Will ONDS' Lucrative Border-Defense Win Ignite Its Next Growth Engine?
Ondas' major government tender win for a large autonomous border-defense drone program boosts its growth outlook and strengthens future revenue visibility.
Will ONDS' Strengthened Balance Sheet Fuel Its Defense Ambitions?
Ondas bolsters its cash pile to accelerate defense and autonomous systems expansion and aggressive M&A, amid rising demand.
Ondas Holdings: Cautiously Bullish On Explosive Revenue Growth
My bull case rests on Ondas Holdings hitting its aggressive revenue path: FY25 was guided at least $36M and FY26 at least $110M. That's a 3x growth story. Q3 showed momentum with $10.1M revenue (nearly 60% qoq and over 6x yoy), a $23.3M backlog, plus another $18M tied to acquisitions closing or pending in Q4. Despite the top-line momentum, Ondas remains unprofitable (operating loss widened to -$15.5M), has low gross margins of just 26%, and trades at extremely high valuation multiples.
Ondas: The Drone Disruptor Gaining Ground
Ondas Holdings' Q3 revenue hit $10.1M, up 580% YoY, with backlog reaching $23.3M and over $40M including acquisitions. Ondas' 2025 revenue guidance increased to $36M+, and 2026 is set at $110M without unannounced M&A. Ondas expanded into a full defense-autonomy platform with Iron Drone, Optimus, and Sentrycs integration.
Will $35M PDW Investment Boost ONDS' Next-Gen Robotics Capabilities?
Ondas' $35M push into PDW boosts autonomous defense capabilities, expands production and sets up stronger revenue momentum into 2025 and beyond.
Ondas Acquisition Lifts Stock Higher. Now What?
Ondas (NASDAQ: ONDS), a tech firm focused on autonomous drone systems and private wireless connectivity solutions for the industrial and government sectors, rose by 25% on Tuesday and is currently trading at nearly $7 per share. The increase follows the company's announcement that it has finalized its acquisition of the Israeli counter-unmanned aerial systems (CUAS) company Sentrycs – a deal that was revealed earlier this month.
Can ONDS' Acquisition Spree Accelerate Its Multi-Domain Strategy?
Ondas accelerates its multi-domain push with rapid acquisitions spanning robotics, optics, subsurface intelligence and counter-UAS tech.
Will ONDS' $23 Million Backlog Support Its 2026 Growth Target?
Ondas enters Q4 2025 with surging backlog, rapid autonomous systems momentum and expanded reach through strategic acquisitions.
Ondas vs. Draganfly: Which Drone Stock Is the Smarter Buy for Now?
ONDS and DPRO show contrasting momentum as backlogs, compliance wins and military demand shape the drone sector's next leg.
Should ONDS Stock Be a Part of Your Portfolio Post Q3 Earnings?
ONDS posts a sixfold third-quarter revenue jump as OAS drives growth, backlog expands and defense partnerships deepen heading into 2025.
Ondas Holdings Signals a Rebound as Drone Demand Soars
Ondas Holdings' NASDAQ: ONDS stock price correction was merited; however, the selling is likely to be over, and a robust rebound lies ahead. The correction was warranted because this early-stage growth company has yet to prove itself fully, its stock price had advanced 1000%, and there are execution risks.
Ondas Holdings Inc. (ONDS) Q3 2025 Earnings Call Transcript
Ondas Holdings Inc. ( ONDS ) Q3 2025 Earnings Call November 13, 2025 8:30 AM EST Company Participants Eric Brock - Chairman, CEO & President Neil Laird - CFO, Treasurer & Secretary Markus Nottelmann - CEO of Ondas Networks Oshri Lugassy - Co-Chief Executive Officer of Ondas Autonomous Systems Meir Kliner - President of Ondas Autonomous Systems Conference Call Participants Tal Cohen Amit Dayal - H.C. Wainwright & Co, LLC, Research Division Mike Latimore - Northland Capital Markets, Research Division Timothy Horan - Oppenheimer & Co. Inc., Research Division Austin Bohlig - Needham & Company, LLC, Research Division Glenn Mattson - Ladenburg Thalmann & Co. Inc., Research Division Matthew Galinko - Maxim Group LLC, Research Division Jonathan Siegmann - Stifel Financial Corp. Presentation Operator Good day, and welcome to the Ondas Holdings, Inc. Third Quarter 2025 Conference Call.
