TLDR
- Unusual Machines stock jumped to around $12-13 per share this week, with analysts setting a $19.33 average price target representing roughly 50% upside.
- The company secured a $12.8 million order from Strategic Logix for U.S. Army drone components, the largest contract in UMAC’s history covering approximately 160,000 parts.
- UMAC manufactures NDAA-compliant drone components including motors, cameras, and flight controllers as the Pentagon moves away from Chinese suppliers.
- The company acquired Australian firm Rotor Lab for $7 million and plans to open a Florida motor factory by late 2025 for domestic production.
- Wall Street rates UMAC a “Strong Buy” with the military drone market projected to grow from $15.8 billion in 2025 to $22.8 billion by 2030.
Unusual Machines closed at $12.84 on October 24, up 8.1% on the day. The stock touched an intraday high of $14.34 before settling back.
After-hours trading saw shares climb to around $13.35. This continues a rally from the mid-$11 range earlier in the week.
The jump comes after UMAC announced its largest contract to date. Strategic Logix ordered $12.8 million worth of components for U.S. Army drones on October 23.
The order covers approximately 160,000 parts for the Army’s Rapid Reconfigurable Systems Line program. Needham analysts called it “clear validation” of growing demand for inexpensive domestic drones.
Just in: Florida-based Unusual Machines, a little-known drone company backed by Donald Trump Jr, said the US army had contracted it to manufacture 3,500 drone motors, alongside various other drone parts. https://t.co/7tgpoLaeIn pic.twitter.com/FBh29vhXgY
— Financial Times (@FT) October 24, 2025
UMAC makes first-person-view drone components that meet strict military sourcing requirements. The company produces goggles, flight controllers, motors, and cameras.
All parts are NDAA-compliant, meaning they follow Pentagon rules about foreign suppliers. The military is actively replacing Chinese-made components across its drone fleet.
This isn’t UMAC’s only recent win. The company announced an $800,000 order from Red Cat Holdings on October 1 for camera and motor parts.
Expansion Plans and Acquisitions
UMAC closed a $7 million acquisition of Australia’s Rotor Lab in September. The deal brought high-performance motor designs into UMAC’s portfolio.
The company plans to open a motor factory in Florida by late 2025. This facility will mass-produce motors domestically.
UMAC also joined Ondas Holdings in an $8 million investment in LightPath Technologies. LightPath makes infrared optics for drone cameras.
The CEO said export restrictions on germanium are pushing customers toward American-made alternatives. China controls much of the global germanium supply used in military optics.
Analyst Outlook
Wall Street rates UMAC a “Strong Buy” with an average 12-month price target of $19.33. That represents roughly 50% upside from current levels.
The military drone market is projected to grow from $15.8 billion in 2025 to $22.8 billion by 2030. Chinese drone maker DJI is effectively banned for federal use.
This creates opportunity for domestic suppliers. UMAC’s strategy focuses on reshoring production to capture this demand.
The company’s Q2 revenue jumped 50.5% year-over-year. Sales beat analyst estimates by about 17%.
UMAC trades at approximately a $400 million market cap. The 52-week high sits near $23 per share.
The company pays no dividend. All focus remains on growth and capacity expansion.
UMAC’s executive vice president said the Red Cat deal shows the value of fast delivery of compliant parts. The Strategic Logix contract covers components for roughly 160,000 drone units in the Army’s rapid reconfigurable systems program.
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