Ondas Holdings Inc. (ONDS)
Ondas' Dronebuster REACH Launch: Can Long-Range C-UAS Drive Growth?
ONDS expands its counter-drone portfolio with Dronebuster REACH, a long-range system designed to defeat threats before they reach handheld systems.
Ondas vs. AeroVironment: Which Drone Stock Is the Better Pick Now?
ONDS' rapid revenue ramp and M&A expansion face off with AVAV's larger backlog, major defense programs and profitable growth outlook.
Can ONDS' GATE & Bron Buyouts Fuel its Defense Growth Engine?
Ondas' $205M GATE deal expands its defense footprint, adding ESAD expertise and manufacturing capabilities as loitering munitions demand grows.
Will Counter-UAS Demand Sustain Ondas' Momentum Into 2027?
ONDS sees strong global Counter-UAS demand as Sentrycs posts about 298% pro forma Q2 growth and IonStrike moves toward volume orders in second-half 2026.
Ondas Raises 2026 Revenue View: Can It Deliver the Required H2 Ramp?
ONDS has raised its 2026 revenue target to $525-$550 million, but hitting it hinges on a steep H2 ramp in backlog conversion and production scaling.
ONDS Raises 2026 Revenue Outlook as Backlog Surges Higher
Ondas has lifted its 2026 revenue outlook as Q2 sales and backlog have surged, putting backlog conversion and margin progress at the center of execution.
ONDS Down 18.2% in the Past Month: Does the Pullback Create Value?
ONDS' 18.2% pullback comes as revenues, backlog and orders surge, but widening losses, cash burn and M&A integration risks still cloud the value case.
Is ONDS Worth Buying as Hypergrowth Collides With M&A Execution Risk?
ONDS pairs explosive 2026 revenue growth and a $757 million backlog with widening losses, cash burn and integration risks that test its path to profit.
ONDS Stock Sinks 22% YTD: Is it Time to Hold Tight or Head for Exit?
Ondas' shares are down 21.9% YTD despite surging revenues and backlog, as losses, cash burn and M&A execution risks keep investors cautious.
Drone Stocks Drop While Broad Market Rises: Unusual Machines Sinks 9%, Ondas Falls 6%, Red Cat Slides 5%
Drone stocks are giving back a meaningful chunk of their August advance at midday Friday, even as broad equities push higher.
Unusual Machines Jumps 8%, Ondas Holdings Rises 6% as Risk Appetite Returns to Drone Stocks
The drone complex is snapping back this morning after Monday's bruising session, and the ordering of the bounce mirrors the ordering of the selloff almost exactly. Higher-beta names are leading.
Ondas Holdings: I Like The Story, But Not The Math Yet
Ondas delivered a huge second quarter. Revenue rose more than thirteen times from a year ago, while pro forma backlog reached $757 million. The opportunity is real. Ondas has meaningful defense orders, exposure to a major United States drone procurement cycle, and a much broader product lineup after several acquisitions. My concern is what all of that growth will be worth per share. The share count has climbed quickly, adjusted EBITDA losses widened, and another 45 million DZYNE shares are due in Jan 2027.
