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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 (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.

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.

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

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...

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

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.

A fast-growing Florida defense company will refine and fly its technologies at a Springfield outpost, minutes away from Air Force partners at Wright-Patterson Air Force Base. Ondas Inc. cut the ribbon Tuesday, Aug. 18, for its training and flight operations center at the National Advanced Air Mobility Center of Excellence off West Blee Road in Springfield. The site is now Ondas Sentinel’s ...

A fast-growing Florida defense company will refine and fly its technologies at a Springfield outpost, minutes away from Air Force partners at Wright-Patterson Air Force Base. Ondas Inc. cut the ribbon Tuesday, Aug. 18 for its training and flight operations operation at the National Advanced Air Mobility Center of Excellence off West Blee Road in Springfield. The site is now Ondas Sentinel’s ...

Download the Complete Report Here Swarmer, Inc. (SWMR) Commercial Momentum Builds as SkyKnight Expands and Platform Reach Broadens Key Takeaways: Revenue rose 57% y/y to $216K, while $1.5 million of SkyKnight invoicing and $1.4 million of collections reflected stronger underlying commercial activity. SkyKnight contracted value increased from $2.9 million to $3.9 million, while unchanged upgrade […] The post Swarmer’s SkyKnight & Platform Expansion Builds Commercial Momentum – Quarterly Update Re

Ondas announces a $33 million acquisition of Aran Defense. Here’s why the deal warrants buying ONDS shares at current levels.

Ladenburg Thalmann raises Ondas price target after second-quarter earnings and outlook.

Mobileye, Ondas Holdings and Palladyne AI have each fallen under $10, but for different reasons, ranging from leadership uncertainty to dilution concerns to thin analyst coverage.

Retail earnings roll out this week, more tariffs are coming, Elon Musk’s SpaceX holdings revealed, and more news to start your day.

Ondas (ONDS) drew fresh attention after reporting second quarter 2026 results that combined very large year on year sales growth with a wider quarterly net loss, giving investors mixed signals on the stock. See our latest analysis for Ondas. Ondas shares closed at US$8.91, with the stock falling 8.8% on the day. However, the 30 day share price return of 21.1% points to building short term momentum on top of a very large 3 year total shareholder return of about 8x. If you are looking beyond...

The Trump administration’s new drone tariffs show how its trade strategy is shifting toward targeted duties, stricter rules of origin, and tougher enforcement.

ONDS' Q2 revenues jump more than 13-fold to $83.8 million, while losses widen and the 2026 revenue outlook rises to $525-$550 million.

ONDS raises its 2026 revenue target to $525-$550M, citing broad demand as it works to convert a $757M backlog and reach adjusted EBITDA profitability sooner.