Palantir Partners with Ondas and World View for Advanced ISR Solutions
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 12 2026
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Should l Buy ONDS?
Source: Newsfilter
- Strategic Partnership: Palantir has formed a strategic partnership with Ondas and World View to develop a new generation of AI-driven ISR capabilities, enhancing rapid response in complex environments and strengthening the market competitiveness of all three companies in defense and security sectors.
- Enhanced Multi-Domain ISR Capabilities: By integrating Palantir's AI platform, Ondas and World View aim to optimize their drone and balloon systems, with expectations to efficiently execute multi-domain ISR missions by Q4 2026, addressing the growing market demand.
- Transformation in Production and Mission Readiness: The first initiative, 'Palantir Warp Speed,' will establish a unified operational data foundation to enhance supply chain and production management efficiency, helping World View eliminate bottlenecks in complex aerospace production environments and expand its Stratollite fleet.
- Edge Intelligence Development: The third initiative, 'SkyWeaver,' will implement edge computing on Stratollites to reduce latency and support unified command and control in degraded connectivity scenarios, enhancing real-time decision-making capabilities for ISR missions and further advancing the construction of a multi-domain intelligence ecosystem.
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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: 8.810
Low
13.00
Averages
17.50
High
25.00
Current: 8.810
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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- Cooperation Agreements Signed: Ukraine has signed preliminary cooperation agreements with Saudi Arabia and Qatar, with ongoing discussions with the UAE, indicating strong interest from the Gulf region that could yield billions in annual export revenue for Ukraine.
- Innovation Driven: Ukraine's development of low-cost interceptor drones, designed to neutralize threats before impact, stems from years of defending against large-scale drone attacks from Russia, showcasing its technological edge in drone defense.
- Market Opportunities and Challenges: Despite accelerating global demand, Ukraine's defense exports face risks from government approval delays, which could result in missed critical market opportunities, particularly in the complex deployment and operational training of these systems.
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- Strategic Acquisitions Enhance Capabilities: The company is enhancing its capabilities through strategic acquisitions, with Brock noting that these efforts are building a scalable platform designed for global expansion and localized execution, further solidifying its market position.
- 2026 Revenue Forecast Raised: Ondas raised its 2026 revenue forecast to at least $375 million, marking nearly a sevenfold increase from 2025, demonstrating the company's strong growth potential amid rising demand for autonomous technologies.
See More
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See More
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- Acquisitions and Partnerships Enhance Market Position: The acquisition of World View and partnership with Palantir bolster Ondas Inc's multi-domain ISR platform capabilities, positioning the company favorably for future defense and intelligence projects.
- Rising Operating Expenses: Despite significant revenue growth, Ondas Inc's operating expenses surged to $36.1 million in Q4 2025, primarily driven by investments in personnel and infrastructure, which may impact short-term profitability.
See More
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- Defense Technology Export: President Zelenskiy is promoting Ukraine's drone defense technology across Gulf nations, emphasizing a comprehensive operational approach that includes technology, training, and strategy to address rising aerial attack threats.
- Cooperation Agreements Signed: Ukraine has signed preliminary cooperation agreements with Saudi Arabia and Qatar, with ongoing discussions with the UAE, indicating strong interest from the Gulf region that could yield billions in annual export revenue for Ukraine.
- Innovation Driven: Ukraine's development of low-cost interceptor drones, designed to neutralize threats before impact, stems from years of defending against large-scale drone attacks from Russia, showcasing its technological edge in drone defense.
- Market Opportunities and Challenges: Despite accelerating global demand, Ukraine's defense exports face risks from government approval delays, which could result in missed critical market opportunities, particularly in the complex deployment and operational training of these systems.
See More
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Earnings Release Impact: Ondas Inc.'s fiscal 2025 earnings release indicates potential stock price volatility, but robust results suggest accelerating business growth, leading analysts to increase their price targets significantly.
Revenue Growth and Client Expansion: The company reported a 629% revenue increase in Q4 2025, driven by new clients and rising orders for its drone and surveillance systems, despite an increase in operating expenses.
Future Guidance and Market Position: Ondas is well-capitalized with a strong operating runway and expects continued growth, with guidance for FY 2026 indicating substantial revenue increases and a backlog of contracts.
Strategic Partnerships and Acquisitions: The company is expanding through strategic partnerships and acquisitions, including plans to acquire World View Enterprises, enhancing its capabilities in high-altitude surveillance services.
See More
Palantir-Associated Drone Stock Declines, Yet Wall Street Remains Optimistic About Its Future.
- Ondas Stock Performance: Shares of Ondas, a company involved in autonomous drones, experienced a decline on Thursday, erasing earlier gains from the week.
- Partnership with Palantir: Ondas is partnered with Palantir, a data analytics company, which may influence investor sentiment despite the stock's recent downturn.
- Wall Street Outlook: Despite the drop in share price, Wall Street analysts indicate a potential for future upside in Ondas' stock performance.
- Market Reaction: The market's reaction to Ondas' stock reflects a mix of optimism and caution, highlighting the volatility in tech-related investments.
See More
Ondas Reports Strong Q4 Earnings and Price Target Increases
- Significant Revenue Growth: Ondas reported rising revenue in its Q4 earnings call, with CEO Eric Brock emphasizing broader market adoption, indicating strong demand for the company's autonomous defense technologies, which is expected to drive long-term growth.
- Price Target Increases: Northland raised its price target on Ondas from $16 to $18 while maintaining an 'Outperform' rating, implying a 75% upside potential, reflecting market recognition of the company's progress toward becoming a multi-domain autonomous systems leader.
- Strategic Acquisitions Enhance Capabilities: The company is enhancing its capabilities through strategic acquisitions, with Brock noting that these efforts are building a scalable platform designed for global expansion and localized execution, further solidifying its market position.
- 2026 Revenue Forecast Raised: Ondas raised its 2026 revenue forecast to at least $375 million, marking nearly a sevenfold increase from 2025, demonstrating the company's strong growth potential amid rising demand for autonomous technologies.
See More
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Selling Shareholders: The shares are being offered by selling stockholders, indicating a secondary offering rather than a new issuance by the company.
See More
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- Significant Revenue Growth: Ondas Inc reported revenue of $30.1 million for FY 2025, reflecting a remarkable 629% year-over-year increase and nearly 200% sequential growth, indicating strong market performance and growth potential.
- Strong Cash Position: By the end of 2025, the company had a cash reserve of $594 million, with a pro forma cash balance expected to exceed $1.5 billion following recent capital raises, providing ample financial flexibility for future strategic investments.
- Acquisitions and Partnerships Enhance Market Position: The acquisition of World View and partnership with Palantir bolster Ondas Inc's multi-domain ISR platform capabilities, positioning the company favorably for future defense and intelligence projects.
- Rising Operating Expenses: Despite significant revenue growth, Ondas Inc's operating expenses surged to $36.1 million in Q4 2025, primarily driven by investments in personnel and infrastructure, which may impact short-term profitability.
See More
