Added to YB: 2026-05-25
Pitch date: 2026-05-21
UMAC [bullish]
Unusual Machines, Inc.
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
$809.0M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-18.42
P/E
-99.35
EV/Sales
30.65
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.
Read full article (5 min)