$ONDS (Ondas Holdings Inc.) — investor discussion on X

Ondas Receives $56M Order for Electronic Safe & Arm Devices

First ESAD order, supporting European loitering munition program, ~15% of FY revenue guidance

Ondas' Cyberhawk Secures 3-Year SSE Grid Inspection Deal

Covers UK T&D networks and offshore wind, extendable by 2 years, boosting revenue visibility

ONDS Confirms C-UAS Solutions for Two Additional NFL Stadiums

Sentrycs confirms providing C-UAS solutions to two additional NFL stadiums this season, expanding deployment

8-K: Item 3.02, Item 8.01, Item 9.01

ONDS Gets 'Moderate Buy' Consensus Rating from Analysts

Ten firms cover the stock with a Moderate Buy consensus, reflecting increased institutional attention

Stifel names ONDS top drone pick with $18 PT

Stifel's Siegmann names ONDS top drone pick, $18 PT implies 143% upside

ONDS Misses Cut in Pentagon's Gauntlet II Drone Round

Pentagon's Gauntlet II results posted; winners almost entirely private companies

ONDS Reportedly in $250M Nirosta Zafon Deal, Expanding Israel Defense Footprint

Following $205M GATE/Bron deal, new report of Israeli defense maker acquisition strengthens precision strike platform

Engineers Gate Cuts ONDS Stake by 31.3%

Hedge fund's quarterly 13F filing shows significant trim, reflecting institutional flow

8-K: Item 1.01, Item 2.01, Item 3.02, Item 7.01

Ondas Updates Revenue Outlook and Counter-UAS Demand; CEO Interview Set for Sep 17

Raised guidance and strong Sentrycs growth, with CEO interview scheduled

Jim Cramer Calls ONDS a 'Meme Stock' as Short Interest Remains Elevated

High-profile commentator's label, combined with 42% short interest, sharpens market sentiment divide

ONDS Raises 2026 Revenue Guidance to $525-550M, Faces M&A Integration and Cash Burn Risks

Multiple sources cite rapid growth alongside margin pressure and killer-burn risks, with short interest elevated

ONDS Raises 2026 Revenue Outlook, Backlog Hits $757M

Q2 sales and backlog surge, but widening losses and M&A integration risks persist

8-K: Item 3.02, Item 8.01, Item 9.01

Ondas Proposes $33M Aran Defense Buyout to Bolster Israeli Autonomous Defense

Deal could boost in-house production and expand Israeli autonomous defense footprint

Oppenheimer Reiterates Outperform, $18 PT on Ondas

Post-Aran Defense acquisition, analyst stays bullish citing capacity expansion de-risking

Trump Signs Drone Tariff Proclamation, Benefiting Ondas and US Makers

100% tariffs on foreign drones/components, boosting US supply chain, tailwind for Ondas

Ondas Q2 Loss Wider Than Expected, Revenue Up 13-Fold, Raises FY Outlook

Q2 revenue $83.8M, FY26 guide raised to $525-550M, backlog $757M

Earnings report

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%。

Ondas surges after Israel MoD drone contract, closes above 200-day MA

Stock up 55% from lows, first close above 200-day MA; high Reddit buzz

8-K: Item 2.02, Item 9.01

Earnings report

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%。

Ondas completes Cyberhawk acquisition, expanding AI infrastructure inspection

Acquisition closed; Roth MKM initiates Buy with $13 PT

8-K: Item 2.01, Item 3.02, Item 8.01, Item 9.01

8-K: Item 5.02, Item 9.01

Ondas Institutional Ownership Hits New High with Multiple Bullish Analyses

Institutional ownership at record high, plus defense platform integration and revenue growth forecasts, multiple sources confirm rising market attention.

Ondas Secures Over $50M U.S. Army Order for Lethal Unmanned Systems

New order under Mistral's $982M IDIQ contract extends production visibility and defense footprint