Red Cat Holdings: Poised For Explosive Growth As Military Drone Contracts Accelerate

2026-03-09 13:09:11 ET

When I last discussed Red Cat Holdings ( RCAT ) on July 15, 2025, I rated it as a speculative buy. One of my theses for investing in the company in my previous article was the impending signature of a TD3 (Tranche 3)/LRIP (Limited Rate Production) contract with the military. The government uses a TD3/LRIP contract as a test production run to ensure there are no issues; it is the final stage before the military commits to large orders for full-scale deployment....

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