Industry Overview - The global drone industry is experiencing significant growth, with a projected CAGR of 9.3% from 2026 to 2031, driven by adoption in commercial, government, and military sectors [1] - The integration of drones with AI, cloud computing, and edge processing is enhancing their adoption across various verticals [1] Ondas Inc. (ONDS) - Ondas's Ondas Autonomous Systems (OAS) is becoming a primary growth engine, benefiting from increased deployments of autonomous platforms and initial revenue from acquired businesses [3] - The company is focusing on strategic partnerships and compliance with U.S. production standards, which supports long-term growth, particularly in the C-UAS segment and ground robotics [4] - Ondas is actively pursuing M&A to enhance its portfolio, having acquired several companies, including Roboteam and Rotron Aero, to expand its capabilities [5] - Preliminary financial results for 2025 indicate expected revenues of $27 million to $29 million for Q4, a 51% increase from prior targets, with a backlog of $65.3 million, up 180% from previous estimates [6][10] - For 2026, Ondas raised its revenue outlook to $170-$180 million, a 25% increase from earlier projections, which includes contributions from recent acquisitions [7] - The company is investing heavily in infrastructure and team expansion, which may create short-term financial pressures despite strengthening its competitive position [9] Draganfly, Inc. (DPRO) - Draganfly is a Canadian drone solutions developer with a diverse product lineup, including military and public safety drones, and is expanding its U.S. capacity [11][12] - Recent contracts with the U.S. military, including a significant order for FPV drones, are key growth drivers for the company [12][13] - Draganfly's compliance with NDAA regulations provides a competitive advantage as the U.S. and NATO phase out non-compliant systems [14] - The company is collaborating with Drone Nerds to expand its customer reach and is in the process of establishing multiple manufacturing plants in the U.S. to significantly increase production capacity [15] - Draganfly achieved a 14.4% year-over-year revenue growth, supported by rising product sales, and has a strong cash position of $69.9 million with minimal debt [16][17] Financial Performance & Valuation - Over the past six months, ONDS and DPRO have seen stock gains of 110.1% and 84.8%, respectively [18] - ONDS has a forward price/sales ratio of 21.27X, significantly higher than DPRO's 2.44X, indicating a higher valuation relative to sales [20] - Analysts have revised earnings estimates down for ONDS by 3.6% over the past 60 days, while estimates for DPRO have been revised upwards [19][22] Investment Outlook - ONDS holds a Zacks Rank of 3 (Hold), while DPRO has a Zacks Rank of 2 (Buy), suggesting that DPRO is currently the more favorable investment option [23][24]

Ondas Inc. (NASDAQ:ONDS) is among the 10 Unstoppable AI Stocks to Invest In Now. Ondas Inc. (ONDS): Airobotics Bags New Multi-million-dollar Order for Iron Drone Raider™ Counter-UAS System Ondas Inc. (NASDAQ:ONDS) is one of the Unstoppable AI Stocks to Invest In Now. On February 13, the company announced that its subsidiary, Airobotics, received a new multi-million-dollar order for its Iron Drone Raider™ counter-UAS system. This order is from a European customer in a NATO country. The order comes after ...

We recently published 10 Market Winners With Stunning Gains. Ondas Inc. (NASDAQ:ONDS) was one of the best performers on Wednesday. Ondas saw its share prices jump by 10.15 percent on Wednesday to close at $11.07 apiece as investors resumed buying positions after the company hinted at tapping a multi-billion-dollar market in Europe. In a statement on Tuesday, Ondas Inc. (NASDAQ:ONDS) announced that its subsidiary, Sentrycs, is set to unveil its new man-carried system called Scout at the Enforce Tac exhib ...

Ondas Inc. (NASDAQ:ONDS) is one of the 13 hot stocks to buy with the highest upside potential. On February 9, Ondas Inc. (NASDAQ:ONDS) announced that its subsidiary 4M Defense has secured a multi-year demining contract in Israel valued at more than $30 million. The contract, which has an initial execution period of up to three years, covers about 741 acres along the Israel-Syria border and is described as one of the largest land-clearance initiatives ever undertaken in Israel. Meanwhile, on February 4, JC ...

Ondas stock is showing exceptional strength. What’s fueling ONDS momentum?Military Action Fears Lift SharesU.S. defense stocks broadly moved higher after reports signaled the Trump administration is edging closer to possible military action, and prediction markets sharply increased the implied odds of a strike in the coming weeks.Vice President JD Vance added to the tension by suggesting diplomacy with Tehran could reach its "natural end" and stressing that President Donald Trump reserves the right to use m ...

Group 1 - Ondas Inc. experienced a significant stock increase of 7.95%, closing at $10.05, driven by the potential for a multi-billion-dollar market in Europe following the deployment of its drone solutions to the German State Police [1][3] - The company's subsidiary, Sentrycs, provided Counter-Unmanned Aircraft Systems (C-UAS) solutions to German authorities, aimed at detecting and controlling unauthorized drones without jamming or kinetic engagement [2][3] - The technology developed by Ondas is tailored for modern policing needs, allowing for precision control of unauthorized drones, real-time identification of serial numbers and operator locations, and facilitating an intelligence-driven response [3] Group 2 - Sentrycs is set to unveil a new man-carried system called Scout at the Enforce Tac exhibition in Germany, designed for law enforcement and tactical forces, enabling rapid deployment of detection and tracking capabilities in a portable format [4] - The deployment of Ondas' technology comes in response to increased drone activity in Germany, with over 1,000 suspicious flights reported in 2025, including incidents near military and sensitive government areas [3]

Like one of the drones using its technology, Ondas's (NASDAQ: ONDS) stock ascended notably across Tuesday's trading session. This was on the back of a new deal a key subsidiary of the company reached with a public-sector client in Europe. That provided enough lift to send its share price nearly 8% higher that day. Sentrycs's success Ondas announced that the subsidiary, counter-unmanned aircraft system (C-UAS) specialist Sentrycs, deployed its wares to an office of the German State Police. The systems wi ...

Core Insights - Ondas Inc. (ONDS) is advancing its autonomous defense technologies through a significant contract with a NATO-country customer for its Iron Drone Raider counter-UAS system, following successful deployment at an international airport, validating its technology in real-world scenarios [1][4] Group 1: Product and Technology - The Iron Drone Raider employs a net-based kinetic interception system, effectively neutralizing hostile drones with minimal operational disruption, making it suitable for high-value environments like airports [2] - Ondas is developing a comprehensive low-altitude airspace defense architecture that integrates cyber-over-RF mitigation and AI-based detection, aiming to provide a complete solution rather than a standalone product [3] Group 2: Market Position and Financial Outlook - The recent contract enhances Ondas' backlog and revenue visibility, supporting its expansion in the civil counter-UAS market, which is characterized by high barriers to entry [4] - Ondas' stock has seen a decline of 23.5% over the past month, contrasting with a 20.7% growth in the Zacks Wireless-National industry [7] - The company's valuation appears high, with a forward Price/Sales ratio of 19.73 compared to the industry average of 1.99, indicating potential overvaluation [8]

Ondas Inc. (NASDAQ:ONDS) is among the 10 best meme stocks to buy now. On February 9, Northland Securities analyst Michael Latimore reiterated an Outperform rating on the stock, with a $16 price target. Northland Securities Reiterates Outperform Rating on Ondas Inc. (ONDS) This is a reaffirmation of the firm’s previous adjustment on January 20, when it lifted the price target to $16 from $10, following an analyst event in which the company raised its revenue target for FY2026 to a range of $170 million to ...

Industry Overview - The global drone technology market is entering a new phase of expansion, driven by advancements in artificial intelligence (AI) and cloud computing [1] - The integration of AI has made modern drones faster and more versatile, enabling autonomous navigation based on real-time data [2] - Drones are gaining mainstream adoption across various sectors, including logistics, surveillance, and infrastructure monitoring, with significant use by companies like Walmart and Amazon [3] Defense Sector Growth - The defense segment remains a major growth engine, with increased drone adoption driven by geopolitical strains and defense upgrades [4] - Drones are widely deployed for border security, precision strikes, and intelligence, surveillance, and reconnaissance (ISR) operations, becoming indispensable in modern warfare [4] Technological Advancements - Drone swarm technology allows multiple autonomous drones to operate in tandem, enhancing capabilities in military operations and large-area surveillance [5] - The unmanned aerial vehicle (UAV) market is projected to witness a compound annual growth rate (CAGR) of 16.77% from 2026 to 2035 [6] Investment Opportunities - Companies like Ondas, Draganfly, and Red Cat Holdings are highlighted as high-potential stocks in the drone technology sector [7] - Ondas is focusing on autonomous systems and has raised its revenue outlook for 2026 to $170-$180 million, a 25% increase from previous targets [11] - Draganfly has secured significant contracts with the U.S. military and is expanding its product offerings, including NDAA-compliant drones [14][15] - Red Cat Holdings is experiencing strong demand from defense clients and has reported substantial revenue growth, with 2025 revenues projected to be between $38 million and $41 million, up about 153% from 2024 [19]