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Added to YB: 2026-06-10

Pitch date: 2026-04-13

MOB [bullish]

Mobilicom Limited

+15.42%

current return

Author Info

No bio for this author

Company Info

Mobilicom Limited provides software and cybersecurity solutions and hardware products that are embedded into small-sized drones, unmanned aerial vehicles (SUAVs), and robotic systems in Israel, the United States, Canada, and internationally.

Market Cap

$77.4M

Pitch Price

$5.06

Price Target

50.00 (+756%)

Dividend

N/A

EV/EBITDA

-5.98

P/E

-2.29

EV/Sales

17.50

Sector

Communications Equipment

Category

growth

Show full summary:
Mobilicom Limited - $MOB

MOB: Israeli defense-tech micro-cap, $82M mkt cap, $19M cash, zero debt, $159K/mo burn. Embedded datalinks/cyber in Tier-1 customer's $249M DoW Program of Record (5yr). Blue UAS certified, FCC Covered List exempt. OS3 software pivot (85-90% GM) drives re-rating. Est $30M '27 rev. Silvus M&A comp = 90x rev. Bull case $50+/share (9x); base 10x = $16-17. Risks: tiny revenue today, execution.

Read full article (23 min)