Ondas Inc. ONDS, by means of its Ondas Autonomous Methods (OAS) unit and Ondas Networks non-public wi-fi options, hosted its OAS Investor Day 2026. The corporate introduced that it efficiently launched and executed its core plus strategic development plan, evolving OAS from a group of specialised autonomous drone techniques right into a multi-domain international autonomy platform.
Additionally, the corporate issued preliminary monetary outcomes for 2025 and supplied up to date income targets for 2026. Ondas expects to report fourth-quarter 2025 income within the vary of $27–$29 million, representing a 51% improve over its prior income goal. For the total yr ended Dec. 31, 2025, income is projected between $47.6 million and $49.6 million, exceeding the corporate’s earlier steerage by 23%. Notably, the prior income targets for each the fourth quarter and 2025 included an anticipated $3–$4 million contribution from Roboteam, which was acquired in December 2025.
Ondas’ backlog was roughly $65.3 million as of Dec. 31, 2025, marking a 180% improve from $23.3 million reported on Nov. 13, 2025, reflecting strengthening demand and improved income visibility. The corporate additionally ended the yr with a professional forma money steadiness exceeding $1.5 billion, adjusted for its not too long ago accomplished fairness providing of roughly $1 billion, offering substantial monetary flexibility.
For 2026, Ondas has raised its income outlook to a variety of $170–$180 million, representing a 25% improve over its earlier goal of $140 million, which included an estimated $30 million contribution from Roboteam. This upward revision underscores administration’s confidence in accelerating development throughout its autonomous techniques and built-in platform technique.
OAS is the corporate’s major development driver, which is benefiting from elevated deployments of Iron Drone Raider and Optimus autonomous platforms, together with preliminary income contributions from not too long ago acquired companies corresponding to Apeiro Movement.
Administration said that it expects sturdy leads to the counter–unmanned aerial techniques (C-UAS) section, led by the Iron Drone and Sentrycs platforms. Momentum can be constructing throughout its floor robotics choices, significantly throughout the Unmanned Floor Car (UGV) portfolios from Roboteam and Apeiro, as buyer adoption deepens and demand continues to mature. Moreover, administration initiatives 4M Sensible Demining to ship stable efficiency as demining exercise accelerates.
Taking a Take a look at Rivals’ Income Outlook
Crimson Cat Holdings, Inc. RCAT not too long ago introduced preliminary unaudited income outcomes for the fourth quarter and full yr ended Dec. 31, 2025, reflecting sturdy operational execution and surging demand. Fourth-quarter 2025 income is anticipated to vary between $24 million and $26.5 million, considerably up from $1.3 million reported within the prior-year interval, whereas 2025 income is projected to be between $38 million and $41 million, up about 153% from $15.6 million posted in 2024. Administration attributed this sturdy efficiency to heightened demand from protection and authorities prospects, increasing program wins and the corporate’s skill to quickly scale manufacturing. For 2026, Crimson Cat expects continued development supported by a stronger pipeline, bettering working leverage and its increasing position as a trusted provider of next-generation unmanned techniques.
Draganfly Inc. DPRO is a Canada-based developer of drone options and techniques that’s steadily strengthening its presence throughout protection, safety and industrial markets. Within the third quarter 2025, the corporate’s income was pushed by sturdy momentum throughout protection, authorities and public security markets, supported by increasing product adoption, new program wins and improved manufacturing scalability.
Key contributors included rising demand for NDAA-compliant drones, rising navy orders (together with FPV and heavy-lift platforms), border safety deployments, reseller enlargement by means of Drone Nerds and strategic partnerships that enhanced payload, AI and autonomy capabilities. The corporate additionally benefited from elevated manufacturing capability and its skill to help giant, mission-critical protection contracts at scale. Administration indicated that demand stays sturdy, with a quickly increasing pipeline, expectations of considerably increased navy contribution to income and capability set to extend additional in 2026, positioning the corporate for continued income development going ahead.
ONDS’ Value Efficiency, Valuation and Estimates
Shares of ONDS have surged 440.5% prior to now six months in contrast with the Communication – Community Software program trade’s development of 8.9%.
Picture Supply: Zacks Funding Analysis
When it comes to the ahead 12-month Value/Gross sales ratio, ONDS is buying and selling at 31.03, significantly increased than the Communication – Community Software program trade’s a number of of two.25.
Picture Supply: Zacks Funding Analysis
The Zacks Consensus Estimate for ONDS’ earnings for the present yr has been revised north over the previous 60 days.
Picture Supply: Zacks Funding Analysis
ONDS at present has a Zacks Rank #3 (Maintain).
You’ll be able to see the entire checklist of at the moment’s Zacks #1 Rank (Robust Purchase) shares right here.
#1 Semiconductor Inventory to Purchase (Not NVDA)
The unimaginable demand for knowledge is fueling the market’s subsequent digital gold rush. As knowledge facilities proceed to be constructed and continuously upgraded, the businesses that present the {hardware} for these behemoths will change into the NVIDIAs of tomorrow.
One under-the-radar chipmaker is uniquely positioned to reap the benefits of the subsequent development stage of this market. It focuses on semiconductor merchandise that titans like NVIDIA do not construct. It is simply starting to enter the highlight, which is precisely the place you wish to be.
See This Inventory Now for Free >>
Ondas Holdings Inc. (ONDS) : Free Inventory Evaluation Report
Crimson Cat Holdings, Inc. (RCAT) : Free Inventory Evaluation Report
Draganfly Inc. (DPRO) : Free Inventory Evaluation Report
This text initially revealed on Zacks Funding Analysis (zacks.com).
The views and opinions expressed herein are the views and opinions of the writer and don’t essentially replicate these of Nasdaq, Inc.
