Update shared on23 Aug 2025
Fair value Increased 70%Ondas Holdings’ consensus price target has been significantly raised to $5.00 as analysts cite the company’s strengthening leadership in U.S. drones, increasing defense sector traction, and large addressable opportunities that underpin expectations for robust long-term growth.
Analyst Commentary
- Bullish analysts highlight Ondas' strong positioning as a leading U.S.-based pure-play drone company, expecting the unmanned aerial systems industry to enter a multi-year supercycle.
- The company's end-to-end portfolio is targeting high-growth market verticals, with analysts estimating a near-term addressable opportunity exceeding $5 billion.
- The OAS drones business is gaining significant traction in the defense sector, supporting expectations for substantial revenue growth.
- Ondas' continued execution on its strategic roadmap is driving confidence in sustained multiple expansion and long-term performance.
- Despite recent significant stock price appreciation, analysts remain optimistic that large greenfield opportunities and Ondas' growth trajectory can drive further upside.
What's in the News
- Ondas Holdings completed two follow-on equity offerings: $39.99 million (22.4 million common shares at $1.25, 9.6 million pre-funded warrants at $1.2499), and $150.02 million (46.16 million common shares at $3.25).
- Multiple 60- and 90-day lock-up agreements enacted for common stock, warrants, stock options, and RSUs involving executives, directors, and major stockholders.
- Ondas reaffirmed 2025 revenue guidance of at least $25 million.
- Subsidiary American Robotics entered a strategic partnership with Mistral Inc. to accelerate adoption of defense and public safety drone platforms in U.S. government channels.
- Ondas formed a partnership with Klear Inc. to provide off-balance sheet working capital solutions to subsidiaries and affiliates, supporting acquisition-driven growth.
Valuation Changes
Summary of Valuation Changes for Ondas Holdings
- The Consensus Analyst Price Target has significantly risen from $2.94 to $5.00.
- The Future P/E for Ondas Holdings has significantly risen from 46.45x to 109.27x.
- The Net Profit Margin for Ondas Holdings has significantly fallen from 10.99% to 7.54%.
Disclaimer
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