Ondas Inc. Price Target Raised to $25 Amid 25% Revenue Forecast Increase
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 20 2026
0mins
Should l Buy ONDS?
Source: stocktwits
- Price Target Increase: H.C. Wainwright raised Ondas's price target from $12 to $25 while maintaining a 'Buy' rating, indicating the company's strong position in the autonomous aerial and robotics markets, which is expected to drive stock price appreciation.
- Revenue Forecast Boost: Ondas raised its revenue forecast for FY26 to a range of $170 million to $180 million, a 25% increase from the previous $140 million, which enhances market confidence in its long-term growth potential.
- Analyst Optimism: Analysts from Oppenheimer, Lake Street, and Northland have raised their price targets, reflecting strong confidence in Ondas's future performance, particularly supported by its robust sales pipeline and potential acquisition targets.
- Positive Market Reaction: Ondas's shares surged over 16% on Tuesday, reflecting investor optimism about the company's prospects, especially driven by rapid growth in its drone business and new purchase orders.
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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: 10.510
Low
13.00
Averages
17.50
High
25.00
Current: 10.510
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.
Ondas Subsidiary Airobotics Secures $20 Million Order for Autonomous Border Protection
- Significant Order Value: Ondas Inc.'s subsidiary Airobotics has secured a $20 million initial purchase order under a multi-year framework, marking a significant advancement for the company in the border protection sector.
- Clear Project Background: The program was formally announced in December when Ondas was named the prime contractor, aiming to establish a robust AI-driven security network utilizing thousands of drones and advanced command-and-control software.
- Innovative Technology Application: The new system will deploy intelligence, surveillance, and reconnaissance (ISR) and tactical-response drones capable of autonomous operation across complex border environments, thereby enhancing overall border security efficiency.
- Positive Market Reaction: Following the announcement, Ondas's stock traded over 4% higher in Wednesday's premarket, reflecting market optimism regarding the company's future growth potential.
See More
The Convergence of Drones and AI in Warfare
- Market Performance: Palantir Technologies has seen its stock surge approximately 70% over the past year, pushing its market capitalization to around $362 billion, indicating strong performance in the defense AI sector that attracts investor interest.
- Ondas Growth: Ondas Inc. has a market value nearing $4.7 billion, with its stock skyrocketing over 1,080% in the past year, making it a hot pick for speculative defense-tech investors, reflecting strong demand for its drone technology.
- Contract Catalyst: Ondas's subsidiary Airobotics secured a $20 million initial purchase order on March 4 for a national autonomous border protection program, marking the start of a multi-year framework that could deploy thousands of AI-powered drones.
- Revenue Outlook Upgrade: Ondas has raised its 2026 revenue outlook to between $170 million and $180 million, while its order backlog surged 180% to over $65 million, showcasing its robust growth potential in the defense market.
See More
Military Drone Market Rapid Growth Forecasted
- Market Growth Forecast: The global military drone market is projected to reach $30 billion by 2030, potentially nearing $47 billion by 2032, and aggressive estimates suggest it could approach $187 billion by 2034, indicating robust growth that is attracting significant investor interest.
- ZenaDrone 2000 Development: ZenaTech's subsidiary is developing the ZenaDrone 2000 maritime interceptor drone, designed to intercept slow-moving aerial threats at a fraction of the cost, which is expected to significantly reduce defense expenditures and enhance operational capabilities in modern asymmetric warfare.
- Economic Imbalance in Drone Defense: Recent conflicts in the Middle East have exposed a glaring economic imbalance in air defense, where Gulf nations spend hundreds of thousands to intercept Iranian drones valued at approximately $50,000 each, and the introduction of the ZenaDrone 2000 aims to rectify this issue.
- Automated Border Protection System: Ondas Inc. has secured a $20 million order to develop a multi-year autonomous border protection system, marking a significant advancement in national security, expected to utilize thousands of drones to enhance border security.
See More
Military Drone Market Rapid Growth Forecast
- Market Growth Forecast: The global military drone market is projected to reach $30 billion by 2030 and could approach $187 billion by 2034, indicating strong growth potential that is attracting significant investor interest.
- ZenaDrone 2000 Development: ZenaTech's subsidiary is developing the ZenaDrone 2000 maritime interceptor drone, designed to effectively counter drone threats at a fraction of the cost of traditional interception systems, thereby significantly reducing defense expenditures.
- Autonomous Defense Systems: Ondas Inc. has secured a $20 million order to develop a multi-year autonomous border protection system, utilizing thousands of drones and advanced command-and-control software to enhance national security capabilities.
- Rapid Delivery Capability: Safe Pro Group executed the delivery of AI-powered edge processing systems valued at $1 million within 15 days, demonstrating its ability to rapidly fulfill contracts under U.S. government programs, thereby building customer confidence.
See More
Ondas Holdings Secures $20 Million Order for Autonomous Border Protection
- Significant Order Value: Ondas Holdings announced a $20 million purchase order for the development of an autonomous border protection system, contributing to a stock price increase that reflects positive sentiment in the technology sector.
- Strategic Milestone: The order was secured by Ondas' subsidiary Airobotics Ltd. under a national government strategic tender, marking a crucial milestone in its role as a prime contractor, with expectations for multiple development and deployment phases.
- Positive Market Trend: With the Nasdaq up 0.73%, Ondas shares rose 2.79% to $10.30, indicating a strong bullish trend both short-term and long-term, as the stock trades 4.5% and 6.8% above its 20-day and 100-day simple moving averages, respectively.
- Analyst Optimism: Ondas stock carries a Buy rating with an average price target of $13.06, as analysts express confidence in its future performance, particularly with an upcoming earnings report on March 16, 2026, where revenue is expected to reach $27.30 million, a significant increase from $4.13 million previously.
See More
Conflict in Iran Highlights Demand for Anti-Drone Technology: Potential Stocks to Consider.
U.S. and Israel's Conflict with Iran: The ongoing conflict between the U.S. and Israel against Iran has primarily been conducted through aerial operations.
Opportunities for Defense Companies: This aerial focus presents opportunities for companies that specialize in countering drone strikes and enhancing aerial capabilities for the U.S. and its allies.
See More
Ondas Subsidiary Airobotics Secures $20 Million Order for Autonomous Border Protection
- Significant Order Value: Ondas Inc.'s subsidiary Airobotics has secured a $20 million initial purchase order under a multi-year framework, marking a significant advancement for the company in the border protection sector.
- Clear Project Background: The program was formally announced in December when Ondas was named the prime contractor, aiming to establish a robust AI-driven security network utilizing thousands of drones and advanced command-and-control software.
- Innovative Technology Application: The new system will deploy intelligence, surveillance, and reconnaissance (ISR) and tactical-response drones capable of autonomous operation across complex border environments, thereby enhancing overall border security efficiency.
- Positive Market Reaction: Following the announcement, Ondas's stock traded over 4% higher in Wednesday's premarket, reflecting market optimism regarding the company's future growth potential.
See More
The Convergence of Drones and AI in Warfare
- Market Performance: Palantir Technologies has seen its stock surge approximately 70% over the past year, pushing its market capitalization to around $362 billion, indicating strong performance in the defense AI sector that attracts investor interest.
- Ondas Growth: Ondas Inc. has a market value nearing $4.7 billion, with its stock skyrocketing over 1,080% in the past year, making it a hot pick for speculative defense-tech investors, reflecting strong demand for its drone technology.
- Contract Catalyst: Ondas's subsidiary Airobotics secured a $20 million initial purchase order on March 4 for a national autonomous border protection program, marking the start of a multi-year framework that could deploy thousands of AI-powered drones.
- Revenue Outlook Upgrade: Ondas has raised its 2026 revenue outlook to between $170 million and $180 million, while its order backlog surged 180% to over $65 million, showcasing its robust growth potential in the defense market.
See More
Military Drone Market Rapid Growth Forecasted
- Market Growth Forecast: The global military drone market is projected to reach $30 billion by 2030, potentially nearing $47 billion by 2032, and aggressive estimates suggest it could approach $187 billion by 2034, indicating robust growth that is attracting significant investor interest.
- ZenaDrone 2000 Development: ZenaTech's subsidiary is developing the ZenaDrone 2000 maritime interceptor drone, designed to intercept slow-moving aerial threats at a fraction of the cost, which is expected to significantly reduce defense expenditures and enhance operational capabilities in modern asymmetric warfare.
- Economic Imbalance in Drone Defense: Recent conflicts in the Middle East have exposed a glaring economic imbalance in air defense, where Gulf nations spend hundreds of thousands to intercept Iranian drones valued at approximately $50,000 each, and the introduction of the ZenaDrone 2000 aims to rectify this issue.
- Automated Border Protection System: Ondas Inc. has secured a $20 million order to develop a multi-year autonomous border protection system, marking a significant advancement in national security, expected to utilize thousands of drones to enhance border security.
See More
Military Drone Market Rapid Growth Forecast
- Market Growth Forecast: The global military drone market is projected to reach $30 billion by 2030 and could approach $187 billion by 2034, indicating strong growth potential that is attracting significant investor interest.
- ZenaDrone 2000 Development: ZenaTech's subsidiary is developing the ZenaDrone 2000 maritime interceptor drone, designed to effectively counter drone threats at a fraction of the cost of traditional interception systems, thereby significantly reducing defense expenditures.
- Autonomous Defense Systems: Ondas Inc. has secured a $20 million order to develop a multi-year autonomous border protection system, utilizing thousands of drones and advanced command-and-control software to enhance national security capabilities.
- Rapid Delivery Capability: Safe Pro Group executed the delivery of AI-powered edge processing systems valued at $1 million within 15 days, demonstrating its ability to rapidly fulfill contracts under U.S. government programs, thereby building customer confidence.
See More
Ondas Holdings Secures $20 Million Order for Autonomous Border Protection
- Significant Order Value: Ondas Holdings announced a $20 million purchase order for the development of an autonomous border protection system, contributing to a stock price increase that reflects positive sentiment in the technology sector.
- Strategic Milestone: The order was secured by Ondas' subsidiary Airobotics Ltd. under a national government strategic tender, marking a crucial milestone in its role as a prime contractor, with expectations for multiple development and deployment phases.
- Positive Market Trend: With the Nasdaq up 0.73%, Ondas shares rose 2.79% to $10.30, indicating a strong bullish trend both short-term and long-term, as the stock trades 4.5% and 6.8% above its 20-day and 100-day simple moving averages, respectively.
- Analyst Optimism: Ondas stock carries a Buy rating with an average price target of $13.06, as analysts express confidence in its future performance, particularly with an upcoming earnings report on March 16, 2026, where revenue is expected to reach $27.30 million, a significant increase from $4.13 million previously.
See More
Conflict in Iran Highlights Demand for Anti-Drone Technology: Potential Stocks to Consider.
U.S. and Israel's Conflict with Iran: The ongoing conflict between the U.S. and Israel against Iran has primarily been conducted through aerial operations.
Opportunities for Defense Companies: This aerial focus presents opportunities for companies that specialize in countering drone strikes and enhancing aerial capabilities for the U.S. and its allies.
See More
