News

Ondas (ONDS) has drawn fresh attention after its Q1 2026 earnings, with sales reported at US$50.12 million and net income at US$361.25 million, compared with much lower figures a year earlier. See our latest analysis for Ondas. Those Q1 2026 results come after a period where the share price has cooled in the short term, with a 1 day share price return of 8.66% decline and a year to date share price return of 11.98% decline. At the same time, the 1 year total shareholder return is very large,...

In the first quarter of 2026, Ondas Inc. reported sales of US$50.12 million, up sharply from US$4.25 million a year earlier, and moved from a net loss of US$14.14 million to net income of US$361.25 million, while also lifting its full-year 2026 revenue target to at least US$390 million. Alongside this swing to profitability, Ondas has rapidly expanded into defense and autonomous systems through multiple acquisitions, a large contract backlog, and an AI partnership with Palantir, reshaping...

ONDS acquires Omnisys to add AI battlefield orchestration software, boosting its autonomous defense portfolio and expanding software-driven growth.

ONDS compresses OAS adjusted EBITDA profitability timeline to Q1 2027 as margins improve, but rising costs and near-term losses raise questions on execution.

The BRO platform brings combat-tested autonomous coordination to Ondas' growing defense portfolio

The headline numbers for the Ondas (ONDS) Q1 2026 report triggered typical market hesitation, driven by an operating loss of $42.7 million, an operating cash burn of $51.3 million, and a slight EPS miss of -$0.07 versus the -$0.06 consensus estimate. For casual observers, these figures support the bear thesis that an aggressive roll-up strategy involving a series of strategic acquisitions is creating a highly capital-intensive corporate structure with significant near-term integration costs. How

Ondas Holdings Inc. (NasdaqCM:ONDS) agreed to acquire Omnisys Ltd., an Israeli developer of AI-based battle resource optimization software. The deal adds AI-powered multi domain defense planning and coordination tools to Ondas' autonomous systems portfolio. The acquisition is tied to Ondas' plan to build a broader software defined defense technology platform. Ondas, listed on NasdaqCM:ONDS, has been building out a portfolio around autonomous systems and defense technology. By adding...

Ondas Holdings (NASDAQ:ONDS) has spent 2026 transforming itself from a niche drone software company into a sprawling defense-technology platform. CEO Eric Brock told investors the strategy is to “build Ondas into a scaled global operating platform for unmanned and autonomous systems, serving defense, security, industrial and critical infrastructure markets.” The market is paying attention: shares ... Drone Maker Ondas Is On a Spending Spree. Here Are All 6 Companies It Has Acquired in 2026

Ondas (ONDS) jumped 13% immediately following earnings as investors embraced a thesis far more specific than broad defense enthusiasm. Management views AI-powered autonomous warfare as a permanent shift that will come to warfare. As Ryan Hartman, CEO of Ondas's subsidiary, World View, said: ...

Download the Complete Report Here Swarmer, Inc. (SWMR) Combat-Validated Autonomy Platform Positioned for Accelerated Growth as License Activation Scales Key Takeaways: 1Q26 establishes the starting revenue baseline ahead of expected sequential growth. Meta Bureau’s $2.86 million SkyKnight award covers 16,000+ licenses, with $10.4 million of upgrade options creating software attach upside. Japan / Rakuten, HIMERA, […]

Aerospace, defense stocks trade near buy point in mixed week for the sector. Boeing eases from entry on China orders, delivery report.

Over the last 7 days, the United States market has risen by 1.1%, contributing to a remarkable 27% climb over the past year, with earnings forecasted to grow by 17% annually. In this thriving environment, identifying stocks that may be undervalued can present opportunities for investors seeking potential value plays amidst strong market performance.

Effective counter-drone solutions are becoming increasingly vital.

Ondas Inc. (NASDAQ:ONDS) is one of the 10 Stocks With Unbelievable Gains. Ondas snapped two days of losses on Thursday, climbing 26.52 percent to close at $11.21 apiece, as investors cheered a stellar earnings performance in the first quarter of the year, having swung to profitability and propelling revenues by more than 1,000 percent. In […]

Wondering whether Ondas at US$11.21 is still offering value or if the easy gains are behind it? This article focuses squarely on what the current price might imply. The stock has seen sharp share price moves, with a 26.1% return over the last 7 days, 19.3% over 30 days, 1.7% year to date, and a very large 1 year return that is roughly 12x. Recent coverage around Ondas has focused on its strong share price performance and how that affects expectations for the business, which has pushed the...

Revenue beat the high end of guidance by 25% as backlog surged 570% to $457 million

Ondas Inc (ONDS) reports a tenfold revenue increase, strategic partnerships, and a robust backlog, despite ongoing financial challenges.

Record quarterly revenue, a raised outlook, and a swelling defense backlog put this wireless-and-drone player in focus, today, May 14, 2026.

Moby summary of Ondas Holdings Inc.'s Q1 2026 earnings call

Ondas (NASDAQ:ONDS) reported a sharp increase in first-quarter 2026 revenue and raised its full-year outlook, as management said demand grew across counter-drone, defense, surveillance and autonomous systems markets. Chairman and CEO Eric Brock said the company generated $50.1 million in first-quar

Ondas raised its 2026 revenue outlook to at least $390 million as acquisitions, defense demand, and counter-drone contracts rapidly expanded the company’s backlog and operating platform. Key Investor TakeawaysOndas (NASDAQ:ONDS) raised its full-year 2026 revenue forecast to at least $390 million.

Ondas stock jumps after the autonomous drone company and Palantir partner reports a first-quarter revenue surge. The company also raises full-year revenue guidance.

Ondas Inc. (NASDAQ:ONDS) is among the 9 Best Drone Stocks to Buy According to Wall Street Analysts. As of the close on May 8, the stock is a Strong Buy based on recommendations from 7 analysts and has an average share-price upside potential of 122%. Recent updates include Lake Street analyst Max Michaelis, on April […]

ONDS heads into Q1 earnings with explosive revenue growth expectations, but mounting losses, execution risks and heavy M&A activity keep uncertainty high.

Ondas (NasdaqCM:ONDS) has completed a $175 million merger with Mistral Inc. The deal adds direct access to U.S. Army and Special Operations contract vehicles. The combined company now has expanded federal contracting reach and U.S. manufacturing capacity. For investors watching Ondas at a share price of $9.06, this merger comes after a very large 1 year return and a rise of about 7x over 3 years. The stock is down 6.9% over the past week, slightly down 0.8% over the past month, and down...

Uniti (UNIT) delivered earnings and revenue surprises of +19.05% and +7.77%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Ondas Inc. (NASDAQ:ONDS) is one of the Unstoppable Stocks to Buy in 2026. On April 24, the company announced the completion of the merger with Mistral Inc., a US-based defense prime contractor. The merger, valued at $175 million, offers Ondas Inc. (NASDAQ:ONDS) direct prime contractor access to US Army and Special Operations contract vehicles. It […]

Ondas Inc. (NASDAQ:ONDS) is one of the best high volume stocks to invest in according to hedge funds. On April 20, Ondas subsidiary 4M Defense secured a $10 million initial order under a $50 million demining program for Israel’s Eastern Border Security Barrier initiative. This project, aimed at clearing legacy minefields for new security infrastructure, […]

ONDS stock has slipped 1.1% in a month as rising losses, cash burn and acquisition risks cloud its ambitious growth strategy.

Tank warfare defined World War II. German blitzkrieg tactics showed how armored columns could slice through lines when supported by air power and infantry. Today, drones play that same disruptive role in Ukraine and the Middle East. Low-cost, expendable systems overwhelm expensive defenses, deliver precision strikes, and provide persistent intelligence. Battle-tested swarms and loitering munitions ... Which Drone Stock Will Dominate the Next War: AVAV, KTOS, or ONDS?