Ondas Holdings Inc Aktie News

Blue Owl Capital presents a compelling high-yield opportunity with a nearly 10% dividend, despite investor concerns about its credit business. IBM secures a bullish catalyst as the US government proposes a $1B equity stake to support its quantum computing roadmap. Quantum Computing is a speculative buy, leveraging a strong cash position and accelerating revenue in a nascent market projected at ...

America may have lost its technological military supremacy in the Iran war, due to the asymmetry brought by low-cost drones. This situation is far from over in my view, and America needs to rearm. I think Ondas is positioned as the best consolidator in the drone warfare sector. In such a fast-paced, nascent environment, M&A is the company's strategic moat, not a weakness. I view ONDS's layered,...

Ondas (ONDS) acquires Cyberhawk for $125M in cash, marking a strategic shift from prior share-based deals and leveraging its strong balance sheet. Cyberhawk brings 232TB of georeferenced asset data and AI-driven analytics, enhancing ONDS's technical capabilities and creating significant integration synergies. Despite a long standalone payback, Cyberhawk's platform is expected to drive group-wid...

New June orders bring Ondas' Q2-to-date order activity to over $150 million, driven by demand for Counter-UAS, Loitering Munition Systems ("LMS") and integrated autonomous defense capabilities Rotron Aerospace's successful SkyLance trial under the UK Ministry of Defence's Project Brakestop advances Ondas' LMS platform and strengthens its position in sovereign long-range strike capabilities play...

95% cash funded transaction expands Ondas' dual-use capabilities with an autonomous infrastructure intelligence platform combining scaled drone inspection services, AI-enabled asset analytics, and enterprise visualization software Cyberhawk's blue-chip utility and energy customer base underpins strong growth and high-reoccurring revenue in the industrial and critical infrastructure markets Cybe...

Ondas will present its unified systems of systems architecture connecting air defense, aerial intelligence, ground robotics, loitering mission systems, and AI-powered command software into one autonomous operational force New systems and integrated solutions launching at Eurosatory include Iron Wave, Dual Shield, MODUS, Scout Cyber-over-RF, Iron Arrow, and LADOS, expanding Ondas' unified autono...

Ondas Holdings remains a risk-aware Buy as revenue targets and backlog have surged, while valuation multiples have compressed significantly since February. ONDS's 2026 revenue target has jumped to ~$390m, backlog is ~$457m, and gross margins are holding near 50% despite rapid scaling and integration. Share dilution concerns are mitigated by revenue growth outpacing issuance; consensus revenue e...

Ondas upgraded from Hold to Buy, reflecting its leadership in the rapidly expanding military drone sector. ONDS is positioned to benefit from multi-year tailwinds as the global military drone market is projected to nearly double by 2033. The recent execution is impressive: ONDS posted $50.1 million in revenue, over 1,000% YoY growth, and 25% above previous targets.