Ondas Inc

ONDS

Market cap $5.17B

Ondas Inc. shows early signs of a wedge breakout, with improving momentum and trend support suggesting potential continuation higher if key resistance levels are cleared.

$50 Million Tender Award is Part of $1.7 Billion Eastern Border Security Barrier Initiative Led by Israeli Ministry of Defense Combined with the $30 Million Syrian Border Demining Program, Ondas' 4M Subsidiary is Now Operational on Two Tenders with an Aggregate Value of $80 Million with Additional Orders for Both Demining Projects Expected in 2026 Along with Follow on Phases Over the Coming Years 4M Defense Will Utilize Its AI-Enabled Land Intelligence Platform Including Advanced Autonomous Robotic Systems, Aerial Drones, and Advanced Sensing Technologies to Demine hundreds of Acres Along the Eastern Israel Border WEST PALM BEACH, FL / ACCESS Newswire / April 20, 2026 / Ondas Inc. (Nasdaq:ONDS) ("Ondas" or the "Company"), a leading provider of autonomous aerial and ground robot intelligence through its Ondas Autonomous Systems (OAS) business unit and private wireless solutions through Ondas Networks, today announced that its subsidiary, 4M Defense has received an $10 million order as part of the recently announced $50 million demining program related to the $1.7 billion Eastern Border Security Barrier initiative led by the Israeli Ministry of Defense. The award represents the initial phase of execution under the recently announced tender and expands Ondas' active demining operations.

ONDS targets positive EBITDA by 2028 as heavy M&A, rising backlog and strong cash fuel growth, but execution risks could stretch the timeline.

Ondas Inc. is rated 'buy' due to exponential revenue growth, improving margins, and a strong balance sheet despite ongoing cash burn. ONDS is positioned to benefit from rising global military drone usage, with its Iron Drone Raider system and major customers like Israel's military. The company's aggressive M&A strategy supports vertical integration, leveraging both R&D and acquisitions to drive long-term growth.

Marks Operational Readiness of Integrated Drone Defense Systems and Establishes European Hub for Production, Development, and Deployment Initial Focus on Germany and Ukraine, with Plans to Expand Sales, Manufacturing, and Deployment Across Europe WEST PALM BEACH, FL / ACCESS Newswire / April 15, 2026 / Ondas Inc. (NASDAQ:ONDS) ("Ondas" or the "Company"), a leading provider of autonomous aerial and ground-based intelligence systems through its Ondas Autonomous Systems (OAS) business unit and private wireless solutions through Ondas Networks, today announced the official launch of ONBERG Autonomous Systems, its joint venture with HD Advanced Technologies, a subsidiary of Heidelberger Druckmaschinen AG (HEIDELBERG). The joint venture has commenced operations at Heidelberg's facility in Brandenburg an der Havel, Germany, marking a significant milestone in Ondas' European expansion strategy and its mission to scale next-generation drone defense systems globally.

Initial Order Marks First Phase of Multi-Year $140 Million Program, With Significant Additional Revenue Expected from Long-term Maintenance and Expansion Options Order is for Ondas Subsidiary INDO Earth Moving's Heavy Ground Equipment Designed to be Integrated with Autonomous and AI Capabilities, Transforming Traditional Engineering Equipment into Intelligent, Mission-Integrated Robotic Platforms WEST PALM BEACH, FL / ACCESS Newswire / April 13, 2026 / Ondas Inc. (Nasdaq:ONDS) ("Ondas" or the "Company"), a leading provider of autonomous aerial and ground-based intelligence through its Ondas Autonomous Systems (OAS) business unit and private wireless solutions through Ondas Networks, today announced it has received an order valued at approximately $68 million for the delivery of heavy engineering vehicles under the previously announced $140 million strategic procurement program awarded to its subsidiary, INDO Earth Moving Ltd. The order represents the first phase of execution of the multi-year program, with initial deliveries expected in Q4 2026.

Ondas is positioned as a diversified UAS, C-UAS, and UGV provider, leveraging recent acquisitions to build a 'system-of-systems' platform. I estimate a Fair Value of $11.8 per share, representing 29% upside, based on robust 10-year revenue growth across drone-in-a-box, C-UAS, UGV, and connectivity markets. The current strategy involves a cautious 0.25x position, with the potential to increase exposure pending organic growth clarity and post-acquisition cash flow break-even estimates.

Ondas Holdings (NASDAQ:ONDS) traded below a dollar a year ago as a niche wireless communications company with drone interests.

ONDS' soaring revenues and bold acquisition spree boost its outlook, but rising losses, cash burn and execution risks complicate the premium valuation story.

Ondas Sentrycs' Cyber-over-RF Technology to Be Deployed Across Multiple FIFA World Cup Host Venues Across North America for Detection and Mitigation of Unauthorized Drones Reinforces Sentrycs' Position as a Leading Provider of Non-Disruptive Counter-Drone Solutions for Large-Scale Civilian and Critical Infrastructure Environments WEST PALM BEACH, FL / ACCESS Newswire / April 7, 2026 / Ondas Inc. (NASDAQ:ONDS) ("Ondas" or the "Company"), a leading provider of autonomous aerial and ground-based intelligence through its Ondas Autonomous Systems ( OAS ) business unit and private wireless solutions through Ondas Networks, today announced that its subsidiary, Sentrycs, has secured multiple contracts from federal, state and local public safety and security organizations valued in the millions of dollars to support airspace security operations during the 2026 FIFA World Cup, which will take place in 16 cities across the U.S., Canada, and Mexico this summer. Under these agreements, Sentrycs' Counter-UAS (CUAS) solution is expected to be deployed across most venues where matches will be held, supporting efforts to protect stadiums, fan zones, and related event locations from unauthorized drone activity throughout the tournament.