Stock Market Update: Nasdaq and Dow Futures Rise on Third Day of Shutdown—Focus on Rumble, Rigetti, and Kodiak
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 03 2025
0mins
Should l Buy ONDS?
Source: Benzinga
Market Performance: U.S. stock futures rose on Friday, continuing the upward trend from Thursday, driven by AI optimism despite a government shutdown. Major indices like the Dow Jones, S&P 500, and Nasdaq all showed gains, with Nvidia reaching a record market cap of $4.6 trillion.
Investor Sentiment: A divergence in sentiment was noted between institutional and retail investors, with institutions selling off $4.7 billion in equities while retail investors took the opportunity to buy, indicating a potential cautionary signal for the market.
Economic Indicators: Key economic reports, including the U.S. employment report and services PMI, were delayed due to the government shutdown, while expectations for a Federal Reserve interest rate cut in October remain high.
Sector Highlights: Notable stock movements included significant gains for Actelis Networks and XCel Brands following contract announcements, while energy and consumer discretionary sectors faced losses.
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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: 11.070
Low
13.00
Averages
17.50
High
25.00
Current: 11.070
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 Surges Following German Police and NATO Victories—Will the Momentum Last Through Earnings?
Significant Stock Movement: In February, shares of Ondas Inc. rose over 15%, breaking through a psychological resistance level, indicating strong interest from both retail and institutional investors.
Major Contracts Secured: Ondas announced a contract with the German State Police for advanced counter-drone technology, marking a significant transition from a developmental tech firm to a global defense contractor.
Strategic Acquisitions: The company has made several strategic acquisitions, including Rotron Aero and Sentry, enhancing its portfolio in unmanned aerial systems and solidifying its position in the defense sector.
Strong Financial Position: Ondas reported a substantial cash position of nearly $1 billion, allowing for aggressive growth and investment opportunities, while also projecting significant revenue growth for 2026.
See More
Ondas Stock Rises Amid Military Action Fears
- Military Action Fears Drive Stock: Ondas stock has surged amid reports suggesting the Trump administration may be moving towards military action, reflecting heightened market expectations for demand in counter-UAS and surveillance technologies, especially after Vice President JD Vance indicated that diplomacy with Tehran could reach its 'natural end'.
- Secured Major Contract: The company secured a multi-million dollar order for its Iron Drone Raider system from a major European customer in a NATO country, enhancing its position in the civil infrastructure protection market and highlighting the growing demand for operationally ready counter-UAS systems as hostile drone activity increases.
- Strong Stock Performance: Ondas shares are currently trading 3.1% above their 20-day simple moving average and 5.6% above their 50-day SMA, with a remarkable 569.39% increase over the past 12 months, indicating a robust upward trend, although mixed signals from RSI and MACD suggest some underlying market caution.
- Optimistic Analyst Ratings: The stock carries a 'Buy' rating with an average price target of $13.06, with recent upgrades from analysts like Stifel and Lake Street raising their targets to $18.00 and $19.00 respectively, reflecting strong confidence in the company's future performance.
See More
Ondas Partners with German Police, Boosting Market Confidence
- German Police Contract: Ondas has delivered and deployed its C-UAS solutions to a German State Police office, with the handheld C-UAS market projected to triple by 2030, creating a significant new revenue vertical within Ondas' counter-drone portfolio.
- New Product Launch: Sentrycs will unveil its new portable solution, Sentrycs Scout, at the Enforce Tac exhibition in Germany, designed to detect, identify, and take control of unauthorized drones without jamming or kinetic engagement, enhancing the company's competitive edge.
- Investor Sentiment Recovery: Ondas shares have climbed nearly 8% over the past two sessions, with market sentiment shifting from 'bearish' to 'neutral', reflecting renewed investor confidence in the company's growth potential, particularly after its subsidiary Sentrycs secured a contract with the German police.
- Retail User Reaction: According to Stocktwits data, retail message volumes for Ondas surged 952% in the last 24 hours, indicating increased market interest in its technology, with the stock having surged over 600% in the past 12 months.
See More
Ondas Subsidiary Secures Deal with German Police
- Stock Surge: Ondas's stock rose nearly 8% during Tuesday's trading session, primarily driven by a new agreement between its subsidiary Sentrycs and the German State Police, indicating strong market demand for its counter-drone systems.
- Market Opportunity: Sentrycs's systems will be utilized to secure large-scale events, particularly in light of over 1,000 suspicious drone incidents reported in Germany recently, highlighting the broad application potential of this technology in defense and law enforcement.
- Market Size: Ondas noted that the total addressable market for its handheld counter-drone systems is approximately $9.8 billion over five years, reflecting a strong commercial opportunity for compact, field-deployable solutions across defense, law enforcement, and homeland security sectors.
- Strategic Acquisition: Ondas's acquisition of Sentrycs last year is viewed as a prescient move, as the demand for countermeasures is expected to grow with the rapid advancement of drone technology, thereby aiding in the improvement of the company's overall fundamentals.
See More
Ondas Holdings Secures Multiple New Contracts
- New Order Secured: Ondas Holdings' subsidiary Airobotics has received a new multi-million dollar order for its Iron Drone Raider counter-UAS system from a major European customer in a NATO country, indicating strong demand and growth potential in the European market.
- Deployment with German Police: Ondas' subsidiary Sentrycs successfully delivered and deployed its C-UAS solutions to a German State Police office, resulting in a 9% stock price increase, showcasing the company's market leadership in addressing rising drone activity concerns.
- Demining Project in Israel: Ondas Holdings' subsidiary 4M Defense was awarded a large-scale demining program valued at over $30 million, covering 741 acres of historically contaminated land, marking a significant business expansion and contribution to security efforts in Israel.
- Market Sentiment Analysis: Despite shares rising over 400% in the past year, retail sentiment remains bearish, reflecting cautious investor attitudes that could impact confidence in the company's future performance.
See More
U.S. Congress Passes $839 Billion Defense Budget
- Defense Budget Increase: The U.S. Congress has passed an $839 billion defense spending bill, marking the Pentagon's first full-year appropriation since fiscal 2024, with $9.8 billion specifically allocated for autonomous and unmanned systems, highlighting a commitment to modern military technology.
- IT Budget Growth: The Department of Defense's IT budget reached $66 billion, reflecting an $1.8 billion increase from 2025, with every service branch increasing its AI allocations, particularly the Navy, which added $308 million, a 22.7% year-over-year increase, indicating a pressing demand for intelligent technologies.
- Quantum Computing Platform Development: VisionWave Holdings has entered into a $10 million Statement of Work to develop a cryptocurrency mining acceleration platform based on QuantumSpeed, with full revenue recognition expected in 2026, aimed at reducing mining costs by optimizing existing infrastructure and enhancing unit economics.
- Drone Cleaning Solutions: VisionWave's subsidiary, Solar Drone, is advancing business development for drone cleaning solutions in Italy, showcasing the real-world performance of its patented high-pressure drone payload system, further solidifying its growth potential in Middle Eastern markets.
See More
Ondas Surges Following German Police and NATO Victories—Will the Momentum Last Through Earnings?
Significant Stock Movement: In February, shares of Ondas Inc. rose over 15%, breaking through a psychological resistance level, indicating strong interest from both retail and institutional investors.
Major Contracts Secured: Ondas announced a contract with the German State Police for advanced counter-drone technology, marking a significant transition from a developmental tech firm to a global defense contractor.
Strategic Acquisitions: The company has made several strategic acquisitions, including Rotron Aero and Sentry, enhancing its portfolio in unmanned aerial systems and solidifying its position in the defense sector.
Strong Financial Position: Ondas reported a substantial cash position of nearly $1 billion, allowing for aggressive growth and investment opportunities, while also projecting significant revenue growth for 2026.
See More
Ondas Stock Rises Amid Military Action Fears
- Military Action Fears Drive Stock: Ondas stock has surged amid reports suggesting the Trump administration may be moving towards military action, reflecting heightened market expectations for demand in counter-UAS and surveillance technologies, especially after Vice President JD Vance indicated that diplomacy with Tehran could reach its 'natural end'.
- Secured Major Contract: The company secured a multi-million dollar order for its Iron Drone Raider system from a major European customer in a NATO country, enhancing its position in the civil infrastructure protection market and highlighting the growing demand for operationally ready counter-UAS systems as hostile drone activity increases.
- Strong Stock Performance: Ondas shares are currently trading 3.1% above their 20-day simple moving average and 5.6% above their 50-day SMA, with a remarkable 569.39% increase over the past 12 months, indicating a robust upward trend, although mixed signals from RSI and MACD suggest some underlying market caution.
- Optimistic Analyst Ratings: The stock carries a 'Buy' rating with an average price target of $13.06, with recent upgrades from analysts like Stifel and Lake Street raising their targets to $18.00 and $19.00 respectively, reflecting strong confidence in the company's future performance.
See More
Ondas Partners with German Police, Boosting Market Confidence
- German Police Contract: Ondas has delivered and deployed its C-UAS solutions to a German State Police office, with the handheld C-UAS market projected to triple by 2030, creating a significant new revenue vertical within Ondas' counter-drone portfolio.
- New Product Launch: Sentrycs will unveil its new portable solution, Sentrycs Scout, at the Enforce Tac exhibition in Germany, designed to detect, identify, and take control of unauthorized drones without jamming or kinetic engagement, enhancing the company's competitive edge.
- Investor Sentiment Recovery: Ondas shares have climbed nearly 8% over the past two sessions, with market sentiment shifting from 'bearish' to 'neutral', reflecting renewed investor confidence in the company's growth potential, particularly after its subsidiary Sentrycs secured a contract with the German police.
- Retail User Reaction: According to Stocktwits data, retail message volumes for Ondas surged 952% in the last 24 hours, indicating increased market interest in its technology, with the stock having surged over 600% in the past 12 months.
See More
Ondas Subsidiary Secures Deal with German Police
- Stock Surge: Ondas's stock rose nearly 8% during Tuesday's trading session, primarily driven by a new agreement between its subsidiary Sentrycs and the German State Police, indicating strong market demand for its counter-drone systems.
- Market Opportunity: Sentrycs's systems will be utilized to secure large-scale events, particularly in light of over 1,000 suspicious drone incidents reported in Germany recently, highlighting the broad application potential of this technology in defense and law enforcement.
- Market Size: Ondas noted that the total addressable market for its handheld counter-drone systems is approximately $9.8 billion over five years, reflecting a strong commercial opportunity for compact, field-deployable solutions across defense, law enforcement, and homeland security sectors.
- Strategic Acquisition: Ondas's acquisition of Sentrycs last year is viewed as a prescient move, as the demand for countermeasures is expected to grow with the rapid advancement of drone technology, thereby aiding in the improvement of the company's overall fundamentals.
See More
Ondas Holdings Secures Multiple New Contracts
- New Order Secured: Ondas Holdings' subsidiary Airobotics has received a new multi-million dollar order for its Iron Drone Raider counter-UAS system from a major European customer in a NATO country, indicating strong demand and growth potential in the European market.
- Deployment with German Police: Ondas' subsidiary Sentrycs successfully delivered and deployed its C-UAS solutions to a German State Police office, resulting in a 9% stock price increase, showcasing the company's market leadership in addressing rising drone activity concerns.
- Demining Project in Israel: Ondas Holdings' subsidiary 4M Defense was awarded a large-scale demining program valued at over $30 million, covering 741 acres of historically contaminated land, marking a significant business expansion and contribution to security efforts in Israel.
- Market Sentiment Analysis: Despite shares rising over 400% in the past year, retail sentiment remains bearish, reflecting cautious investor attitudes that could impact confidence in the company's future performance.
See More
U.S. Congress Passes $839 Billion Defense Budget
- Defense Budget Increase: The U.S. Congress has passed an $839 billion defense spending bill, marking the Pentagon's first full-year appropriation since fiscal 2024, with $9.8 billion specifically allocated for autonomous and unmanned systems, highlighting a commitment to modern military technology.
- IT Budget Growth: The Department of Defense's IT budget reached $66 billion, reflecting an $1.8 billion increase from 2025, with every service branch increasing its AI allocations, particularly the Navy, which added $308 million, a 22.7% year-over-year increase, indicating a pressing demand for intelligent technologies.
- Quantum Computing Platform Development: VisionWave Holdings has entered into a $10 million Statement of Work to develop a cryptocurrency mining acceleration platform based on QuantumSpeed, with full revenue recognition expected in 2026, aimed at reducing mining costs by optimizing existing infrastructure and enhancing unit economics.
- Drone Cleaning Solutions: VisionWave's subsidiary, Solar Drone, is advancing business development for drone cleaning solutions in Italy, showcasing the real-world performance of its patented high-pressure drone payload system, further solidifying its growth potential in Middle Eastern markets.
See More
