Mobilicom Secures Design Win and Initial Order to Integrate Cybersecure Systems into New ISR Drone Platform
Rhea-AI Summary
Mobilicom (Nasdaq: MOB) secured a design win and an initial order from a prominent Israel-based drone manufacturer to integrate SkyHopper PRO, SkyHopper PRO Lite and a 10" Maxi Controller PRO into a new ISR drone platform.
The systems will be deployed as part of an ISR project in India with the manufacturer’s Indian partner, emphasizing secure data links, ground control systems and advanced cybersecurity for defense missions.
Positive
- Design win and initial order secured for integration into new ISR drone platform
- Deployment planned in India through collaboration with the manufacturer's Indian partner
- Multiple products selected: SkyHopper PRO, SkyHopper PRO Lite and 10" Maxi Controller PRO
Negative
- None.
News Market Reaction
On the day this news was published, MOB gained 10.20%, reflecting a significant positive market reaction. Argus tracked a peak move of +6.8% during that session. Our momentum scanner triggered 14 alerts that day, indicating notable trading interest and price volatility. This price movement added approximately $6M to the company's valuation, bringing the market cap to $68M at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
MOB fell 5.95% while key peers were mixed: HOVR up 3.43%, DPRO up 7.92%, SPAI modestly higher and in momentum, but OPXS and CODA declined. With only 1 peer in the momentum scan and no consistent direction, today’s move appears stock‑specific rather than sector‑driven.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Jan 05 | Design win UAE | Positive | +3.0% | New UAE customer using controllers and datalinks for remote weapon system prototype. |
| Dec 04 | Listing transition | Positive | +3.0% | Shift from ADSs to ordinary shares on Nasdaq with 1-for-275 reverse split. |
| Dec 03 | Investor conference | Positive | +17.7% | Participation in iAccess Alpha conference with presentation and 1:1 investor meetings. |
| Nov 25 | EU design win | Positive | +6.3% | EU customer order for controllers, datalinks and cybersecurity for protection/security. |
| Nov 13 | Q3 2025 results | Positive | -7.2% | Strong revenue growth, U.S. sales mix and cash position in Q3 2025 update. |
Recent design wins and corporate updates often coincided with positive price moves, while the Q3 2025 financial update saw a negative reaction despite strong operational metrics.
Over the last few months, Mobilicom has repeatedly announced design wins and geographic expansion. On Nov 25, 2025 it secured a European Union security deployment, and on Jan 5, 2026 a UAE design win tied to a weapons system prototype. Corporate milestones included a Nasdaq ordinary-share transition with a 1-for-275 reverse split and a strong Q3 2025 revenue update. The current India-focused ISR drone design win continues this pattern of global defense-market penetration.
Market Pulse Summary
The stock surged +10.2% in the session following this news. A strong positive reaction aligns with Mobilicom’s history of favorable responses to design wins and expansion announcements, where several past news events saw gains of 2.95% to 17.74%. However, prior financing activity and at-the-market usage in regulatory filings show that capital-raising needs have existed, which can weigh on longer-term performance. Investors would have monitored whether follow-on orders and execution across regions sustained momentum.
Key Terms
isr technical
ground control station technical
cybersecure technical
AI-generated analysis. Not financial advice.
Design win with Israel-based drone manufacturer for ISR Platform slated for deployment in India
Accelerates Mobilicom’s commercial footprint in the high-growth APAC region
Palo Alto, California, Feb. 19, 2026 (GLOBE NEWSWIRE) -- Mobilicom Limited (Nasdaq: MOB, MOBBW) (“Mobilicom” or the “Company”), a provider of cybersecurity and robust solutions for drones and robotics, today announced it has secured a design win with a new customer and initial order from a prominent Israel-based drone manufacturer, which will integrate Mobilicom’s SkyHopper PRO, SkyHopper PRO Lite and 10” Maxi Controller PRO ground control station into its new intelligence, surveillance and reconnaissance (ISR) drone platform.
Through this new customer, Mobilicom’s systems to be deployed as part of an ISR drone project in India in collaboration with the customer’s Indian partner.
The new ISR drone platform will integrate Mobilicom’s end-to-end solutions, including secure data links, ground control systems and advanced cybersecurity protections, designed to meet the stringent operational requirements of defense missions. Mobilicom’s SkyHopper PRO and SkyHopper PRO Lite are designed to provide secure, high-performance communications, while the 10” Maxi Controller PRO is designed to deliver a ruggedized, advanced ground control interface optimized for mission-critical ISR applications.
“Mobilicom’s cybersecure, end-to-end solutions continue to drive design wins and follow-on orders from prominent drone manufacturers worldwide,” said Oren Elkayam, CEO of Mobilicom. “As global defense budgets increase and the demand for real-time battlefield awareness accelerates, particularly in the rapidly expanding ISR drone market, customers are seeking proven, secure and fully integrated solutions. This new design win and initial order underscore the growing recognition of Mobilicom’s technology as a trusted backbone for advanced ISR platforms.”
The ISR drone market continues to experience significant growth, fueled by heightened security needs, modernization initiatives and the increasing adoption of unmanned systems to enhance intelligence gathering and situational awareness. Mobilicom’s solutions are designed to support scalable production and deployment, positioning the Company to capitalize on expanding opportunities across global defense markets.
“We are excited to further extend our market reach into the Indian subcontinent with this new ISR platform,” said Yair Maor, Mobilicom’s VP Sales EMEA. “This collaboration with a prominent Israeli drone manufacturer and its Indian partner demonstrates the strength of our regional sales strategy and our ability to support customers with advanced, secure solutions tailored to mission-critical requirements.”
About Mobilicom
Mobilicom is a leading provider of cybersecure robust solutions for the rapidly growing defense and commercial drones and robotics market. Mobilicom’s large portfolio of field-proven technologies includes cybersecurity, software, hardware, and professional services that power, connect, guide, and secure drones and robotics. Through deployments across the globe with over 50 customers, including the world’s largest drone manufacturers, Mobilicom’s end-to-end solutions are used in mission-critical functions.
For investors, please use https://ir.mobilicom.com/
For company, please use www.mobilicom.com
Forward Looking Statements
This press release contains “forward-looking statements” that are subject to substantial risks and uncertainties. For example, the Company is using forward-looking statements when it discusses the growing recognition of the Company’s technology as a trusted backbone for advanced ISR platforms. All statements, other than statements of historical fact, contained in this press release are forward-looking statements. Forward-looking statements contained in this press release may be identified by the use of words such as “anticipate,” “believe,” “contemplate,” “could,” “estimate,” “expect,” “intend,” “seek,” “may,” “might,” “plan,” “potential,” “predict,” “project,” “target,” “aim,” “should,” “will” “would,” or the negative of these words or other similar expressions, although not all forward-looking statements contain these words. Forward-looking statements are based on Mobilicom Limited’s current expectations and are subject to inherent uncertainties, risks and assumptions that are difficult to predict. Further, certain forward-looking statements are based on assumptions as to future events that may not prove to be accurate. These and other risks and uncertainties are described more fully in the Company’s filings with the Securities and Exchange Commission.
Forward-looking statements contained in this announcement are made as of this date, and Mobilicom Limited undertakes no duty to update such information except as required under applicable law.
For more information on Mobilicom, please contact:
Liad Gelfer
Mobilicom Ltd
liad.gelfer@mobilicom.com
FAQ
What did Mobilicom (MOB) announce on February 19, 2026 about a new design win?
Will Mobilicom’s (MOB) systems be deployed in India as part of the new ISR platform?
Which Mobilicom (MOB) products were selected for the ISR drone platform integration?
How does the Mobilicom (MOB) design win affect its APAC commercial footprint?
Does Mobilicom (MOB) describe the ISR integration as meeting defense requirements?
