Mobilicom Ltd. (MOB:NASDAQ) is beginning to attract attention as both a company with a technical breakout in the charts and a business quietly hitting its stride.
This isn't a brand-new story; it's a revaluation opportunity playing out in real time.
The company operates at the intersection of defense, cybersecurity, and autonomous drone technologies.
And as geopolitical tensions increase, the market is waking up to the role that secure communications and resilient drone platforms will play in future conflicts.
The Chart: A Technical Recognition Is Underway
Mobilicom has quietly completed a multi-month base and is now tracing out the classic signs of a bullish reversal. The updated chart highlights a cup-and-handle formation, with a clear Point of Recognition (POR) breakout above the US$2.20–US$2.30 resistance zone. That level had capped the stock for over a year and served as a psychological ceiling throughout 2024.
Volume expanded meaningfully as the breakout occurred, confirming institutional interest and retail momentum. Technically, MOB also triggered a golden cross, where the 50-day moving average moved above the 200-day, a widely followed signal of trend change.
Price has now achieved the first target of US$3.20, and bullish momentum remains intact. The second target at US$4.20 aligns with prior price congestion, while the third target around US$5.00 marks the previous 2025 high and could act as near-term resistance.
The Big Picture Target of US$7.25 reflects a measured move from the cup-and-handle base and would imply a full sentiment reset if met.
Importantly, MOB continues to hold above the breakout zone (US$2.60–US$2.80), supported by rising moving averages and a constructive RSI. The chart also shows a potential short-term flag or handle pattern forming a consolidation that, if resolved higher, would reinforce the bullish setup.
In short, MOB is acting like a stock transitioning from accumulation to recognition. If support holds and volume stays strong, higher targets look achievable in the coming weeks and months.
A High-Tech Underdog with Strategic IP
Mobilicom is not your typical microcap. The company provides cybersecure solutions for drones, robotics, and autonomous platforms, critical infrastructure for both military and industrial applications. It's an end-to-end provider, offering everything from proprietary communication and mobile mesh networks to real-time control systems and growing cybersecurity suites.
Headquartered in the U.S. and Israel, with R&D in Israel and registered in Australia, this is a global company. Its SkyHopper systems are used in 18 countries by elite-tier defense clients such as Airbus, Israel Aerospace Industries, Rafael, and the Israeli Ministry of Defense, and increasingly, by major U.S. drone manufacturers.
Mobilicom was recently added to the U.S. Department of Defense's Blue UAS list, a key validation that confirms its systems are NDAA-compliant, cyber-secure, and safe for use in U.S. military programs.
What caught my attention wasn't just the company's technology or the chart; it was the balance sheet. As of mid-2025, MOB had a market cap near US$20 million, held roughly US$8 million in cash, had no debt, and was seeing top-line growth accelerate., and the backlog continues to build.
From Design Wins to Software-Driven Scale
Mobilicom's strategy hinges on two growth vectors. First, it supplies embedded systems that are now part of certified drone platforms used in defense programs. CEO Oren Elkayam put it this way:
"We're not a drone maker. We're more like the Bosch or Continental of the drone world; we provide the brain and secure backbone behind the platform."
Once MOB's hardware is designed into a platform, it becomes extremely difficult and expensive to replace. This stickiness gives the company operating leverage as those platforms move into production.
Second, Mobilicom is expanding into high-margin cybersecurity software. Its new OS³ platform, launched in 2025, provides real-time protection for autonomous systems and AI-based robotics operating in contested electromagnetic environments. The company sees OS³ becoming a significant SaaS revenue stream.
Built for Modern Warfare: A Real-World Advantage
Mobilicom's systems are already field-proven in some of the most challenging environments. In a recent presentation titled Navigating Electromagnetic Warfare, the company shared examples of its platforms maintaining control and encryption despite GPS jamming, EMI-heavy zones, and spoofing attempts.
The tech stack includes:
- AES-256 encryption
- Signal randomization for RF masking
- Authenticated RF link access
- Dynamic Frequency Selection (DFS) and Interference Avoidance Systems (IAS)
- Protocol-level hardening against spoofed or malformed signals
Most small drone makers can't offer this kind of communications-aware cybersecurity, which is exactly why Tier 1 clients continue to choose Mobilicom.
Six Verticals, One Scalable Platform
Mobilicom has applications well beyond a single sector. It's a scalable, multi-sector platform, and its technology stack is now deployed across six strategic industries, showcasing both its flexibility and real-world relevance:
- Mining & Industrial Operations
Mobilicom-enabled drones deliver real-time site data, enhance worker safety, and support logistics in harsh, remote environments, with reliable, encrypted communications even in GPS-denied zones. - Security & Surveillance
Ideal for border patrol, infrastructure protection, and long-range monitoring. Secure video feeds and encrypted data links allow real-time oversight from command centers. - Infrastructure Inspection
From wind turbines to transmission lines, Mobilicom's systems allow efficient, safe, and cyber-protected inspection of hard-to-reach assets via drone. - Autonomous Delivery
Whether delivering medical supplies or e-commerce packages, Mobilicom enables autonomous fleet operations with cloud-based coordination and full-spectrum cybersecurity. - Government & Defense Applications
The company's gear is already in use for ISR missions and battlefield operations. It meets NATO and DoD cyber requirements and provides unmatched signal resiliency in electronic warfare conditions. - Public Safety & Emergency Response
In wildfire zones, collapsed buildings, or urban unrest, Mobilicom's drones serve as force multipliers, giving first responders real-time visibility and encrypted control, even in comms-dead zones.
Final Thoughts
Mobilicom may be one of the most overlooked asymmetric opportunities in the drone-tech space. The company is lean, liquid, and positioned at the center of megatrends like defense autonomy, AI-enhanced robotics, and battlefield cybersecurity.
With no debt, a clean cap table, growing software margins, and exposure to real defense and industrial clients, MOB's shares look undervalued, especially with the chart signaling early breakout behavior.
Technically, MOB has already met and exceeded its first two targets ($3.20 and $4.20) and has now pulled back to retest the neckline or breakout zone near $3.30–$3.50. This is often where trend-following buyers re-engage, particularly in head and shoulder formations.
Given the healthy volume backdrop, rising moving averages, and strong longer-term trend, we view this pullback as a timely entry point. MOB is a speculative buy at current levels.
Whether you're a chart-based trader or a fundamental investor looking for leverage to drone autonomy and cyber defense, Mobilicom deserves a serious look right now.
Mobilicom's website.
Mobilicom Ltd. (MOB:NASDAQ) closed for trading at US$3.54 on July 25, 2025.
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For this article, the Company has paid Street Smart, an affiliate of Streetwise Reports, US$3,000.
- As of the date of this article, officers and/or employees of Streetwise Reports LLC (including members of their household) own securities of Mobilicom Ltd.
- Author Certification and Compensation: [John Newell of John Newell and Associates] was retained and compensated as an independent contractor by Street Smart for writing this article. Mr. Newell holds a Chartered Investment Management (CIM) designation (2015) and a U.S. Portfolio Manager designation (2015). The recommendations and opinions expressed in this content reflect the personal, independent, and objective views of the author regarding any and all of the companies discussed. No part of the compensation received by the author was, is, or will be directly or indirectly tied to the specific recommendations or views expressed.
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