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Additional Reading from MarketBeat

Ondas Inc. Flywheel Gains Momentum, Vertical Liftoff Imminent

Written by Thomas Hughes. Date Posted: 3/27/2026. 

Ondas-branded drone hovering mid-air, illustrating growth in drone surveillance technology and AI-driven systems.

Key Points

  • Ondas Inc. is building momentum and is on track for a stock price liftoff in 2026.
  • Analyst sentiment is bullish, suggesting robust upside for this market.
  • Institutions are aggressively accumulating stock, putting pressure on short-sellers and setting the stage for a short-covering rally. 
  • Special Report: The Biggest IPO Ever: Claim Your Stake Today

Ondas Inc.’s (NASDAQ: ONDS) price action following its fiscal 2025 earnings release suggests the stock may drift sideways or decline in the near- to mid-term. However, despite the muted market response, the results were strong — pointing to accelerating business and a clearer path to profitability — and analysts responded positively. Analyst sentiment will be a key focus in Q2 2026, as coverage and forecasts have been moving higher.

MarketBeat tracked a series of revisions immediately before and after the release, including multiple price target increases and affirmations that continued the trend. Targets from Needham & Company, H.C. Wainwright, and Lake Street Capital placed ONDS in the $19 to $23 range — above the consensus at the low end — with the consensus price target implying more than 60% upside. A move to $23, the high target as of late March, represents more than 125% upside and could be a conservative estimate given the improving outlook.

Ondas Holdings Accelerates in Q4: Guides for Acceleration in FY2026

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Ondas Holdings delivered a robust quarterin Q4 2025, driven by new clients and rising orders for its drone, counter-drone, unmanned and surveillance systems. Revenue increased 629% to just over $30 million, accelerating sequentially by nearly 5,000 basis points as the company shifts toward operating-scale revenue. The primary negative was higher operating expenses, which widened losses; those expenses, however, were tied to growth initiatives and acquisition activity rather than core operations and are expected to be accretive in fiscal 2026 (FY2026).

Guidance gives further reason for optimism. Management forecasted $39 million in Q1 revenue and at least $375 million for the year, implying sequential acceleration in Q1 and year-over-year growth that significantly outpaces consensus. The market consensus for Q1 is roughly 50% below the company’s outlook, and there is a possibility the company issued conservative guidance.

The Mistral merger, plus follow-on acquisitions and partnerships, expanded Ondas’ access to government contracts and its capacity to execute them. The backlog swelled, rising 240% sequentially in Q4 to $68.3 million — nearly double the Q1 revenue forecast — which points to continuing strength this year.

Ondas Strengthens Balance Sheet: Dilutive Headwinds Abate in 2026

A notable headwind in late 2025 and early 2026 was the company’s need for capital. Fundraising activities resulted in roughly 200% shareholder dilution and material warrant liabilities on the balance sheet. That capital raise appears complete for now: Ondas is well-capitalized, has a multi-year operating runway and is unlikely to need additional funding except to pursue acquisitions.

The approximately $1.5 billion in cash and equivalents provides ample runway to support growth initiatives, including acquisitions, leaving the market clear to reprice the shares absent other bearish forces.

Short interest remains a factor, but it presents both risk and opportunity. At nearly 35%, short interest can cap the share price in the near term, yet the company’s FY2026 guidance and the potential to outperform it could trigger short covering and help underpin a rebound. Institutional activity supports this view: institutions own more than 35% of the stock, have been accumulating aggressively and pushed activity to record highs in Q1 2026.

Key catalysts include ongoing M&A, the planned acquisition of World View Enterprise, and expansion of the robot-as-a-service offering. World View is a high-altitude balloon-based surveillance platform that complements Ondas’ lower-altitude and ground-based systems, completing the company’s surveillance-integration capability. The partnership with Palantir (NASDAQ: PLTR) also remains important, integrating Palantir’s AI technology into Ondas drones and robots to enable a scalable, mission-critical capability.

Ondas Is Trending Higher: Winding Up in March for a 2026 Rally

Although post-release price action was tepid — the stock fell 3.4% on the day of the release — that decline is not especially bearish by itself.

ONDS stock chart displaying an intact bullish trend, despite volatility.

Price is consolidating within a range consistent with its uptrend, setting up for another potential move higher. Short sellers still influence near-term action, but long-term buy-and-hold demand helps offset that pressure. Volatility is likely to persist, with subsequent swings that could extend the broader bullish trend.

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Published by RJ Hamster

I was born on 6 August 1956 in San Francisco, California to Janet and (the late) Richard Hovis. I grew up in Santa Monica, California where I attended elementary, junior high school, and high school (graduating in 1974), in addition to involvement in sports and recreation (Little League +, the Boy’s Club ++). Further, it was in elementary school – St. Augustine’s By-the -Sea Parish School that I found, and made the choice to truly journey with God. I attended Arizona State University from 1974 to 1977 – seeking to become an architect, however, I was not accepted, and, as such, I graduated with a Liberal Arts degree. Upon graduation from Arizona State University, I attended Cal Poly San Luis Obispo and studied City and Regional Planning at the Master’s level. I successfully completed one (1) year in a two (2) year program – I did not complete the Master’s degree in City and Regional Planning – due to personal reasons. I returned to Santa Monica where I started (October 1979) my career as graphic designer with Exxon Company, USA. I spent five years with Exxon Company, USA. While working with Exxon Company, USA I was accepted into architectural school – Sci-Arc in Southern California, however, I did not attend preferring to stay with Exxon.. In 1982 I married Laura Flosi and in April 1983 we had our one and only child – Lauren Alain Hovis – a gift from God. We moved to Phoenix, Arizona in 1984 from Los Angeles, where I went to work as a graphic designer with Kitchell CEM (from 1985 -1987). From 1987 – 1995 I was an independent contractor, and a registered representative in mortgage finance, financial management, graphic design, and drafting. Further, I attended the University of Phoenix and successfully obtained a Master’s in Business Administration (MBA) in 1982. I was also a member of the Scottsdale Jaycees, where I became very involved in community events and projects. In 1994, I accepted a cartography position with the Defense Mapping Agency in Reston, Virginia. As such, I relocated from Phoenix to Reston. In 1998, I was accepted and worked as a Visual Information Officer with the Central Intelligence Agency. In 2002, I worked as a Support Officer until my retirement (due to a need for shoulder surgery) in September 2018. Away from my Federal Government service, I have been involved in various organizations and activities in Northern Virginia. In November of 2011, I married Rebecca Ouellette in Santa Monica, California. I reside in San Tan Valley, AZ with my two hamster - Jess and Timothy, our fish, our lizard - RJ Lizard., and our cats - Pearl and Grey. As to hobbies, I enjoy playing sports, attending sporting events, mentoring individuals from financial management to hamsters, building models, photography, travel, multimedia design, managing partner for RJ Hamster, and jazz – smooth jazz to a samba or a bossa nova. Love and God Bless, Peter – aka RJ Hamster Jo hi

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