The 2 Wall Street analysts covering Mobilicom Ltd. hold a median 12-month price target of $12 — +104.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 23 of 100 as at 22 Aug 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Mobilicom Ltd. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Issuance (96): The share count has been shrinking and the company is not leaning on new borrowing.
Volatility (6): The share price moves around a lot.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on MOB, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits +104.4% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 2 Sept 2025 | Litchfield Hills | Initiates | Buy | $10 |
| 2 Sept 2025 | Litchfield Hills | Initiates | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. MOB appears on the weeks it earns a place.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 70% of US stocks
Cheaper than 9% of US stocks
Cheaper than 16% of US stocks
Cheaper than 77% of US stocks
Higher than 69% of US stocks
Higher than 9% of US stocks
Higher than 96% of US stocks
Higher than 4% of US stocks
Higher than 5% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Mobilicom Ltd. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Mobilicom reported second-quarter revenue of approximately $1.2 million, with executives noting during the first-half 2026 results call that deliveries under a U.S. Department of War program of record have moved to a monthly cadence.
Why it matters — The shift to a monthly delivery cadence under the U.S. Department of War program of record indicates a more regular and recurring revenue pattern for MOB going forward.
Mobilicom reported financial and operational results for the six months ended June 30, 2026, with first-half revenue of $1.7 million, up 19% year over year, and second-quarter revenue of $1.2 million. The company noted U.S. DoW POR deliveries moved to a monthly cadence, and new products launched with design wins and initial orders for MultiBand and Tactical, expanding the SkyHopper secure datalink product family.
Why it matters — MOB watchers would track this update for revenue growth, delivery-cadence progress with a U.S. customer, and early commercial traction from new product launches.
Mobilicom announced a design win and initial order from a Tier-1 Israeli defense company for its SkyHopper MultiBand and SkyHopper Tactical solutions, including ICE electronic-warfare resistance software, to be used in a new short-to-mid-range loitering munitions platform.
Why it matters — The design win expands Mobilicom's relationship with a major defense customer and broadens deployment of its software and hardware to an additional next-generation platform.
Mobilicom announced it will release its financial results and operational highlights for the six-month period ended June 30, 2026, after market close on Thursday, August 13, 2026.
Why it matters — Investors and analysts tracking MOB will get an update on the company's financial performance and operational progress for the first half of 2026.
Mobilicom announced that an Israeli defense technology company has selected multiple Mobilicom products — including OS3 Cybersecurity Software, ICE Electronic Warfare Resistance, SkyHopper Datalink, and Ground Control Stations — for a new design win involving AI-enabled autonomous weapon systems.
Why it matters — This design win expands Mobilicom's footprint in the defense sector for autonomous systems, potentially leading to recurring revenue from a new customer relationship.
The 2 Wall Street analysts covering Mobilicom Ltd. have a median 12-month price target of $12, with estimates ranging from $12 to $12. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 2 analysts covering Mobilicom Ltd., 2 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Mobilicom Ltd. 23 out of 100 across roughly 4,600 US stocks as at 22 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 22 Aug 2026, Mobilicom Ltd. ranks 23 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Issuance (96 of 100).
No one can know that. What the data says: the median 12-month target from 2 analysts implies +104.4% from the last close, and Ticker Nerd's factor model ranks Mobilicom Ltd. 23 out of 100 as at 22 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Mobilicom Ltd. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for MOB are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $12 to $12 over the next 12 months.
Mobilicom Ltd. returned +35.3% over the 12 months to 21 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Mobilicom Ltd. is a technology company that provides end-to-end cybersecurity and smart connectivity solutions for drones, small unmanned aerial vehicles, and robotics.
The most recent item we track (MarketBeat, 14 Aug 2026): "Mobilicom Q2 Earnings Call Highlights". Mobilicom reported second-quarter revenue of approximately $1.2 million, with executives noting during the first-half 2026 results call that deliveries under a U.S. Department of War program of record have moved to a monthly cadence.
Mobilicom Ltd. is a technology company that provides end-to-end cybersecurity and smart connectivity solutions for drones, small unmanned aerial vehicles, and robotics. Its core offerings combine hardware, software, and cloud-based tools to secure and manage uncrewed systems used in both commercial and defense applications. Mobilicom’s portfolio includes its OS3 platform for operational security and compliance, the ICE cybersecurity suite for real-time protection against cyberattacks, and CONTROLit software for cloud-based network and fleet management. The company also supplies SkyHopper datalinks and mobile mesh communication units that enable robust, long-range, and resilient communications between multiple autonomous platforms. In addition, Mobilicom delivers integrated logistic support services, covering operation, maintenance, and safety for unmanned systems deployments. Serving customers such as aerospace and defense contractors, government entities, and industrial users across Israel, the United States, Canada, and other international markets, Mobilicom Ltd., incorporated in 2017 and headquartered in Shoham, Israel, plays a specialized role in securing and networking mission-critical autonomous systems.
CEO Mr. Oren Elkayam · 29 employees · Israel · https://mobilicom.com