15 days ago
Ondas (ONDS) falls 6% and Red Cat (RCAT) drops 3% with no company-specific news or filings behind either move this session.
DRNZ slips 2% while SPY falls just 0.5%, bracketing the drone complex and flagging this as a risk-appetite withdrawal, not a fundamental repricing.
The 10-year yield at 4.8% and Brent crude above $91 on U.S.-Iran tensions compress valuations hardest for pre-profit, small-float drone names.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and AeroVironment didn't make the cut. Grab the names FREE today.
The drone complex is selling in a strict beta ladder this Tuesday morning, and the ordering itself is the story. The smallest and least profitable names are falling hardest, the sector fund is falling less, and the broad market is falling least of all. That pattern identifies today's action as a risk-appetite event rather than drone-specific news flow.
#risk
DRNZ slips 2% while SPY falls just 0.5%, bracketing the drone complex and flagging this as a risk-appetite withdrawal, not a fundamental repricing.
The 10-year yield at 4.8% and Brent crude above $91 on U.S.-Iran tensions compress valuations hardest for pre-profit, small-float drone names.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and AeroVironment didn't make the cut. Grab the names FREE today.
The drone complex is selling in a strict beta ladder this Tuesday morning, and the ordering itself is the story. The smallest and least profitable names are falling hardest, the sector fund is falling less, and the broad market is falling least of all. That pattern identifies today's action as a risk-appetite event rather than drone-specific news flow.
#risk
25 days ago
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 that has grown elevenfold since the start of 2026, and said it now expects to exit the year at a $1 billion annualized revenue run rate. For a company built by stitching together drone and counter-drone technology companies, this was the quarter meant to prove the strategy actually works.
The headline number was revenue of $83.8 million, up 67% sequentially, but the more telling figure is that organic growth, stripping out the effect of acquisitions, ran at approximately 85% year over year. Ondas raised its full-year 2026 revenue target to a range of $525 million to $550 million and guided third-quarter revenue to $140 million to $155 million, which implies roughly 73% sequential growth at the midpoint. If that ramp holds through the fourth quarter, the company expects to finish 2026 at a $1 billion annualized run rate, putting it years ahead of the $1.5 billion target it had set for 2030.
Backlog and demand back up the guidance. Pro forma backlog stood at $757 million on June 30, up 66% sequentially from $457 million at the end of the first quarter, while the two-year strategic pipeline has swelled past $11 billion, more than 2.5 times what it stood in May. New orders kept arriving on top of that: $175 million booked during the quarter itself and roughly $105 million more already captured so far in the third quarter.
The growth isn't just acquisition math, either. Sentrycs, the counter-drone unit, posted pro forma revenue growth of about 298% year over year, 4M's demining and land intelligence business grew 258%, and Airobotics rose 112%. Rotron, added through acquisition, booked $34.2 million of orders in a single quarter against the $25 million of full-year 2026 revenue Ondas had underwritten when it bought the company. The balance sheet backs the ambition: cash and short-term investments reached $1.4 billion, up from $616 million at the end of 2025, leaving room to spend $325 million in the third quarter alone on the DZYNE and Cyberhawk acquisitions. Contract wins add further weight, including $240 million of orders under a $982 million U.S. Army unmanned strike contract awarded to Mistral, a $140 million combat engineering vehicle program for INDO Earth, and a new one-way attack system deal with Israel's Ministry of Defense. The company also added former Mossad Director David Barnea and retired four-star General Charlie Flynn to its leadership and advisory ranks.
#ondas
The headline number was revenue of $83.8 million, up 67% sequentially, but the more telling figure is that organic growth, stripping out the effect of acquisitions, ran at approximately 85% year over year. Ondas raised its full-year 2026 revenue target to a range of $525 million to $550 million and guided third-quarter revenue to $140 million to $155 million, which implies roughly 73% sequential growth at the midpoint. If that ramp holds through the fourth quarter, the company expects to finish 2026 at a $1 billion annualized run rate, putting it years ahead of the $1.5 billion target it had set for 2030.
Backlog and demand back up the guidance. Pro forma backlog stood at $757 million on June 30, up 66% sequentially from $457 million at the end of the first quarter, while the two-year strategic pipeline has swelled past $11 billion, more than 2.5 times what it stood in May. New orders kept arriving on top of that: $175 million booked during the quarter itself and roughly $105 million more already captured so far in the third quarter.
The growth isn't just acquisition math, either. Sentrycs, the counter-drone unit, posted pro forma revenue growth of about 298% year over year, 4M's demining and land intelligence business grew 258%, and Airobotics rose 112%. Rotron, added through acquisition, booked $34.2 million of orders in a single quarter against the $25 million of full-year 2026 revenue Ondas had underwritten when it bought the company. The balance sheet backs the ambition: cash and short-term investments reached $1.4 billion, up from $616 million at the end of 2025, leaving room to spend $325 million in the third quarter alone on the DZYNE and Cyberhawk acquisitions. Contract wins add further weight, including $240 million of orders under a $982 million U.S. Army unmanned strike contract awarded to Mistral, a $140 million combat engineering vehicle program for INDO Earth, and a new one-way attack system deal with Israel's Ministry of Defense. The company also added former Mossad Director David Barnea and retired four-star General Charlie Flynn to its leadership and advisory ranks.
#ondas
27 days ago
Ondas Holdings and Unusual Machines dropped between 7 and 8 percent as four drone stocks fell in sync, pointing to a theme unwind rather than stock-specific catalysts.
Kratos Defense fell 5% despite sitting down 20% YTD, with 30-year Treasury yields near 19-year highs amplifying pressure on high-multiple drone stocks.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Red Cat Holdings didn't make the cut. Grab the names FREE today.
The defense drone complex is selling off together on Thursday morning, and the shape of the move matters more than the headline attached to it. Ondas Holdings (NASDAQ:ONDS) stock is down 7% to $8.31, while Unusual Machines (NYSE:UMAC) stock is down 8% to $26.13.
Meanwhile, Red Cat Holdings (NASDAQ:RCAT) stock is down 5% to $9.36, and Kratos Defense & Security Solutions (NASDAQ:KTOS) stock is down 5% to $57.61. Four names that entered the day with wildly different year-to-date setups are all falling by similar amounts, which points to positioning as the driver.
#drone
Kratos Defense fell 5% despite sitting down 20% YTD, with 30-year Treasury yields near 19-year highs amplifying pressure on high-multiple drone stocks.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Red Cat Holdings didn't make the cut. Grab the names FREE today.
The defense drone complex is selling off together on Thursday morning, and the shape of the move matters more than the headline attached to it. Ondas Holdings (NASDAQ:ONDS) stock is down 7% to $8.31, while Unusual Machines (NYSE:UMAC) stock is down 8% to $26.13.
Meanwhile, Red Cat Holdings (NASDAQ:RCAT) stock is down 5% to $9.36, and Kratos Defense & Security Solutions (NASDAQ:KTOS) stock is down 5% to $57.61. Four names that entered the day with wildly different year-to-date setups are all falling by similar amounts, which points to positioning as the driver.
#drone
1 month ago
For most investors, a sharp selloff is a reason to stay on the sidelines. But for Cathie Wood, the famous investor behind Ark Invest, it's an opportunity to increase exposure to disruptive innovators when market sentiment turns negative.
As markets become more wary of Elon Musk's companies — Tesla (TSLA) and ***** eX (SPCX) — Ark Invest has once again stepped in to buy the dip. As of July 27, disclosures revealed that several Ark Invest exchange-traded funds (ETFs) had purchased roughly $23 million worth of shares in both companies.
Why BlackRock Is Betting Big on Ondas Stock Now
Hoping for Lower Prices at the Gas Pump? After Exxon Doubles Profits, CEO Darren Woods Says 'I Wouldn't Hold My Breath.'
How Server CPUs Could Give AMD Stock a Big Boost After August 4
#cathie #SpaceX
As markets become more wary of Elon Musk's companies — Tesla (TSLA) and ***** eX (SPCX) — Ark Invest has once again stepped in to buy the dip. As of July 27, disclosures revealed that several Ark Invest exchange-traded funds (ETFs) had purchased roughly $23 million worth of shares in both companies.
Why BlackRock Is Betting Big on Ondas Stock Now
Hoping for Lower Prices at the Gas Pump? After Exxon Doubles Profits, CEO Darren Woods Says 'I Wouldn't Hold My Breath.'
How Server CPUs Could Give AMD Stock a Big Boost After August 4
#cathie #SpaceX
1 month ago
Newsmax (NMAX) is a Boca Raton, Florida-headquartered multi-platform media and entertainment company founded in 1998 by CEO Chris Ruddy. The company operates through two segments: Broadcasting, which powers its flagship Newsmax TV cable news channel distributed to over 100 million U.S. homes and a growing OTT streaming platform; and Digital, encompassing its website, social media channels, Newsmax+ streaming service, and digital publishing properties.
With 30.4 million total quarterly viewers, 25.4 million social media followers (up 25% year-over-year), and rapidly expanding international licensing and affiliate fee revenues, Newsmax has positioned itself as the fastest-growing conservative news and media brand in the United States.
Cathie Wood Doubles Down on Tesla and ******* eX as Wall Street Turns Cautious
Why BlackRock Is Betting Big on Ondas Stock Now
Hoping for Lower Prices at the Gas Pump? After Exxon Doubles Profits, CEO Darren Woods Says 'I Wouldn't Hold My Breath.'
#doubles #digital
With 30.4 million total quarterly viewers, 25.4 million social media followers (up 25% year-over-year), and rapidly expanding international licensing and affiliate fee revenues, Newsmax has positioned itself as the fastest-growing conservative news and media brand in the United States.
Cathie Wood Doubles Down on Tesla and ******* eX as Wall Street Turns Cautious
Why BlackRock Is Betting Big on Ondas Stock Now
Hoping for Lower Prices at the Gas Pump? After Exxon Doubles Profits, CEO Darren Woods Says 'I Wouldn't Hold My Breath.'
#doubles #digital
1 month ago
Microsoft (MSFT) just reported the quarter investors wanted to see. While investors punished Meta (META) for its disappointing Q2, they celebrated Microsoft's results. MSFT stock closed 15.51% higher Thursday, even though it is down 4% year-to-date (YTD). Microsoft delivered accelerating AI demand, exceptional financial strength despite high spending, and growing evidence that its massive AI investments are already translating into higher profits.
Here are the three biggest reasons investors rushed to buy MSFT stock.
Cathie Wood Doubles Down on Tesla and **** eX as Wall Street Turns Cautious
Why BlackRock Is Betting Big on Ondas Stock Now
Hoping for Lower Prices at the Gas Pump? After Exxon Doubles Profits, CEO Darren Woods Says 'I Wouldn't Hold My Breath.'
#thursday
Here are the three biggest reasons investors rushed to buy MSFT stock.
Cathie Wood Doubles Down on Tesla and **** eX as Wall Street Turns Cautious
Why BlackRock Is Betting Big on Ondas Stock Now
Hoping for Lower Prices at the Gas Pump? After Exxon Doubles Profits, CEO Darren Woods Says 'I Wouldn't Hold My Breath.'
#thursday
2 months ago
The world is still not ready for cyberattacks. Cities, hospitals, schools, businesses, and even the U.S. government continue to face mounting cybersecurity risks, with artificial intelligence (AI) making security issues far more complicated. After all, as Palo Alto Networks (PANW) notes, "AI enables threat actors to move from initial access to exfiltration in minutes, effortlessly bypassing traditional defenses."
In response, Microsoft (MSFT) recently unveiled its first cybersecurity AI model: MAI-Cyber-1-Flash. The company also introduced Project Perception, an AI-powered security platform designed to help organizations detect, ******* yze, and respond to cyber threats more quickly.
Cathie Wood Doubles Down on Tesla and ******* eX as Wall Street Turns Cautious
Why BlackRock Is Betting Big on Ondas Stock Now
Hoping for Lower Prices at the Gas Pump? After Exxon Doubles Profits, CEO Darren Woods Says 'I Wouldn't Hold My Breath.'
#cyber #Cybersecurity #palo #Microsoft
In response, Microsoft (MSFT) recently unveiled its first cybersecurity AI model: MAI-Cyber-1-Flash. The company also introduced Project Perception, an AI-powered security platform designed to help organizations detect, ******* yze, and respond to cyber threats more quickly.
Cathie Wood Doubles Down on Tesla and ******* eX as Wall Street Turns Cautious
Why BlackRock Is Betting Big on Ondas Stock Now
Hoping for Lower Prices at the Gas Pump? After Exxon Doubles Profits, CEO Darren Woods Says 'I Wouldn't Hold My Breath.'
#cyber #Cybersecurity #palo #Microsoft
2 months ago
Visa (V) is reportedly laying off 7% of its workforce and plans to use the resulting savings to invest in business areas that it believes have strong potential. Given the impressive success of the company's "value-added" initiatives last quarter, Visa's upcoming investments will likely yield favorable results in the longer term.
Importantly, Visa delivered solid fiscal third-quarter financial results on July 28. The recent layoffs are also likely to boost its profit margins and bottom line to some extent. Finally, the valuation of V stock appears reasonably attractive, given the company's growth.
Cathie Wood Doubles Down on Tesla and ******* eX as Wall Street Turns Cautious
Why BlackRock Is Betting Big on Ondas Stock Now
Hoping for Lower Prices at the Gas Pump? After Exxon Doubles Profits, CEO Darren Woods Says 'I Wouldn't Hold My Breath.'
#Stock
Importantly, Visa delivered solid fiscal third-quarter financial results on July 28. The recent layoffs are also likely to boost its profit margins and bottom line to some extent. Finally, the valuation of V stock appears reasonably attractive, given the company's growth.
Cathie Wood Doubles Down on Tesla and ******* eX as Wall Street Turns Cautious
Why BlackRock Is Betting Big on Ondas Stock Now
Hoping for Lower Prices at the Gas Pump? After Exxon Doubles Profits, CEO Darren Woods Says 'I Wouldn't Hold My Breath.'
#Stock
2 months ago
Wall Street has spent the past two years obsessing over the hundreds of billions of dollars Big Tech is pouring into artificial intelligence. But an even bigger story may be unfolding off the balance sheet.
A recent Nikkei investigation found that the four largest hyperscale cloud providers have quietly accumulated roughly $1.65 trillion in off-balance-sheet obligations tied largely to data centers, power infrastructure, and long-term lease commitments. These aren't traditional loans investors see on a balance sheet. Instead, they're contractual guarantees and lease obligations designed to accelerate AI expansion while keeping reported debt lower than it otherwise would be.
Cathie Wood Doubles Down on Tesla and **** eX as Wall Street Turns Cautious
Why BlackRock Is Betting Big on Ondas Stock Now
Hoping for Lower Prices at the Gas Pump? After Exxon Doubles Profits, CEO Darren Woods Says 'I Wouldn't Hold My Breath.'
#sheet #obligations #lease
A recent Nikkei investigation found that the four largest hyperscale cloud providers have quietly accumulated roughly $1.65 trillion in off-balance-sheet obligations tied largely to data centers, power infrastructure, and long-term lease commitments. These aren't traditional loans investors see on a balance sheet. Instead, they're contractual guarantees and lease obligations designed to accelerate AI expansion while keeping reported debt lower than it otherwise would be.
Cathie Wood Doubles Down on Tesla and **** eX as Wall Street Turns Cautious
Why BlackRock Is Betting Big on Ondas Stock Now
Hoping for Lower Prices at the Gas Pump? After Exxon Doubles Profits, CEO Darren Woods Says 'I Wouldn't Hold My Breath.'
#sheet #obligations #lease
2 months ago
Big institutional investments often shine a spotlight on companies that many investors may have overlooked. That's exactly what happened after BlackRock (BLK) disclosed a new 7.2% passive stake in Ondas (ONDS) through a Schedule 13G filing with the United States Securities and Exchange Commission, revealing ownership of 38.1 million shares.
The move has put the spotlight back on Ondas, a company developing autonomous systems and advanced technology products for defense and industrial markets – two sectors drawing growing investor interest. The timing is particularly interesting.
Ahead of ****** eX Earnings, Here's What Barchart Data Says Comes Next for SPCX Stock
China Just Gave Sandisk Stock Investors a New Reason to Worry
Top Memory Chipmaker Plunges as Sharp Pullback Extends. How to Play It Here.
#states
The move has put the spotlight back on Ondas, a company developing autonomous systems and advanced technology products for defense and industrial markets – two sectors drawing growing investor interest. The timing is particularly interesting.
Ahead of ****** eX Earnings, Here's What Barchart Data Says Comes Next for SPCX Stock
China Just Gave Sandisk Stock Investors a New Reason to Worry
Top Memory Chipmaker Plunges as Sharp Pullback Extends. How to Play It Here.
#states
2 months ago
The Inner Circle 24 ignited Bangkok's iconic Lumpinee Stadium with another heart-racing Asia primetime event packed with explosive finishes and unforgettable performances this past Friday, July 31.
This members-only card featured four high-octane Muay Thai and MMA bouts, which streamed exclusively on live.onefc.com from "The Madison Square Garden of the East." With three of the four bouts ending in highlight-reel fashion, the show delivered non-stop thrills from beginning to end.
A new bantamweight MMA king was crowned in the main event, as Azerbaijani-Russian destroyer Elbek Alyshov turned off Enkh-Orgil Baatarkhuu's lights in the second round.
Alyshov dropped the Mongolian ******* leholder with a thunderous uppercut in the clinch, and then he followed up with relentless ground-and-pound to force the referee to wave off the contest. That spectacular performance earned him the ONE Bantamweight MMA World ******* le, as well as a US$50,000 performance bonus.
The co-main event featured another impressive display, as 19-year-old Lebanese sensation Ramadan "The Scorpion" Ondash continued his meteoric rise. Ondash edged out fellow teen star Johan "Jojo" Ghazali in a razor-close flyweight Muay Thai battle to claim a hard-fought split-decision victory.
#four #bouts
This members-only card featured four high-octane Muay Thai and MMA bouts, which streamed exclusively on live.onefc.com from "The Madison Square Garden of the East." With three of the four bouts ending in highlight-reel fashion, the show delivered non-stop thrills from beginning to end.
A new bantamweight MMA king was crowned in the main event, as Azerbaijani-Russian destroyer Elbek Alyshov turned off Enkh-Orgil Baatarkhuu's lights in the second round.
Alyshov dropped the Mongolian ******* leholder with a thunderous uppercut in the clinch, and then he followed up with relentless ground-and-pound to force the referee to wave off the contest. That spectacular performance earned him the ONE Bantamweight MMA World ******* le, as well as a US$50,000 performance bonus.
The co-main event featured another impressive display, as 19-year-old Lebanese sensation Ramadan "The Scorpion" Ondash continued his meteoric rise. Ondash edged out fellow teen star Johan "Jojo" Ghazali in a razor-close flyweight Muay Thai battle to claim a hard-fought split-decision victory.
#four #bouts
2 months ago
ONE Championship is capping off a spectacular month with a pair of high-octane events at "The Madison Square Garden of the East."
The world's largest martial arts organization will broadcast The Inner Circle 24 and ONE Friday Fights 164 live in Asia primetime from the iconic Lumpinee Stadium in Bangkok, Thailand, this Friday, July 31.
In the headline attraction of The Inner Circle 24, which streams exclusively on live.onefc.com, Netflix's Physical: Asia star Enkh-Orgil Baatarkhuu will make his first ONE Bantamweight MMA World ****** le defense against undefeated challenger Elbek Alyshov.
Plus, 19-year-old sensations Johan "Jojo" Ghazali and Ramadan "The Scorpion" Ondash will put their friendship aside and throw down in a flyweight Muay Thai co-main event showdown.
Then, get ready for ONE Friday Fights 164. In the main event, surging Thai veteran Watcharaphon Laochokcharoen will go head-to-head with three-time ISKA Kickboxing World Champion Akram "La Pépite" Hamidi.
#thai
The world's largest martial arts organization will broadcast The Inner Circle 24 and ONE Friday Fights 164 live in Asia primetime from the iconic Lumpinee Stadium in Bangkok, Thailand, this Friday, July 31.
In the headline attraction of The Inner Circle 24, which streams exclusively on live.onefc.com, Netflix's Physical: Asia star Enkh-Orgil Baatarkhuu will make his first ONE Bantamweight MMA World ****** le defense against undefeated challenger Elbek Alyshov.
Plus, 19-year-old sensations Johan "Jojo" Ghazali and Ramadan "The Scorpion" Ondash will put their friendship aside and throw down in a flyweight Muay Thai co-main event showdown.
Then, get ready for ONE Friday Fights 164. In the main event, surging Thai veteran Watcharaphon Laochokcharoen will go head-to-head with three-time ISKA Kickboxing World Champion Akram "La Pépite" Hamidi.
#thai
2 months ago
Ramadan "The Scorpion" Ondash and Abdallah Ondash are brothers, close friends, and ruthless training partners who have spent much of their lives pushing each other toward the highest levels of Muay Thai.
The 19-year-old Ramadan will face former friend Johan "Jojo" Ghazali in a flyweight Muay Thai co-main event of The Inner Circle 24 on Friday, July 31.
Six years his senior, Abdallah will compete earlier that evening when he seeks revenge against Chokpreecha PK TomTKalaiyont in a strawweight rematch. The event streams live in Asia primetime from Bangkok's iconic Lumpinee Stadium exclusively for members at live.onefc.com.
The Lebanese siblings have already competed on the same ONE Championship card four times, winning every bout between them. Remarkably, each brother has suffered only one promotional setback, and both defeats came when the other was not competing alongside him.
Martial arts has always occupied an important place in the Ondash family. Their father was a wrestler, while their brother Ahmad became the first family member to seriously pursue Muay Thai and later opened a gym in Lebanon.
#abdallah #Event #brother
The 19-year-old Ramadan will face former friend Johan "Jojo" Ghazali in a flyweight Muay Thai co-main event of The Inner Circle 24 on Friday, July 31.
Six years his senior, Abdallah will compete earlier that evening when he seeks revenge against Chokpreecha PK TomTKalaiyont in a strawweight rematch. The event streams live in Asia primetime from Bangkok's iconic Lumpinee Stadium exclusively for members at live.onefc.com.
The Lebanese siblings have already competed on the same ONE Championship card four times, winning every bout between them. Remarkably, each brother has suffered only one promotional setback, and both defeats came when the other was not competing alongside him.
Martial arts has always occupied an important place in the Ondash family. Their father was a wrestler, while their brother Ahmad became the first family member to seriously pursue Muay Thai and later opened a gym in Lebanon.
#abdallah #Event #brother
2 months ago
ONDS raised FY2026 guidance to $390M with a $457M backlog, making L3Harris (LHX) the cleanest strategic fit given its Trusted Disruptor acquisition playbook.
Motorola Solutions (MSI) is the non-obvious wild card, as Silvus mesh-networking and unmanned comms overlap directly with Ondas' Iron Drone and Sentrycs ****** ets.
Private equity faces punishing LBO math at 45x price-to-sales, while ONDS shares at $8.25 sit well below the $19.81 ****** yst consensus target.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and RTX didn't make the cut. Grab the names FREE today.
Ondas (NASDAQ:ONDS) has ****** embled a system-of-systems autonomous-defense portfolio that looks increasingly like something a prime would rather own than compete with. The company reported Q1 FY2026 revenue of $50.12 million (+1,079.8% year over year), lifted its FY2026 revenue target to at least $390 million, and disclosed a pro forma backlog of $457 million. With counter-UAS (Sentrycs, Iron Drone), loitering munitions (Mistral, Rotron), stratospheric ISR (World View), and a SkyWeaver agentic-AI platform co-developed with Palantir, the strategic logic for a takeout is compelling. Here are four likely acquirers, ranked from longest shot to cleanest fit.
#onds #million #ondas #cleanest
Motorola Solutions (MSI) is the non-obvious wild card, as Silvus mesh-networking and unmanned comms overlap directly with Ondas' Iron Drone and Sentrycs ****** ets.
Private equity faces punishing LBO math at 45x price-to-sales, while ONDS shares at $8.25 sit well below the $19.81 ****** yst consensus target.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and RTX didn't make the cut. Grab the names FREE today.
Ondas (NASDAQ:ONDS) has ****** embled a system-of-systems autonomous-defense portfolio that looks increasingly like something a prime would rather own than compete with. The company reported Q1 FY2026 revenue of $50.12 million (+1,079.8% year over year), lifted its FY2026 revenue target to at least $390 million, and disclosed a pro forma backlog of $457 million. With counter-UAS (Sentrycs, Iron Drone), loitering munitions (Mistral, Rotron), stratospheric ISR (World View), and a SkyWeaver agentic-AI platform co-developed with Palantir, the strategic logic for a takeout is compelling. Here are four likely acquirers, ranked from longest shot to cleanest fit.
#onds #million #ondas #cleanest
2 months ago
By Karen Roman
Ondas Inc. (Nasdaq: ONDS) said it acquired DZYNE Technologies at $875.8 million, expanding its portfolio across multi-domain ISR, counter-UAS, precision strike, mission intelligence and autonomous systems for U.S. and allied defense customers.
Ondas Sentinel, a dedicated operating division created to integrate DZYNE and World View, will unify Ondas' growing U.S. portfolio of autonomous defense technologies, the company stated.
"The character of warfare is changing rapidly, and military advantage increasingly belongs to organizations capable of deploying autonomous systems at scale," said Eric Brock, Ondas Chairman and CEO. "DZYNE significantly strengthens Ondas' financial profile, adding substantial scale and revenue growth. DZYNE is EBITDA positive with a strong and growing margin profile, accelerating Ondas' path towards profitable, long-term growth."
Contact:
Ondas Inc. (Nasdaq: ONDS) said it acquired DZYNE Technologies at $875.8 million, expanding its portfolio across multi-domain ISR, counter-UAS, precision strike, mission intelligence and autonomous systems for U.S. and allied defense customers.
Ondas Sentinel, a dedicated operating division created to integrate DZYNE and World View, will unify Ondas' growing U.S. portfolio of autonomous defense technologies, the company stated.
"The character of warfare is changing rapidly, and military advantage increasingly belongs to organizations capable of deploying autonomous systems at scale," said Eric Brock, Ondas Chairman and CEO. "DZYNE significantly strengthens Ondas' financial profile, adding substantial scale and revenue growth. DZYNE is EBITDA positive with a strong and growing margin profile, accelerating Ondas' path towards profitable, long-term growth."
Contact:
3 months ago
Ondas Inc (NASDAQ:ONDS) is one of the best AI stocks under $10 to buy now. Ondas shares have exploded almost 500% over the past year, and ****** ysts say the stock could still double from its current price. Some 34 hedge funds have confidence in Ondas' stock outlook.
boscorelli/Shutterstock.com
On June 16, Ondas Inc (NASDAQ:ONDS) announced the launch of multiple new autonomous defense systems at the Eurosatory 2026 event in Europe. The systems cover categories like air defense, ground robotics, and AI software.
One of the systems is named Dual Shield, and this is a truck-mounted counter-UAS solution for mobile forces. Iron Arrow is a long-range interceptor platform, MODUS is a modular low-altitude solution built for ground forces, and LADOS is an autonomous defense platform for controlling operations across multiple environments.
According to Ondas CEO Eric Brock, the company considers Europe a central pillar of its long-term growth strategy. Ondas used the event to highlight ONBERG, its European joint venture focused on local manufacturing, support, and deployment of drone defense systems.
boscorelli/Shutterstock.com
On June 16, Ondas Inc (NASDAQ:ONDS) announced the launch of multiple new autonomous defense systems at the Eurosatory 2026 event in Europe. The systems cover categories like air defense, ground robotics, and AI software.
One of the systems is named Dual Shield, and this is a truck-mounted counter-UAS solution for mobile forces. Iron Arrow is a long-range interceptor platform, MODUS is a modular low-altitude solution built for ground forces, and LADOS is an autonomous defense platform for controlling operations across multiple environments.
According to Ondas CEO Eric Brock, the company considers Europe a central pillar of its long-term growth strategy. Ondas used the event to highlight ONBERG, its European joint venture focused on local manufacturing, support, and deployment of drone defense systems.
