Mobilicom Reports Financial and Operational Results for the Six Months Ended June 30, 2025

Written by Emily J. Thompson, Senior Investment Analyst

MOB+6.63%

Source: Newsfilter

Updated: Aug 12 2025

4mins

Source: Newsfilter

Financial Performance: Mobilicom reported $1.5 million in revenue for the first half of 2025, with a confirmed order backlog of $1.6 million, indicating strong demand driven by U.S. Department of Defense programs and increased defense spending globally.
Operational Highlights: The company secured significant contracts with Tier-1 customers and was selected for inclusion in the DoD's Blue UAS Framework, positioning it well for future growth in the drone and robotics market.

MOB.O

$7.880+374.699%Past 6 months

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Candle

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Intellectia

Analyst Views on MOB

Wall Street analysts forecast MOB stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for MOB is 7.00 USD with a low forecast of 4.00 USD and a high forecast of 10.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

2 Analyst Rating

-5.28% Downside

1 Buy

1 Hold

0 Sell

Moderate Buy

-5.28% Downside

Current: 7.390

Low

4.00

Averages

7.00

High

10.00

-5.28% Downside

Current: 7.390

Low

4.00

Averages

7.00

High

10.00

ThinkEquity

Ashok Kumar

Buy

maintain

$5 -> $12

2025-10-20

Reason

ThinkEquity

Ashok Kumar

Price Target

$5 -> $12

2025-10-20

maintain

Buy

Reason

ThinkEquity analyst Ashok Kumar raised the firm's price target on Mobilicom to $12 from $5 and keeps a Buy rating on the shares. The firm says the company is transitioning to a "more profitable and scalable" business model around its OS3 cybersecurity platform for artificial intelligence-powered drones. The defense market's "rapid pivot" to unmanned systems amid geopolitical and policy tailwinds will drive a revenue inflection for Mobilicom, the analyst tells investors in a research note.

Litchfield Hills

NULL

Buy

initiated

$10

2025-09-02

Reason

Litchfield Hills

Price Target

$10

2025-09-02

initiated

NULL

Buy

Reason

Litchfield Hills initiated coverage of Mobilicom with a Buy rating and $10 price target. The firm says Mobilicom is one of the only a few publicly traded pure-plays on secure drone communications, cybersecurity, and autonomy.

See All Ratings

About MOB

Mobilicom Limited provides end-to-end cybersecurity and smart solutions for drones, robotics and autonomous platforms. The Company designs, develops, and delivers smart solutions focused primarily on targeting global drone, robotics, and autonomous system manufacturers. Its products Include OS3 Platform Software, ICE Cybersecurity Software, Cloud Network Management Software, MCU Mesh Networking, SkyHopper Datalinks, Mobile Ground Control Stations, and System Engineering Services. Its Mobile Ground Control Stations product include 8 Controller Pro, 10 Maxi Controller Pro, 10 MCU Extremer, 10 Touch G, and 7 Mini Controller Pro. Its SkyHopper Datalinks provides long-range communication solutions for robotic applications which includes SkyHopper PRO, SkyHopper PRO Lite, and SkyHopper PRO Micro. Its MCU Mesh Networking includes MCU-30 Lite, MCU-30 Ruggedized, and MCU-200 Ruggedized.

About the author

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Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.