RCAT Red Cat Holdings, Inc.

NEUTRAL Impact: 3/10 PRESS-RELEASE
Horizon weeks Filed May 14, 2026 Processed 1mo ago Wire GlobeNewswire
Press release: contract
Latest settled — T+5d ⚠ clustered
RCAT ▼ -7.29% at T+5d
NEUTRAL call ✗ call lost -7.29% · α vs SPY -6.57% · entry $9.74 → $9.03
Next anchor: T+20d due 3d ago
Last close $11.18 (close Jun 12) · +14.78% from $9.74 entry
Entry anchored
May 14, 05:45 AM ET
via Databento tick
T+1d
-2.57%
call -2.57% · α -1.34%
$9.49
settled 4w ago
T+5d
-7.29%
call -7.29% · α -6.57%
$9.03
settled 25d ago
T+20d
—
call — · α —
—
due 3d ago
T+60d
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call — · α —
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in 8w

Price Chart

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Executive Summary

Red Cat announced that Kymeta has joined its Futures Initiative consortium, with Blue Ops integrating Kymeta's satellite communications technology into the Variant 7 USV. This partnership enhances the maritime drone's connectivity for contested environments, with a live demonstration planned at SOF Week May 18-21. No financial terms or revenue impact were disclosed, making this a routine technology integration announcement.

Actionable Insight

This is a routine technology partnership with no disclosed revenue or contract value. Monitor SOF Week demonstrations (May 18-21) for potential follow-on orders or government contracts, but no immediate catalyst.

Key Facts

  • Kymeta joins Red Cat Futures Initiative consortium
  • Blue Ops to integrate Kymeta's multi-orbit satellite communications into Variant 7 USV
  • Demonstration planned at SOF Week in Tampa, May 18-21
  • No financial terms, contract value, or revenue guidance disclosed
  • Kymeta has shipped >9,000 units across 80+ countries

Financial Impact

No financial terms disclosed; partnership is non-exclusive integration

Risk Factors

  • No financial terms disclosed — partnership may not generate material revenue
  • Integration timeline and production ramp unclear
  • Red Cat's stock has historically declined following prior reports (avg T+20 -12.6%)

Market Snapshot

Exchange
Nasdaq
Sector
Services-Prepackaged Software
Analyst Consensus
91% bullish (11 analysts)

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

DocumentAccession Number
PRESS-RELEASE Data (Synthetic)press-3294692
18 reports for RCAT
Performance horizon
80% Hit rate 8 of 10 directional calls best @ T+5▲ +56.70%May 21, 2026
Filters
Rows
Reports for RCAT — sortable, filterable
Type Now
Jun 11, 2026
3d ago
Institutional Cluster
NEUTRAL ★ 4/10
$10.90 awaiting T+5awaiting T+5—$11.18 (+2.57%)
May 21, 2026
24d ago
Press Release
BULLISH ★ 6/10
$9.03 $14.15▲ +56.70%▲ +55.10%$11.18 (+23.81%)
May 20, 2026
25d ago
8-K
BEARISH ★ 7/10
$8.94 $10.67▼ −19.35%▼ −18.11%$11.18 (−25.06%)
May 20, 2026
25d ago
Press Release
NEUTRAL ★ 3/10
$8.94 $10.67▲ +19.35%▲ +18.11%$11.18 (+25.06%)
May 14, 2026
4w ago
8-K
BEARISH ★ 7/10
$9.49 $9.41▲ +0.84%▲ +1.81%$11.18 (−17.81%)
May 14, 2026
4w ago
Press Release
NEUTRAL ★ 3/10
$9.74 $9.03▼ −7.29%▼ −6.57%$11.18 (+14.78%)
May 13, 2026
4w ago
Press Release
BEARISH ★ 7/10
$9.40 $8.55▲ +9.04%▲ +7.88%$11.18 (−18.94%)
May 12, 2026
4w ago
424B5
BEARISH ★ 7/10
$9.40 $8.55▲ +9.04%▲ +7.88%$11.18 (−18.94%)
May 12, 2026
4w ago
S-3ASR
BEARISH ★ 6/10
$9.40 $8.55▲ +9.04%▲ +7.88%$11.18 (−18.94%)
Apr 30, 2026
6w ago
DEFA14A
NEUTRAL ★ 2/10
$11.72 $10.62▼ −9.39%▼ −11.11%$11.18 (−4.61%)
Showing 10 of 18

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