Why Ondas Holdings (ONDS) Is Up 13.8% After Index Inclusion, Stock Offering, and Major Defense Order

• Earlier in September 2025, Ondas Holdings Inc. was added to the S&P Telecom Select Industry Index, closed a US$230 million stock offering, and secured a US$3.5 million defense order for its subsidiary Apeiro’s unmanned ground vehicles and mission payloads.
• These events highlight Ondas Holdings' growing market presence in defense and autonomous systems, supported by recent acquisitions and significant new product launches targeting high-growth robotics sectors.
• To understand the implications for investors, we’ll explore how securing a major defense contract may impact Ondas Holdings' growth trajectory and outlook.

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Ondas Holdings Investment Narrative Recap

To own Ondas Holdings, an investor needs to believe in the company’s ability to drive rapid growth in autonomous systems and defense robotics, supported by new capital and key contract wins. The recent US$3.5 million defense order signals traction in these high-growth markets, but the most significant near-term catalyst remains the company’s ability to convert backlogs and new products into recurring revenue. However, ongoing losses and the need for further funding are immediate risks, only slightly reduced by this contract win.

The closed US$230 million stock offering stands out because it injects significant capital, which is essential for sustaining expansion efforts and covering operating losses as Ondas pushes for wider adoption of its ground robotics and wireless solutions. This cash provides some near-term financial flexibility, allowing management to invest in growth initiatives that could cement their competitive position in the evolving defense and automation industries.

In contrast, investors should be aware of the risk that despite recent funding, high operating expenses and ongoing losses could require additional capital raises if revenue growth does not meet expectations...

Read the full narrative on Ondas Holdings (it's free!)

Ondas Holdings' narrative projects $151.6 million revenue and $16.3 million earnings by 2028. This requires 141.1% yearly revenue growth and a $63.2 million earnings increase from -$46.9 million.

Uncover how Ondas Holdings' forecasts yield a $5.90 fair value, a 19% downside to its current price.

Exploring Other Perspectives

The Simply Wall St Community’s nine fair value estimates for Ondas Holdings range from US$1.03 to US$16.04 per share. These community views contrast sharply with the company’s ongoing need for funding and highlight how broad perspectives can shape how you weigh current opportunities and risks.

Explore 9 other fair value estimates on Ondas Holdings - why the stock might be worth over 2x more than the current price!

Build Your Own Ondas Holdings Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Ondas Holdings research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision.
• Our free Ondas Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Ondas Holdings' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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