Analyst Picks Red Cat Over Quantum Computing as 2026 Buy on $150 Million Revenue Outlook
Updated
Updated · The Motley Fool · Aug 22
Analyst Picks Red Cat Over Quantum Computing as 2026 Buy on $150 Million Revenue Outlook
1 articles · Updated · The Motley Fool · Aug 22
Summary
Red Cat was favored over Quantum Computing for 2026 because its drone business is showing stronger commercial traction and clearer demand than Quantum Computing’s still-early quantum and photonics markets.
A $150 million to $180 million 2026 revenue forecast underpins that view, after Red Cat posted $20.2 million in second-quarter sales, up 527% year over year.
For 2025, Red Cat generated $40.7 million in revenue versus Quantum Computing’s $682,000, though both remained deeply unprofitable with net losses of $72.1 million and $18.7 million, respectively.
Valuation and risk also favored Red Cat: its price-to-sales ratio was 16.1x versus 188.4x for Quantum Computing, whose revenue still depends heavily on government contracts and uncertain broader adoption.