Added to YB: 2026-04-01
Pitch date: 2026-03-30
ONDS [neutral]
Ondas Inc.
+6.98%
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
$4.1B
Pitch Price
$8.45
Price Target
N/A
Dividend
N/A
EV/EBITDA
-71.20
P/E
-14.23
EV/Sales
70.73
Sector
Communications Equipment
Category
growth
Ondas Holdings: Geopolitical Tensions Are Creating a Once-in-a-Generation Opportunity in Autonomous Defense Systems
ONDS (overview): Autonomous defense systems provider; 2025 rev $50.7M (+605% YoY), Q4 $30.1M (+629% YoY); gross margin 40% (up 21pp YoY); ended w/ $1.5B cash. 2026 guide: $375M rev (~7x 2025). Key drivers: Onberg JV (51% stake) w/ Heidelberg for EU localized mfg, WorldView acquisition (stratospheric ISR, 30+ day loiter), Palantir partnership for multi-domain C2 integration. Risks: execution on 7x rev ramp, integration of 5 Q1 2026 acquisitions, geopolitical dependency.
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