10 Most Undervalued Defense Stocks to Buy According to Analysts

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6. Mobilicom Limited (NASDAQ:MOB)

Forward P/E: 17.79

Mobilicom Limited (NASDAQ:MOB) announced on April 21 that it received $2.2 million in new purchase orders from a major U.S. drone manufacturer with over $5 billion in annual sales. The customer has integrated Mobilicom’s SkyHopper PRO and ICE cybersecurity suite into loitering munitions systems supplied under a $249 million U.S. Department of War program, with shipments already underway and continuing into 2026.

On April 14, Mobilicom Limited (NASDAQ:MOB) secured its first order from a new customer in the Asia-Pacific region for integration into an ISR drone platform. The deal includes multiple systems such as ground control units and secure datalinks, reflecting growing international demand for the company’s cybersecure autonomous solutions and potentially opening the door to further expansion across deployed platforms.

Mobilicom Limited (NASDAQ:MOB) is a provider of end-to-end cybersecurity and autonomous system solutions for drones, robotics, and unmanned platforms. The company is headquartered in Shoham, Israel, and was founded in 2006 by Oren Elkayam and Yossi Segal.

The increasing order flow from both U.S. defense programs and international customers demonstrates accelerating adoption of Mobilicom’s secure autonomous technologies. This expanding customer base and integration into large-scale defense programs strengthen its long-term revenue visibility and growth trajectory in a rapidly expanding drone ecosystem.

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