Red Cat's Black Widow Drone Approval Sparks 26% Stock Surge

Red Cat's (NASDAQ:RCAT) shares rose 26% after its Black Widow drone was included in the NATO NSPA catalog. The approval is expected to increase the drone's visibility and demand. Red Cat is a drone technology company that offers a range of drones for commercial and military use. The company's stock has seen significant growth following the approval, and the inclusion in the NATO catalog is seen as a positive development for the company.

Red Cat Holdings, Inc. (NASDAQ: RCAT) saw its shares rise by 26% on September 12, 2025, following the inclusion of its Black Widow drone system in the NATO Support and Procurement Agency (NSPA) catalogue. The approval, which validates the system's mission readiness and trusted U.S.-manufactured design, is expected to increase the drone's visibility and demand among NATO member nations and eligible partners Red Cat’s Black Widow drone earns NATO NSPA approval, opening doors for allied sales^[1].

The Black Widow system, designed for tactical intelligence, surveillance, and reconnaissance (ISR), perimeter security, and overwatch operations, features a Teledyne FLIR Hadron 640R electro-optical/infrared camera and offers more than 45 minutes of flight endurance. Its integration of secure long-range communications and electronic warfare resistance capabilities makes it suitable for demanding defense and security applications Red Cat’s Black Widow Drone System Added to NATO Procurement Catalogue^[2].

The three-year NSPA contract, with options for two additional years, provides NATO members with sustained access to the technology. This approval represents a significant milestone for Red Cat Holdings, a U.S.-based provider of advanced all-domain drone and robotic solutions for defense and national security. The company's Family of Systems, led by Black Widow, delivers tactical capabilities in small unmanned aircraft systems (sUAS).

The inclusion of American-made defense technology in NATO procurement channels strengthens interoperability among allied forces and supports the modernization of military capabilities across member nations. Red Cat's stock has seen significant growth following the approval, and the inclusion in the NATO catalog is seen as a positive development for the company.