Ondas (ONDS) Hisse Özeti
Ondas Inc. Amerika Birleşik Devletleri'nde ve uluslararası alanda özel kablosuz, drone ve otomatik veri çözümleri sunmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 4/6 |
| Gelecekteki Büyüme | 2/6 |
| Geçmiş Performans | 3/6 |
| Finansal Sağlık | 4/6 |
| Temettüler | 0/6 |
Ödüller
Risk Analizi
ONDS Community Fair Values
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Analyst Price Targets
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Ondas Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$10.43 |
| 52 Haftanın En Yüksek Seviyesi | US$15.28 |
| 52 Haftanın En Düşük Seviyesi | US$1.36 |
| Beta | 2.62 |
| 1 Aylık Değişim | 11.67% |
| 3 Aylık Değişim | 6.10% |
| 1 Yıllık Değişim | 513.53% |
| 3 Yıllık Değişim | 986.46% |
| 5 Yıllık Değişim | 27.51% |
| Halka arzdan bu yana değişim | -22.74% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • 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.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 AlphaRecent updates
Anlatı Güncellemesi • 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.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 AlphaAnlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Yeni Anlatı • 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%.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Yeni Anlatı • 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?Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...
Yeni Anlatı • 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.Hissedar Getirileri
| ONDS | US Communications | US Pazar | |
|---|---|---|---|
| 7D | -21.1% | -1.7% | -2.9% |
| 1Y | 513.5% | 89.1% | 23.5% |
Getiri vs. Endüstri: ONDS geçen yıl % 89.1 oranında getiri sağlayan US Communications sektörünü aştı.
Getiri vs Piyasa: ONDS geçen yıl % 23.5 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| ONDS volatility | |
|---|---|
| ONDS Average Weekly Movement | 15.5% |
| Communications Industry Average Movement | 9.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: ONDS hisse senedi fiyatı, son 3 ayda US piyasasına kıyasla dalgalı seyretti.
Zaman İçindeki Volatilite: ONDS 'nin haftalık oynaklığı ( 16% ) geçen yıl boyunca sabit kaldı, ancak hala US hisselerinin %75'inden yüksek.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2014 | 477 | Eric Brock | www.ondas.com |
Ondas Inc. Amerika Birleşik Devletleri'nde ve uluslararası alanda özel kablosuz, drone ve otomatik veri çözümleri sunmaktadır. Ondas Networks ve Ondas Autonomous Systems segmentleri aracılığıyla faaliyet göstermektedir. Şirket, küçük düşman dronları etkisiz hale getirmek için tamamen otonom bir önleyici dron sistemi olan iron drone raider; yetkisiz dronların tespiti, tanımlanması, izlenmesi ve azaltılması için Siber / RF tabanlı CUAS platformu sentrycs CoRF; sürekli güvenlik, gözetim ve görev açısından kritik veri toplama için tamamen otonom dron platformu optimus sistemi dahil olmak üzere Counter-UAS (CUAS) ve saha koruma sistemleri sunmaktadır; 4M savunma, mayın temizleme ve patlamamış mühimmatın araziden temizlenmesi ile ilgili görevleri destekler; roboteam, UGV'ler ve taktik yer robotları; apeiro motion, robotik platformlar için otonomi ve mobilite yazılımı, navigasyon ve operasyonel etkinliği artırır; ve loitering mühimmat sistemleri, ISR savunma ve saldırı dahil olmak üzere çeşitli görevler için tek yönlü bir drone'dur.
Ondas Inc. Temel Bilgiler Özeti
| ONDS temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$5.93b |
| Kazançlar(TTM) | US$134.21m |
| Gelir(TTM) | US$96.61m |
38.5x
F/K Oranı53.5x
P/S OranıONDS aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| ONDS gelir tablosu (TTM) | |
|---|---|
| Gelir | US$96.61m |
| Gelir Maliyeti | US$53.28m |
| Brüt Kâr | US$43.33m |
| Diğer Giderler | -US$90.88m |
| Kazançlar | US$134.21m |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 0.27 |
| Brüt Marj | 44.85% |
| Net Kâr Marjı | 138.93% |
| Borç/Özkaynak Oranı | 0.4% |
ONDS uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/06/05 18:00 |
| Gün Sonu Hisse Fiyatı | 2026/06/05 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Ondas Inc. 9 Bu analistlerden 8, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Amit Dayal | H.C. Wainwright & Co. |
| Jon Hickman | Ladenburg Thalmann & Company |
| Michael Legg | Ladenburg Thalmann & Company |