Ondas Inc.

Report azionario NasdaqCM:ONDS

Capitalizzazione di mercato: US$5.3b

Ondas Gestione

Criteri Gestione verificati 3/4

Ondas Il CEO è Eric Brock, nominato in Jun2018, e ha un mandato di 8.17 anni. la retribuzione annua totale è $ 426.07K, composta da 82.1% di stipendio e 17.9% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.63% delle azioni della società, per un valore di $ 33.36M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.9 anni e 5.6 anni.

Informazioni chiave

Eric Brock

Amministratore delegato

US$426.1k

Compenso totale

Percentuale dello stipendio del CEO82.15%
Mandato del CEO8.2yrs
Proprietà del CEO0.6%
Durata media del management1.9yrs
Durata media del Consiglio di amministrazione5.6yrs

Aggiornamenti recenti sulla gestione

Recent updates

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.
Seeking Alpha Jun 23

The Iran War Likely Isn't Over: I Am Buying Ondas Because Of Its M&A Moat

Summary America may have lost its technological military supremacy in the Iran war, due to the asymmetry brought by low-cost drones. This situation is far from over in my view, and America needs to rearm. I think Ondas is positioned as the best consolidator in the drone warfare sector. In such a fast-paced, nascent environment, M&A is the company's strategic moat, not a weakness. I view ONDS's layered, modular anti-drone technology stack and flexible deployment model as superior to single-solution competitors in addressing emerging defense needs. The $982M IDIQ contract with the US Army validates ONDS’s relevance in the US military’s long-term drone procurement strategy. With shares below $10, I rate ONDS a BUY and set a $30 price target, while closely monitoring dilution and competitive risks. Read the full article on Seeking Alpha
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.

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Eric Brock rispetto agli utili di Ondas?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

US$134m

Dec 31 2025US$426kUS$350k

-US$137m

Sep 30 2025n/an/a

-US$48m

Jun 30 2025n/an/a

-US$50m

Mar 31 2025n/an/a

-US$47m

Dec 31 2024US$219kUS$200k

-US$42m

Sep 30 2024n/an/a

-US$46m

Jun 30 2024n/an/a

-US$43m

Mar 31 2024n/an/a

-US$43m

Dec 31 2023US$222kUS$200k

-US$46m

Sep 30 2023n/an/a

-US$70m

Jun 30 2023n/an/a

-US$75m

Mar 31 2023n/an/a

-US$78m

Dec 31 2022US$228kUS$200k

-US$73m

Sep 30 2022n/an/a

-US$39m

Jun 30 2022n/an/a

-US$30m

Mar 31 2022n/an/a

-US$22m

Dec 31 2021US$231kUS$200k

-US$15m

Sep 30 2021n/an/a

-US$15m

Jun 30 2021n/an/a

-US$13m

Mar 31 2021n/an/a

-US$14m

Dec 31 2020US$179kUS$131k

-US$13m

Sep 30 2020n/an/a

-US$13m

Jun 30 2020n/an/a

-US$14m

Mar 31 2020n/an/a

-US$16m

Dec 31 2019US$228kUS$200k

-US$19m

Compensazione vs Mercato: La retribuzione totale di Eric ($USD 426.07K ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 8.29M ).

Compensazione vs guadagni: La retribuzione di Eric è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Eric Brock

8.2yrs
Mandato
US$426,066
Compensazione

Mr. Eric Ashley Brock, C.P.A., is Chairman of the Board of Ondas Networks Inc. Mr. Brock is Chief Executive Officer, President & Director of American Robotics, Inc. Mr. Brock served as Chief Executive offi...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Eric Brock
Chairman8.2yrsUS$426.07k0.63%
$ 33.4m
Neil Laird
CFO & Treasurer2.2yrsUS$675.64k0.0057%
$ 301.3k
Patrick Huston
COO, General Counselless than a yearUS$1.15m0.0020%
$ 104.0k
Mark Green
Head of Global Corporate Development and M&Ano dataNessun datoNessun dato
Preston Grimes
Marketing Managerno dataNessun datoNessun dato
Guy Simpson
Chief Solutions & Operations Officer of Ondas Networksless than a yearUS$150.00kNessun dato
Jim Taylor
President of Transportation Business Unit7.9yrsNessun datoNessun dato
Meir Kliner
President of Ondas Autonomous Systems3.6yrsNessun datoNessun dato
Oshri Lugassy
Co-Chief Executive Officer of Ondas Autonomous Systems1.4yrsNessun datoNessun dato
Eitan Rotberg
Senior Vice President of Product & Marketingno dataNessun datoNessun dato
Markus Nottelmann
CEO of Ondas Networks1.6yrsNessun datoNessun dato
Roni Kanelbaum
Vice President of Corporate Developmentno dataNessun datoNessun dato
1.9yrs
Durata media
62.5yo
Età media

Gestione esperta: Il team dirigenziale di ONDS non è considerato esperto (durata media 1.9 anni), il che suggerisce un nuovo team.


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Eric Brock
Chairman8.2yrsUS$426.07k0.63%
$ 33.4m
Patrick Huston
COO, General Counselless than a yearUS$1.15m0.0020%
$ 104.0k
Richard Cohen
Independent Director7.9yrsUS$156.30k0.046%
$ 2.5m
Randall Seidl
Independent Director5.8yrsUS$152.30k0.052%
$ 2.8m
Massoud Amin
Member of Technology Advisory Board10.1yrsNessun datoNessun dato
Jaspreet Sood
Independent Director5.6yrsUS$144.30k0.042%
$ 2.2m
Irit Idan
Member of the OAS Advisory Board1yrNessun datoNessun dato
James Acuna
Member of the OAS Advisory Board1yrNessun datoNessun dato
David Chinn
Director of Ondas Autonomous Systemsless than a yearNessun datoNessun dato
5.6yrs
Durata media
59.5yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di ONDS sono considerati esperti (durata media dell'incarico 5.6 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/11 22:55
Prezzo dell'azione a fine giornata2026/08/11 00:00
Utili2026/03/31
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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 team di livello mondiale 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 9 analisti. 8 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.

AnalistaIstituzione
Amit DayalH.C. Wainwright & Co.
Jon HickmanLadenburg Thalmann & Company
Michael LeggLadenburg Thalmann & Company