The unmanned supercycle is expected to inflect meaningfully in 2026, potentially marking the first of several record years for drone procurement, with Unusual Machines (UMAC) well positioned as a leading domestic supplier of low-cost components, Needham tells investors in a research note. Strong backlog visibility, scaling program upside, a path to breakeven in 2H26, and potential transformational M&A could drive outperformance despite execution risks, the firm says. Needham named Unusual Machines a Top Pick for 2026 and maintains a Buy rating and $20 price target
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