Added to YB: 2026-04-06
Pitch date: 2026-04-02
ONDS [neutral]
Ondas Inc.
-2.8%
current return
Author Info
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Company Info
Ondas Inc. provides private wireless, drone, and automated data solutions in the United States and internationally.
Market Cap
$5.5B
Pitch Price
$9.63
Price Target
N/A
Dividend
N/A
EV/EBITDA
-52.30
P/E
22.07
EV/Sales
42.05
Sector
Communications Equipment
Category
growth
6.2 Ondas Holdings (ONDS-US)
ONDS (overview): Wireless network & drone co w/ $375M+ 2026 rev target (+700% YoY), driven by $557M in 5 acquisitions (Rotron, Bird Aero, IndoEarth, World View, Mistral). FY25 rev $50.7M (+605%) at 40% gross margin, $68M backlog. Ended w/ $572M cash + $959M raised post-close. Targets EBITDA+ by 1Q28. Needham PT $23 on 13x 2027E rev. Risks: M&A integration, losses, customer concentration, unproven tech adoption, dilution overhang
Read full article (8 min)