Ondas Holdings Inc. (ONDS) Expects Q4 2025 Revenue of $27M to $29M
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 22 2026
0mins
Source: stocktwits
- Stock Price Surge: Ondas stock traded over 4% higher in Thursday's premarket, reflecting market optimism about its future growth, particularly following the recent Investor Day where retail sentiment shifted to extremely bullish.
- Revenue Outlook Raised: During its Investor Day, Ondas raised its 2026 revenue outlook to a range of $170 million to $180 million, which is 25% higher than the previous target of $140 million, indicating strong market performance and growth potential.
- Analyst Ratings Upgraded: Stifel increased its price target for Ondas from $17 to $18 while maintaining a 'Buy' rating, emphasizing the company's differentiated strategy in drone and defense sectors that exceeded market expectations.
- Increased Market Attention: Ondas saw a 131% rise in discussion volume on Stocktwits, indicating heightened investor interest in its autonomous systems platform, with some users predicting the stock could reach $15, reflecting confidence in its future developments.
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Analyst Views on ONDS
Wall Street analysts forecast ONDS stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for ONDS is 12.00 USD with a low forecast of 10.00 USD and a high forecast of 17.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Analyst Rating
8 Buy
0 Hold
0 Sell
Strong Buy
Current: 12.270
Low
10.00
Averages
12.00
High
17.00
Current: 12.270
Low
10.00
Averages
12.00
High
17.00
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 Drone Receives Blue List Certification
- Blue List Certification: Ondas' Optimus drone has received Blue List status from the Defense Contract Management Agency, confirming its compliance with the Department of Defense's cybersecurity and operational reliability standards, thereby accelerating federal procurement processes and enhancing market competitiveness.
- Strong Market Performance: Ondas shares have surged 611.60% over the past 12 months, currently trading at $12.54, which is 8.2% above the 20-day simple moving average, indicating robust long-term trends and market confidence.
- Technological Advantage: The Optimus drone features autonomous flight capabilities and a drone-in-a-box design for continuous 24/7 operations, supporting various mission payloads, which ensures efficiency and reliability in defense and infrastructure applications, further solidifying the company's market position.
- Strategic Expansion: This certification supports Ondas' strategy to scale compliant dual-use autonomous systems, aiming to meet the growing demand for efficient drone systems in government and defense sectors, driving growth in critical infrastructure areas.
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