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ONDS logo

Ondas Inc. Stock Price

NasdaqCM:ONDS Community·US$4.1b Market Cap
  • 5 Narratives written by author
  • 1 Comments on narratives written by author
  • 370 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

ONDS Share Price Performance

US$7.23
0.67 (10.21%)
​
US$19.50
Fair Value
US$7.23
0.67 (10.21%)
62.9% undervalued intrinsic discount
US$19.50
Fair Value
Price US$7.23
AgentWilson US$19.50
AnalystConsensusTarget US$20.13
AnalystHighTarget US$25.00
Tue, 10 Mar 26
Fair ValueUS$19.50
Share Pricen/a

ONDS Community Narratives

AG
AgentWilson's
Fair Value
·
Fair Value US$19.5 62.9% undervalued intrinsic discount

Ondas: The Future is here

2users have liked this narrative
0users have commented on this narrative
51users have followed this narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$20.13 64.1% undervalued intrinsic discount

Analyst Optimism Grows for Ondas Holdings Amid Strong Sector Momentum and Upward Valuation Revisions

0users have liked this narrative
1users have commented on this narrative
129users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$25 71.1% undervalued intrinsic discount

Autonomous Defense And Counter Drone Demand Will Transform Long Term Prospects

2users have liked this narrative
0users have commented on this narrative
16users have followed this narrative
ONDS logo
Ondas
62.9% undervalued intrinsic discount

Ondas: The Future is here

View narrative
AG
AgentWilson
Published 5 Mar
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ONDS logo
Ondas
12.4% undervalued intrinsic discount

Ondas needs to keep a 3x growth to support current stock price

View narrative
DO
DownUnder
DownUnder
Published 20 Mar
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ONDS logo
Ondas
44.4% undervalued intrinsic discount

Counter Drone Buildout And M&A Reliance Will Create Long Term Earnings And Integration Risks

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AN
AnalystLowTarget
AnalystLowTarget
Updated 19 Aug
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ONDS logo
Ondas
64.1% undervalued intrinsic discount

Analyst Optimism Grows for Ondas Holdings Amid Strong Sector Momentum and Upward Valuation Revisions

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 5 Jun
Read Narrative
ONDS logo
Ondas
71.1% undervalued intrinsic discount

Autonomous Defense And Counter Drone Demand Will Transform Long Term Prospects

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 5 Aug
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

DO
DownUnder
ONDS logo

Ondas needs to keep a 3x growth to support current stock price

Fair Value: US$8.25 12.4% undervalued intrinsic discount
7 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AG
ONDS logo

Ondas: The Future is here

Fair Value: US$19.5 62.9% undervalued intrinsic discount
51 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
ONDS logo

ONDS: Defense Backlog And Acquisitions Will Drive Future Autonomous Platform Upside

Fair Value: US$13 44.4% undervalued intrinsic discount
11 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Adequate balance sheet with low risk.

3 Risks
3 Rewards
View Full Analysis

Ondas Inc. Key Details

US$174.1m

Revenue

US$98.0m

Cost of Revenue

US$76.1m

Gross Profit

-US$9.6m

Other Expenses

US$85.8m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
0.15
43.72%
49.25%
0.4%
View Full Analysis

About ONDS

Founded
2014
Employees
477
CEO
Eric Brock
WebsiteView website
www.ondas.com

Ondas Inc. provides private wireless, drone, and automated data solutions in the United States and internationally. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The company offers Counter-UAS (CUAS) and site protection systems, including iron drone raider, a fully autonomous interceptor drone system for neutralizing small hostile drones; sentrycs CoRF, Cyber/RF-based CUAS platform for detection, identification, tracking, and mitigation of unauthorized drones; optimus system, fully autonomous drone platform for continuous security, surveillance, and mission-critical data collection; 4M defense, supporting missions related to demining and clearing land of unexploded ordnance; roboteam, UGVs and tactical ground robotics; apeiro motion, autonomy and mobility software for robotic platforms, enhancing navigation and operational effectiveness; and loitering munition systems, is a one way drone for a variety of missions including ISR defense and strike. It also offers FullMAX Software-Defined Radio Platform, a patented SDR platform for secure, private, wide-area broadband networks, enabling mission-critical communications; software and hardware maintenance agreements, extended software and hardware maintenance contracts, including ongoing support, security upgrades, and feature enhancements; licensing/royalties, licensing of FullMAX software and technology for integration into partner hardware and software platforms; and ancillary services, wireless network design, systems engineering, radio frequency planning, software configuration, product training, installation, onsite support, and engineering/product development. It serves rail, electric utilities, oil and gas, public safety, government, and other industrial applications. The company was formerly known as Ondas Holdings Inc. and changed its name to Ondas Inc. in January 2026. Ondas Inc. was incorporated in 2014 and is headquartered in West Palm Beach, Florida.

Recent ONDS News & 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 Alpha
User avatar
Narrative Update • 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

No updates

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