Ondas（ONDS）株式概要
オンダス社は、プライベートワイヤレス、ドローン、自動データソリューションを米国内外で提供している。 詳細
ONDS Community Fair Values
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Analyst Price Targets
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Ondas Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$11.97 |
| 52週高値 | US$15.28 |
| 52週安値 | US$1.36 |
| ベータ | 2.62 |
| 1ヶ月の変化 | 28.30% |
| 3ヶ月変化 | 21.77% |
| 1年変化 | 657.59% |
| 3年間の変化 | 1,185.30% |
| 5年間の変化 | 48.70% |
| IPOからの変化 | -11.33% |
最新ニュース
Recent updates
Seeking Alpha • Jun 03
Ondas May Be Just Getting Started
Summary Ondas reported Q1 revenue of $50.1 million, up 1,079% year-over-year, matching its entire FY2025 revenue base. Pro forma backlog surged to $457 million, while Q2-to-date orders exceeded $110 million, supporting revenue visibility. Gross margin expanded to 49% from 35% a year ago as software-driven revenue increasingly complements hardware sales. Management raised FY2026 revenue guidance to at least $390 million, implying approximately 670% annual growth. Elevated cash burn, acquisition integration risks, and roughly 32% short interest remain key concerns for investors. Read the full article on Seeking Alpha
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
新しいナラティブ • 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%.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
新しいナラティブ • 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?ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • Jun 15
Why Investors Shouldn't Be Surprised By Ondas Holdings Inc.'s (NASDAQ:ONDS) 96% Share Price Surge
Despite an already strong run, Ondas Holdings Inc. ( NASDAQ:ONDS ) shares have been powering on, with a gain of 96% in...
新しいナラティブ • Apr 03
Autonomous Systems And Palantir Partnership Will Open New Markets
Strategic partnerships and expanding defense contracts in various sectors are driving significant revenue growth and market diversification for Ondas Holdings.株主還元
| ONDS | US Communications | US 市場 | |
|---|---|---|---|
| 7D | -9.7% | 6.0% | -0.1% |
| 1Y | 657.6% | 105.1% | 26.3% |
業界別リターン: ONDS過去 1 年間で105.1 % の収益を上げたUS Communications業界を上回りました。
リターン対市場: ONDS過去 1 年間で26.3 % の収益を上げたUS市場を上回りました。
価格変動
| ONDS volatility | |
|---|---|
| ONDS Average Weekly Movement | 15.1% |
| Communications Industry Average Movement | 9.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: ONDSの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: ONDSの weekly volatility ( 15% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2014 | 477 | Eric Brock | www.ondas.com |
Ondas Inc.は、プライベートワイヤレス、ドローン、自動データソリューションを米国内外で提供している。オンダス・ネットワークスおよびオンダス・オートノミック・システムズ部門を通じて事業を展開している。同社は、小型の敵対的ドローンを無力化する完全自律型迎撃ドローンシステム「アイアン・ドローン・レイダー」、無許可ドローンの検出、識別、追跡、軽減のためのサイバー/RFベースのCUASプラットフォーム「セントリークス・CoRF」、継続的なセキュリティ、監視、ミッションクリティカルなデータ収集のための完全自律型ドローンプラットフォーム「オプティマス・システム」など、対UAS（CUAS）およびサイト保護システムを提供している；4Mディフェンス：地雷除去や不発弾除去に関するミッションをサポート、ロボチーム：UGVと戦術的地上ロボット、アペイロ・モーション：ロボット・プラットフォーム用の自律性と機動性を備えたソフトウェアで、ナビゲーションと作戦の有効性を強化、ロイタリング・ムニッション・システム：ISR防衛や攻撃などさまざまなミッションに対応するワンウェイ型ドローン。また、FullMAX Software-Defined Radio Platformは、ミッションクリティカルな通信を可能にするセキュアでプライベートな広域ブロードバンドネットワーク用のSDRプラットフォーム（特許取得済み）、ソフトウェアおよびハードウェア保守契約、継続的なサポート、セキュリティアップグレード、機能拡張を含むソフトウェアおよびハードウェアの延長保守契約、ライセンス/ロイヤルティ、パートナーのハードウェアおよびソフトウェアプラットフォームに統合するためのFullMAXソフトウェアおよび技術のライセンス、付帯サービス、無線ネットワーク設計、システムエンジニアリング、無線周波数計画、ソフトウェア設定、製品トレーニング、設置、オンサイトサポート、エンジニアリング/製品開発などを提供している。鉄道、電力、石油・ガス、公共安全、政府、その他産業用アプリケーションにサービスを提供している。以前はオンダスホールディングスとして知られ、2026年1月にオンダス社に社名変更した。2014年に法人化され、フロリダ州ウェストパームビーチに本社を置いている。
Ondas Inc. 基礎のまとめ
| ONDS 基礎統計学 | |
|---|---|
| 時価総額 | US$5.76b |
| 収益（TTM） | US$134.21m |
| 売上高(TTM) | US$96.61m |
44.2x
PER（株価収益率61.4x
P/SレシオONDS は割高か？
公正価値と評価分析を参照収益と収入
| ONDS 損益計算書（TTM） | |
|---|---|
| 収益 | US$96.61m |
| 売上原価 | US$53.28m |
| 売上総利益 | US$43.33m |
| その他の費用 | -US$90.88m |
| 収益 | US$134.21m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.27 |
| グロス・マージン | 44.85% |
| 純利益率 | 138.93% |
| 有利子負債／自己資本比率 | 0.4% |
ONDS の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/04 21:01 |
| 終値 | 2026/06/04 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Ondas Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9
| アナリスト | 機関 |
|---|---|
| Amit Dayal | H.C. Wainwright & Co. |
| Jon Hickman | Ladenburg Thalmann & Company |
| Michael Legg | Ladenburg Thalmann & Company |