Looking at the state of modern warfare, H.C. Wainwright analyst Amit Dayal initiated Unusual Machines with a "Buy" rating, telling clients the drone-part maker is emerging as a key player in "anchoring the US drone industry's sovereign supply chain."
Dayal called UMAC a "pure-play, American-made, NDAA-compliant drone-component manufacturer" that is perfectly positioned for a "massive procurement tailwind" across the US drone industry as the US government races to stockpile everything from one-way attack drones to interceptor drones.
What's key about UMAC is that it makes NDAA-compliant parts for drones. Its product portfolio spans flight controllers, electronic speed controllers (ESCs), analog video systems, FPV headsets, drone motors, and, pending the Upgrade Energy acquisition, batteries, with multiple products approved on the Blue UAS Framework.
Dayal estimates the US-made drone parts market could reach $3 billion to $5 billion as the Department of Defense and US drone manufacturers seek secure alternatives to Chinese suppliers.
US Drone Parts Market Forecasted to Boom
Six UMAC components, including its Brave F7 flight controller, Brave 55A speed controller, and Aura FPV camera, have been approved for the Defense Innovation Unit's Blue UAS Framework.
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