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RCAT · NASDAQ · STOCK

Red Cat Holdings, Inc.

Technology Updated August 11, 2026
$10.65
52W $5.77 – $18.78
63/100
$1.62B
-14.0
1.35
AI Committee Verdict
Buy
63/100
Conviction: Moderate · 67% agreement · 6 analysts
Moderate

Is RCAT Bullish or Bearish?

Bullish. Innellis AI committee rates Red Cat Holdings, Inc. (RCAT) Buy with a composite score of 63/100 , based on 6 analysts with 67% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +12.08 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -7.92 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

Positive signals support the current rating — revenue growing 742.1% yoy -- genuine top-line momentum. The committee sees sufficient evidence to maintain the constructive view.

Bull & Bear Case

Bull Case
  • Revenue growing 742.1% YoY -- genuine top-line momentum — Growth
  • MACD histogram positive -- bullish momentum — Technical
  • Low leverage (debt-to-equity 0.02) -- balance sheet can absorb a shock — Risk
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • Beta of 1.58 means this name should amplify a favorable market regime — Macro
Bear Case
  • ROE of only -36.2% -- cheap may mean cheap for a reason — Value
  • RSI at 79 is in overbought territory — Technical
  • Price trading above the upper Bollinger Band -- stretched — Technical
  • Bollinger bandwidth of 45.1% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 11, 2026
Overall Committee Score
63/100
Agreement
67%
Analysts
6
Conviction
Moderate
Sector Rank
Top 25%
of 284 Technology peers
Value Analyst neutral
52 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
− ROE of only -36.2% -- cheap may mean cheap for a reason
Growth Analyst bullish
85 / 100 · Low confidence
Strong, accelerating growth with consistent execution
+ Revenue growing 742.1% YoY -- genuine top-line momentum
Technical Analyst neutral
48 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
− RSI at 79 is in overbought territory
Risk Analyst neutral
58 / 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
+ Low leverage (debt-to-equity 0.02) -- balance sheet can absorb a shock
− Bollinger bandwidth of 45.1% signals elevated volatility
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst neutral
58 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
79.0
Overbought
MACD Histogram
0.410
Bullish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Lh Ll
Support
$8.36
Resistance
$12.77
Bollinger %B
1.15
Above Upper Band
Price vs Moving Averages
EMA 9
$9.11 Above
EMA 21
$8.80 Above
EMA 50
$9.45 Above
EMA 200
$10.61 Above

Fundamental Analysis

Valuation
80
Profitability
0
Financial Health
100
Cash Flow
15
Valuation
P/E Ratio -14.0×
P/B Ratio 5.40×
PEG Ratio -2.62
Dividend Yield 0.00%
52W High $18.78
52W Low $5.77
Quality & Growth
ROE -2931.9%
ROA -2633.6%
Gross Margin 540.6%
Operating Margin -15336.0%
Revenue Growth YoY
Debt / Equity 0.06
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of -14.0 (inexpensive relative to a 15-40x range); Price-to-book of 5.4x; PEG ratio of -2.6 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -29.3%; Return on assets of -26.3%; Net margin of -161.1%; Gross margin of 5.4%; Current ratio of 10.99 (healthy short-term liquidity); Debt-to-equity of 0.06; Free cash flow per share is negative (-1.19); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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