Update shared on07 Sep 2025
Fair value Increased 7.50%Analysts have raised Ondas Holdings’ price target from $5.00 to $5.38, citing strong defense market traction, exposure to high-growth drone sectors, and expectations of sustained top-line expansion driven by a multi-year industry upcycle.
Analyst Commentary
- Bullish analysts highlight Ondas as a top U.S.-based pure-play drone company, well-positioned to benefit from a multi-year supercycle in unmanned aerial systems.
- Ondas' comprehensive portfolio targets high-growth verticals, addressing a near-term opportunity exceeding $5 billion.
- Strong traction in the defense market is driving confidence in continued revenue growth for the OAS drones business.
- Execution on Ondas' strategic roadmap is seen as supporting significant top-line expansion in coming years.
- The large greenfield opportunity and robust growth trajectory are expected to justify a higher valuation multiple, despite recent significant share price appreciation.
What's in the News
- Ondas Holdings and Un usual Machines entered MOUs with Safe Pro Group to integrate AI-powered drone threat detection technology, expanding defense and humanitarian offerings and deepening government and NATO engagement, notably in Ukraine.
- Ondas Holdings completed a $150.02 million follow-on equity offering, issuing 46,160,000 shares at $3.25 per share.
- Multiple classes of Ondas securities (common stock, warrants, options, RSUs) are subject to 60-day lock-up agreements restricting insider sales.
- Ondas reaffirmed its full-year 2025 revenue guidance of at least $25 million.
- Ondas subsidiary American Robotics partnered with Mistral Inc. to accelerate defense and government adoption of its autonomous drone and counter-UAS platforms.
Valuation Changes
Summary of Valuation Changes for Ondas Holdings
- The Consensus Analyst Price Target has risen from $5.00 to $5.38.
- The Net Profit Margin for Ondas Holdings has risen from 7.54% to 7.94%.
- The Discount Rate for Ondas Holdings has risen slightly from 7.88% to 8.12%.
Disclaimer
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