Professional
Added to YB: 2026-04-06
Pitch date: 2026-03-31
UMAC [bullish]
Unusual Machines, Inc.
Author Info
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Company Info
Unusual Machines, Inc. engages in the commercial drone industry. The company offers small drones and essential components.
Market Cap
$592.5M
Pitch Price
N/A
Price Target
30.00
Dividend
N/A
EV/EBITDA
-18.28
P/E
-16.81
EV/Sales
40.42
Sector
Electronic Equipment, Instruments and Components
Category
growth
Interview with the CEO of UMAC on 3/30/26
UMAC: CEO says 'infinite demand' for 18+ months, supply-limited not demand-limited. Drone Dominance program alone = $250M rev potential in 2027 (250K drones, 1M motors). Raised $150M at $17/sh for working capital to scale faster - $70M parts order in 2 weeks. 80-90% rev to military customers. 5 facilities (70K sq ft now, 100K by Q2). Not GAAP profitable but no cash burn (losses all equity comp). CEO owns 1.5M shares, cancelled 10b5-1 at $23, didn't sell. DCF PT $30.
Read full article (6 min)