Safe Pro Secures $1 Million Defense Contract for AI Systems
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 20 2026
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Should l Buy ONDS?
Source: Newsfilter
- Defense Contract Approval: Safe Pro Group Inc. has secured a $1 million subcontract from the U.S. government to supply AI-powered edge processing systems, enhancing the government's capability to process real-time intelligence in complex environments, thereby bolstering national security.
- Strategic Investment Support: The internal development and low-rate initial production (LRIP) for this contract are backed by strategic investments from leading firms like ONDAS and Unusual Machines, reflecting the industry's growing emphasis on AI defense technologies and facilitating rapid technological advancement.
- Edge AI Technology Advantages: The edge processing systems allow for data analysis directly at the source, reducing latency and ensuring operational continuity in communication-degraded environments, which is particularly crucial for autonomous platforms like drones and mobile surveillance systems, thereby enhancing operational efficiency.
- Growing Market Demand: As government agencies increasingly seek secure solutions that operate independently of cloud infrastructure, the strategic significance of Safe Pro's AI edge processing platforms is becoming more pronounced, indicating a broad deployment potential in defense and security applications in the future.
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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.
- 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.
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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.
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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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- Significant Contract Value: Ondas Holdings Inc.'s subsidiary 4M Defense secured a landmine clearance contract valued at approximately $15.8 million in Israel, marking the official start of its clearance operations along the Israel-Syria border, which is expected to significantly enhance the company's market position in the defense sector.
- Large-Scale Project: This contract is part of a larger demining program previously awarded to 4M Defense through a competitive tender worth over $30 million, aiming to clear approximately 740 acres of hazardous terrain over the next three years, showcasing the company's capability in handling legacy mines and unexploded ordnance.
- Innovative Technology Application: By integrating robotics, drone-based mapping, and advanced sensor technologies, 4M Defense can significantly accelerate the surveying and clearance of hazardous areas, thereby improving safety for operational teams, which will lay a solid foundation for future project expansions.
- Positive Market Reaction: Following the contract announcement, Ondas' stock rose over 4%, and on Stocktwits, investor sentiment shifted from 'bullish' to 'extremely bullish', indicating strong confidence in the company's growth potential moving forward.
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- Demining Program Launch: Ondas's subsidiary 4M Defense has secured the first operational order under a large-scale demining program in Israel, with potential follow-on phases worth an additional $30 million, effectively doubling the program's total value and highlighting the company's strategic positioning in national security.
- Project Scope and Technology: The initiative aims to clear approximately 740 acres along the Israel-Syria border using advanced autonomous robotic systems and aerial drones, emphasizing the growing importance of integrating innovative technologies in national land clearance operations, expected to be implemented over three years.
- Preliminary Financial Results: Ondas reported preliminary fourth-quarter revenue of $29.1 million to $30.1 million, with a net loss ranging from $(20.9) million to $(20.4) million and an adjusted EBITDA loss of $(11.4) million to $(10.9) million, indicating challenges in revenue growth and cost management.
- Market Performance and Analysis: Ondas shares are currently priced at $10.00, trading 2.9% below the 20-day simple moving average but 48.9% above the 200-day moving average, reflecting a mixed outlook with short-term bearish trends and long-term strength, while analysts maintain a positive outlook on the stock.
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- 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.
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