Ondas Holdings Inc. (ONDS)
Ondas Inc.: Buys Cyberhawk For $125M And Wall Street Barely Reacts
Ondas (ONDS) acquires Cyberhawk for $125M in cash, marking a strategic shift from prior share-based deals and leveraging its strong balance sheet. Cyberhawk brings 232TB of georeferenced asset data and AI-driven analytics, enhancing ONDS's technical capabilities and creating significant integration synergies. Despite a long standalone payback, Cyberhawk's platform is expected to drive group-wide value through technology reuse and lower development costs.
Can Cyberhawk Buyout Broaden Ondas' Critical Infrastructure Footprint?
ONDS plans a $125M Cyberhawk acquisition, adding AI-powered infrastructure intelligence, recurring revenue streams and a $95M backlog.
ONDS vs. RCAT: Which Drone Tech Stock Is the Better Pick Now?
ONDS and RCAT are drawing investor attention as drone tech plays, with each pursuing defense demand through different growth paths.
Ondas: The Buy Case Got Easier - Growth Up, Multiple Down
Ondas Holdings remains a risk-aware Buy as revenue targets and backlog have surged, while valuation multiples have compressed significantly since February. ONDS's 2026 revenue target has jumped to ~$390m, backlog is ~$457m, and gross margins are holding near 50% despite rapid scaling and integration. Share dilution concerns are mitigated by revenue growth outpacing issuance; consensus revenue estimates for 2027 and 2028 are increasingly credible.
Ondas: Why I'm Reversing Course On The Drone Revolution
Ondas upgraded from Hold to Buy, reflecting its leadership in the rapidly expanding military drone sector. ONDS is positioned to benefit from multi-year tailwinds as the global military drone market is projected to nearly double by 2033. The recent execution is impressive: ONDS posted $50.1 million in revenue, over 1,000% YoY growth, and 25% above previous targets.
ONDS Stock Up 24% in 6 Months: Will 2H'26 Unlock Further Upside?
ONDS gains 23.7% in six months as strong orders, backlog and acquisitions fuel growth, but execution risks and profitability concerns cloud near-term outlook.
ONDS' Growing Active Opportunity Pipeline: Multi-Year Growth Secured?
Ondas' $4.3B opportunity pipeline across over 45 global program submissions signals strong demand and potential multi-year growth in autonomous defense markets.
Ondas May Be Just Getting Started
Ondas reported Q1 revenue of $50.1 million, up 1,079% year-over-year, matching its entire FY2025 revenue base. Pro forma backlog surged to $457 million, while Q2-to-date orders exceeded $110 million, supporting revenue visibility. Gross margin expanded to 49% from 35% a year ago as software-driven revenue increasingly complements hardware sales.
Ondas Secures $4.8M SOUTHCOM Deal for Maritime ISR Operations
ONDS lands a $4.8M SOUTHCOM contract as World View deploys high-altitude balloons for maritime ISR missions targeting illicit activity.
ONDS Wins $110M in Q2 Orders: Can Its Defense Strategy Pay Off?
Ondas topped $110M in quarter-to-date orders and added $30M+ in May, as rising backlog and diversified defense programs fuel growth.
Ondas (ONDS): The New Era of Defense
As drone warfare fundamentally shifts traditional military paradigms, Ondas is positioning itself at the center of the revolution.
Why Ondas stock's rally on Thursday is an opportunity to 'sell'
Ondas (ONDS) is soaring on Thursday morning amidst a sector-wide rally on reports of the Trump administration considering funding domestic drone companies. According to The Wall Street Journal, the Defense Department is in discussions with several drone firms as Washington pushes to accelerate homegrown drone manufacturing capability.
