Ondas raised its revenue outlook and still got punished, breaking a monthlong winning streak in a sector where every drone name is now watching its back. The selloff raises a pointed question…
Unusual Machines just posted revenue that obliterated Wall Street estimates, yet the EPS miss and a massive stock compensation charge tell a messier story beneath the headline. With the entire drone sector…
Red Cat Holdings just erased its post-earnings selloff in a matter of days despite missing on both revenue and profit, and the reason behind that reversal reaches far beyond one company's quarterly…
Drone stocks are splitting into winners and losers fast, and the gap between them comes down to one thing that separates speculative bets from names with real staying power.
The Pentagon just earmarked tens of billions for drone dominance, yet the purest military UAV plays have cratered in July, creating the kind of entry window that tends to close fast once…
On a recent episode of the Catalyst with Shayle Kann podcast themed around the “electric supercycle,” investor Andy Lubershein floated a provocative idea: military drones, not electric vehicles, may be the unlikely…
Steve Eisman said on a recent podcast: “I’m sort of bewildered, given that there’s a war going on, why people would be selling defense stocks.” The reason that bewilderment matters to your…
Defense drone stocks are surging at midday Thursday after a Wall Street Journal and CNBC report indicated the Pentagon is in talks with drone manufacturers about funding deals that could include direct…
Defense spending is one of the few corners of the market where political tailwinds line up across both parties heading into mid-2026, and small-cap names trading under $15 give retail investors leverage…
A Utah-based defense technology company, Red Cat Holdings (NASDAQ:RCAT) reported record Q4 2025 revenue of $26.2 million on March 18, then watched shares fall nearly 17% in the days after. The culprit:…
David Beren Live Updates Call if Over 5:26pm ETWell, Red Cat’s call is over, and there wasn’t much clarity on revenue guidance. That might not lead to a significant sell-off, shares are down about…
Eric Bleeker Jeff Thompson, CEO of Red Cat Holdings (NASDAQ:RCAT), went on national television with Maria Bartiromo and said something that should stop every defense investor cold. “China and Russia making about 4 million…
