Ondas builds secure private wireless networks for railroads and critical infrastructure, plus automated drones for agriculture and mining—think of it as a mission-critical comms and drone combo.
Revenue is tiny (USD 0.05B in 2025) and deeply unprofitable, with net losses of USD 0.13B that year; the gross margin is 43.72% TTM, but no segment yet pays the bills.
Its FullMAX software-defined radio is hard to replicate for rail and utility customers, but American Robotics faces direct competition from Skydio and DJI, and the drone market is commoditizing fast.
Sell (sector percentile 17) — value D, growth A-, profitability D, momentum C, revisions C. Updated daily, sector-relative, identical for every user.
Key events, in time order
Deal could boost in-house production and expand Israeli autonomous defense footprint
Post-Aran Defense acquisition, analyst stays bullish citing capacity expansion de-risking
100% tariffs on foreign drones/components, boosting US supply chain, tailwind for Ondas
Q2 revenue $83.8M, FY26 guide raised to $525-550M, backlog $757M
第二季度营收约 83.8 百万美元，环比增长 67%，同比增长超过 13 倍；按备考有机口径同比增长约 85%。
Stock up 55% from lows, first close above 200-day MA; high Reddit buzz
Acquisition closed; Roth MKM initiates Buy with $13 PT
第二季度营收约 83.8 百万美元，环比增长 67%，同比增长超过 13 倍；按备考有机口径同比增长约 85%。
Institutional ownership at record high, plus defense platform integration and revenue growth forecasts, multiple sources confirm rising market attention.
New order under Mistral's $982M IDIQ contract extends production visibility and defense footprint
Award accelerates autonomous aerial delivery development, expanding military logistics reach
Barnea to lead Ondas Defense global expansion, bringing national security leadership and advanced tech experience
ETF holding disclosure reinforces company's anti-drone business market position
Up 18% in five days, $7 printed 314.8M shares heaviest level, $8 next gate
New AI platforms, Palantir partnership, and DZYNE acquisition underpin raised 2026 revenue guidance
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Bullish technicals and strong cash position support $ONDS, with analysts noting potential upside driven by drone sector interest and chart patterns.
Main discussion
Different voices
The US is literally telling you its investment watchlist: -> American Mining ($400M into $SRL / $SREMF that I called back in March). -> Space Transportation: - $SPCX - $RKLB - $ASTS - $FEIM (smaller cap, slightly higher risk play) -> Drones: - $AVAV - $UMAC - $ONDS -> Polysilicon
$ONDS (Algo Flow) - 🟢 Flow is racing to catch up > bullish lean Price already clawed back a big chunk of its slide off the lows, and flow, after sitting out that first leg, just kicked into gear and is sprinting to close the gap. Earlier in this window, the roles flipped: flow le
5 Early-Stage Names With the Cash to Back Up the Story $ONDS $ABCL $SMR $JOBY $QS $ONDS — The defense and autonomous systems story here has been one of the fastest-scaling in the space, and the balance sheet backs it up. Ondas ended Q2 with roughly $1.4 billion in cash, cash equi
$ONDS is showing short-term bearish SMC structure after the recent rejection from the $13.80 area. The latest candles are attempting to rebound from the $8.11–$8.14 zone, but price remains capped beneath the bearish BOS at $8.82 and the $10.19 CHoCH resistance. Until $8.82 is rec
$ONDS (Max Pain: 9 | Spot: 8.71) - The pin is close enough to touch This one doesn't need a wide gap or a hidden wall to make sense — 9 is right there, and nothing on the chart is strong enough to keep price from drifting toward it. Five trading days is plenty of time to close a
$ONDS Nice C&H formation here. watch for a break of the downtrend now https://schrts.co/WAiVIgBA
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