Ondas Hldgs Inc Stock Price, News & Analysis

Ondas (NASDAQ:ONDS) said Ondas Autonomous Systems was selected as prime contractor for a multi‑phase government program to develop and deploy an autonomous border‑protection System‑of‑Systems.

The program begins with an initial purchase order expected January 2026, spans the next two years, and is intended to culminate in the deployment of thousands of autonomous drones for persistent ISR, swarm response, and automated threat mitigation across fixed and mobile border environments.

OAS will lead design and integration, combining aerial platforms with partner technologies and advanced AI, sensor fusion, and centralized command‑and‑control capabilities.

Ondas Holdings (Nasdaq:ONDS) announced that veteran rail engineering leader Brent Laing joined the Ondas Networks board on Dec 2, 2025 to accelerate industry adoption of the IEEE 802.16t (dot16) protocol. The Association of American Railroads' Wireless Communications Committee selected dot16 in Sept 2025 as the upgrade path for the legacy 160 MHz LMR voice network; dot16 is already adopted on 900 MHz and 450 MHz networks.

Ondas Networks positions dot16 as a standards-based private wireless upgrade for mission-critical rail uses—advanced train control, real-time diagnostics, video, and automation—while working with Class 1s, regionals, and standards bodies to support deployment and interoperability.

Ondas (Nasdaq:ONDS) announced a second order of approximately $8.2 million from the same major European security authority to deploy multiple Iron Drone Raider counter-UAS systems at another leading international airport in Europe, announced December 1, 2025. The order follows a prior $8.2 million order announced on November 17, 2025. Ondas' wholly owned subsidiary Airobotics will act as prime contractor for system integration, deployment planning, and operational delivery.

The announcement emphasizes Iron Drone Raider's role as the kinetic layer in Ondas' System-of-Systems, integrating sensing, cyber-over-RF from Sentrycs, and AI optical detection from Insight Intelligent Sensors to enable autonomous, low-collateral counter-UAS operations across critical air infrastructure.

Ondas (NASDAQ:ONDS) announced a definitive agreement to acquire Roboteam, a developer of rugged tactical unmanned ground vehicles (UGVs) and the Roboteam HUB command-and-control platform.

Ondas expects Roboteam to contribute $3–4 million in revenue in Q4 2025 and at least $30 million in 2026. Roboteam has deployments with defense customers in over 30 countries, has sold hundreds of UGVs, and recently secured over $20 million in orders to be fulfilled through 2026. The deal is described as expanding Ondas Autonomous Systems' multi-domain, system-of-systems capabilities by unifying air, ground, and intelligence platforms for defense, homeland security, and public safety missions.

Ondas (Nasdaq:ONDS) announced a $35 million strategic investment in Performance Drone Works (PDW) on November 20, 2025 to scale production of combat robotics.

Funds will be used to scale manufacturing, increase engineering headcount, and secure NDAA-compliant domestic components for PDW's Drone Factory 01, a 90,000 sq. ft. Huntsville facility with capacity to produce up to 100,000 systems (~$1B annually). PDW recently won a $20.9 million U.S. Army contract to supply C100 UAS and Multi-Mission Payloads under the Army's Transformation in Contact initiative.

Ondas (NASDAQ:ONDS) completed the acquisition of Sentrycs on November 18, 2025, adding Cyber-over-RF (CoRF) and protocol-manipulation counter‑UAS technology to Ondas Autonomous Systems (OAS).

Sentrycs provides non‑jamming cyber takeover capability with approximately 200 global deployments across 25+ countries. The acquisition integrates Sentrycs into OAS' System‑of‑Systems to combine cyber takeover, autonomous interception with Iron Drone Raider, sensor fusion, and AI decisioning to target layered CUAS demand in urban centers, airports, borders, and critical infrastructure.

Ondas reported record quarterly revenue, a record‑high backlog and bookings, and an upgraded revenue outlook for 2025 and 2026, which the company attributed in part to growing demand for autonomous defense and security systems.

Ondas (Nasdaq:ONDS) announced an approximate $8.2 million purchase order from a major European security agency to deploy multiple Iron Drone Raider counter‑UAS systems protecting one of Europe’s largest international airports. Ondas' Airobotics subsidiary will serve as prime contractor for integration, installation, and operational readiness.

The company said the order comes during a record year for Ondas, citing record‑high Q3 revenues, an expanded backlog, raised 2025/2026 revenue forecasts, and a definitive November 2025 agreement to acquire Sentrycs to add Cyber‑over‑RF soft‑kill capability.

Safe Pro Group (Nasdaq: SPAI) announced accelerated commercialization across AI, drone services and ballistic divisions after receiving over $20 million in strategic investments, including a $14 million equity investment at $7 per share by Ondas Holdings (Nasdaq: ONDS). The funding is being deployed to scale Safe Pro AI (SpotlightAI and SPOTD NODE), expand Airborne Response autonomous drone operations with Skydio integrations for a major US utility and public safety customers, and advance Safe-Pro USA lightweight ballistic armor toward NIJ 0101.07 and ISO 9001 certification. A presented demining study reported SpotlightAI improved survey productivity by 800%+, detection by 550%, and cut survey costs by ~50% per hectare.

Ondas Holdings (NASDAQ:ONDS) reported a record Q3 2025 with $10.1M revenue (more than 6x YoY, +60% QoQ) and OAS revenue of $10.0M. The company reported a pro‑forma cash balance of $840.4M and said it raised ~$855M in 2025 via equity offerings and exercises. Ondas raised its 2025 revenue target to at least $36M and set a preliminary 2026 target of at least $110M. OAS backlog was $22.2M at Sept 30, 2025, and the firm highlighted multiple acquisitions (Sentrycs, Apeiro Motion, 4M Defense, SPO, Insight) and strategic investments including Rift Dynamics and Ondas Capital.