Ondas Inc.'s revenue guidance reset to at least $375 million is a major inflection point as the company moves from drones to a full-scale defense platform. I see the ONDS business broadening beyond drones into a scaled autonomous defense platform spanning counter-UAS, ISR, loitering munitions, and unmanned ground vehicles. Recent wins and partnerships support the ONDS story, including new counter-drone orders, European deployments, and an AI-enabled ISR partnership with Palantir and World View.
Maxim Group raised its price target on Ondas (NASDAQ: ONDS) from $16 to $22 on Thursday, March 26, while keeping a “Buy” rating on the technology company.
Ondas Inc. (ONDS) Q4 2025 Earnings Call Transcript
Ondas incurs wider Q4 2025 loss on a warrant charge, but explosive revenue growth and a solid 2026 outlook highlight its autonomous systems push.
Ondas Holdings Inc. (ONDS) came out with a quarterly loss of $0.39 per share versus the Zacks Consensus Estimate of a loss of $0.06. This compares to a loss of $0.14 per share a year ago.
Ondas Holdings ( NASDAQ:ONDS ) nearly quadrupled in value during calendar 2025, delivering a staggering 281% gain.
ONDS ramps up defense tech push with key acquisitions, adding a 140M contract, airborne systems and robotics to build a multi-domain autonomous ecosystem.
ONDS nears Q4 results with surging OAS momentum, rising guidance and strong backlog, but widening losses and rich valuation cloud near-term outlook.
ONDS is a bet on the future of warfare, which is already unfolding on today's battlefields and in the skies above global capitals. Kinetic interception is a mission-critical technology for protecting civil infrastructure, where competition remains minimal. Integration with Palantir's platforms positions Ondas as the "gold standard" for AI-driven autonomous defense systems.
Expand NASDAQ: ONDS Ondas Today's Change (5.09%) $0.50 Current Price $10.33 Key Data Points Market Cap $4.4B Day's Range $9.80 - $10.84 52wk Range $0.65 - $15.28 Volume 136M Avg Vol 94M Gross Margin 10.18% Ondas (ONDS +5.09%), a provider of private wireless, drone, and automated data solutions, closed Thursday at $10.33, up 5.09%. The stock moved higher after news of a partnership that will combine its autonomous robot technology with Palantir‘s (PLTR +1.25%) AI platforms and World View's balloon intelligence.
ONDS plans to merge with defense contractor Mistral, adding U.S. manufacturing and procurement access as it pushes deeper into DoD contract programs.
ONDS expects Q4 and FY25 revenue above prior guidance, reiterates $170M-$180M 2026 outlook, and signs a merger deal with defense contractor Mistral.