Business overview
Communication infrastructure for autonomous drones (IronDrone), SkyWeaver platform co-developed with Palantir.
Watch: Omnisys acquisition for $196.6M in all-stock offer = dilution; profitability unproven.
Valuation
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Update log
| Date | News | Impact |
|---|---|---|
| 9/7/2026 | Yahoo Finance | |
| 9/7/2026 | Yahoo Finance | |
| 9/2/2026 | Yahoo Finance | |
| 9/1/2026 | Yahoo Finance | |
| 8/27/2026 | PR Newswire | |
| 8/26/2026 | Kutta Technologies, a subsidiary of Ondas Holdings, announced that its KTAC controller has been approved for the DCMA Blue List, validating it as a mission-ready control solution for unmanned systems. | |
| 8/21/2026 | Yahoo Finance | |
| 8/21/2026 | Yahoo Finance | |
| 8/20/2026 | Yahoo Finance | |
| 8/20/2026 | Ondas (ONDS) Q2 2026 Earnings Call Transcript Yahoo Finance | Yahoo Finance |
| 8/19/2026 | Yahoo Finance | |
| 8/19/2026 | Yahoo Finance | |
| 8/19/2026 | Yahoo Finance | |
| 8/19/2026 | Ondas Holdings remained stable during a broader market sell-off, with drone-related stocks showing resilience due to their specific revenue streams. | |
| 8/18/2026 | Cohen Richard M (Dir) — Sell -$67,177 Insider Form 4 | S - Sale transaction of -7,500 shares at $8.96 |
| 8/18/2026 | A $33 Million Reason Ondas Stock Is in Focus Today Yahoo Finance | Yahoo Finance |
| 8/18/2026 | Yahoo Finance | |
| 8/18/2026 | Yahoo Finance | |
| 8/17/2026 | Yahoo Finance | |
| 8/17/2026 | Ondas Holdings' stock pulled back alongside market movements, following recent news regarding drone sector conditions. | |
| 8/14/2026 | Yahoo Finance | |
| 8/14/2026 | Ondas reported a 13-fold increase in Q2 revenue to $83.8 million and raised its 2026 revenue guidance to $525-$550 million. | |
| 8/14/2026 | Yahoo Finance | |
| 8/14/2026 | Yahoo Finance | |
| 8/14/2026 | Ondas Holdings' stock rose following the announcement of new tariffs on imported drones and components by President Donald Trump. | |
| 8/14/2026 | Event outcome: Confirmed event_outcome | Ondas Holdings — quarterly earnings release — Ondas Holdings released its Q2 2026 financial results on August 13, 2026, reporting record quarterly revenue of $83.8 million, which exceeded analyst expectations. The company also raised its full-year 2026 revenue guidance to a range of $525 million to $550 million while reporting an adjusted EBITDA loss of approximately $51 million. |
| 8/13/2026 | Yahoo Finance | |
| 8/13/2026 | Retail investors are showing interest in Ondas Holdings due to its autonomous drone technology portfolio. | |
| 8/13/2026 | Yahoo Finance | |
| 8/13/2026 | Why Ondas Stock Is Sinking Today Yahoo Finance | Ondas stock fell despite the company beating sales expectations and raising full-year revenue guidance. |
| 8/13/2026 | Ondas stock declined following Q2 earnings results that showed a widened EBITDA loss. | |
| 8/13/2026 | Ondas (ONDS) Won An Israeli Defense Drone Contract Yahoo Finance | Yahoo Finance |
| 8/13/2026 | Ondas Q2 Earnings Call Highlights Yahoo Finance | Ondas reported record second-quarter revenue of $83.8 million, driven by the expansion of its autonomous defense and security portfolio. |
| 8/13/2026 | Ondas reported a 1,236% increase in second-quarter revenue to $83.77 million, though shares fell as losses were wider than expected. | |
| 8/13/2026 | Ondas is mentioned as one of the stocks reflecting current market trends alongside tech hardware companies. | |
| 8/11/2026 | Rating revision: Rating 1 → Rating 2 AI review | While Ondas continues to secure high-profile defense and security contracts, the combination of high short interest, valuation concerns, and operational execution risks necessitates a more cautious rating. The shift from a rating of 1 to 2 reflects the uncertainty in converting massive backlogs into sustained profitability despite the recent 'Digital Bat' win. This adjustment maintains a positive outlook while acknowledging the speculative nature of their current growth trajectory. |
| 8/11/2026 | Ondas Holdings will deploy its Sentrycs Cyber-over-RF system to manage unauthorized drone activity at EverBank Stadium for NFL games. | |
| 8/11/2026 | Yahoo Finance | |
| 8/11/2026 | Yahoo Finance | |
| 8/11/2026 | Yahoo Finance | |
| 8/11/2026 | Ondas is preparing for its Q2 earnings report amidst expectations of revenue growth and a developing defense pipeline. | |
| 8/11/2026 | Yahoo Finance | |
| 8/11/2026 | The article evaluates Ondas' high valuation following a significant stock price increase over the last three years in the context of recent contract announcements. | |
| 8/8/2026 | Rating revision: Rating 2 → Rating 1 AI review | The company has demonstrated strong execution by securing a significant $50 million U.S. Army order, which provides substantial revenue validation and enhances its long-term defense production pipeline. Expanding its commercial footprint into high-profile venue security further diversifies its application base beyond proprietary drone platforms. Given these wins and the strong guidance, an upgrade to a 1 rating is justified as the firm transitions from speculative development to operational scale. |
| 8/7/2026 | Yahoo Finance | |
| 8/7/2026 | Yahoo Finance | |
| 8/7/2026 | DroneLife | |
| 8/7/2026 | Manual revision: Tier 1 → Tier 2 | Iron Drone Raider and Sentrycs positioning confirmed as genuine, but the company remains deeply unprofitable at the consolidated level — does not meet the Tier 1 standard of thesis confirmed by sound fundamentals. Realigned with the earlier manual review that had already flagged this. |
| 8/6/2026 | Yahoo Finance | |
| 8/6/2026 | Yahoo Finance | |
| 8/6/2026 | Yahoo Finance | |
| 8/5/2026 | Yahoo Finance | |
| 8/5/2026 | Mistral Inc., a subsidiary of Ondas Holdings, secured a $50 million order for lethal unmanned systems supporting the U.S. Army's LUS program. | |
| 8/5/2026 | Mistral Inc. (an Ondas Holdings company) and Uvision received an additional $50 million order for HERO 120 systems under the U.S. Army's Lethal Unmanned Systems program. | |
| 8/4/2026 | Mistral Inc. (an Ondas Holdings company) and Uvision successfully completed Lot Acceptance Tests for the HERO 120 system under the U.S. Army's Lethal Unmanned Systems program. | |
| 8/3/2026 | Yahoo Finance | |
| 8/1/2026 | Rating revision: Rating 2 → Rating 1 AI review | The substantial increase in investment from a major institutional player like BlackRock serves as a strong validation of the company's long-term market position and strategic potential. Given the recent revenue growth and the strategic partnership with Palantir, this institutional backing warrants upgrading the rating to reflect reduced market risk. The potential for the SkyWeaver platform remains high, justifying a move to a top-tier rating despite concerns regarding dilution. |
| 8/1/2026 | Why BlackRock Is Betting Big on Ondas Stock Now Yahoo Finance | Yahoo Finance |
| 7/30/2026 | Yahoo Finance | |
| 7/30/2026 | Rating revision: Rating 3 → Rating 2 AI review | The acquisition of a 7.2% stake by BlackRock significantly bolsters institutional confidence in Ondas Holdings, serving as a strong validation of their long-term growth trajectory. Given the company's substantial revenue growth and the strategic partnerships in the autonomous sector, this investment lowers the perceived risk profile. Consequently, the rating is upgraded to reflect improved institutional backing despite lingering concerns over dilution and profitability. |
| 7/30/2026 | Yahoo Finance | |
| 7/27/2026 | Rating revision: Rating 2 → Rating 3 AI review | The significant insider selling by the CEO and other key directors suggests a lack of long-term confidence in current valuation despite strong top-line growth projections. Given the combination of heavy equity dilution from recent acquisitions and large-scale liquidation from leadership, the risk profile has increased substantially. Consequently, a downgrade to speculative status is appropriate until profitability milestones are actually achieved. |
| 7/24/2026 | Manual Reassessment: Tier 1 → Tier 2 | Spectacular revenue growth (Q1 2026 revenue $50.1M, +10x YoY, guidance raised to $390M for the year), $457M backlog, solid cash position ($1.48B). HOWEVER, still massive losses at the consolidated level (operating margin -94%), adjusted EBITDA profitability not expected before 2028 at the group level. 'Thesis in construction, not yet validated' profile, similar to Rocket Lab/D-Wave — not the Tier 1 standard (healthy balance sheet + confirmed thesis). |
| 7/24/2026 | Yahoo Finance | |
| 7/23/2026 | Rating revision: Rating 2 → Rating 1 AI review | The rise in acquisition rumors from major sector players validates the critical strategic value of the technology developed by Ondas. Combined with breakneck organic revenue growth, this speculative catalyst reduces dilution risk by offering a premium exit for investors. The shift to Tier 1 reflects this transition toward a high-priority merger and acquisition target. |
| 7/23/2026 | Yahoo Finance | |
| 7/23/2026 | Rating revision: Rating 3 → Rating 2 AI review | Securing $70 million in new orders validates commercial demand for Ondas' solutions and reinforces the announced growth trajectory. Although the dilution risk related to the Omnisys acquisition remains, the tangible acceleration of the order backlog justifies a prudent rating upgrade, moving from a purely speculative status to a confirmed execution phase. |
| 7/22/2026 | Yahoo Finance | |
| 7/22/2026 | Why Ondas Stock Popped Today Yahoo Finance | Yahoo Finance |
| 7/22/2026 | Ondas has successfully secured $70 million in new orders, reflecting increased market demand for its autonomous defense and security technologies. | |
| 7/22/2026 | Yahoo Finance | |
| 7/22/2026 | Yahoo Finance | |
| 7/22/2026 | Yahoo Finance | |
| 7/22/2026 | Yahoo Finance | |
| 7/21/2026 | Yahoo Finance | |
| 7/21/2026 | Yahoo Finance | |
| 7/8/2026 | Investing.com France | |
| 6/3/2026 | Investing.com France | |
| 6/2/2026 | Brock Eric A (COB, CEO, Pres) — Sell -$31,939,830 Insider Form 4 | S - Sale+OE transaction of -2,378,245 shares at $13.43 |
| 5/20/2026 | Cohen Richard M (Dir) — Sell -$71,250 Insider Form 4 | S - Sale+OE transaction of -7,500 shares at $9.50 |
| 5/19/2026 | Seidl Randy (Dir) — Sell -$98,300 Insider Form 4 | S - Sale transaction of -10,000 shares at $9.83 |
| 5/18/2026 | i24NEWS | |
| 2/4/2026 | ||
| 1/26/2026 | AeroMorning.com | |
| 1/2/2026 | Capital.com | |
| 12/31/2025 | Brock Eric A (COB, CEO, Pres) — Sell -$4,611,348 Insider Form 4 | S - Sale transaction of -475,000 shares at $9.71 |
| 12/22/2025 | Sood Jaspreet K (Dir) — Sell -$281,537 Insider Form 4 | S - Sale+OE transaction of -29,698 shares at $9.48 |
| 11/5/2025 | IsraelValley | |
| 9/9/2025 | Boursorama | |
| 5/16/2025 | Ondas Holdings Inc released its financial results for the quarter ended March 31. | |
| 4/11/2025 | CALIBRATION OF (5) FLOW METERS 2025 | |
| 10/15/2024 | PRESS RELEASE, DATED OCTOBER 14, 2024 — Entry into a material agreement · Material new financial obligation · Other material events · Financial statements and exhibits | |
| 9/3/2024 | CHAIN (4190E802) | |
| 5/24/2024 | Ondas Holdings is among three stocks trading under $2 that are being purchased by insiders. | |
| 4/11/2024 | CALIBRATION OF (6) FLOW METERS 2024 | |
| 2/26/2024 | PRESS RELEASE, DATED FEBRUARY 26, 2024 — Entry into a material agreement · Results of operations released · Material new financial obligation · Unregistered sale of securities · Other material events · Financial statements and exhibits | |
| 1/25/2024 | PLYWOOD (4016E800) | |
| 7/24/2023 | PRESS RELEASE, DATED JULY 24, 2023 — Entry into a material agreement · Material new financial obligation · Unregistered sale of securities · Regulation FD disclosure · Other material events · Financial statements and exhibits | |
| 7/10/2023 | PRESS RELEASE, DATED JULY 10, 2023 — Entry into a material agreement · Unregistered sale of securities · Other material events · Financial statements and exhibits | |
| 12/13/2021 | PRESS RELEASE, DATED DECEMBER 13, 2021 — Officer / director departure or appointment · Financial statements and exhibits |