Added to YB: 2026-04-09
Pitch date: 2026-04-07
UMAC [bullish]
Unusual Machines, Inc.
-8.08%
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
$655.1M
Pitch Price
$13.98
Price Target
N/A
Dividend
N/A
EV/EBITDA
-20.81
P/E
-18.58
EV/Sales
46.01
Sector
Electronic Equipment, Instruments and Components
Category
growth
Started a position in $UMAC
UMAC (new position): Drone component maker w/ $150M raise (dilution priced in, trading 20% below inst. price) for $70M April inventory order + US production scale-up. 7 qtrs revenue growth, H2 2026 FCF breakeven per Needham. Hidden catalyst: strategic investor in $1.5B XTEND AI drone merger alongside Eric Trump—creates vertically integrated defense supply chain where XTEND provides AI/software, UMAC supplies NDAA-compliant hardware for Pentagon contracts. CEO Evans canceled 10b5-1, didn't sell at $20+ showing conviction. Bull: Trump moat, drone supercycle, $1.5T Pentagon budget. Bear: cash burn, execution risk.
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