Unusual Machines Inc is engaged in manufactures and sells drone components and drones across a diversified brand portfolio through business-to-business (B2B) sales and a curated retail channel... Show more
Unusual Machines, Inc. is an Orlando, Florida-based manufacturer of drone components and small drones operating on the NYSE American exchange. The company builds its portfolio around well-known brands such as Fat Shark, a leader in ultra-low-latency FPV (first-person view) video goggles, and the Rotor Riot curated e-commerce store serving consumer and enthusiast pilots. Its broader product line spans drone motors, flight controllers, electronic speed controllers, cameras, and video transmitters.
The company positions itself as a "B2B2G" supplier, selling components to the enterprises that compete for U.S. government contracts rather than bidding on those contracts directly. This strategy has placed Unusual Machines at the center of Washington's push to reduce reliance on Chinese drone suppliers, with management reporting that its products are integrated into a majority of the down-selected competitors in the Pentagon's Drone Dominance program. Investors follow the stock closely because of this exposure to defense onshoring, drone policy, and the company's rapid revenue growth.
Over the trailing 30 days, UMAC advanced from a closing price of $19.53 on July 21, 2026, to $28.30 on August 19, 2026, a gain of approximately 44.9%. The move was not linear: shares traded as low as about $17 in late July before a sharp acceleration in mid-August, including a single-session jump of roughly 25% following the announcement of new drone-related tariffs.
The quarterly trend has been even more pronounced. Roughly three months earlier, UMAC closed near $14.37 in mid-May, meaning the stock has appreciated close to 97% over the quarter. This sustained advance reflects a steady repricing as investors weigh the company's expanding manufacturing capacity against a policy environment increasingly favorable to domestic drone suppliers.
The sharpest near-term catalyst was the company's second-quarter 2026 earnings report. Unusual Machines reported revenue of $16.72 million, well above analyst expectations of roughly $9.6 million and up roughly 687% year over year. The adjusted EBITDA loss narrowed to about $0.4 million, gross margin held at 34.7%, and the company ended the quarter with $229.6 million in cash, reinforcing its capacity to fund expansion.
Analyst activity added further support. Piper Sandler initiated coverage with an Overweight rating and a $38 price target, citing the company's "privileged position" as a U.S.-based supplier of base components such as motors. Separately, the White House announced new tariffs on drones and foreign-made parts, including a 100% tariff on larger drones with sensitive capabilities and 25% on smaller units, which lifted the broader domestic drone group.
Broader sector rotation also played a role. Peers including Red Cat Holdings (RCAT), Kratos Defense (KTOS), and AeroVironment (AVAV) posted strong gains over the same window as investors repriced the entire NDAA-compliant drone complex following strong earnings and rising defense budgets.
The quarterly story is anchored in policy and funding. In late May, a Wall Street Journal report on the Pentagon's $1.1 billion Drone Dominance program named Unusual Machines as a potential funding recipient, sending the stock sharply higher on unusually heavy volume. That re-rating established a higher baseline from which the stock has built.
Beyond the funding headlines, the company has executed a rapid manufacturing scale-up. Motor production has moved to multiple shifts, headcount has grown from fewer than 20 employees in mid-2025 to roughly 240 by the second quarter, and the company continues to add floor space. Its pending acquisition of Upgrade Energy is expected to add domestic battery manufacturing, deepening its vertical integration. Combined with the December 2025 FCC rules and the National Defense Authorization Act provisions that push critical drone components toward U.S. production, these developments have sustained investor interest across the quarter.
For investors tracking fast-moving names like UMAC, Tickeron's Trending AI Robots page offers a curated view of automated trading strategies. Tickeron hosts hundreds of AI-powered trading bots that monitor thousands of tickers, but only the top-performing and most relevant bots are featured in this section. These bots vary widely in strategy, trading timeframe, and performance metrics, allowing users to compare approaches rather than rely on a single signal. Browsing the section can help traders identify which automated strategies are currently gaining traction across the market.
Several factors are likely to shape UMAC's path in the coming months. The completion of the Upgrade Energy acquisition and the integration of its battery operations represent near-term execution milestones. The next phase of the Drone Dominance program, which management has described as implying substantially higher drone volumes in 2027, will be closely watched for supplier selection and order flow.
Investors should also monitor the ramp of the high-speed motor line and any changes to gross margin, which management expects to dip modestly in the third quarter before rebounding. Supply-chain lead times for electronics, sensors, and magnets remain a constraint, and the company remains unprofitable on a GAAP basis, so scaling efficiency will matter. Finally, tariff implementation timelines and any shifts in defense appropriations could influence sentiment across the broader drone sector. These considerations are informational and do not constitute financial advice.
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
Moving lower for three straight days is viewed as a bearish sign. Keep an eye on this stock for future declines. Considering data from situations where UMAC declined for three days, in of 156 cases, the price declined further within the following month. The odds of a continued downward trend are .
The 10-day RSI Indicator for UMAC moved out of overbought territory on August 17, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 22 similar instances where the indicator moved out of overbought territory. In of the 22 cases, the stock moved lower in the following days. This puts the odds of a move lower at .
The Momentum Indicator moved below the 0 level on August 24, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on UMAC as a result. In of 43 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are .
The Moving Average Convergence Divergence Histogram (MACD) for UMAC turned negative on August 24, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 21 similar instances when the indicator turned negative. In of the 21 cases the stock turned lower in the days that followed. This puts the odds of success at .
UMAC broke above its upper Bollinger Band on August 14, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. of 32 cases where UMAC's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are .
UMAC moved above its 50-day moving average on August 03, 2026 date and that indicates a change from a downward trend to an upward trend.
The 10-day moving average for UMAC crossed bullishly above the 50-day moving average on August 10, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In of 9 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are .
Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where UMAC advanced for three days, in of 137 cases, the price rose further within the following month. The odds of a continued upward trend are .
The Aroon Indicator entered an Uptrend today. In of 105 cases where UMAC Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are .
The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is slightly undervalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (3.059) is normal, around the industry mean (7.835). P/E Ratio (0.000) is within average values for comparable stocks, (37.678). UMAC's Projected Growth (PEG Ratio) (0.000) is slightly lower than the industry average of (1.528). UMAC has a moderately low Dividend Yield (0.000) as compared to the industry average of (0.015). P/S Ratio (29.070) is also within normal values, averaging (53.256).
The Tickeron Price Growth Rating for this company is (best 1 - 100 worst), indicating steady price growth. UMAC’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron PE Growth Rating for this company is (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating that the returns do not compensate for the risks. UMAC’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 87, placing this stock worse than average.
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Industry ComputerProcessingHardware