Ondas Subsidiary Wins Major Demining Project
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 06 2026
0mins
Should l Buy ONDS?
Source: seekingalpha
- Project Value Over $50M: Ondas' subsidiary 4M Defense has won a competitive tender, with near-term and follow-on orders expected to exceed $50 million, indicating strong growth potential in the defense sector.
- Part of National Security Initiative: This project is the initial phase of a $1.7 billion Eastern Border Security Barrier initiative led by the Israel Ministry of Defense, aimed at upgrading the eastern border through advanced technological infrastructure, highlighting its strategic importance.
- AI Technology Implementation: The project will utilize AI-enabled advanced robotic systems for extensive mine clearance operations across complex terrain, laying the groundwork for subsequent construction and deployment activities, showcasing the company's innovative capabilities in high-tech defense solutions.
- Significant Expansion Potential: Beyond the anticipated $50 million in demining operations, the project holds substantial expansion potential, potentially involving hundreds of millions in additional defense technologies related to border protection, further solidifying Ondas' position in the defense market.
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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: 10.730
Low
13.00
Averages
17.50
High
25.00
Current: 10.730
Low
13.00
Averages
17.50
High
25.00
About ONDS
Ondas Inc. is a provider of autonomous systems, robotics, and mission-critical connectivity solutions for defense, security, and industrial markets. Through its business units, Ondas Autonomous Systems (OAS), Ondas Capital and Ondas Networks, it develops and deploys integrated technologies that deliver advanced sensing, mobility, and communications capabilities. OAS delivers a portfolio of artificial-intelligence (AI)-powered defense and security platforms to protect sensitive sites, populations, and critical infrastructure. OAS also provides an integrated suite of autonomous aerial, ground, and counter-UAS solutions through its operating companies. It also provides Airborne Missile Protection Systems (AMPS) and airborne intelligence, surveillance and reconnaissance (ISR) solutions for the military, government and others. It also specializes in the procurement, integration, and lifecycle support of heavy engineering equipment for military and national infrastructure programs.
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 Secures $68 Million Defense Contract for Demining Initiative
- Defense Contract Approval: Ondas has secured a $68 million defense-related contract through its subsidiary 4M Defense, marking a significant role in Israel's eastern border security expansion, which is expected to drive further growth in the defense market.
- Demining Project Launch: This order represents the first phase of a $50 million demining program linked to a $1.7 billion initiative by the Israeli Ministry of Defense, aimed at systematically clearing land using autonomous systems to facilitate new infrastructure development and enhance regional security.
- Integrated Technology Application: 4M Defense will deploy an integrated technology platform that combines autonomous ground robots, aerial drone mapping, sensor detection systems, and AI analytics, with the goal of accelerating the detection and removal of explosive hazards while reducing human exposure to dangerous environments.
- Positive Market Reaction: Ondas stock rose over 2% in Tuesday's premarket trading, and on Stocktwits, retail sentiment shifted from 'bearish' to 'neutral', with message volume surging 975% within 24 hours, indicating growing market interest in the company's prospects.
See More
U.S. Defense Budget Marks Record Investment in Drones
- Record Drone Investment: The U.S. government allocates over $74 billion to drone and counter-drone programs, marking a historic investment that underscores a strategic shift in military conflict approaches.
- Missile Defense System Funding: The proposal includes $18 billion for the new layered missile defense system known as the Golden Dome, which is expected to integrate space-based sensors and intercept technologies to counter emerging threats.
- Emerging Market Leaders: AeroVironment and Kratos Defense are positioned as key suppliers in loitering munitions and jet-powered drones, while Ondas and Red Cat gain traction in swarm and counter-drone technologies.
- Growing Order Momentum: Ondas' subsidiary Airobotics secures a $20 million order as part of a national program for autonomous border protection infrastructure, with expectations for expansion through additional development and procurement rounds.
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ONDAS INC SUBMITS SEC FILING FOR SALE OF 2.3 MILLION COMMON STOCK SHARES BY SELLING STOCKHOLDERS
Stock Offering Announcement: OANDA has filed for the offering of 2.3 million shares of common stock.
Selling Shareholders: The shares are being offered by selling stockholders, indicating a secondary offering rather than a new issuance by the company.
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- Market Growth Potential: The global military drone market is expected to grow from approximately $36-37 billion in 2024 to around $80-90 billion by 2030, indicating a rapid expansion in defense technology that attracts investor interest.
- Strategic Shift: Small drones provide significant strategic advantages in modern warfare, enabling real-time enemy reconnaissance and supporting precision strikes, thereby transforming combat operations and enhancing operational efficiency.
- Showcasing Technology: ZenaDrone will showcase its AI drone solutions at various defense expos, aiming to build relationships with U.S. government and defense agencies to drive future pilot programs and procurement contracts, further solidifying its market position.
- Industry Collaboration and Innovation: Safe Pro Group successfully completed a U.S. Army live-fire exercise using its AI technology to process drone imagery, demonstrating its application potential in modern military operations and strengthening its collaboration with military stakeholders.
See More
Drones Become Essential Military Tools for Modern Warfare
- Market Growth Potential: The global military drone market is projected to grow from approximately $36-37 billion in 2024 to around $80-90 billion by 2030, highlighting the rapid growth potential in defense technology and attracting investor interest.
- Showcasing Technology: ZenaTech's subsidiary ZenaDrone will showcase its AI drone solutions at various defense expos, aiming to establish potential pilot programs and procurement contracts with U.S. government and defense agencies, thereby driving business development.
- Strategic Transformation: The use of small drones in modern warfare is transforming combat dynamics by providing real-time intelligence and precision strike capabilities, prompting governments to formulate comprehensive strategies around drone technology to enhance operational efficiency.
- Industry Consolidation Trend: As drone technology matures, companies like Safe Pro Group and Kratos Defense are enhancing their competitiveness in the defense market through innovative solutions and collaborations, driving overall industry consolidation and growth.
See More
Counter-Drone Market Approaches $20 Billion as VisionWave Acquires xClibre
- Market Growth Potential: According to Precedence Research, the global counter-UAS market is projected to grow from approximately $2.08 billion in 2025 to around $19.06 billion by 2035, reflecting a robust compound annual growth rate of about 25.8%, indicating strong market demand and investment opportunities.
- Strategic Acquisition: VisionWave Holdings completed the acquisition of xClibre™ AI video intelligence platform IP on April 13, 2026, valued at approximately $60 million, which addresses a critical capability gap in its Argus counter-UAS architecture, enhancing its competitive position in the market.
- Technological Integration Advantage: The xClibre platform transforms existing camera infrastructure into a real-time AI intelligence layer, featuring automated threat detection and behavioral analytics, aimed at improving response speed and reducing false-positive rates, thereby enhancing overall operational efficiency.
- Future Development Plans: VisionWave plans to complete a proof-of-concept evaluation with an industry partner in H2 2026, and successful outcomes will trigger the release of the remaining 3.5 million shares, further advancing its commercialization efforts and solidifying its leadership in the defense sector.
See More
Ondas Secures $68 Million Defense Contract for Demining Initiative
- Defense Contract Approval: Ondas has secured a $68 million defense-related contract through its subsidiary 4M Defense, marking a significant role in Israel's eastern border security expansion, which is expected to drive further growth in the defense market.
- Demining Project Launch: This order represents the first phase of a $50 million demining program linked to a $1.7 billion initiative by the Israeli Ministry of Defense, aimed at systematically clearing land using autonomous systems to facilitate new infrastructure development and enhance regional security.
- Integrated Technology Application: 4M Defense will deploy an integrated technology platform that combines autonomous ground robots, aerial drone mapping, sensor detection systems, and AI analytics, with the goal of accelerating the detection and removal of explosive hazards while reducing human exposure to dangerous environments.
- Positive Market Reaction: Ondas stock rose over 2% in Tuesday's premarket trading, and on Stocktwits, retail sentiment shifted from 'bearish' to 'neutral', with message volume surging 975% within 24 hours, indicating growing market interest in the company's prospects.
See More
U.S. Defense Budget Marks Record Investment in Drones
- Record Drone Investment: The U.S. government allocates over $74 billion to drone and counter-drone programs, marking a historic investment that underscores a strategic shift in military conflict approaches.
- Missile Defense System Funding: The proposal includes $18 billion for the new layered missile defense system known as the Golden Dome, which is expected to integrate space-based sensors and intercept technologies to counter emerging threats.
- Emerging Market Leaders: AeroVironment and Kratos Defense are positioned as key suppliers in loitering munitions and jet-powered drones, while Ondas and Red Cat gain traction in swarm and counter-drone technologies.
- Growing Order Momentum: Ondas' subsidiary Airobotics secures a $20 million order as part of a national program for autonomous border protection infrastructure, with expectations for expansion through additional development and procurement rounds.
See More
ONDAS INC SUBMITS SEC FILING FOR SALE OF 2.3 MILLION COMMON STOCK SHARES BY SELLING STOCKHOLDERS
Stock Offering Announcement: OANDA has filed for the offering of 2.3 million shares of common stock.
Selling Shareholders: The shares are being offered by selling stockholders, indicating a secondary offering rather than a new issuance by the company.
See More
Drones Become Essential Tools in Modern Military Operations
- Market Growth Potential: The global military drone market is expected to grow from approximately $36-37 billion in 2024 to around $80-90 billion by 2030, indicating a rapid expansion in defense technology that attracts investor interest.
- Strategic Shift: Small drones provide significant strategic advantages in modern warfare, enabling real-time enemy reconnaissance and supporting precision strikes, thereby transforming combat operations and enhancing operational efficiency.
- Showcasing Technology: ZenaDrone will showcase its AI drone solutions at various defense expos, aiming to build relationships with U.S. government and defense agencies to drive future pilot programs and procurement contracts, further solidifying its market position.
- Industry Collaboration and Innovation: Safe Pro Group successfully completed a U.S. Army live-fire exercise using its AI technology to process drone imagery, demonstrating its application potential in modern military operations and strengthening its collaboration with military stakeholders.
See More
Drones Become Essential Military Tools for Modern Warfare
- Market Growth Potential: The global military drone market is projected to grow from approximately $36-37 billion in 2024 to around $80-90 billion by 2030, highlighting the rapid growth potential in defense technology and attracting investor interest.
- Showcasing Technology: ZenaTech's subsidiary ZenaDrone will showcase its AI drone solutions at various defense expos, aiming to establish potential pilot programs and procurement contracts with U.S. government and defense agencies, thereby driving business development.
- Strategic Transformation: The use of small drones in modern warfare is transforming combat dynamics by providing real-time intelligence and precision strike capabilities, prompting governments to formulate comprehensive strategies around drone technology to enhance operational efficiency.
- Industry Consolidation Trend: As drone technology matures, companies like Safe Pro Group and Kratos Defense are enhancing their competitiveness in the defense market through innovative solutions and collaborations, driving overall industry consolidation and growth.
See More
Counter-Drone Market Approaches $20 Billion as VisionWave Acquires xClibre
- Market Growth Potential: According to Precedence Research, the global counter-UAS market is projected to grow from approximately $2.08 billion in 2025 to around $19.06 billion by 2035, reflecting a robust compound annual growth rate of about 25.8%, indicating strong market demand and investment opportunities.
- Strategic Acquisition: VisionWave Holdings completed the acquisition of xClibre™ AI video intelligence platform IP on April 13, 2026, valued at approximately $60 million, which addresses a critical capability gap in its Argus counter-UAS architecture, enhancing its competitive position in the market.
- Technological Integration Advantage: The xClibre platform transforms existing camera infrastructure into a real-time AI intelligence layer, featuring automated threat detection and behavioral analytics, aimed at improving response speed and reducing false-positive rates, thereby enhancing overall operational efficiency.
- Future Development Plans: VisionWave plans to complete a proof-of-concept evaluation with an industry partner in H2 2026, and successful outcomes will trigger the release of the remaining 3.5 million shares, further advancing its commercialization efforts and solidifying its leadership in the defense sector.
See More
