Ondas Holdings (ONDS) is a $2.2 billion supplier of autonomous drone programs and personal wi-fi options by way of its enterprise items Ondas Autonomous Methods (OAS), Ondas Capital and Ondas Networks.
Ondas applied sciences supply a robust mixture of aerial intelligence and next-generation connectivity to reinforce safety, operational effectivity, and data-driven decision-making throughout important industries.
OAS delivers a portfolio of AI-powered protection and safety platforms which are deployed globally to safeguard delicate areas, populations, and infrastructure. By its subsidiaries American Robotics, Airobotics, and Apeiro Movement, OAS gives…
>>The Optimus System: the primary U.S. FAA-certified small UAS for automated aerial safety and knowledge seize
>>The Iron Drone Raider: an autonomous counter-UAS platform
>>Apeiro’s superior floor robotics and tethered UAV programs, supported by revolutionary navigation and communications applied sciences.
You Must See Them In Motion
I’m offering a hyperlink to the Ondas multimedia web page with 7 brief demos of varied drone expertise. It is the quickest technique to get an thought of their varied platforms (serving protection, industrial, business, medical, safety, surveying and different purposes) below the Ondas Holdings umbrella.
Watch the movies at your leisure. The primary two are most useful with a protection demo after which a proof of the AIROBOTICS Optimus system that deploys remotely and is housed in a weather-proof, energy-independent container with 9 totally different payloads (i.e., varied cameras and sensors) and 11 batteries.
ONDS Embeds in US Protection Equipment
This little firm is flexing its muscle mass the place it counts — in Washington, DC.
In late September, Ondas appointed Brigadier Normal Patrick Huston, U.S. Military to its OAS Advisory Board. Normal Huston will assist the management crew as Ondas continues to execute its strategic development plan.
This key appointment adopted the Sep 22 announcement of a $3.5 Million order from a number one protection entity for Ondas Floor Robotics and Payload Methods. The contract consists of the acquisition of a number of items of Apeiro’s rugged unmanned floor automobiles (UGVs) and designated mission payloads, enhancing the shopper’s robotic capabilities for safety, logistics, and tactical operations.
On October 2, Ondas issued this press launch, which is what launched the shares from beneath $8 to above $11…
Ondas Locations Preliminary Order for 500 Wasp Attritable Drones from Rift Dynamics for Distribution to U.S. Protection Markets
>>Ondas’ American Robotics is the unique U.S. distributor of the Wåsp drone platform which meets pressing U.S. Division of Warfare necessities for mass-affordable attritable programs
>>Wåsp is totally NDAA-compliant and designed for scalable manufacturing by way of main protection electronics producer, Kitron’s, international manufacturing community
>>Manufacturing technique offers industrial readiness for Rift and Ondas to ship 20,000 items monthly worldwide
Ondas additionally attended the Affiliation of the USA Military (AUSA) Annual Assembly & Exposition 2025 (AUSA 2025) in Washington, D.C., from October 13-15 on the Walter E. Washington Conference Heart.
The corporate showcased their Iron Drone Raider and the U.S. Launch of Ondas Capital at AUSA. This participation highlights Ondas’ increasing presence in U.S. protection markets with autonomous counter-UAS capabilities
The launch of Ondas Capital is predicted to deploy $150 million to speed up deployment of mature unmanned programs (UxS)-including aerial, maritime, and floor systems- counter-UxS, robotics, AI, autonomy, and superior simulation instruments.
Additionally on Oct 13…
Ondas Expands Rift Dynamics Partnership to Embrace Nammo for Totally Built-in Wasp Munition Drone to Serve U.S. Protection Market
>>American Robotics is the Prime Contractor and Unique U.S. Distributor of the Rift Wåsp Platform Built-in with a Nammo Warhead—Delivering Turnkey Munition Drone Answer
>>Partnership Builds on Rift–Nammo Success in Europe with Norwegian Military and NATO Engagements
>>Collaboration Leverages Ondas and Nammo’s U.S. Manufacturing to Guarantee Made in America
Whereas the corporate has introduced no new orders for the reason that Military occasion, drone expertise is just receiving extra consideration, together with this quote from Military Secretary Dan Driscoll…
“We can not wait to innovate till Individuals are dying on the battlefield. We should act now to allow our troopers!”
Sure, the inventory is pricey buying and selling over 27X subsequent yr’s gross sales of $80 million. However losses are enhancing and I count on orders to be flying in over the following 12 months (after the gov shutdown is resolved).
Plus a brand new acquisition could give a giant surprising increase. Particulars beneath and we’ll study extra on the Ondas quarterly report subsequent Thursday November 13.
The Palantir Paradigm
In March we noticed this information: Ondas, Palantir companion to drive adoption of autonomous programs
Ondas Holdings introduced a strategic partnership between its wholly owned subsidiary, Ondas Autonomous Methods, and Palantir Applied sciences (PLTR). This collaboration will leverage Palantir’s Foundry platform to unify knowledge, streamline operations, and allow a scalable working platform supporting the adoption of OAS’s Optimus System and Iron Drone Raider autonomous drone platforms worldwide.
By this partnership, Ondas will combine Palantir’s Foundry platform as a decision-making accelerator, enabling real-time operational intelligence throughout its core features, together with buyer engagement, gross sales and advertising and marketing, manufacturing, provide chain administration, and subject assist.
Foundry’s capabilities will probably be notably useful in scaling a US-based provide chain for Optimus and Iron Drone. Foundry’s capabilities will improve Ondas’ means to navigate advanced operational environments and scale its autonomous options to offer aerial safety and intelligence throughout protection, safety, and public security markets.
This is learn how to view the sweetness and energy of this transfer in accordance with one investor-analyst who is aware of Palantir effectively…
When an organization decides to combine Foundry throughout their total operation, that tells you one thing about their ambitions. You do not implement Palantir enterprise infrastructure to coordinate small-scale manufacturing runs. You implement it while you’re constructing for scale that requires enterprise-grade knowledge programs.
Kevin Kawasaki, Palantir’s World Head of Enterprise Growth, acknowledged Foundry would “combine siloed knowledge sources and allow real-time analytics” to assist Ondas “make quicker, data-driven selections.”
The combination targets buyer engagement, gross sales and advertising and marketing operations, manufacturing workflows, provide chain administration, and subject assist. Particularly the U.S. based mostly provide chain for scaling Optimus and Iron Drone manufacturing. That phrase issues: scaling.
When Pentagon program managers consider whether or not an organization can ship 1,000 items, then 10,000 items, then combine throughout multi-domain operations at navy scale, they search for proof of infrastructure that will not collapse below their necessities. Knowledge safety passing categorised requirements. Manufacturing programs that may deal with their operational tempo. Provide chain visibility assembly their oversight wants.
Having Palantir Foundry working your operations alerts that functionality. It is proof of enterprise infrastructure earlier than being requested to show it.
Full-Spectrum, Full-Stack Safety and Protection Options for Gov and Enterprise
ONDAS’s marketing strategy in buying a number of firms lately is to construct a unified, complete “Methods-of-Methods” structure for AI-powered autonomous protection and safety options, integrating sensing, autonomy, and communications throughout air, floor, and sea domains.
Key elements of their technique embody:
Making a Full-Spectrum Answer: By buying firms with specialised, field-proven applied sciences, Ondas goals to supply end-to-end capabilities, from detection and monitoring to response and mitigation. That is designed to serve a variety of protection, homeland safety, and important infrastructure wants.
Integrating Applied sciences: Ondas integrates the acquired applied sciences into its present platforms (like Optimus, Iron Drone Raider, and Apeiro) to reinforce their total performance. For instance, Sentrycs’ cyber-over-RF counter-drone expertise is mixed with the Iron Drone Raider interceptor to create an built-in “detect-to-defeat” answer.
The Sentrycs Acquisition
On November 4, Ondas issued this press launch…
Ondas to Purchase Sentrycs, a World Chief in Counter-UAS Cyber Expertise, Increasing World Attain to Tier-1 Protection and Safety Companies Throughout 25+ International locations
Sentrycs is an Israeli firm that has achieved speedy international adoption, with operational deployments in 25 international locations, and confirmed threat-mitigation efficiency — positioning the corporate as one of many fastest-growing and most trusted names within the Counter-UAS trade.
Sentrycs’ expertise powers authorities to take management of hostile drones inside seconds, providing what Ondas believes is unmatched reliability on the earth’s most advanced and contested airspaces.
Sentrycs’ Cyber-over-RF expertise provides a robust detection and management layer to Ondas’ counter-UAS ecosystem, making a unified detect-to-defeat structure that integrates sensors, effectors, and autonomous engagement for protection and civilian markets together with homeland safety, and important infrastructure safety.
Disclosure: I personal ONDS shares for the Zacks TAZR Dealer.
Backside line: Take a shot at Ondas earlier than their report on Nov 13 the place we’ll study much more about their development plans for full-spectrum autonomous programs to guard life and property.
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Ondas Holdings Inc. (ONDS) : Free Inventory Evaluation Report
Palantir Applied sciences Inc. (PLTR) : 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.
