Ondas Hldgs Inc Stock Price, News & Analysis

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.

Ondas (NASDAQ:ONDS) announced the appointment of Maj. Gen. (Ret.) Yoav Har-Even as a member of the Ondas Autonomous Systems (OAS) Advisory Board on November 10, 2025. Har-Even, former president and CEO of Rafael, brings nearly four decades of military and defense-industry leadership and experience in programs including Iron Dome, David's Sling, and Trophy.

The company said the advisory expansion will support OAS's product integration, strategic partnerships, international expansion, and a 2025 strategic acquisition program, noting OAS achieved record international orders in 2025 for its Optimus and Iron Drone Raider systems across Asia, Europe, and the Middle East.

Ondas Holdings (NASDAQ:ONDS) will report third quarter 2025 financial results and host a conference call and webcast on Thursday, November 13, 2025 at 8:30 a.m. ET. The company said a press release with results will be issued prior to the call, which includes a live Q&A with management and a simultaneous webcast.

Dial-in numbers: Toll-free 844-883-3907, International 412-317-5798. Call pre-registration is available to bypass the operator; listeners may also register during the call. The live broadcast and replay will be available on the company investor relations site at ir.ondas.com.

Ondas Holdings (NASDAQ:ONDS) announced it will acquire Sentrycs, a provider of counter‑UAS solutions, in a deal announced on November 4, 2025. The acquisition adds Sentrycs to Ondas Autonomous Systems alongside American Robotics, Airobotics, and Apeiro Motion to offer integrated autonomous drone operations with airspace security.

Sentrycs began production sales in Q4 2022 and has deployed systems in 25 countries across six continents for military, border security, critical infrastructure, and public safety use cases. Ondas said Sentrycs' cyber detection and takeover capabilities will complement its Iron Drone Raider™ interceptor to deliver a detect‑to‑defeat counter‑UAS solution. TREO Asset Management had supported Sentrycs since its 2022 acquisition. No purchase price or closing timeline was disclosed.

Ondas (NASDAQ:ONDS) announced a definitive agreement to acquire Sentrycs, an Israel-based counter-UAS cyber-over-RF technology provider, with the transaction expected to close in November 2025.

Sentrycs has operational deployments across 25 countries, a software-defined product line (fixed, mobile, vehicle-mounted, tactical) and an AI-driven Horizon Engine introduced in 2025 that analyzes RF spectrum and adapts to new drone protocols. Ondas says the acquisition will integrate Sentrycs' CoRF layer with its Iron Drone Raider interceptor to create a unified detect-to-defeat counter-UAS ecosystem for defense and civilian customers.

Ondas (NASDAQ:ONDS) announced on October 29, 2025 the acquisition of a controlling interest in Insight Intelligent Sensors, an Israeli developer of AI-driven electro-optical sensing systems.

Insight's Smart Imaging Module (SIM) performs ultra-high-resolution edge processing for real-time detection, classification, and tracking of small drones, vehicles, people, and early wildfire signs, including in GPS-denied or RF-contested environments. Insight systems are operational with U.S. and Israeli defense and homeland security agencies. Ondas said the investment will accelerate product commercialization, serial production, and integration of SIM across Ondas Autonomous Systems platforms to support ISR, counter-UAS, border security, infrastructure protection, and environmental resilience.