Ondas (ONDS) Panoramica del titolo
Ondas Inc. fornisce soluzioni private wireless, con droni e dati automatizzati negli Stati Uniti e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 2/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 2/6 |
| Salute finanziaria | 4/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
ONDS Community Fair Values
Create NarrativeSee what 340 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
Concorrenti di Ondas Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$7.23 |
| Massimo di 52 settimane | US$15.28 |
| Minimo di 52 settimane | US$4.95 |
| Beta | 2.74 |
| Variazione di 1 mese | -26.00% |
| Variazione a 3 mesi | -22.51% |
| Variazione di 1 anno | 10.21% |
| Variazione a 3 anni | 786.57% |
| Variazione a 5 anni | -7.31% |
| Variazione dall'IPO | -46.44% |
Notizie e aggiornamenti recenti
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
Aggiornamento 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 AlphaAggiornamento 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.
Aggiornamento 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.Aggiornamento 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.
Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.
Nuova 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%.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Nuova 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?Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Rendimenti per gli azionisti
| ONDS | US Communications | US Mercato | |
|---|---|---|---|
| 7D | -5.1% | 2.8% | -1.0% |
| 1Y | 10.2% | 58.6% | 14.1% |
Ritorno vs Industria: ONDS ha avuto una performance inferiore rispetto al US Communications che ha registrato un rendimento 58.6 % nell'ultimo anno.
Rendimento vs Mercato: ONDS ha avuto una performance inferiore al mercato US che ha registrato un rendimento 14.1 % nell'ultimo anno.
Volatilità dei prezzi
| 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% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di ONDS è stato volatile rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 12% ) di ONDS è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni US.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2014 | 477 | Eric Brock | www.ondas.com |
Ondas Inc. fornisce soluzioni private wireless, per droni e dati automatizzati negli Stati Uniti e a livello internazionale. Opera attraverso i segmenti Ondas Networks e Ondas Autonomous Systems. L'azienda offre sistemi Counter-UAS (CUAS) e di protezione dei siti, tra cui iron drone raider, un sistema di droni intercettori completamente autonomo per neutralizzare piccoli droni ostili; sentrycs CoRF, piattaforma CUAS basata su Cyber/RF per il rilevamento, l'identificazione, il tracciamento e la mitigazione di droni non autorizzati; optimus system, piattaforma di droni completamente autonoma per la sicurezza continua, la sorveglianza e la raccolta di dati mission-critical; 4M defense, a supporto delle missioni di sminamento e bonifica dei terreni da ordigni inesplosi; roboteam, UGV e robotica tattica terrestre; apeiro motion, software per l'autonomia e la mobilità delle piattaforme robotiche, che migliora la navigazione e l'efficacia operativa; e loitering munition systems, drone monodirezionale per una varietà di missioni, tra cui la difesa e l'attacco ISR.
Ondas Inc. Riepilogo dei fondamenti
| ONDS statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$4.14b |
| Utili (TTM) | US$85.75m |
| Ricavi(TTM) | US$174.10m |
48.1x
Rapporto P/E23.7x
Rapporto P/SONDS è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| ONDS Conto economico (TTM) | |
|---|---|
| Ricavi | US$174.10m |
| Costo del fatturato | US$97.98m |
| Profitto lordo | US$76.12m |
| Altre spese | -US$9.63m |
| Utili | US$85.75m |
Ultimi utili riportati
Jun 30, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 0.15 |
| Margine lordo | 43.72% |
| Margine di profitto netto | 49.25% |
| Rapporto debito/patrimonio netto | 0.4% |
Come si è comportato ONDS nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/11 09:16 |
| Prezzo dell'azione a fine giornata | 2026/09/11 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Ondas Inc. è coperta da 10 analisti. 9 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Amit Dayal | H.C. Wainwright & Co. |
| Jon Hickman | Ladenburg Thalmann & Company |
| Michael Legg | Ladenburg Thalmann & Company |