Ondas Purchases World View, Increases 2026 Forecast Due to Rising Defense Demand
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 23 2026
0mins
Should l Buy ONDS?
Source: stocktwits
Acquisition Announcement: Ondas Inc. has announced a definitive agreement to acquire World View Enterprises, enhancing its capabilities in high-altitude balloon intelligence and sensor technology for multi-layered ISR (Intelligence, Surveillance, and Reconnaissance) applications.
Revenue Forecast: Ondas is projecting a significant increase in its 2026 revenue forecast to at least $375 million, marking nearly a sevenfold increase from 2025, with Q4 2025 revenue reaching $30.1 million, a 629% year-on-year increase.
Market Growth: The company expects to achieve revenues between $38 million and $40 million in Q1 2026, representing an 820% year-over-year increase, driven by its autonomous systems and a backlog of $68.3 million.
Stock Performance: Ondas' stock has seen a rise of over 3% year-to-date, reflecting positive market sentiment and strong financial performance, surpassing analysts' expectations for revenue growth.
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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: 9.470
Low
13.00
Averages
17.50
High
25.00
Current: 9.470
Low
13.00
Averages
17.50
High
25.00
About ONDS
Ondas Inc. is a provider of autonomous systems, robotics, and mission-critical connectivity solutions for defense, security, and industrial markets. Through its business units, Ondas Autonomous Systems (OAS), Ondas Capital and Ondas Networks, it develops and deploys integrated technologies that deliver advanced sensing, mobility, and communications capabilities. OAS delivers a portfolio of artificial-intelligence (AI)-powered defense and security platforms 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. It also provides Airborne Missile Protection Systems (AMPS) and airborne intelligence, surveillance and reconnaissance (ISR) solutions for the military, government and others. It also specializes in the procurement, integration, and lifecycle support of heavy engineering equipment for military and national infrastructure programs.
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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See More
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- Market Growth Potential: According to Precedence Research, the global counter-unmanned aerial system market is projected to grow from approximately $2.08 billion in 2025 to roughly $19.06 billion by 2035, reflecting a robust CAGR of about 25.8%, indicating strong market demand and investment opportunities.
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- Defense Budget Support: The 2026 US defense budget is being discussed at roughly $1 trillion, alongside the Pentagon's Drone Dominance Program aiming to deploy over 200,000 autonomous systems, underscoring government commitment to counter-drone technologies and funding support.
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- Market Expansion: The global Drone-as-a-Service market is currently valued at approximately $12-13 billion and is expected to grow to $34 billion by 2032, indicating a steady growth trend that encourages active companies to enhance operations and capture market share.
- Wide Technology Applications: Drones are increasingly utilized across various industries such as agriculture, construction, energy, and logistics, aiding in crop monitoring, infrastructure inspections, and delivery services, which further drives rapid market demand growth.
- Strengthened Acquisition Strategy: ZenaTech has completed its 21st acquisition by acquiring Andy Paris & Associates, enhancing its market presence in the Pacific Northwest and boosting capabilities in drone-enabled inspections and surveys, facilitating the company's expansion in the region.
- Innovative Service Model: ZenaTech's Drone-as-a-Service platform offers subscription-based rapid drone services to business and government clients, reducing ownership costs while enhancing service efficiency and data analytics capabilities through AI integration.
See More
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- Wide Technology Applications: Drones are proving essential across various industries such as agriculture, construction, energy, and logistics, aiding in crop monitoring, infrastructure inspections, and supporting delivery services, which significantly drives rapid market demand.
- ZenaTech Acquisition: ZenaTech has completed its 21st acquisition by purchasing Andy Paris & Associates, a land surveying firm in Oregon, which strengthens its market presence in the Pacific Northwest and enhances its capabilities in drone-enabled inspections and surveys, facilitating business expansion.
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See More
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- Budget Increase: President Trump proposed a $1.5 trillion defense budget for fiscal 2027, representing a 44% increase over fiscal 2026, which, if passed, would elevate U.S. military spending to its highest GDP proportion in decades.
- Drone Investment: Analysts estimate that $63 billion will be allocated to drone technology, more than six times the enacted level for 2026, indicating that increased federal investment will serve as a positive catalyst for the unmanned ecosystem.
- AeroVironment Benefits: AeroVironment, specializing in drone technology, has secured major contracts with the U.S. government and is expected to benefit from the new budget, with a price target of $400 suggesting a 114% upside potential.
- Other Companies Outlook: Ondas, Karman Holdings, and Amprius Technologies are also expected to gain from the new budget, with price targets set at $23, $125, and $20 respectively, indicating significant growth potential for these defense-related firms.
See More
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- Surge in Drone Procurement: The Pentagon's Drone Dominance Program aims to deploy over 200,000 autonomous systems, with counter-drone capabilities rapidly shifting from secondary to urgent priority, indicating a pressing need to counter cheap aerial threats and likely boosting market shares for involved companies.
- Significant Defense Budget Increase: The 2026 U.S. defense budget discussions are around $1 trillion, with FY2027 proposals nearing $1.5 trillion, reflecting a strong emphasis on drone and counter-drone systems that could create substantial contract opportunities for relevant firms.
- Domestic Manufacturers Benefit: The implementation of Section 1709 of the FY25 NDAA effectively bans foreign-manufactured drones from the U.S. market, compelling all federal, state, and local agencies to replace non-compliant equipment with U.S.-made alternatives, thereby creating a structural moat for domestic manufacturers and enhancing market competitiveness.
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See More
