TLDR
- Odd Machines stock jumped to round $12-13 per fragment this week, with analysts surroundings a $19.33 moderate model target representing roughly 50% upside.
- The firm secured a $12.8 million provide an explanation for from Strategic Logix for U.S. Military drone substances, the largest contract in UMAC’s ancient past defending roughly 160,000 substances.
- UMAC manufactures NDAA-compliant drone substances along with motors, cameras, and flight controllers as the Pentagon moves remote from Chinese language suppliers.
- The firm bought Australian firm Rotor Lab for $7 million and plans to open a Florida motor manufacturing facility by slack 2025 for home manufacturing.
- Wall Boulevard charges UMAC a “Solid Aquire” with the protection power drone market projected to develop from $15.8 billion in 2025 to $22.8 billion by 2030.
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Odd Machines closed at $12.84 on October 24, up 8.1% on the day. The stock touched an intraday high of $14.34 sooner than settling back.
After-hours procuring and selling saw shares climb to round $13.35. This continues a rally from the mid-$11 range earlier within the week.
Odd Machines, Inc., UMAC
The leap comes after UMAC announced its largest contract thus a ways. Strategic Logix ordered $12.8 million price of gear for U.S. Military drones on October 23.
The provide an explanation for covers roughly 160,000 substances for the Military’s Speedily Reconfigurable Programs Line program. Needham analysts known as it “sure validation” of rising search recordsdata from for cheap home drones.
Excellent in: Florida-basically based solely Odd Machines, comparatively-acknowledged drone firm backed by Donald Trump Jr, stated the US army had gotten smaller it to scheme 3,500 drone motors, alongside various other drone substances. https://t.co/7tgpoLaeIn pic.twitter.com/FBh29vhXgY
— Monetary Times (@FT) October 24, 2025
UMAC makes first-particular person-secret agent drone substances that meet strict protection power sourcing requirements. The firm produces goggles, flight controllers, motors, and cameras.
All substances are NDAA-compliant, this capability that they observe Pentagon principles about international suppliers. The protection power is actively changing Chinese language-made substances throughout its drone rapid.
This isn’t UMAC’s most productive recent rating. The firm announced an $800,000 provide an explanation for from Red Cat Holdings on October 1 for digicam and motor substances.
Expansion Plans and Acquisitions
UMAC closed a $7 million acquisition of Australia’s Rotor Lab in September. The deal introduced high-efficiency motor designs into UMAC’s portfolio.
The firm plans to open a motor manufacturing facility in Florida by slack 2025. This facility will mass-bag motors domestically.
UMAC also joined Ondas Holdings in an $8 million investment in LightPath Technologies. LightPath makes infrared optics for drone cameras.
The CEO stated export restrictions on germanium are pushing customers in the direction of American-made selections. China controls grand of the realm germanium provide frail in protection power optics.
Analyst Outlook
Wall Boulevard charges UMAC a “Solid Aquire” with an moderate 12-month model target of $19.33. That represents roughly 50% upside from recent ranges.
The protection power drone market is projected to develop from $15.8 billion in 2025 to $22.8 billion by 2030. Chinese language drone maker DJI is effectively banned for federal exercise.
This creates different for home suppliers. UMAC’s system makes a speciality of reshoring manufacturing to clutch this search recordsdata from.
The firm’s Q2 income jumped 50.5% year-over-year. Sales beat analyst estimates by about 17%.
UMAC trades at roughly a $400 million market cap. The 52-week high sits end to $23 per fragment.
The firm pays no dividend. All level of curiosity stays on growth and capability expansion.
UMAC’s executive vice president stated the Red Cat deal reveals the cost of rapid delivery of compliant substances. The Strategic Logix contract covers substances for roughly 160,000 drone devices within the Military’s rapid reconfigurable systems program.
