The number of exotic machines will continue to proliferate as the U.S. ramps up its domestic drone drive, according to Roth Capital Partners. The investment company began reporting on the drone parts maker with a “buy” rating. He has set a $25 price target on the stock, suggesting an upside of 77% from Tuesday’s closing price. “The U.S. drone parts market benefits from strong regulatory support that forces the establishment of domestic supply chains,” analyst Craig Irwin said in a note. “As a diverse supplier and low-cost producer, UMAC is well-positioned.”U.S. President Donald Trump last year signed an executive order accelerating domestic drone production and integrating the aircraft into the National Airspace Plan. The United States is also considering increasing its defense budget to $1.5 trillion for fiscal year 2027, which could free up more funds for the federal government to award more contracts to drone manufacturers. As part of its domestic drone drive, the US is also restricting DJI drones, a type of unmanned aircraft manufactured by Chinese company SZ DJI Technology, from entering the US market. The policy is likely to benefit stocks like Unusual Machines, Ross said. “Regulatory exemptions for Chinese-made drone parts have revealed a multibillion-dollar market,” Irwin wrote. “The first phase of demand will come from[Department of Defense]drones, then delivery drones, and then consumer drones because DJI is specifically excluded from the US.” Ross’ call echoes the consensus on the street. According to data from LSEG, all four analysts covering Unusual Machines rate the stock as a Buy. The stock has increased 11% since the beginning of the year.
