Ondas Strengthens Counter-Drone Portfolio With Lockheed Martin Deal
ONDS teams up with Lockheed Martin to add Sentrycs' Cyber-over-RF technology to Sanctum, enhancing layered Counter-UAS defenses against evolving drone threats.
ONDS - Ondas Holdings Inc.
Price:
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--
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CONSENSUS:
Buy
DETAILS
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PRICE TARGET:
$18.14
DETAILS
HIGH:
$22.00
LOW:
$16.00
MEDIAN:
$18.00
CONSENSUS:
$18.14
UPSIDE:
144.80%
Stock News
Will Rising Demand for Loitering Munitions Drive Ondas' Revenues?
ONDS lands $40M+ in June orders, pushing Q2 awards above $150M as demand rises for autonomous defense systems and precision-strike platforms.
Ukraine Launches Its Largest Ever Attack on Russia: Drone ETFs in Spotlight
Ukraine's largest drone attack on Russia spotlights military drone makers and ETFs like JEDI as demand for unmanned systems accelerates.
Ondas' Sentrycs Announces Collaboration to Integrate Sentrycs Cyber-over-RF Technology into Lockheed Martin's Sanctum(TM) C-UAS Platform
The collaboration integrates Sentrycs' precise cyber-based detect-to-defeat capabilities to Lockheed Martin's Sanctum™ advanced modular defense architecture to enhance protection against evolving aerial threats WEST PALM BEACH, FL / ACCESS Newswire / June 23, 2026 / Ondas Inc. (Nasdaq:ONDS) ("Ondas" or the "Company"), a leading provider of advanced autonomous systems and next-generation defense and security technologies, today announced a collaboration between its subsidiary, Sentrycs, a leader in counter-drone (C-UAS) technology based on Cyber-over-RF, and Lockheed Martin (LMT), a leading global defense and aerospace company. Under the collaboration, Sentrycs' Cyber-over-RF technology will be integrated into Sanctum, Lockheed Martin's next-generation Counter-UAS (C-UAS) solution to protect military forces, homeland security, and critical assets against evolving unmanned aerial threats.
Ondas Inc.: Buys Cyberhawk For $125M And Wall Street Barely Reacts
Ondas (ONDS) acquires Cyberhawk for $125M in cash, marking a strategic shift from prior share-based deals and leveraging its strong balance sheet. Cyberhawk brings 232TB of georeferenced asset data and AI-driven analytics, enhancing ONDS's technical capabilities and creating significant integration synergies. Despite a long standalone payback, Cyberhawk's platform is expected to drive group-wide value through technology reuse and lower development costs.
Ondas Stock In Focus After Securing $40 Million In New Defense Orders
Ondas Inc. (NASDAQ:ONDS) is in the spotlight Monday after the company announced it has secured more than $40 million in new orders during June for autonomous defense systems, bringing its second quarter-to-date order activity to more than $150 million.
Ondas Secures Over $40 Million in New Orders for Autonomous Defense Systems as Demand for Loitering Munition Systems Accelerates in Europe and the U.S.
New June orders bring Ondas' Q2-to-date order activity to over $150 million, driven by demand for Counter-UAS, Loitering Munition Systems ("LMS") and integrated autonomous defense capabilities Rotron Aerospace's successful SkyLance trial under the UK Ministry of Defence's Project Brakestop advances Ondas' LMS platform and strengthens its position in sovereign long-range strike capabilities playing a key part of Ondas' LMS strategy WEST PALM BEACH, FL / ACCESS Newswire / June 22, 2026 / Ondas Inc. (NASDAQ:ONDS) ("Ondas" or the "Company"), a leading provider of autonomous drone and advanced defense technologies, today announced that it has secured more than $40 million in aggregate new orders during June for autonomous defense systems, including Counter-UAS ("C-UAS") solutions, Loitering Munition Systems ("LMS"), ground systems and related defense services from governmental and defense customers across multiple international markets. Together with previously announced awards, these new orders bring Ondas' second-quarter-to-date order activity to more than $150 million.
Expert Predicts Drones Are the ‘Unlikely Catalyst' for Battery Breakthroughs. Time to Buy AeroVironment, Ondas, and Red Cat?
On a recent episode of the Catalyst with Shayle Kann podcast themed around the “electric supercycle,” investor Andy Lubershein floated a provocative idea: military drones, not electric vehicles, may be the unlikely catalyst for next-generation battery technology.
Can Cyberhawk Buyout Broaden Ondas' Critical Infrastructure Footprint?
ONDS plans a $125M Cyberhawk acquisition, adding AI-powered infrastructure intelligence, recurring revenue streams and a $95M backlog.
Ondas to Acquire Cyberhawk, Expanding into Critical Infrastructure Intelligence Through Software, Data and AI
95% cash funded transaction expands Ondas' dual-use capabilities with an autonomous infrastructure intelligence platform combining scaled drone inspection services, AI-enabled asset analytics, and enterprise visualization software Cyberhawk's blue-chip utility and energy customer base underpins strong growth and high-reoccurring revenue in the industrial and critical infrastructure markets Cyberhawk brings operations in 40 countries, 300+ customers, $45+ million in forecasted revenues in FY ending March 2027 with ~95% reoccurring revenue, high single digit EBITDA margins that management believes can expand to 25%+ by 2030 and $95 million backlog WEST PALM BEACH, FL / ACCESS Newswire / June 18, 2026 / Ondas Inc. (Nasdaq:ONDS) ("Ondas" or the "Company"), a leading provider of advanced autonomous systems and next-generation defense and security technologies, announced today it has entered into a definitive agreement to acquire Cyberhawk, a global leader in critical infrastructure intelligence, drone-based inspection, visual data management and AI-enabled analytics serving utility, energy and industrial customers worldwide. Under the terms of the agreement, the transaction is valued at approximately $125 million.
ONDS vs. RCAT: Which Drone Tech Stock Is the Better Pick Now?
ONDS and RCAT are drawing investor attention as drone tech plays, with each pursuing defense demand through different growth paths.
Ondas Launches New Autonomous Defense Systems of Systems at Eurosatory 2026 Under Its "Autonomy at First Contact" Vision
Ondas will present its unified systems of systems architecture connecting air defense, aerial intelligence, ground robotics, loitering mission systems, and AI-powered command software into one autonomous operational force New systems and integrated solutions launching at Eurosatory include Iron Wave, Dual Shield, MODUS, Scout Cyber-over-RF, Iron Arrow, and LADOS, expanding Ondas' unified autonomous architecture Ondas will highlight its European joint venture ONBERG advancing local manufacturing, deployment, and support capabilities for autonomous drone defense systems across Europe WEST PALM BEACH, FL / ACCESS Newswire / June 16, 2026 / Ondas Inc. (NASDAQ:ONDS) ("Ondas" or the "Company"), a leading provider of autonomous drone and advanced defense technologies, today announced the launch of new autonomous defense systems and integrated systems of systems solutions at Eurosatory 2026 under its "Autonomy at First Contact" vision. At Eurosatory, Ondas is presenting products and solutions across five core technology categories: Air Defense, Aerial Intelligence, Aerial One-Way Attack, Ground Robotics, and AI Software.
Ondas: The Buy Case Got Easier - Growth Up, Multiple Down
Ondas Holdings remains a risk-aware Buy as revenue targets and backlog have surged, while valuation multiples have compressed significantly since February. ONDS's 2026 revenue target has jumped to ~$390m, backlog is ~$457m, and gross margins are holding near 50% despite rapid scaling and integration. Share dilution concerns are mitigated by revenue growth outpacing issuance; consensus revenue estimates for 2027 and 2028 are increasingly credible.
Ondas: Why I'm Reversing Course On The Drone Revolution
Ondas upgraded from Hold to Buy, reflecting its leadership in the rapidly expanding military drone sector. ONDS is positioned to benefit from multi-year tailwinds as the global military drone market is projected to nearly double by 2033. The recent execution is impressive: ONDS posted $50.1 million in revenue, over 1,000% YoY growth, and 25% above previous targets.
Ondas: Defense Moat Vs. 324% Share Dilution
Modern warfare has shifted forever, and Ondas is right at the epicenter. Q1 revenue skyrocketed 11x. Partnering with AI giant Palantir, ONDS has unlocked a revolutionary kinetic drone-intercept technology, securing a massive $457M backlog. But are you ready for the shocking catch? To fund this explosive growth, the company diluted its shares by a staggering 324% in just one year.
As Counter-Drone Demand Surges, Defense Tech Goes on the Offensive
As Counter-Drone Demand Surges, Defense Tech Goes on the Offensive PR Newswire WEST HOLLYWOOD, Calif. and NESS Z
Cramer Calls Red-Hot Drone Stock a "Meme Stock" That Could "Rip Your Lungs Out"
During the Lightning Round of CNBC's Mad Money, Jim Cramer adopted a more defensive stance, characterizing the broader market as "turned ugly." One of his strongest warnings was reserved for Ondas Holdings (NASDAQ: ONDS), one of 2026's hottest drone and counter-drone stocks. The Ondas "Meme Stock" Call Asked about Ondas, Cramer was blunt: "This is a meme stock.... Cramer Calls Red-Hot Drone Stock a "Meme Stock" That Could "Rip Your Lungs Out"
3 Under-The-Radar Defense Tech Stocks — Small Caps With Real Pentagon Contracts
While Wall Street fixates on Nvidia Corp. (NASDAQ:NVDA) and the hyperscaler AI arms race, a cluster of small-cap defense tech companies is building contract backlogs that suggest the real AI spending wave hasn't fully arrived yet.
ONDS Stock Up 24% in 6 Months: Will 2H'26 Unlock Further Upside?
ONDS gains 23.7% in six months as strong orders, backlog and acquisitions fuel growth, but execution risks and profitability concerns cloud near-term outlook.
ONDS' Growing Active Opportunity Pipeline: Multi-Year Growth Secured?
Ondas' $4.3B opportunity pipeline across over 45 global program submissions signals strong demand and potential multi-year growth in autonomous defense markets.
Price Targets
Ondas price target raised to $18 from $16 at Northland
$18.00
(was $9.44)
Northland Securities
Ondas price target raised to $22 from $16 at Maxim
$22.00
(was $9.44)
Maxim Group
H.C. Wainwright Reiterates Buy Rating on Ondas Holdings Inc. (ONDS)
$17.00
(was $9.94)
GLJ Research
H.C. Wainwright Reiterates Buy Rating on Ondas Holdings Inc. (ONDS)
$17.00
(was $9.94)
H.C. Wainwright
Ondas price target raised to $18 from $17 at Stifel
$18.00
(was $13.74)
Jonathan Siegmann
·
Stifel Nicolaus
Ondas price target raised to $16 from $10 at Northland
$16.00
(was $13.65)
Michael Latimore
·
Northland Securities
Ondas price target raised to $19 from $10 at Lake Street
$19.00
(was $13.41)
Lake Street
Ondas price target raised to $16 from $12 at Oppenheimer
$16.00
(was $13.36)
Timothy Horan
·
Oppenheimer
Ondas price target raised to $25 from $12 at H.C. Wainwright
$25.00
(was $12.14)
H.C. Wainwright
Ondas price target raised to $17 from $13 at Stifel
$17.00
(was $13.69)
Stifel Nicolaus
Ondas initiated with a Buy at Stifel
$13.00
(was $7.68)
Stifel Nicolaus
Ondas price target raised to $12 from $10 at Needham
$12.00
(was $8.36)
Austin Bohlig
·
Needham
Ondas Holdings Inc. (ONDS) PT Raised to $10 at Lake Street Capital Markets
$10.00
(was $7.89)
Maxwell Michaelis
·
Loop Capital Markets
Ondas price target raised to $10 from $9 at Lake Street
$10.00
(was $7.82)
Max Michaelis
·
Lake Street
Ondas initiated with a Buy at H.C. Wainwright
$12.00
(was $9.91)
H.C. Wainwright
Ondas Holdings Inc. (ONDS) PT Lowered to $1.50 at Maxim Group
$1.50
(was $0.64)
Matt Galinko
·
Maxim Group