Ondas (ONDS) Resumen de Acciones
Ondas Inc. ofrece soluciones privadas inalámbricas, de drones y de datos automatizados en Estados Unidos y a escala internacional. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 2/6 |
| Crecimiento futuro | 2/6 |
| Rendimiento pasado | 2/6 |
| Salud financiera | 4/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
ONDS Community Fair Values
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Analyst Price Targets
Top Community Narratives
Competidores de Ondas Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$7.23 |
| Máximo en las últimas 52 semanas | US$15.28 |
| Mínimo de 52 semanas | US$4.95 |
| Beta | 2.74 |
| Cambio en 1 mes | -26.00% |
| Variación en 3 meses | -22.51% |
| Cambio de 1 año | 10.21% |
| Variación en 3 años | 786.57% |
| Variación en 5 años | -7.31% |
| Variación desde la OPV | -46.44% |
Noticias y actualizaciones recientes
Seeking Alpha • Aug 31
Ondas Enters The Execution Phase
Summary Q2 revenue surged nearly 13-fold to $83.8 million, while pro forma organic growth remained exceptionally strong at approximately 85%. Pro forma backlog reached $757 million, supported by $175 million of Q2 orders and another $105 million entering Q3. Reaching the $537.5 million guidance midpoint requires approximately $256 million of Q4 revenue, implying roughly 74% sequential growth. Adjusted EBITDA loss widened to $50.6 million as cash operating expenses reached $93 million, making operating leverage the critical test. Shares outstanding increased roughly 50% to 570.6 million, raising the hurdle for translating rapid corporate growth into per-share returns. Read the full article on Seeking Alpha
Actualización de narrativa • Aug 19
ONDS: Defense Backlog And Acquisitions Will Drive Future Autonomous Platform Upside
Ondas' analyst price target has shifted to $13 from $16 as analysts weigh recent acquisitions, including the $33M Aran Defense deal, against updated assumptions on growth, profitability, and future P/E levels. Analyst Commentary Recent research on Ondas centers on how the acquisition-driven model, including the US$33m Aran Defense deal and the earlier DZYNE Technologies transaction, feeds into revenue, profitability, and valuation.Recent updates
Seeking Alpha • Aug 31
Ondas Enters The Execution Phase
Summary Q2 revenue surged nearly 13-fold to $83.8 million, while pro forma organic growth remained exceptionally strong at approximately 85%. Pro forma backlog reached $757 million, supported by $175 million of Q2 orders and another $105 million entering Q3. Reaching the $537.5 million guidance midpoint requires approximately $256 million of Q4 revenue, implying roughly 74% sequential growth. Adjusted EBITDA loss widened to $50.6 million as cash operating expenses reached $93 million, making operating leverage the critical test. Shares outstanding increased roughly 50% to 570.6 million, raising the hurdle for translating rapid corporate growth into per-share returns. Read the full article on Seeking AlphaActualización de narrativa • Aug 19
ONDS: Defense Backlog And Acquisitions Will Drive Future Autonomous Platform Upside
Ondas' analyst price target has shifted to $13 from $16 as analysts weigh recent acquisitions, including the $33M Aran Defense deal, against updated assumptions on growth, profitability, and future P/E levels. Analyst Commentary Recent research on Ondas centers on how the acquisition-driven model, including the US$33m Aran Defense deal and the earlier DZYNE Technologies transaction, feeds into revenue, profitability, and valuation.
Actualización de narrativa • Aug 05
ONDS: Defense Orders And DZYNE Acquisition Will Drive Future Autonomous Platform Upside
Analysts have raised their price target for Ondas from $24.11 to $25.00, citing the DZYNE Technologies acquisition, an expanded $1.5b opportunity pipeline, and renewed interest in U.S. drone funding as key factors driving their updated view. Analyst Commentary on Ondas Bullish analysts see the recent developments at Ondas as directly linked to a larger long term opportunity in autonomous defense and drone platforms.Actualización de narrativa • Jun 26
ONDS: Autonomous Defense Backlog And Cyberhawk Deal Will Drive Future Upside
Analysts have lifted their Ondas price target from $10.00 to $16.00, citing sector interest following reports of potential U.S. federal funding for drone companies and updated assumptions around revenue growth, profit margins and future P/E levels. What’s in the News for Ondas Ondas reported Q2 2026 orders above US$150 million across defense, security, and autonomous platforms, including C UAS, loitering munitions, ISR systems, UGVs, and robotic defense mechanisms.
Actualización de narrativa • Jun 05
ONDS: Federal Drone Support And Defense Backlog Will Drive Future Upside
Analysts have lifted their price target on Ondas by $6, citing sector interest related to U.S. federal support for domestic drone companies and recent firm-specific research that incorporates updated growth and margin assumptions. Analyst Commentary Recent research around Ondas reflects a mix of optimism tied to policy headlines and price target revisions, alongside reminders that execution risks and open questions still matter for valuation.Actualización de narrativa • May 14
ONDS: Epic Fury Counter Drone Demand Will Support Future Defense Partnerships
Narrative Update on Ondas The average analyst price target for Ondas has moved higher by a few dollars to $20.13, as analysts point to increased conviction around its low cost, scalable counter drone opportunity following recent defense events and supporting updates from firms like Northland, Maxim, and Oppenheimer. Analyst Commentary Recent research updates show analysts reacting to both the defense backdrop and company specific developments, with several price target increases and ongoing debate around execution and risk.Actualización de narrativa • Apr 24
ONDS: Epic Fury Counter Drone Need Will Drive Future Capital Deployment
Narrative Update on Ondas Analysts have lifted their average Ondas price target by a mid single digit dollar amount into the low $20s, citing supporting research that highlights stronger conviction around the need for low cost, scalable counter drone solutions following recent geopolitical events and updated coverage from several firms. Analyst Commentary Recent research has focused on how Ondas is positioned within the growing need for low cost, scalable counter drone solutions, especially following Operation Epic Fury and the subsequent drone and missile activity across the Gulf.Actualización de narrativa • Apr 09
ONDS: Epic Fury Counter Drone Demand Will Support Future Capital Deployment
Analysts lifted the Ondas fair value estimate by $1 to $20.13 as they factor in higher long term profitability and richer P/E assumptions, while still accounting for uncertainties flagged in recent research on counter drone demand and capital deployment. Analyst Commentary Recent Street research around Ondas centers on how the company might convert a stronger balance sheet and rising geopolitical interest in low cost counter drone systems into sustained earnings power, while still flagging several open questions around execution and capital deployment.Actualización de narrativa • Mar 26
ONDS: Epic Fury Counter Drone Demand Will Drive Capital Deployment Success
Narrative Update on Ondas The analyst price target for Ondas has moved from $18.38 to $19.13 as analysts factor in higher modeled revenue growth, slightly stronger profit margins, and a lower future P/E multiple, while highlighting Ondas as a direct beneficiary of rising demand for low-cost, scalable counter-drone solutions. Analyst Commentary Recent research coverage around Ondas is split between enthusiasm for its positioning in counter drone markets and caution about execution and capital use, especially around the latest capital raise and upcoming earnings calls.
Nueva narrativa • Mar 20
Ondas needs to keep a 3x growth to support current stock price
This is an initial draft of the Narrative TL;DR Ondas stock price has grown an astonishing 1,314% for the last year (from $0.76 to $10.75 USD) Ondas had 300% earnings growth compared to 2024 if we believe on the Q4 guidance (created based on 2025 q4 guidance) Leadership expects a 3x growth in 2026 A Fair Value of 17.83 if you expect the company to grow 250% on the following 5y, with a profit margin of 4% and discount rate of 10% to take into account current global risks (leaving Future PE to industry levels). That would mean current price is undervalued ~40%.Actualización de narrativa • Mar 10
ONDS: Low Cost Counter Drone Demand Will Drive Capital Deployment Success
Analysts have lifted their consolidated Ondas price target to $18.38, with the modestly lower discount rate, higher projected profit margin, and reduced future P/E reflecting growing confidence in the company’s role as a low cost counter drone provider, as highlighted in recent research around Operation Epic Fury and multiple target increases from Stifel, Northland, Lake Street, and Oppenheimer. Analyst Commentary Recent Street research around Operation Epic Fury and the series of price target adjustments paints a mostly constructive picture, but there are still areas where execution and capital use will be under closer scrutiny.Actualización de narrativa • Feb 24
ONDS: Capital Raise And Roboteam Acquisition Will Support $110m Revenue Goal
Analysts have raised their Ondas price targets by $1 to $9 across recent reports, citing the $1b capital raise and Roboteam acquisition as key supports for the updated valuation framework. Analyst Commentary Street research on Ondas has become more active, with several firms revisiting their models and lifting price targets after the $1b capital raise and the planned Roboteam acquisition.Actualización de narrativa • Feb 10
ONDS: Capital Raise And Roboteam Deal Will Support $110m Ambition
Analysts have nudged their blended price target for Ondas higher by a few dollars, citing recent price target increases from several firms following the company's large $1b capital raise, the planned $80m Roboteam acquisition, and stronger reported Q3 results and backlog. Analyst Commentary Bullish Takeaways Bullish analysts see the recent price target increases following the US$1b capital raise as a sign that the new cash position of about US$840m strengthens Ondas' ability to execute on its plans without near term funding pressure.Nueva narrativa • Jan 28
Autonomous Defense And Counter Drone Demand Will Transform Long Term Prospects
Catalysts About Ondas Ondas develops and commercializes autonomous systems, counter drone technologies and industrial wireless connectivity platforms for defense, security and critical infrastructure customers. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Jan 26
ONDS: Capital Raise And Backlog Strength Will Support $110m Ambition
Analysts have lifted their price target on Ondas from about $11.50 to roughly $18.38, citing updated assumptions around revenue, margins, valuation multiples, and recent Street research pointing to stronger capital access, acquisitions, and growing demand. Analyst Commentary Recent Street research around Ondas centers on higher price targets, large capital raises, and expectations tied to acquisitions and backlog, giving you a mix of optimism and execution questions to weigh.Artículo de análisis • Jan 24
News Flash: Analysts Just Made A Notable Upgrade To Their Ondas Inc. (NASDAQ:ONDS) Forecasts
Shareholders in Ondas Inc. ( NASDAQ:ONDS ) may be thrilled to learn that the analysts have just delivered a major...Actualización de narrativa • Jan 12
ONDS: Roboteam Acquisition And $110m Ambition Will Heighten Execution Risk
Narrative Update Analysts have lifted their blended price target for Ondas by about $1 to reflect the recent Roboteam acquisition, stronger Q3 results with revenue of $10.1m and gross margin of 26%, and growing confidence in the company's ability to pursue additional deals and work toward its stated $110m revenue goal for next year. Analyst Commentary Recent research reflects a generally positive tone around Ondas, with price targets lifted following the Roboteam acquisition, the latest Q3 results, and updated views on the company’s balance sheet and backlog.Actualización de narrativa • Dec 21
ONDS: Roboteam Acquisition Will Drive Backlog Expansion And Future Earnings Upside
Analysts have nudged their fair value estimate for Ondas Holdings higher from $11.00 to $11.50, reflecting increased confidence in the company’s accelerating revenue growth and expanding deal pipeline following recent strategic moves and strong quarterly performance. Analyst Commentary Bullish analysts highlight that the recent acquisition activity and expanding backlog are reinforcing confidence in Ondas Holdings' ability to outpace its stated revenue targets and sustain a higher growth trajectory.Actualización de narrativa • Dec 07
ONDS: Aerospace And Defense Expansion Will Drive Backlog And Earnings Upside
Analysts have modestly increased their price target for Ondas Holdings, lifting fair value from approximately $10.86 to $11.00 per share. They cited the accretive Roboteam acquisition, stronger than expected Q3 results, and a robust growth pipeline that supports higher long term revenue and earnings assumptions.Actualización de narrativa • Nov 23
ONDS: Expanding Aerospace And Defense Capabilities Will Accelerate Backlog Momentum
Analysts have raised their price target for Ondas Holdings from $9.50 to approximately $10.86 per share. They cite improved revenue performance and growing momentum across the company’s core platforms as key factors driving the upward revision.Actualización de narrativa • Nov 05
ONDS: Unmanned Systems Expansion Will Drive Aerospace And Defense Market Upside
Ondas Holdings recently saw its analyst price target increase from $5 to $8 per share, as analysts cite sustained momentum in autonomous systems and optimism around expanding opportunities in the aerospace and defense sectors. Analyst Commentary Recent analyst reports reflect strong enthusiasm about Ondas Holdings' prospects but also acknowledge potential risks and factors to consider in assessing its valuation and growth outlook.Actualización de narrativa • Oct 22
Analyst Optimism Grows for Ondas Holdings Amid Strong Sector Momentum and Upward Valuation Revisions
The analyst price target for Ondas Holdings has increased from $8.17 to $9.50. This reflects analysts' optimism around the company's expanding opportunities in autonomous systems and continued strong momentum in the aerospace and defense sectors.Actualización de narrativa • Oct 08
Autonomous Systems And Palantir Partnership Will Open New Markets
The average analyst price target for Ondas Holdings has increased from $5.90 to $8.17. This reflects stronger confidence in the company’s long-term growth prospects and expanding opportunities in aerospace and defense markets.Actualización de narrativa • Sep 22
Autonomous Systems And Palantir Partnership Will Open New Markets
Analysts have raised their price target for Ondas Holdings to $5.90, citing accelerating traction and growth opportunities in aerospace and defense unmanned aerial systems, supported by a broad drone portfolio and a sizeable addressable market. Analyst Commentary Bullish analysts cite excitement about Ondas Autonomous Systems’ long-term growth opportunity, particularly in aerospace and defense sectors.Actualización de narrativa • Sep 07
Autonomous Systems And Palantir Partnership Will Open New Markets
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.Actualización de narrativa • Aug 23
Autonomous Systems And Palantir Partnership Will Open New Markets
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.Actualización de narrativa • Aug 08
Autonomous Systems And Palantir Partnership Will Open New Markets
Ondas Holdings' valuation has increased, as evidenced by a higher future P/E despite lower projected revenue growth, leading to a consensus price target rising from $2.50 to $2.94. What's in the News Ondas announced a partnership with Klear Inc.Rentabilidad de los accionistas
| ONDS | US Communications | Mercado US | |
|---|---|---|---|
| 7D | -5.1% | 2.8% | -1.0% |
| 1Y | 10.2% | 58.6% | 14.1% |
Rentabilidad vs. Industria: Los resultados de ONDS fueron inferiores a los de la industria US Communications, que obtuvo un rendimiento del 58.6% el año pasado.
Rentabilidad vs. Mercado: ONDS obtuvo unos resultados inferiores a los del mercado US, que fueron del 14.1% el año pasado.
Volatilidad de los precios
| ONDS volatility | |
|---|---|
| ONDS Average Weekly Movement | 11.5% |
| Communications Industry Average Movement | 7.7% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
Precio estable de las acciones: El precio de las acciones de ONDS ha sido volátil durante los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de ONDS(12%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de US.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2014 | 477 | Eric Brock | www.ondas.com |
Ondas Inc. ofrece soluciones privadas inalámbricas, de drones y de datos automatizados en Estados Unidos y a escala internacional. Opera a través de los segmentos Ondas Networks y Ondas Autonomous Systems. La empresa ofrece sistemas contra UAS (CUAS) y de protección de emplazamientos, entre los que se incluyen iron drone raider, un sistema de drones interceptores totalmente autónomo para neutralizar pequeños drones hostiles; sentrycs CoRF, plataforma CUAS basada en Cyber/RF para la detección, identificación, seguimiento y mitigación de drones no autorizados; optimus system, plataforma de drones totalmente autónoma para seguridad continua, vigilancia y recopilación de datos de misión crítica; 4M defense, que apoya misiones relacionadas con el desminado y la limpieza de terrenos de artefactos explosivos sin detonar; roboteam, vehículos aéreos no tripulados y robótica táctica terrestre; apeiro motion, software de autonomía y movilidad para plataformas robóticas, que mejora la navegación y la eficacia operativa; y loitering munition systems, es un dron unidireccional para una gran variedad de misiones, incluidas las de defensa y ataque ISR.
Resumen de fundamentos de Ondas Inc.
| Estadísticas fundamentales de ONDS | |
|---|---|
| Capitalización bursátil | US$4.14b |
| Beneficios(TTM) | US$85.75m |
| Ingresos (TTM) | US$174.10m |
48.1x
Ratio precio-beneficio (PE)23.7x
Ratio precio-ventas (PS)¿Está ONDS sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de ONDS | |
|---|---|
| Ingresos | US$174.10m |
| Coste de los ingresos | US$97.98m |
| Beneficio bruto | US$76.12m |
| Otros gastos | -US$9.63m |
| Beneficios | US$85.75m |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 0.15 |
| Margen bruto | 43.72% |
| Margen de beneficio neto | 49.25% |
| Ratio deuda/patrimonio | 0.4% |
¿Cómo se ha desempeñado ONDS a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/11 06:40 |
| Precio de las acciones al final del día | 2026/09/11 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Ondas Inc. está cubierta por 10 analistas. 9 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Amit Dayal | H.C. Wainwright & Co. |
| Jon Hickman | Ladenburg Thalmann & Company |
| Michael Legg | Ladenburg Thalmann & Company |