Ondas Inc. (ONDS) Hosts Investor Day 2026, Projects 51% Revenue Growth for 2025

Written by Emily J. Thompson, Senior Investment Analyst

ONDS+9.86%

RCAT+9.96%

DPRO+5.84%

Source: NASDAQ.COM

Updated: Jan 19 2026

0mins

Source: NASDAQ.COM

Strategic Growth Plan: Ondas has successfully implemented its core plus strategic growth plan through its OAS unit, transforming OAS from specialized drone systems into a global multi-domain autonomy platform, enhancing its market competitiveness.
Financial Performance Outlook: Ondas expects fourth-quarter 2025 revenue to range between $27 million and $29 million, representing a 51% increase over its prior target, showcasing the company's confidence in future performance.
Significant Backlog Increase: As of December 31, 2025, Ondas's backlog was approximately $65.3 million, marking a 180% increase from $23.3 million reported in November 2025, reflecting strong demand and improved revenue visibility.
Enhanced Cash Liquidity: Following the completion of an approximately $1 billion equity offering, the company anticipates ending the year with a cash balance exceeding $1.5 billion, providing substantial financial flexibility for future expansion and investments.

ONDS

$12.26+Infinity%1D

Analyst Views on ONDS

Wall Street analysts forecast ONDS stock price to rise 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: 11.160

Low

10.00

Averages

12.00

High

17.00

Current: 11.160

Low

10.00

Averages

12.00

High

17.00

Stifel

Jonathan Siegmann

Buy

maintain

$17 -> $18

2026-01-21

Reason

Stifel

Jonathan Siegmann

Price Target

$17 -> $18

AI Analysis

2026-01-21

maintain

Buy

Reason

Stifel analyst Jonathan Siegmann raised the firm's price target on Ondas to $18 from $17 and keeps a Buy rating on the shares following last week's virtual investor day to present a teach-in of their Autonomous Systems portfolio and their recently acquired businesses. While Ondas is still in the early days of executing on their business model, the company's targets were "nicely above our estimates and we gained greater appreciation of their differentiated approach to the military drone space," the analyst tells investors following the event.

Oppenheimer

Timothy Horan

Outperform

maintain

$12 -> $16

2026-01-20

Reason

Oppenheimer

Timothy Horan

Price Target

$12 -> $16

2026-01-20

maintain

Outperform

Reason

Oppenheimer analyst Timothy Horan raised the firm's price target on Ondas to $16 from $12 and keeps an Outperform rating on the shares. The company hosted an OAS -- Ondas Autonomous Systems -- Investor Day last week and raised 2026/30 guidance, which the firm sees as conservative. Main message was accelerating momentum and visibility as the company builds out its "system of systems" platform.

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Lake Street

Buy

maintain

$10 -> $19

2026-01-20

Reason

Lake Street

Price Target

$10 -> $19

2026-01-20

maintain

Buy

Reason

Lake Street raised the firm's price target on Ondas to $19 from $10 and keeps a Buy rating on the shares after the company announced significant upside to Q4, its 2026 outlook, and its 2030 financial targets at its OAS virtual investor day last week. The firm came away from the event feeling increasingly confident in the long-term opportunity and raised its 2026 and 2027 estimates, the analyst tells investors.

Northland

Michael Latimore

Outperform

maintain

$10 -> $16

2026-01-20

Reason

Northland

Michael Latimore

Price Target

$10 -> $16

2026-01-20

maintain

Outperform

Reason

Northland analyst Michael Latimore raised the firm's price target on Ondas to $16 from $10 and keeps an Outperform rating on the shares after management guided to a "strong" $170M-$180M in FY26 revenue at their Friday analyst event. The guidance excludes more acquisitions, which the firm says "are likely," adding that it sees an "autonomous aerial and ground systems juggernaut" taking shape.

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.