Ondas announces Q3 EPS of 3 cents compared to a loss of 15 cents last year.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 13 2025
0mins
Should l Buy ONDS?
Record Revenue: Ondas Holdings reported Q3 revenue of $10.1 million, a significant increase from $1.5 million in the same period last year.
Growth Momentum: The company is experiencing strong growth driven by demand for its unmanned platforms, particularly the Iron Drone Raider and Optimus System.
Leadership Expansion: Ondas is expanding its senior leadership team at OAS to support scalable infrastructure for continued rapid growth.
Strategic Program Development: The company is advancing its strategic program, creating a robust pipeline of opportunities for future quarters and years.
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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: 10.750
Low
13.00
Averages
17.50
High
25.00
Current: 10.750
Low
13.00
Averages
17.50
High
25.00
About ONDS
Ondas Inc. is a provider of autonomous systems and private wireless solutions through its business units Ondas Autonomous Systems (OAS), Ondas Capital and Ondas Networks. Its technologies offer a combination of aerial intelligence and connectivity to enhance security, operational efficiency, and data-driven decision-making across essential industries. OAS delivers a portfolio of artificial-intelligence (AI)-powered defense and security platforms deployed globally 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. Ondas Networks provides software-defined wireless broadband technology through its FullMAX platform. The Company also provides Airborne Missile Protection Systems (AMPS) and airborne intelligence, surveillance and reconnaissance (ISR) solutions for military, government and homeland security customers.
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 Revises Q4 2025 Revenue Guidance Upwards
- Revenue Guidance Increase: Ondas now expects Q4 2025 revenues between $29.1 million and $30.1 million, surpassing previous guidance of $27 million to $29 million, indicating a positive response to rising market demand.
- Net Income Forecast: The company anticipates Q4 net income between $82.9 million and $83.4 million, while adjusted EBITDA is projected to be between $(9.9) million and $(9.4) million, reflecting cost pressures amid expansion efforts.
- Full-Year Performance Outlook: Ondas forecasts full-year 2025 revenues between $49.7 million and $50.7 million, exceeding prior guidance of $47.6 million to $49.6 million, showcasing confidence in future growth.
- Cash Reserves Status: As of December 31, 2025, the company reported cash and cash equivalents of approximately $551 million, ensuring financial flexibility for future investments and operations.
See More
Unusual Machines Inc. Prices Public Offering to Raise $150 Million
- Fundraising Details: Unusual Machines Inc. (UMAC) has priced its public offering at $150 million, planning to issue 8.8 million shares at $17 each, which represents a discount of over 9% from Thursday's closing price, indicating market concerns about its valuation.
- Market Reaction: Following the public offering announcement, UMAC shares fell more than 9% in pre-market trading on Friday, reflecting investor pessimism regarding the company's future performance, particularly as retail sentiment on Stocktwits trended bearish.
- Investor Sentiment: Data from Stocktwits shows that message volume regarding Unusual Machines is at high levels, indicating increased market attention on the company, although the overall sentiment remains negative, which could impact future investment decisions.
- Strategic Investment: The offering includes a strategic investment from Ondas Inc. (ONDS), suggesting that despite the bearish market sentiment, institutional investors still see potential in UMAC's long-term prospects, which may provide support for the company's future growth.
See More
Ondas and Heidelberg Launch Joint Venture for Drone Defense
- Joint Venture Formation: Ondas and Heidelberg have officially launched ONBERG Autonomous Systems following a Memorandum of Understanding signed in December 2025, aiming to provide autonomous drone defense and security systems in Germany and Ukraine, marking a significant collaboration in drone technology.
- Market Expansion Strategy: ONBERG plans to merge OAS's drone defense technologies with Heidelberg's manufacturing capabilities, initially deploying proven Iron Drone Raider and ISR platforms in Germany and Ukraine, with a progressive rollout into EU markets to meet increasing security demands.
- Infrastructure Protection Focus: The joint venture aims to become a one-stop shop for autonomous drone defense systems in Europe, safeguarding critical infrastructure, borders, and national security assets, thereby enhancing regional security capabilities.
- Manufacturing Hub Development: Heidelberg will expand its Brandenburg an der Havel site into a manufacturing center for autonomous defense systems, further strengthening its competitive position in the drone defense market.
See More
Ondas and Heidelberg Launch New Defense Joint Venture
- Joint Venture Formation: Ondas Inc. and Heidelberger Druckmaschinen AG have established a joint venture named ONBERG Autonomous Systems, aimed at advancing autonomous security solutions in Europe, formalizing their December 2025 Memorandum of Understanding.
- Deepening Technological Collaboration: The venture will leverage the technological expertise of Heidelberg's wholly-owned subsidiary, HD Advanced Technologies GmbH, focusing on the development and deployment of autonomous drone defense systems, initially targeting critical infrastructure and national security assets in Germany and Ukraine.
- Market Demand Response: As global demand for autonomous security solutions rises, this collaboration not only addresses the urgent need for efficient defense systems but may also provide Ondas with new revenue streams, enhancing its competitive position in the market.
- Stock Market Reaction: Despite the joint venture being viewed as a strategic advancement, Ondas stock inched down 0.1% on Wednesday morning, indicating a relatively muted market reaction to the news, which may reflect investor caution regarding future earnings potential.
See More
ONDAS Acquires INDO to Expand Military Engineering Capabilities
- Acquisition and Military Program: Ondas has acquired INDO Earth Moving, securing a $140 million contract to supply heavy engineering vehicles over a two-year delivery period, which includes long-term maintenance and logistics support for at least four additional years, significantly enhancing its market position in military and infrastructure sectors.
- Multi-Domain Autonomous Ecosystem: By integrating INDO's heavy engineering platforms with Ondas' existing technologies from 4M Defense, Roboteam, and Apeiro, Ondas aims to create a multi-domain autonomous ecosystem that spans aerial systems, ground robotics, and heavy engineering platforms, thereby boosting its technological competitiveness.
- Financial Outlook and Long-Term Strategy: The military engineering vehicle program is expected to start generating revenue in Q2 2026, and Ondas views this acquisition as a crucial step toward expanding its portfolio of advanced autonomous and robotic systems for mission-critical defense and infrastructure work globally.
- Market Reaction and Investor Sentiment: Ondas stock saw a modest increase on Tuesday morning, with Stocktwits users maintaining a bullish sentiment towards the stock, expressing optimism about the company's vision and growth potential, reflecting market confidence in its future developments.
See More
Palantir and Nvidia Launch AI Data Center Product for Governments
- New Product Launch: Palantir and Nvidia's collaboration has resulted in the AI OS Reference Architecture (AIOS-RA), which provides a complete, production-ready AI infrastructure for governments, based on Nvidia's Enterprise Reference Architectures and supporting Palantir's full software suite, marking a significant expansion into government business.
- Increased Market Attention: As Palantir's technology gains traction in the context of the U.S.-Iran war, investor interest has surged, with Palantir's shares rising 12% since February 28, indicating strong performance among defense contractors in the stock market.
- Deepening Strategic Partnerships: The collaboration between Palantir and Nvidia extends beyond government markets, as they have previously launched similar platforms for corporate clients, and this new product further solidifies Palantir's position in the defense sector, particularly through partnerships with U.S. Air Force contractor GE Aerospace.
- Technological Integration Benefits: According to Palantir's chief architect Akshay Krishnaswamy, the system is optimized for Nvidia's accelerated compute infrastructure, enabling the promise of on-premise, edge, and sovereign cloud deployments, thereby enhancing clients' technological capabilities in defense and security sectors.
See More
Ondas Revises Q4 2025 Revenue Guidance Upwards
- Revenue Guidance Increase: Ondas now expects Q4 2025 revenues between $29.1 million and $30.1 million, surpassing previous guidance of $27 million to $29 million, indicating a positive response to rising market demand.
- Net Income Forecast: The company anticipates Q4 net income between $82.9 million and $83.4 million, while adjusted EBITDA is projected to be between $(9.9) million and $(9.4) million, reflecting cost pressures amid expansion efforts.
- Full-Year Performance Outlook: Ondas forecasts full-year 2025 revenues between $49.7 million and $50.7 million, exceeding prior guidance of $47.6 million to $49.6 million, showcasing confidence in future growth.
- Cash Reserves Status: As of December 31, 2025, the company reported cash and cash equivalents of approximately $551 million, ensuring financial flexibility for future investments and operations.
See More
Unusual Machines Inc. Prices Public Offering to Raise $150 Million
- Fundraising Details: Unusual Machines Inc. (UMAC) has priced its public offering at $150 million, planning to issue 8.8 million shares at $17 each, which represents a discount of over 9% from Thursday's closing price, indicating market concerns about its valuation.
- Market Reaction: Following the public offering announcement, UMAC shares fell more than 9% in pre-market trading on Friday, reflecting investor pessimism regarding the company's future performance, particularly as retail sentiment on Stocktwits trended bearish.
- Investor Sentiment: Data from Stocktwits shows that message volume regarding Unusual Machines is at high levels, indicating increased market attention on the company, although the overall sentiment remains negative, which could impact future investment decisions.
- Strategic Investment: The offering includes a strategic investment from Ondas Inc. (ONDS), suggesting that despite the bearish market sentiment, institutional investors still see potential in UMAC's long-term prospects, which may provide support for the company's future growth.
See More
Ondas and Heidelberg Launch Joint Venture for Drone Defense
- Joint Venture Formation: Ondas and Heidelberg have officially launched ONBERG Autonomous Systems following a Memorandum of Understanding signed in December 2025, aiming to provide autonomous drone defense and security systems in Germany and Ukraine, marking a significant collaboration in drone technology.
- Market Expansion Strategy: ONBERG plans to merge OAS's drone defense technologies with Heidelberg's manufacturing capabilities, initially deploying proven Iron Drone Raider and ISR platforms in Germany and Ukraine, with a progressive rollout into EU markets to meet increasing security demands.
- Infrastructure Protection Focus: The joint venture aims to become a one-stop shop for autonomous drone defense systems in Europe, safeguarding critical infrastructure, borders, and national security assets, thereby enhancing regional security capabilities.
- Manufacturing Hub Development: Heidelberg will expand its Brandenburg an der Havel site into a manufacturing center for autonomous defense systems, further strengthening its competitive position in the drone defense market.
See More
Ondas and Heidelberg Launch New Defense Joint Venture
- Joint Venture Formation: Ondas Inc. and Heidelberger Druckmaschinen AG have established a joint venture named ONBERG Autonomous Systems, aimed at advancing autonomous security solutions in Europe, formalizing their December 2025 Memorandum of Understanding.
- Deepening Technological Collaboration: The venture will leverage the technological expertise of Heidelberg's wholly-owned subsidiary, HD Advanced Technologies GmbH, focusing on the development and deployment of autonomous drone defense systems, initially targeting critical infrastructure and national security assets in Germany and Ukraine.
- Market Demand Response: As global demand for autonomous security solutions rises, this collaboration not only addresses the urgent need for efficient defense systems but may also provide Ondas with new revenue streams, enhancing its competitive position in the market.
- Stock Market Reaction: Despite the joint venture being viewed as a strategic advancement, Ondas stock inched down 0.1% on Wednesday morning, indicating a relatively muted market reaction to the news, which may reflect investor caution regarding future earnings potential.
See More
ONDAS Acquires INDO to Expand Military Engineering Capabilities
- Acquisition and Military Program: Ondas has acquired INDO Earth Moving, securing a $140 million contract to supply heavy engineering vehicles over a two-year delivery period, which includes long-term maintenance and logistics support for at least four additional years, significantly enhancing its market position in military and infrastructure sectors.
- Multi-Domain Autonomous Ecosystem: By integrating INDO's heavy engineering platforms with Ondas' existing technologies from 4M Defense, Roboteam, and Apeiro, Ondas aims to create a multi-domain autonomous ecosystem that spans aerial systems, ground robotics, and heavy engineering platforms, thereby boosting its technological competitiveness.
- Financial Outlook and Long-Term Strategy: The military engineering vehicle program is expected to start generating revenue in Q2 2026, and Ondas views this acquisition as a crucial step toward expanding its portfolio of advanced autonomous and robotic systems for mission-critical defense and infrastructure work globally.
- Market Reaction and Investor Sentiment: Ondas stock saw a modest increase on Tuesday morning, with Stocktwits users maintaining a bullish sentiment towards the stock, expressing optimism about the company's vision and growth potential, reflecting market confidence in its future developments.
See More
Palantir and Nvidia Launch AI Data Center Product for Governments
- New Product Launch: Palantir and Nvidia's collaboration has resulted in the AI OS Reference Architecture (AIOS-RA), which provides a complete, production-ready AI infrastructure for governments, based on Nvidia's Enterprise Reference Architectures and supporting Palantir's full software suite, marking a significant expansion into government business.
- Increased Market Attention: As Palantir's technology gains traction in the context of the U.S.-Iran war, investor interest has surged, with Palantir's shares rising 12% since February 28, indicating strong performance among defense contractors in the stock market.
- Deepening Strategic Partnerships: The collaboration between Palantir and Nvidia extends beyond government markets, as they have previously launched similar platforms for corporate clients, and this new product further solidifies Palantir's position in the defense sector, particularly through partnerships with U.S. Air Force contractor GE Aerospace.
- Technological Integration Benefits: According to Palantir's chief architect Akshay Krishnaswamy, the system is optimized for Nvidia's accelerated compute infrastructure, enabling the promise of on-premise, edge, and sovereign cloud deployments, thereby enhancing clients' technological capabilities in defense and security sectors.
See More
