Added to YB: 2025-09-30
Pitch date: 2025-09-26
MOB [bullish]
Mobilicom Limited
-9.64%
current return
Author Info
No bio for this author
Company Info
Mobilicom Limited engages in the provision of hardware products and software and cybersecurity solutions for drones, small-sized unmanned aerial vehicles (SUAV), and robotics in Israel, the United States, Canada, and internationally.
Market Cap
$76.9M
Pitch Price
$10.89
Price Target
51.00 (+400%)
Dividend
N/A
EV/EBITDA
-23.11
P/E
-11.11
EV/Sales
24.96
Sector
Communications Equipment
Category
growth
Long Mobilicom
MOB: Israeli drone cybersecurity co on DoD Blue UAS approved vendor list (1 of 5). End-to-end software/security for unmanned systems, not hardware OEM. $1.55M Sept order from tier 1 US drone OEM, 55% gross margins. $25M net cash, ~$85M EV vs peers ONDS 62x, PDYN 47x rev multiples. Price target $51 (600% upside) on 25x multiple if $25M+ revenue run rate by 2026. Silvus comp sold for $4.4B to MSI.
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