Red Cat’s (NASDAQ: RCAT ) inclusion of the Black Widow drone in the NATO NSPA catalog sparked a pretty big stock shift last week, with shares running up over 26%. The approval is going toI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve ...

SAN JUAN, Puerto Rico, Sept. 15, 2025 (GLOBE NEWSWIRE) -- Red Cat Holdings, Inc. (Nasdaq: RCAT) ("Red Cat'' or the "Company"), a U.S.-based provider of advanced, all-domain robotic solutions for defense and national security, today announced a strategic collaboration with Safe Pro Group Inc. (Nasdaq: SPAI) (Safe Pro), a leading provider of artificial intelligence (AI)-computer vision technologies. Through this collaboration, Safe Pro’s patented AI-powered image analysis technology will be embedded into Red ...

I'm a full time value investor and writer who enjoys using classical value ratios to pick my portfolio. My previous working background is in private credit and CRE mezzanine financing for a family office. I'm also a fluent Mandarin speaker in both business and court settings, previously serving as a court interpreter. I have spent a good chunk of my adult working life in China and Asia. I have worked with top CRE developers in the past including The Witkoff Group , Kushner Companies, Durst Organization and ...

Red Cat Holdings (RCAT) has achieved a landmark milestone with the approval and inclusion of its Black Widow drone system in the NATO Support and Procurement Agency (NSPA) catalog. The Black Widow system, developed under the U.S. Army’s Short-Range Reconnaissance Program, showcases advanced capabilities including sophisticated thermal imaging through Teledyne (TDY)/FLIR cameras. More News from Barchart RCAT shares soared on the NATO announcement today but are still down about 30% versus their year-to-da ...

SAN JUAN, Puerto Rico, Sept. 11, 2025 (GLOBE NEWSWIRE) -- Red Cat Holdings, Inc. (Nasdaq: RCAT) (“Red Cat” or the “Company”), a U.S.-based provider of advanced all-domain drone and robotic solutions for defense and national security, today announced that the Black Widow™ System, developed by its subsidiary Teal Drones, has been approved and added to the NATO Support and Procurement Agency (NSPA) catalogue. This designation enables NATO member nations and eligible partners to procure the Black Widow through ...

IRVINE, Calif., Sept. 10, 2025 (GLOBE NEWSWIRE) -- Lantronix Inc. (NASDAQ: LTRX), a global leader in compute and connectivity IoT solutions powering Edge AI applications, today announced that its TAA/NDAA-compliant Open-Q™ System-on-Module (SOM) that is used in drone development for key manufacturers of defense unmanned aerial vehicles has won a 2025 IoT Evolution Product of the Year Award from IoT Evolution World, the leading Web site covering IoT technologies. "By strategically focusing on the drone marke ...

Contacts:Kuehn Law, PLLCJustin Kuehn, Esq.53 Hill Street, Suite 605Southampton, NY 11968[email protected](833) 672-0814 SOURCE Kuehn Law, PLLC Accessibility StatementSkip Navigation NEW YORK, Sept. 9, 2025 /PRNewswire/ -- Kuehn Law, PLLC, a shareholder litigation law firm, is investigating whether certain officers and directors of Red Cat Holdings, Inc. (NASDAQ: RCAT) breached their fiduciary duties to shareholders. According to a federal securities lawsuit, Insiders at Red Cat caused the company to misr ...

Facilities in Maine and Georgia lay foundation for rapid growth, full-rate production, and U.S.-based maritime defense innovationSAN JUAN, Puerto Rico, Sept. 09, 2025 (GLOBE NEWSWIRE) -- Red Cat Holdings, Inc. (Nasdaq: RCAT) (“Red Cat” or the “Company”), a U.S.-based provider of advanced all-domain drone and robotic solutions for defense and national security, today announced key manufacturing and facility expansions for its maritime division, Blue Ops, Inc. The announcement was made at DSEI UK 2025, a prem ...

公司战略与业务拓展 - 公司宣布成立新部门Blue Ops Inc 专注于开发经过实战检验的无人水面艇武器系统家族 以满足现代战场快速演变的需求 [1] - 新部门将设计、建造和部署模块化无人水面艇 以支持军事和安全应用中的多域任务 与现有部门Teal Drones和FlightWave Aerospace并列运营 [2] - 此举正式确立了公司进入海上自主市场的计划 是其系统家族扩展战略的一部分 旨在发展成为全领域防御公司 [2] - 公司将整合多种传感器、动力学装置及其他能力到新无人水面艇武器系统中 包括运输和部署现有空中无人机系统 [7] 领导团队与行业经验 - 任命第三代海事行业资深人士兼企业家Barry Hinckley担任新部门总裁 [1] - 团队由Alexander 'Sandy' Spaulding共同领导 其曾担任Hinckley Yachts总裁 拥有超过70年海事领导经验组合 [4] - Hinckley家族在美国缅因州拥有近一个世纪的船舶建造历史 包括二战期间为美国陆军和海军建造超过500艘船只 [4] 产品定位与技术优势 - 新无人水面艇武器系统将结合近一个世纪的美国造船经验与现代自主技术 提供小型、智能、无人的平台 以扩展传统海军舰艇的覆盖范围并提供前沿保护 [5] - 系统将在美国本土生产 符合国防战略 计划宣布多州制造运营 以加强国内防御制造和自主能力部署 [6] - 技术平台经过实战验证 结合资深造船商的领域专业知识 提供快速可扩展的作战就绪解决方案 [3] 市场背景与战略协同 - 美国海军明确表示舰队现代化和战备状态对于可能涉及美国及盟友的南海冲突至关重要 战略包括将自主载具整合到舰队运营中并挖掘美国造船业潜力 [3] - 此举支持白宫旨在恢复美国海上主导地位和加速全领域自主系统部署的行政命令 并与海军计划到2027年扩大机器人和自主系统以提升战备状态的目标一致 [8][9]

文章核心观点 - 文章旨在探讨如何通过识别市场错误定价来配置被低估股票的投资策略 [1] 分析师持仓披露 - 分析师当前未持有任何提及公司的股票、期权或类似衍生品头寸 [2] - 分析师可能在未来72小时内通过购买股票或看涨期权等方式建立RCAT公司的多头头寸 [2] 内容性质说明 - 本文内容仅代表分析师个人观点 [2] - 分析师除寻求Alpha平台外未获得其他补偿 [2] - 分析师与提及股票公司无业务关联 [2]