"$RCAT makes best in class AI-enabled drones... EPS was negative (barely at -$0.17) because they are making all the right moves in massive infrastructure investment to mass produce drones in the future. A 520% increase in production capacity in fact."
"The bull case rests on three pillars: Q4 revenue of $26.2 million grew 1,985% year-over-year, backed by active-conflict demand; $168 million in cash raised through equity issuances; and analyst consensus of four Buy or Strong Buy ratings and zero Sells with an average price target of nearly $22 against a current price near $14."
Red Cat Holdings achieved record Q4 2025 revenue of $26.2 million but saw shares decline nearly 17% due to an EPS miss of -$0.17. The company expanded production capacity by 520% and secured NATO orders for drones. Despite a 161% year-over-year revenue growth to $40.7 million, gross profit was only $1.27 million, with significant cash burn. Reddit sentiment remains bullish, with strong engagement and positive analyst ratings, but concerns about unit economics and high short interest persist.
Read at 24/7 Wall St.
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