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Mobilicom Ltd. (MOB)
NASDAQ:MOB
US Market
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Mobilicom (MOB) AI Stock Analysis

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MOB

Mobilicom

(NASDAQ:MOB)

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Neutral 51 (OpenAI - Gpt-5.6Sol)
Rating:51Neutral
Price Target:
$6.50
Action:Reiterated
Date:08/20/26
The score is held back primarily by weak financial performance—very large losses and persistent negative operating/free cash flow despite strong revenue growth. Technicals are supportive with price trading above key moving averages and moderately positive momentum, while valuation remains constrained by the negative P/E and lack of dividend data.
Positive Factors
Accelerating Revenue Growth
The sharp improvement in top-line growth indicates stronger adoption of Mobilicom’s secure communications and cybersecurity products. Sustained demand from defense, security, and autonomous-systems customers could support expanding scale over the next several quarters.
Negative Factors
Severe and Widening Losses
Despite stronger revenue, expenses significantly outpaced sales and produced deeply negative operating results. Persistent losses indicate that Mobilicom has not yet demonstrated a scalable earnings model, leaving future profitability dependent on major cost control or substantial revenue expansion.
Read all positive and negative factors
Positive Factors
Negative Factors
Accelerating Revenue Growth
The sharp improvement in top-line growth indicates stronger adoption of Mobilicom’s secure communications and cybersecurity products. Sustained demand from defense, security, and autonomous-systems customers could support expanding scale over the next several quarters.
Read all positive factors

Mobilicom (MOB) vs. SPDR S&P 500 ETF (SPY)

Mobilicom Business Overview & Revenue Model

Company Description
Mobilicom Limited is a specialist provider of comprehensive intelligent and secure technologies tailored for unmanned aerial vehicles, robotic systems, and other autonomous platforms. The company's expertise lies in the design, development, and de...
How the Company Makes Money
Mobilicom makes money primarily by selling communications and cybersecurity products for drones and autonomous systems. Key revenue streams include: (1) Product sales of hardware components/modules used to create secure, long-range, resilient data...

Mobilicom Financial Statement Overview

Summary
Strong acceleration in revenue growth in 2025 (+75%) and solid gross margin (~53%) are positives, and leverage is low (debt-to-equity ~0.05). However, profitability is a major weakness with materially widening losses (net margin roughly -705%) and operating/free cash flow remaining negative, indicating an unproven path to sustainable earnings and self-funding operations.
Income Statement
22
Negative
Balance Sheet
64
Positive
Cash Flow
28
Negative
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue3.64M3.36M3.18M2.19M2.37M3.71M
Gross Profit1.88M1.79M1.83M1.54M1.47M2.02M
EBITDA-32.14M-23.69M-7.71M-4.19M114.00K-2.50M
Net Income-30.35M-23.72M-8.01M-4.57M-347.20K-2.80M
Balance Sheet
Total Assets18.58M20.74M10.84M15.97M21.21B5.95M
Cash, Cash Equivalents and Short-Term Investments15.20M19.00M8.59M12.35M29.79M4.00M
Total Debt427.04K437.15K227.29K663.53K953.27K641.66K
Total Liabilities7.15M11.91M6.82M4.62M3.35M2.62M
Stockholders Equity11.42M8.82M4.03M11.32M17.86M3.33M
Cash Flow
Free Cash Flow-5.54M-1.94M-3.23M-4.18M-4.56M-1.90M
Operating Cash Flow-5.48M-1.90M-3.21M-4.15M-4.53M-1.87M
Investing Cash Flow-51.35K-36.61K-26.93K-1.46K-27.02K-31.61K
Financing Cash Flow13.79M12.37M3.48M-271.62K19.76M3.49M

Mobilicom Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
73
Outperform
$284.66M20.7529.34%15.70%9.65%
67
Neutral
$4.70B85.6518.79%979.28%
64
Neutral
$766.45M21.996.14%39.47%14.43%
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
51
Neutral
$75.79M-1.83-299.81%28.74%-79419.35%
51
Neutral
$53.03M-0.80-9.10%-8.31%77.99%
40
Underperform
$4.81M-2.54668.17%4.17%-238.36%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
MOB
Mobilicom
5.76
-0.12
-2.04%
CMTL
Comtech Telecommunications
1.77
-0.25
-12.38%
GILT
Gilat
10.12
0.30
3.05%
BKTI
BK Technologies
76.76
6.29
8.93%
SONM
Sonim Technologies
3.27
-7.35
-69.25%
ONDS
Ondas
8.24
3.17
62.52%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 20, 2026