UMAC Unusual Machines Inc. Loading... : Bullish and Bearish Analyst Opinions
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14:55
Jun 17
Jun 17
Author explicitly names UMAC as less compelling than ONDS as a drone/autonomy investment, preferring the picks-and-shovels approach; no explicit avoid or short language.
MED
16:21
Jun 04
Jun 04
Author notes market strength in small caps and space/defense sectors, listing beneficiaries as a watchlist without explicit position language or forward catalyst.
LOW
18:46
May 28
May 28
The author congratulates another user on past calls for CGEH and UMAC but does not state their own current position or forward-looking view.
LOW
17:37
May 28
May 28
Author explicitly states defense stocks are near a bottom and calls $ONDS and $EOS.AX his main bets, then celebrates the move with "hope you listened," confirming a long position.
LOW
09:17
May 28
May 28
Buy UMAC as a US-made/US-owned drone manufacturer directly benefiting from government drone contract announcements; the domestic supply chain thesis is playing out in real time with contract flow validating the long-held position.
MED
02:37
May 28
May 28
Confirms holding Unusual Machines for almost a year — active long position.
LOW
02:08
May 28
May 28
Buy UMAC on its US-made, US-owned structural positioning, with Trump-era ownership as an additional political catalyst; speaker views current price as not yet reflecting a full rerate of these advantages.
MED
22:06
May 26
May 26
Co-mentioned as valuation benchmark; UMAC cited at 32x EV/Sales as an unprofitable drone peer used to argue KRKNF's relative cheapness.
LOW
18:33
May 11
May 11
$UMAC signed a $52M acquisition of Upgrade Energy for NDAA-compliant battery production, placed $75M in strategic materials, and won a $5M+ counter-UAS order from Powerus. These actions indicate a massive production ramp and government/defense contract pipeline, positioning $UMAC as a key domestic drone supply chain player. With EPS estimates revised 40% higher in 30 days and an upcoming earnings report, the stock has near-term momentum driven by vertical integration and regulatory tailwinds. Integration of Upgrade Energy may dilute near-term margins; the $75M spend could strain cash flow; competition from other NDAA-compliant drone makers; earnings miss on May 14.
HIGH
00:05
Apr 22
Apr 22
The tweet highlights growth potential in the drone sector driven by military demand and domestic manufacturing.
23:39
Apr 14
Apr 14
The tweet highlights a defense sector expert's successful track record and bullish outlook on niche defense stocks.
17:32
Apr 12
Apr 12
Holds Unusual Machines as part of his 'US Made, US owned' nationalization basket; thesis up 2y, portfolio at ATH.
HIGH
17:53
Apr 09
Apr 09
Holds Unusual Machines in his defense/drone basket; bullish on drone-power theme.
MED
14:15
Mar 20
Mar 20
Long UMAC; bought at $16.29 below the $17 offering. Ondas Holdings also bought into the equity offering; potential future US-based supplier for ONDS.
HIGH
08:59
Mar 09
Mar 09
Invested in UMAC last month at $12 on a near-shoring/'Made in America' drone-parts defense thesis; stock continues to outperform.
HIGH
16:16
Jan 24
Jan 24
UMAC — drone manufacturing in US, attractive long
Long UMAC: great long play at these levels on drone manufacturing in US.
HIGH
About UMAC Analyst Coverage
Buzzberg tracks UMAC (Unusual Machines Inc.) across 7 sources. 10 bullish vs 0 bearish calls from 8 analysts. Sentiment: predominantly bullish (59%). 17 total trade ideas tracked. Latest voices: itschrisray, photonbull, majgeoinvesting.