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: 10.450
Low
13.00
Averages
17.50
High
25.00
Current: 10.450
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.
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- Ondas Holdings Standout: Analyst Timothy Horan highlighted Ondas Holdings Inc. (ONDS) as a preferred investment within the rapidly expanding lower-skies segment, focusing on AI-enabled aerial security and infrastructure monitoring, with its stock gaining over 925% in the past 12 months.
- Complementary Satellite Operators: Horan also pointed to satellite operators BlackSky Technology Inc. (BKSY) and Iridium Communications Inc. (IRDM) as complementary plays, emphasizing their roles in providing real-time imagery and secure connectivity for unmanned systems, further driving growth in the drone market.
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- Technological Transformation: The rapid advancement of drone technology is reshaping warfare, with analysts noting that the Ukraine conflict showcases the advantages of low-cost drones in surveillance and precision strikes, driving modernization of military equipment.
- Investment Opportunities: Analyst Timothy Horan recommends Ondas as a leading drone platform in the lower-skies market, expecting the company to achieve high ROI through integration with ground robots, thus boosting market share.
- Intensifying Market Competition: Oppenheimer emphasizes that future competition in drones will be a
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- Technology Integration and Market Expansion: VisionWave plans to integrate its QSpeed™ technology with C.M.'s manufacturing capabilities to optimize production processes and reduce bottlenecks, while targeting emerging markets like India to further extend its influence in the global defense technology sector.
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- Revenue Expectations: The company anticipates a revenue surge of over 500% in Q1 2026, primarily driven by the recently awarded U.S. government subcontract, showcasing strong growth potential in the defense technology sector.
- Technology Validation: Safe Pro's SPOTD system successfully utilized AI for demining operations in a pilot program in the Middle East, validating its capability to identify explosive threats from aerial imagery and reinforcing its market position.
- Market Sentiment Shift: Retail sentiment for Safe Pro on Stocktwits shifted from 'bullish' to 'extremely bullish', reflecting strong investor confidence in the company's future developments, despite a year-to-date stock decline of approximately 5%.
See More
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- Contract Acquisition: Safe Pro secured a $1 million subcontract to supply advanced AI processing systems to the U.S. government, although the contract's limited size led to a 6% drop in stock price post-announcement, indicating market skepticism about its impact.
- Funding Sources: The development and low-rate initial production of the systems were funded by U.S. firms Ondas and Unusual Machines, highlighting the company's technological capabilities and market demand in defense and security applications.
- Partnerships: Safe Pro signed a master services agreement and MoU with Lantronix to jointly develop embeddable chipsets for Qualcomm-based drone and autonomous vehicle platforms, expanding its technological applications.
- Market Sentiment: While retail sentiment on Stocktwits turned bullish, opinions varied regarding the contract's significance, reflecting a cautious market outlook on Safe Pro's future growth prospects.
See More
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- Market Volatility Impact: Ondas Inc. shares fell 3.51% to $10.99 in premarket trading on Friday, indicating that investor sentiment is affected amid rising international tensions, particularly concerning potential military actions.
- Contract Wins Boost: The company secured a multi-million dollar order for its IronDrone Raider system from a NATO country, enhancing its market position in the drone defense sector and showcasing growth potential amid geopolitical uncertainties.
- Strong Technical Momentum: Ondas Inc. has experienced a remarkable 719.42% stock price increase over the past 12 months, currently trading above its 20-day and 100-day moving averages, which indicates strong bullish momentum and increased investor confidence in the medium to long term.
- Rising Short Interest: Recent reports indicate that short interest in Ondas has risen from 80.60 million shares to 114.22 million shares, representing 27.08% of the company's public float, which could exert further pressure on the stock price, necessitating close monitoring of market sentiment changes.
See More
