Ondas Inc - Common Stock (ONDS)

Ondas (NASDAQ:ONDS) raised its 2026 revenue target and projected at least $1.1 billion in sales next year after reporting record third-quarter revenue, as the defense technology company prepares to expand production of its surveillance aircraft and drone interceptors. Third-quarter revenue reached

Ondas's ULTRA platform flies about three times longer than legacy systems at a fifth of the cost, a gap that could shape its recurring service revenue.

Margin pressure and production ramps will decide whether growth holds.

Record Q3 revenue of $167.5 million, up 100% sequentially and more than 16-fold year over year; pro forma organic revenue grew 64% year-over-yearCaptured $214 million in new orders during Q3; backlog increased 36% sequentially to $835 millionRaises full-year 2026 revenue target to at least $550 million; targets more than $250 million of Q4 revenue and at least 75% pro forma organic year-over-year growth in Q4Initiates 2027 revenue target of at least $1.1 billion, excluding additional acquisitionsExpects operating-platform Adjusted EBITDA profitability in Q4 2026 and pulls forward company-wide Adjusted EBITDA profitability target to Q3 2027Expanded U.S. defense, sovereign AI, manufacturing and supply-chain capabilities through Ondas Sentinel, Regna AI and targeted acquisitionsConference call scheduled for today, November 12 at 8:30 a.m. ET

Following previously announced Digital Bat program award, Ondas advances toward production of low-cost tactical attack drones, targeting market opportunity with potential demand for tens of thousands of systemsPlanned acquisition of ARAN Defense expected to support establishment of a dedicated production line, strengthening Ondas' Precision Strike segment and scalable manufacturing capabilities

U.S. Air Force requirements underscore the need for affordable, long-endurance and attritable ISR capacityDefinitive agreement to acquire ULTRA airframe manufacturer Stemme in all-cash transaction would accelerate ULTRA production and support U.S. manufacturing expansionExpansion targets 10 ULTRA aircraft per month by 2028 to serve U.S., allied and dual-use missions

Major Contracts with European Police for Ondas' Portable Ranger Counter-UAS Systems and Asian Government Customer for Iron Drone Highlight Growing International DemandNew Contracts Strengthen Ondas' Global Counter-UAS Business and Demonstrate the Strength of Its Integrated, Multi-Layered Aerial Defense Technology Portfolio

Ondas' field-proven Cyber-over-RF technology supported counter-UAS protection at a majority of the 2026 FIFA World Cup host stadiums in North America and was selected to protect Jacksonville Jaguars NFL gamesIntegrated Aerial Security portfolio combines advanced drone detection and tracking, precision Cyber-over-RF mitigation, handheld and vehicle-mounted countermeasures, and integrated command-and-control systemsCompany to engage public safety and government leaders on November 9th at the Countering the Threat Forum as federal funding expands counter-drone capabilities nationwide

WEST PALM BEACH, FL / ACCESS Newswire / October 29, 2026 / Ondas Inc. (NASDAQ:ONDS) ("Ondas" or the "Company"), a leading provider of advanced autonomous systems and next-generation defense and security technologies and services, today announced the Company will hold a conference call on Thursday, November 12, 2026, at 8:30 a.m. Eastern Time to discuss its financial results for the third quarter ended September 30, 2026. The results will be reported in a press release prior to the conference call.

Teradyne, Grail, Kratos Defense, FormFactor and Fabrinet have pulled back despite strong growth, setting up potential entry points in robotics, quantum and AI.

Billions in Defense Modernization Are Driving Demand for Advanced AI, Autonomous Coordination, and Next-Generation Battlefield Intelligence   New York, NY – October 14, 2026 – Artificial intelligence is changing the way military operations are planned, managed and carried out. As defense forces deploy more drones, unmanned ground vehicles, surveillance systems and connected sensors, the ability […]

Billions in Defense Modernization Are Driving Demand for Advanced AI, Autonomous Coordination, and Next-Generation Battlefield Intelligence

Successful installation and European aviation certification of advanced missile protection suite expands Ondas' presence in the global VVIP aircraft protection marketMilestone demonstrates Ondas' growing capabilities in delivering integrated airborne defense technologies for sophisticated aircraft platforms and government customers worldwide

Regna AI will bring mission-specialized fine-tuned AI models to governments and enterprises 

Over $270 million in orders secured since June 30, expanding backlog and strengthening revenue visibility into 2027Order activity spans Ondas' autonomous defense portfolio as ULTRA and IonStrike advance through key customer validation milestonesIncludes recently announced $56 million Electronic Safe & Arm Devices ("ESAD") award demonstrating traction with a leading European neo-prime and potential for re-occurring program demand

New York, NY – October 8, 2026 – A Multibillion-Dollar Agriculture Drone Market Could Create a Major New Growth Opportunity as Farmers Turn to AI, Automation and Aerial Intelligence – The next major agriculture technology boom may be happening thousands of feet above the fields. Precision drones are giving farmers a powerful way to see […]

Ondas Holdings, Wolfspeed and Xponential Fitness carry heavy short interest and bearish analyst sentiment, but each shows potential catalysts that could trigger a short squeeze for contrarian investors.

First Electronic Safe & Arm Device order since the GATE Technologies and Bron Technologies acquisitions, supported by Ondas' production operations in PolandOndas is building the precision strike technology stack across platforms, navigation, mission systems, propulsion and weapon components

First system under contract to deliver to the Office of Naval Research following acceptance testing

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AI, Autonomous Systems and Next-Generation Threat Detection Are Reshaping Modern Defense

Three-year agreement, extendable by two years, covers drone inspection and surveying across SSE plc's UK transmission and distribution networksScope expands to offshore wind turbine inspection, extending Cyberhawk into SSE's offshore renewable generation assetsThird consecutive long-term award in a relationship spanning more than ten years, alongside a renewed multi-year iHawk™ as a Service agreement