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Upturn AI SWOT - About
Mobilicom Limited American Depositary Shares (MOB)
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Upturn Advisory Summary
10/24/2025: MOB (4-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Number of Analysts
1 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $11.53
1 Year Target Price $11.53
| 1 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 361.8% | Avg. Invested days 49 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 83.10M USD | Price to earnings Ratio - | 1Y Target Price 11.53 |
Price to earnings Ratio - | 1Y Target Price 11.53 | ||
Volume (30-day avg) 1 | Beta 2.11 | 52 Weeks Range 1.28 - 11.02 | Updated Date 10/26/2025 |
52 Weeks Range 1.28 - 11.02 | Updated Date 10/26/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.03 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -227.33% | Operating Margin (TTM) -0.99% |
Management Effectiveness
Return on Assets (TTM) -20.14% | Return on Equity (TTM) -99.36% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 84341576 | Price to Sales(TTM) 29.4 |
Enterprise Value 84341576 | Price to Sales(TTM) 29.4 | ||
Enterprise Value to Revenue 29.84 | Enterprise Value to EBITDA 0.22 | Shares Outstanding 9939669 | Shares Floating 1888806005 |
Shares Outstanding 9939669 | Shares Floating 1888806005 | ||
Percent Insiders - | Percent Institutions 10.7 |
Upturn AI SWOT
Mobilicom Limited American Depositary Shares
Company Overview
History and Background
Mobilicom Limited, founded in 2011, focuses on developing and delivering cybersecurity and robust solutions for robotics and autonomous systems, primarily for drones, robotics, and unmanned platforms. It started as a spin-off from an Israeli defense company, specializing in mobile networking technologies.
Core Business Areas
- Cybersecurity Solutions: Developing end-to-end cybersecurity solutions including encryption, authentication, and network security protocols to protect unmanned systems from cyber threats.
- Mobile MESH Networking: Providing mobile mesh networking technology that enables real-time video, data, and control communications for robotic and autonomous platforms, even in challenging environments.
- Data Links: Creating robust data link solutions that allow for reliable communication between unmanned systems and their operators.
Leadership and Structure
Oren Elkayam is the CEO. The organizational structure is built around engineering, product development, sales & marketing, and operations, reflecting its technology-focused approach.
Top Products and Market Share
Key Offerings
- SkyHopper Pro V: A data link solution for commercial and industrial drones, providing secure and reliable communication. Market share is difficult to determine precisely, but it is estimated to be a mid-tier player in the drone data link market. Competitors include Microhard Systems, Persistent Systems, and Silvus Technologies.
- MCU-30: A cybersecurity module for drones offering advanced protection against cyberattacks. Market share information is limited due to the niche nature of the cybersecurity module market within the drone industry. Competitors include several cybersecurity companies focusing on embedded systems such as Kryptos.
Market Dynamics
Industry Overview
The market for unmanned systems, including drones and robotics, is experiencing significant growth, driven by increasing adoption across industries like agriculture, defense, logistics, and public safety. Cybersecurity for these systems is becoming increasingly important.
Positioning
Mobilicom positions itself as a provider of secure and robust communication and cybersecurity solutions for unmanned systems, targeting applications where reliability and security are critical. Its competitive advantage lies in its integrated hardware and software solutions.
Total Addressable Market (TAM)
The TAM for drone and robotics communication and cybersecurity solutions is estimated to be in the billions of dollars annually, expected to grow substantially over the next decade. Mobilicom is positioned to capture a share of this market by focusing on specialized solutions.
Upturn SWOT Analysis
Strengths
- Specialized expertise in secure communication for unmanned systems
- Integrated hardware and software solutions
- Strong intellectual property portfolio
- Established relationships with drone manufacturers and end-users
Weaknesses
- Relatively small size compared to larger competitors
- Limited brand recognition in some markets
- Dependence on the growth of the unmanned systems market
Opportunities
- Expanding into new applications and markets for unmanned systems
- Developing strategic partnerships with drone manufacturers
- Increasing demand for cybersecurity solutions for unmanned systems
- Government investments in drone technology and security
Threats
- Intense competition from larger companies
- Rapid technological changes in the drone and cybersecurity industries
- Regulatory uncertainties regarding drone operations
- Economic downturns that could reduce demand for unmanned systems
Competitors and Market Share
Key Competitors
- Microhard Systems (No public US stock symbol)
- Persistent Systems (No public US stock symbol)
- Silvus Technologies (No public US stock symbol)
Competitive Landscape
Mobilicom's advantages are in specialized knowledge of secure communications for drones and autonomous systems, and offering integrated solutions. Disadvantages are smaller size and lower brand recognition compared to some competitors. Most competitors are not publicly traded and hard to get accurate information from.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is tied to expansion in the drone and robotics markets. Limited access to historical financial data makes quantifying past growth difficult.
Future Projections: Future growth projections are based on continued demand for secure communication and cybersecurity solutions in the unmanned systems market. Analyst estimates are inaccessible.
Recent Initiatives: Recent initiatives likely involve product development, partnerships, and market expansion.
Summary
Mobilicom is a relatively small company specializing in secure communication and cybersecurity for unmanned systems. It has expertise in a growing market but faces competition from larger players and technological change. Its focus on integrated solutions is a strength, but it needs to continue innovating and expanding its market presence to succeed.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- Industry Reports
- Press Releases
- Analyst Reports (where publicly available)
Disclaimers:
This analysis is based on publicly available information and general market knowledge. The data provided is not guaranteed to be perfectly accurate or complete. This is not financial advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Mobilicom Limited American Depositary Shares
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 2022-08-25 | Co-Founder, MD, Chairman & CEO Mr. Oren Elkayam | ||
Sector Industrials | Industry Aerospace & Defense | Full time employees 21 | Website https://www.mobilicom-ltd.com.au |
Full time employees 21 | Website https://www.mobilicom-ltd.com.au | ||
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. The company offers OS3 platform, a software solution designed to deliver operational security, safety, and standards compliance for the commercial and defense uncrewed drones and robotics industry; ICE cybersecurity suite, an automated software that provides solutions to prevent, detect, and respond in real-time to cyber-attacks; CONTROLit, a cloud-based network management software solution for operators of SUAV; SkyHopper datalinks, which provide bi-directional data links that support multiple transmission modes; mobile mesh communication units, which connect and act as relay to all units within the network; and integrated logistic support (ILS) services for SUAVs that include ILS operation, logistics, maintenance, and safety. It also provides mobile controller systems, such as 7'' mini-Controller PRO, 7'' RVT, 10'' Maxi-Controller PRO, 10'' Extremer, 10'' Touch-P, 10'' Touch-G, and 8" Controller Pro, which operate with either an internal or external datalink unit, offer battery charging, an advanced tablet feature HD low-latency viewer, and are designed to operate with a variety of payloads. The company serves the Israel Aerospace Industries, Airbus, Elbit Systems, Teledyne-Flir, Rafael Technologies, ST Engineering, the Israeli Ministry of Defense, the U.S. defense industry, and other industries. Mobilicom Limited was incorporated in 2017 and is headquartered in Shoham, Israel.
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