The Defense Robots — Drones, Loitering Munitions & Defense AI · The Embodied Stack — Robotics
RCAT
Red Cat Holdingsloading…
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Small-drone program of record — Army Short-Range Reconnaissance winner.
What they do
Very small cap. The thesis is binary: can Red Cat manufacture at the volumes the Army actually wants? Skydio (private) is the major competitor and arguably has better commercial drone tech. Watch SRR delivery rates and any follow-on international interest in the Teal 2 platform. Size very small.