Unusual Machines Secures $2.1M Purchase Order

Written by Emily J. Thompson, Senior Investment Analyst

Updated: Jan 15 2026

0mins

Unusual Machines announced it has received a $2.1M purchase order supporting domestically assembled drone systems for defense and government applications. The full $2.1M order is expected to be fulfilled across the first and second quarters of this year, supported by existing manufacturing capacity and inventory readiness.

Get Free Real-Time Notifications for Any Stock

Monitor tickers like UMAC with instant alerts to capture every critical market movement.

Sign up for free to build your custom watchlist and receive professional-grade stock notifications.

UMAC

$15.28+Infinity%1D

Analyst Views on UMAC

Wall Street analysts forecast UMAC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for UMAC is 18.67 USD with a low forecast of 16.00 USD and a high forecast of 20.00 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.

3 Analyst Rating

3 Buy

0 Hold

0 Sell

Strong Buy

Current: 16.250

Low

16.00

Averages

18.67

High

20.00

Current: 16.250

Low

16.00

Averages

18.67

High

20.00

Needham

Buy

maintain

$20

2026-01-05

Reason

Needham

Price Target

$20

AI Analysis

2026-01-05

maintain

Buy

Reason

The unmanned supercycle is expected to inflect meaningfully in 2026, potentially marking the first of several record years for drone procurement, with Unusual Machines well positioned as a leading domestic supplier of low-cost components, Needham tells investors in a research note. Strong backlog visibility, scaling program upside, a path to breakeven in 2H26, and potential transformational M&A could drive outperformance despite execution risks, the firm says. Needham named Unusual Machines a Top Pick for 2026 and maintains a Buy rating and $20 price target.

Needham

Austin Bohlig

initiated

$15

2025-08-19

Reason

Needham

Austin Bohlig

Price Target

$15

2025-08-19

initiated

Reason

Needham analyst Austin Bohlig initiated coverage of Unusual Machines with a Buy rating and $15 price target. The U.S. is at the front end of an \"unprecedented\" investment cycle for small, low-cost UAS - Unmanned Aircraft System - as recent conflicts have highlighted the strategic value of First Person View ISR - Intelligence, Surveillance, and Reconnaissance - and one-way attack attributable systems, the analyst tells investors in a research note. To meet this demand, securing a U.S.-based supply chain from China for critical drone components has become a national priority, and Unusual Machines is among the best-positioned domestic suppliers of flight-critical NDAA-compliant components to capitalize on this reshoring trend, the firm added.

Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for UMAC

Unlock Now

About UMAC

Unusual Machines, Inc. is engaged in manufacturing and selling drone components and drones. The Company's products are sold across a diversified brand portfolio, such as Fat Shark. The Company also retails small, acrobatic first-person-view (FPV) drones and equipment directly to consumers through the curated Rotor Riot e-commerce store. Fat Shark is engaged in designing and manufacturing ultra-low latency video goggles for drone pilots and Rotor Riot. Rotor Riot is an e-commerce marketplace, backed by a community of FPV drone pilots. Fat Shark makes drone components and Rotor Riot sells them. It also develops electric motors and propulsion systems for unmanned aerial systems (UAS).

About the author

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.