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Ondas Inc. (NASDAQ:ONDS) completed its acquisitions of GATE Technologies Ltd. and Bron Technologies on September 14, adding electronic safety and fuzing components used across precision weapons. GATE supplies the technology, while Bron provides manufacturing and certification capabilities in Poland. Base consideration comprises $105 million in cash and $100 million in equity. The SEC filing specifies […]

ONDS' rapid revenue ramp and M&A expansion face off with AVAV's larger backlog, major defense programs and profitable growth outlook.

By Karen Roman Swarmer, Inc.’s (Nasdaq: SWMR) pending acquisition ofUkrainian unmanned-ground-vehicle maker Ratel Robotics could lead to $200 million in 2027 revenue and $20 million in adjusted EBITDA, according to a research note by Lucid Capital Markets. Swarmer, which boasts Blackwater founder and industry veteran Erik Prince as its non-executive chairman, is in a definitive […] The post Swarmer Targets $200M in Pro Forma Revenue Next Year – Report appeared first on ExecEdge.

Ondas' $205M GATE deal expands its defense footprint, adding ESAD expertise and manufacturing capabilities as loitering munitions demand grows.

Ondas (NasdaqCM:ONDS) announced the acquisition of GATE Technologies and Bron Technologies, expanding its precision-strike portfolio. The deal adds Electronic Safe & Arm Device capabilities and fuze technology that are used in modern precision weapons and autonomous strike systems. Through GATE and Bron, Ondas gains access to additional defense sector customers that use advanced strike and munitions technologies. The GATE and Bron acquisitions reshape Ondas' role in precision weapons, but...

When a caller asked about Ondas Inc. (NASDAQ:ONDS) on September 10 during the lightning round of Mad Money, Jim Cramer remarked: Alright, this is a meme stock. You’ll see it trade underneath all morning, Ondas, because it’s like wireless and autonomous. It’s got all that stuff. And I’ll tell you what I think of it: […]

AeroVironment (NASDAQ:AVAV) stock is up 6% to $155.22 midday Monday, extending a post-earnings recovery the rest of the drone group hasn’t joined. The move follows the defense contractor’s fiscal first-quarter results reported earlier this month. The gain still leaves AeroVironment shares down 36% year to date. Ondas (NASDAQ:ONDS) stock is rising 2% to $7.37 on […]

Palantir Technologies' (PLTR) AIPCon 11 highlighted growing demand for data sovereignty, with custom

Ondas is expanding its defense portfolio with the acquisition of GATE Technologies and Bron Technologies, adding electronic safe-and-arm and electronic fuzing technology to its growing autonomous defense business.

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.

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.

Drone stocks are bleeding out on a day with zero company-specific news, raising a question that cuts to the heart of the sector: do record backlogs and billion-dollar bookings matter when risk-off flows decide to sell first and ask questions later?

UMAC stock has exploded higher while its closest drone rivals have actually lost ground, putting investors at a crossroads that could define their returns for the rest of the year.

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' 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.

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.

Ondas' shares are down 21.9% YTD despite surging revenues and backlog, as losses, cash burn and M&A execution risks keep investors cautious.

Unusual Machines, AeroVironment other drone stocks advance as Trump's tariffs on drones and parts formally go into effect.

Ondas Stock Tops the List as Short Sellers Build Huge Bets

Something unusual is happening across drone stocks this Tuesday morning, and the pattern of declines reveals exactly what kind of market day this is and who gets hurt most when risk appetite vanishes from speculative defense names.

Drone stocks are selling off hard at midday while the broader market climbs, and no earnings miss, contract loss, or macro scare explains the divergence. Something specific is happening inside the drone complex that has nothing to do with the headlines.

Drone stocks whipsawed again this morning, but the bounce reveals something more useful than a simple reversal. The same force that crushed the group Monday is now lifting it, and the order is not random.

On August 13, Ondas (NASDAQ:ONDS) held its second-quarter earnings call, and the numbers explain why the stock has been getting attention. Revenue hit $83.8 million, more than thirteen times what the company generated in the same quarter a year earlier. Management didn’t stop at reporting the number. It raised full-year guidance, pointed to a backlog […]

ONDS pairs surging revenues, a $613M backlog and a lower valuation with integration risks, while RCAT faces a steep second-half ramp.

In August 2026, Ondas Inc. reported record second-quarter and six‑month results, with sales rising to US$83.77 million and US$133.89 million respectively, alongside a quarterly net loss of US$88.25 million but a six‑month net income of US$274.7 million. Management also highlighted an expanded backlog of about US$757 million and raised 2026 revenue guidance after integrating recent acquisitions and securing new defense and unmanned systems contracts. We’ll now examine how the record backlog...

Four drone stocks with wildly different year-to-date performances are all dropping by the same amount Thursday morning, and the reason has nothing to do with any news hitting the wires.

Revenue hit $83.8M with 85% organic growth; backlog expanded to $757M.

ONDS' proposed $33M Aran Defense acquisition could boost in-house production and strengthen its Israeli autonomous defense footprint.

China urged the U.S. to remove new tariffs on drones and related parts.

Roth Capital said the deal could provide a boost to Ondas’s local manufacturing capabilities in Israel.