Added to YB: 2026-02-16
Pitch date: 2026-02-13
ONDS [neutral]
Ondas Inc.
+23.34%
current return
Author Info
No bio for this author
Company Info
Ondas Inc. provides private wireless, drone, and automated data solutions in the United States and internationally.
Market Cap
$3.9B
Pitch Price
$9.23
Price Target
N/A
Dividend
N/A
EV/EBITDA
-93.39
P/E
-28.89
EV/Sales
140.73
Sector
Communications Equipment
Category
growth
Ondas Investor Briefing, 2/11/2026: 4M Defense's competitive advantage, profit model, and the multi-billion dollar opportunity in Ukraine.
ONDS (update): $30M multi-year Israeli mine clearance contract (2026-2028) validates AI-powered robotic demining system. Combat-certified on Israeli-Syrian border = NATO/Ukraine expansion potential. Turning human labor into scalable system costs = high margins once profitable. Currently unprofitable w/ negative operating margins, but aiming to reach profitability in 2026 as revenue scales from millions to tens of millions. 4M Defense + Rotron combo positions well for EU market.
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