Ondas Inc. Stock Rises Amid New Orders and Market Dynamics
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Should l Buy ONDS?
Source: Benzinga
- Surge in New Orders: Ondas has secured multiple orders totaling approximately $6 million for its Sentrycs counter-UAS systems, aimed at enhancing defense and security in the Middle East, which are critical amid escalating regional conflicts, reflecting strong demand for its advanced technological solutions.
- Strategic Partnership Agreement: The company announced a $10 million strategic investment and partnership with World View, where both will combine high-altitude balloon systems with Ondas' unmanned aircraft capabilities, further expanding market applications and enhancing competitiveness in the drone sector.
- Impressive Stock Performance: Ondas shares have surged 1,203.75% over the past year, currently trading at $10.37, which is 2.4% above the 20-day and 11.2% above the 100-day simple moving averages, indicating robust market performance.
- Positive Earnings Expectations: Ondas is set to report earnings in mid-March, with analysts expecting a loss per share to improve from 15 cents last year to 4 cents, and revenue estimates at $27.30 million, indicating significant improvement in the company's profitability outlook.
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Analyst Views on ONDS
Wall Street analysts forecast ONDS stock price to rise
8 Analyst Rating
8 Buy
0 Hold
0 Sell
Strong Buy
Current: 9.720
Low
13.00
Averages
17.50
High
25.00
Current: 9.720
Low
13.00
Averages
17.50
High
25.00
About ONDS
Ondas Holdings Inc. is a provider of private wireless, drone, and automated data solutions through its subsidiaries, Ondas Networks Inc. (Ondas Networks), Ondas Autonomous Systems Inc. (OAS), Airobotics, Ltd (Airobotics), and American Robotics, Inc. The Company operates through two segments: Ondas Networks and OAS. Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. It designs, develops, manufactures, sells and supports FullMAX, its patented, Software Defined Radio (SDR) platform for secure, licensed, private, wide-area broadband networks. Its OAS segment develops and integrates drone-based solutions, focusing on high-performance critical applications for government and Tier-1 commercial enterprises. Its commercially available platforms include the Optimus System and the Iron Drone Raider. The Company is also focused on manufacturing of precision optical components and systems.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Ondas Holdings Raises Q4 Revenue Forecast, Shares Up
- Revenue Forecast Increase: Ondas Holdings expects Q4 2025 revenue to be between $29.1 million and $30.1 million, surpassing its earlier guidance of $27 million to $29 million, indicating strong market performance.
- Market Expectation Comparison: According to Fiscal.ai data, Wall Street's revenue expectation for Ondas is $27.5 million, and the company's new forecast not only exceeds its prior guidance but also surpasses market expectations, reflecting its growth potential.
- Annual Revenue Outlook: Ondas now anticipates full-year 2025 revenue between $49.7 million and $50.7 million, an increase from previous forecasts and above the market estimate of $48 million, indicating an optimistic growth outlook.
- Long-Term Growth Guidance: The company reaffirmed its 2026 revenue guidance of $170 million to $180 million, demonstrating confidence in future business development, which may attract more investor interest in its long-term value.
See More
ONDAS INC TO ACQUIRE MISTRAL FOR $175 MILLION, WITH $122.5 MILLION IN COMMON STOCK, ACCORDING TO SEC FILING
Financial Settlement: OANDA has agreed to pay $175 million in a settlement related to misstatements.
Breakdown of Payment: The settlement includes $122.5 million in common stock as part of the financial resolution.
See More
ONDAS INC ACQUIRES FULL OWNERSHIP OF MISTRAL SHARES - SEC FILING
Acquisition Announcement: Ondas Holdings has announced its intention to acquire 100% of Mistral Solutions' shares.
Strategic Move: This acquisition is part of Ondas' strategy to enhance its capabilities and expand its market presence.
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Ondas Secures First $15.8M Order for Israeli Demining Program
- First Order Confirmation: Ondas's subsidiary 4M Defense has secured its first operational order worth approximately $15.8 million under a multi-year demining program in Israel, part of a national land-clearance initiative valued at over $30 million, indicating the company's market potential in the defense sector.
- Expansion Potential: The agreement could expand by an additional $30 million in follow-on phases, potentially doubling the program's total value, which would further solidify Ondas's position in its autonomous systems strategy.
- Technology Application: This program supports the company's border and national security operations by utilizing robotics, drones, and advanced sensing technologies, with successful execution likely leading to additional orders and an expanded scope, enhancing the company's competitive edge in the market.
- Market Reaction: Despite the promising outlook, Ondas shares fell by 1.12%, reflecting market caution regarding its profitability and future growth, prompting investors to closely monitor its financial health.
See More
Ondas Holdings Q4 Revenue Exceeds Expectations
- Revenue Beat: Ondas Holdings reported Q4 revenues between $29.1 million and $30.1 million, surpassing guidance provided in January 2026, indicating strong market performance that is likely to boost investor confidence.
- Full-Year Outlook Reaffirmed: The company reiterated its full-year 2026 revenue outlook of $170 million to $180 million, reflecting management's confidence in future performance, especially before the impact of any new acquisitions, which may attract more investor interest.
- Strong Cash Position: As of December 31, 2025, Ondas's cash and cash equivalents on a pro-forma basis exceed $1.5 billion, including approximately $1 billion raised on January 12, 2026, ensuring financial flexibility for future investments and operations.
- Enhanced Market Position: Ondas has transitioned from a penny stock to a contender in the defense sector, and with the ramp-up of drone technology production, it is expected to further solidify its market position in the automation field.
See More
Ondas Exceeds Q4 2025 Revenue Expectations
- Revenue Beat: Ondas reported preliminary Q4 2025 revenue of $29.1M to $30.1M, surpassing analyst expectations of $27.5M, indicating strong market performance that may attract more investor interest.
- Full-Year Revenue Outlook: The company projects full-year 2025 revenue between $49.7M and $50.7M, exceeding Wall Street's estimate of $48.1M, reflecting confidence in future growth potential and potentially improving market perceptions of its long-term value.
- Net Loss Expectations: Ondas anticipates a net loss of $20.4M to $20.9M for Q4 2025, with adjusted EBITDA losses of $10.9M to $11.4M, indicating that while losses are increasing, they remain manageable, showcasing the company's strategic choices during its expansion phase.
- 2026 Revenue Guidance: The company reiterated its 2026 revenue guidance of $170M to $180M, excluding any new acquisitions, demonstrating ongoing confidence in future growth despite a current stock price decline of over 3%.
See More
Ondas Holdings Raises Q4 Revenue Forecast, Shares Up
- Revenue Forecast Increase: Ondas Holdings expects Q4 2025 revenue to be between $29.1 million and $30.1 million, surpassing its earlier guidance of $27 million to $29 million, indicating strong market performance.
- Market Expectation Comparison: According to Fiscal.ai data, Wall Street's revenue expectation for Ondas is $27.5 million, and the company's new forecast not only exceeds its prior guidance but also surpasses market expectations, reflecting its growth potential.
- Annual Revenue Outlook: Ondas now anticipates full-year 2025 revenue between $49.7 million and $50.7 million, an increase from previous forecasts and above the market estimate of $48 million, indicating an optimistic growth outlook.
- Long-Term Growth Guidance: The company reaffirmed its 2026 revenue guidance of $170 million to $180 million, demonstrating confidence in future business development, which may attract more investor interest in its long-term value.
See More
ONDAS INC TO ACQUIRE MISTRAL FOR $175 MILLION, WITH $122.5 MILLION IN COMMON STOCK, ACCORDING TO SEC FILING
Financial Settlement: OANDA has agreed to pay $175 million in a settlement related to misstatements.
Breakdown of Payment: The settlement includes $122.5 million in common stock as part of the financial resolution.
See More
ONDAS INC ACQUIRES FULL OWNERSHIP OF MISTRAL SHARES - SEC FILING
Acquisition Announcement: Ondas Holdings has announced its intention to acquire 100% of Mistral Solutions' shares.
Strategic Move: This acquisition is part of Ondas' strategy to enhance its capabilities and expand its market presence.
See More
Ondas Secures First $15.8M Order for Israeli Demining Program
- First Order Confirmation: Ondas's subsidiary 4M Defense has secured its first operational order worth approximately $15.8 million under a multi-year demining program in Israel, part of a national land-clearance initiative valued at over $30 million, indicating the company's market potential in the defense sector.
- Expansion Potential: The agreement could expand by an additional $30 million in follow-on phases, potentially doubling the program's total value, which would further solidify Ondas's position in its autonomous systems strategy.
- Technology Application: This program supports the company's border and national security operations by utilizing robotics, drones, and advanced sensing technologies, with successful execution likely leading to additional orders and an expanded scope, enhancing the company's competitive edge in the market.
- Market Reaction: Despite the promising outlook, Ondas shares fell by 1.12%, reflecting market caution regarding its profitability and future growth, prompting investors to closely monitor its financial health.
See More
Ondas Holdings Q4 Revenue Exceeds Expectations
- Revenue Beat: Ondas Holdings reported Q4 revenues between $29.1 million and $30.1 million, surpassing guidance provided in January 2026, indicating strong market performance that is likely to boost investor confidence.
- Full-Year Outlook Reaffirmed: The company reiterated its full-year 2026 revenue outlook of $170 million to $180 million, reflecting management's confidence in future performance, especially before the impact of any new acquisitions, which may attract more investor interest.
- Strong Cash Position: As of December 31, 2025, Ondas's cash and cash equivalents on a pro-forma basis exceed $1.5 billion, including approximately $1 billion raised on January 12, 2026, ensuring financial flexibility for future investments and operations.
- Enhanced Market Position: Ondas has transitioned from a penny stock to a contender in the defense sector, and with the ramp-up of drone technology production, it is expected to further solidify its market position in the automation field.
See More
Ondas Exceeds Q4 2025 Revenue Expectations
- Revenue Beat: Ondas reported preliminary Q4 2025 revenue of $29.1M to $30.1M, surpassing analyst expectations of $27.5M, indicating strong market performance that may attract more investor interest.
- Full-Year Revenue Outlook: The company projects full-year 2025 revenue between $49.7M and $50.7M, exceeding Wall Street's estimate of $48.1M, reflecting confidence in future growth potential and potentially improving market perceptions of its long-term value.
- Net Loss Expectations: Ondas anticipates a net loss of $20.4M to $20.9M for Q4 2025, with adjusted EBITDA losses of $10.9M to $11.4M, indicating that while losses are increasing, they remain manageable, showcasing the company's strategic choices during its expansion phase.
- 2026 Revenue Guidance: The company reiterated its 2026 revenue guidance of $170M to $180M, excluding any new acquisitions, demonstrating ongoing confidence in future growth despite a current stock price decline of over 3%.
See More
