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Austin Bohlig

Needham & Co

Recent Articles

Trump Wants FY27 Defense Budget of $1.5T 01/16/2026

Unusual Machines Inc. (UMAC:NYSEAMERICAN), Florida-based supplier of drone parts, is among the companies that should benefit from this increased amount (up from US$1 trillion), noted a Needham & Co. report. Read on to learn what this budget would mean for the U.S. drones and defense tech industry.

3 Key Catalysts to Benefit Top Pick in 2026 01/12/2026

Unusual Machines Inc. (UMAC:NYSEAMERICAN), U.S.-based drone parts supplier, is expected to deliver significant growth this year and beyond due to ramping-up federal unmanned aerial vehicle programs, achieving break-even status, and mergers and acquisitions activity, noted a Needham & Co. report. Read on to learn more about this Buy-rated company.

New Unmanned Segment, Maritime, is Quickly Growing 01/12/2026

Many companies stand to benefit from the U.S.' surge of funding into this specific ecosystem, noted a Needham & Co. report. Read on to learn the names of these potential investment opportunities.

US Drone Parts Co. Strategically Invests $25M 11/17/2025

Unusual Machines Inc. (UMAC:NYSEAMERICAN) aims to enhance its visibility and build relationships with major commercial drone providers in the U.S. ahead of the nation's likely ban on China-made drones and parts, noted a Needham & Co. report.

Drone Tech Co. Unlocks $15B Defense Spending Supercycle 10/13/2025

Needham & Co. Analyst Austin Bohlig maintains a Buy rating on Red Cat Holdings Inc. (RCAT:NASDAQ) and a US$17 price target in an updated research note on October 10 after attending a day of investor meetings in Boston with the company's CFO. Find out why he sees growing interest in the sector.


Recent Quotes

"We expect UMAC to trade higher on hype around growing budgets."

— Austin Bohlig, Needham & Co (1/8/26)
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"We see multiple catalysts in 2026 that position UMAC to outperform."

— Austin Bohlig, Needham & Co (1/5/26)
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"The FCC ban on foreign-sourced drone components is favorable for UMAC."

— Austin Bohlig, Needham & Co (12/23/25)
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"UMAC has a robust runway of business with $16M in bookings."

— Austin Bohlig, Needham & Co (11/12/25)
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"We are initiating coverage on UMAC with a Buy rating."

— Austin Bohlig, Needham & Co (8/19/25)
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