Dashboard/$RCAT
$RCAT
Red Cat Holdings, Inc.
11.97 +7.07%
2026-02-172026-06-15
L 8.55·H 17.00
83 closes · daily · Yahoo Finance
Market Cap
$1.82B
P/E
52w Range
6 – 19
Mentions 30d
2
01
FinTwit Mentions
4 tweets · last 180 days
@dannycheng2022
12d ago

DRONES for Free Viewing (June 3, 2026-daily) 1. $UMAC 2. $RCAT 3. $RDW 4. $KTOS $ONDS has been shared with my community since $2. To protect my subscribers, I can only share updates on my Patreon for now. https://t.co/BeaPPM0u9Z

33 likes3 rt0 replies
@dannycheng2022
18d ago

Which drone stock do you like most? 1. $UMAC 2. $RCAT 3. $AVAV 4. $KTOS https://t.co/zanJ2bsZye

12 likes0 rt8 replies
@charaninvests
Jan 27

RT @KawzInvests: $LTRX - The Hidden Anduril/ONDAS Play Trading at a Fraction of Comps The Anduril supply chain keeps expanding. Here's one nobody's talking about. Lantronix just dropped a partnership with Safe Pro Group this morning. Most will scroll past it. Here's why that's a mistake. The Connection Nobody's Made: Safe Pro Group is the company Ondas Holdings poured $14M into back in October. $ONDAS now has a $5B market cap trading at 100x+ sales. But here's the real alpha: In December, Trillium Engineering selected LTRX Edge AI modules to power their gimbaled imaging systems for military drones. Pull up the Anduril Ghost spec sheet. The sensor listed? Trillium HD45. Connect those dots. LTRX appears to be in Anduril's supply chain. And now they have a direct relationship inside the ONDAS ecosystem too. The Valuation Gap Is Absurd: $ONDS - $5.0B market cap, ~$50M rev, 100x P/S $RCAT - $1.6B market cap, ~$40M rev, 40x P/S $KRKNF - $1.6B market cap, ~$100M rev, 16x P/S $OSS - $250M market cap, ~$30M rev, 8x P/S $LTRX - $270M market cap, $118M rev, 2.3x P/S $LTRX has more revenue than $ONDS, $RCAT, and $OSS combined. Trades at a fraction of the multiple. Why the Disconnect? $KRKNF is known as the Anduril sonar/battery supplier. That connection drove a 250%+ run. $LTRX has the Anduril imaging connection through Trillium and nobody is talking about it. They also have Red Cat for the Army SRR program. Three nodes in the defense drone ecosystem. One stock trading at legacy industrial multiples. The Setup: 5x P/S (half of $KRKNF) = $590M = 2x 10x P/S (still below comps) = $1.2B = 4x

0 likes133 rt0 replies
@charaninvests
Jan 27

$LTRX - The Hidden Anduril/ONDAS Play Trading at a Fraction of Comps The Anduril supply chain keeps expanding. Here's one nobody's talking about. Lantronix just dropped a partnership with Safe Pro Group this morning. Most will scroll past it. Here's why that's a mistake. The Connection Nobody's Made: Safe Pro Group is the company Ondas Holdings poured $14M into back in October. $ONDAS now has a $5B market cap trading at 100x+ sales. But here's the real alpha: In December, Trillium Engineering selected LTRX Edge AI modules to power their gimbaled imaging systems for military drones. Pull up the Anduril Ghost spec sheet. The sensor listed? Trillium HD45. Connect those dots. LTRX appears to be in Anduril's supply chain. And now they have a direct relationship inside the ONDAS ecosystem too. The Valuation Gap Is Absurd: $ONDS - $5.0B market cap, ~$50M rev, 100x P/S $RCAT - $1.6B market cap, ~$40M rev, 40x P/S $KRKNF - $1.6B market cap, ~$100M rev, 16x P/S $OSS - $250M market cap, ~$30M rev, 8x P/S $LTRX - $270M market cap, $118M rev, 2.3x P/S $LTRX has more revenue than $ONDS, $RCAT, and $OSS combined. Trades at a fraction of the multiple. Why the Disconnect? $KRKNF is known as the Anduril sonar/battery supplier. That connection drove a 250%+ run. $LTRX has the Anduril imaging connection through Trillium and nobody is talking about it. They also have Red Cat for the Army SRR program. Three nodes in the defense drone ecosystem. One stock trading at legacy industrial multiples. The Setup: 5x P/S (half of $KRKNF) = $590M = 2x 10x P/S (still below comps) = $1.2B = 4x

1,384 likes133 rt57 replies
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