Added to YB: 2026-05-25
Pitch date: 2026-05-21
UMAC [bullish]
Unusual Machines, Inc.
+20.15%
current return
Author Info
No bio for this author
Company Info
Unusual Machines, Inc. engages in the commercial drone industry. The company offers small drones and essential components.
Market Cap
$1.2B
Pitch Price
$14.84
Price Target
N/A
Dividend
N/A
EV/EBITDA
-31.63
P/E
-146.58
EV/Sales
28.61
Sector
Electronic Equipment, Instruments and Components
Category
growth
UMAC’s Hiring, Factory Expansion, and Materials Orders Suggest a Massive Consensus Disconnect
UMAC: CEO targets 1000 employees, 100-120K motors/mo, $250M FY27 rev vs analyst consensus $50M. $75M raw materials order placed (54% rev contribution = $139M revenue), another $100-150M order expected Dec. Q1: 200 employees (10/wk pace on track), $250k/employee run rate. 62K sqft expanding to 100K Q2, 140K by '27. $685M MCAP, $220M cash = $400M EV, just 2x NTM EV/Sales on committed materials alone. Optionality from DJI ban + defense tailwinds.
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