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Ondas Inc. (ONDS) has demonstrated exceptional growth, reporting Q4 revenue of $30.1 million, a 198% sequential increase and a 629% year-over-year surge, surpassing the $27.6 million consensus estimate. Gross profit reached $12.7 million, with margins expanding to 42% from 21% the previous year, driven by a richer product mix and improved cost absorption. The company has raised its 2026 revenue guidance to at least $375 million, supported by a $68.3 million backlog and strong early orders. For Q1 2026, revenue is forecasted between $38 million and $40 million, well above the $28.4 million Street estimate. Ondas also maintains a robust financial position with over $1.5 billion in cash as of December 31, 2025, enabling further strategic investments. The company’s recent acquisitions of World View Enterprises and Rotron Aero enhance its autonomous defense and intelligence capabilities, expanding its reach into high-altitude ISR missions and strengthening its position in NATO and U.K. defense markets. Analysts have responded positively, with Needham’s Austin Bohlig reiterating a Buy rating and raising the price target to $23, while the average target has increased by 36.8% to $17.62. With its focus on autonomous systems and defense, Ondas is well-positioned to capitalize on a multi-year "unmanned systems supercycle," supported by strong financials, strategic acquisitions, and growing market momentum.
Source content provided by Benzinga.
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Recent news for ONDS

News in this section is provided by Benzinga and is written entirely by Benzinga authors. Articles are presented as they were provided by Benzinga, and do not represent the opinions of TradeStation or its employees.

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Ondas Shares Slide 9% Following 2.3 Million Share Resale Filing

Ondas (NASDAQ: ONDS) shares are losing ground Wednesday morning as the market processes a fresh influx of stock hitting the secondary market.

Jim Cramer: This Tech Stock Is A 'Winner', Snap Does Not Have Growth

Jim Cramer discussed various stocks on Mad Money Lightning Round. He expressed concerns about Ondas Inc's losses and praised companies like Halliburton and Nokia.

About ONDS

Ondas Inc designs, develops, manufactures, sells, and supports FullMAX Software Defined Radio (SDR) technology in the United States, Israel, and India. The company operates in two business segments namely Ondas Networks and Ondas Autonomous Systems. ... Read more

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