue. This approval enables NATO member nations and partners to streamline procurement through NSPA-managed channels.

The Black Widow system, one of two vendors selected by the U.S. Army for its Short Range Reconnaissance program, is a mission-ready small uncrewed aerial system (sUAS) featuring NDAA compliance, 45+ minutes endurance, advanced EO/IR sensors, and encrypted communications. The contract with NSPA spans 3 years with options for 2 additional years.