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Merlintrader Trading Pub
Biotech catalyst news and analysis. FDA PDUFA tracker
Merlintrader Trading Pub
Biotech catalyst news and analysis. FDA PDUFA tracker
Category ONDS
ONDAS INC
Drone Defense Mid-Caps: Ondas, Red Cat and Kratos Put $ONDS, $RCAT and $KTOS in the Same War-Tech Conversation
Ondas Holdings, Red Cat Holdings and Kratos Defense & Security Solutions represent three very different ways to read the drone-defense trade: an aggressive autonomous-systems platform buildout, a focused tactical-drone procurement ramp, and a scaled defense-technology contractor with real backlog and unmanned-systems revenue.
Ondas ( $ONDS) Deep Dive 2026 UPDATED APRIL 15
Static Finviz chart at the top. Referral applies only if a reader clicks through. NASDAQ: ONDS Defense · Counter-UAS · ISR · Robotics Updated April 13, 2026 Ondas (ONDS) Deep Dive April 2026 From a narrow drone narrative to a…
Ondas ( $ONDS ): the final 2025 earnings release turns a drone story into a much bigger test of execution
Defense / Autonomy / Earnings Deep Dive Ondas (ONDS): from drone story to autonomous defense platform? Why the final 2025 earnings release may be the most important ONDS document yet The March 23, 2026 release did more than confirm a…
Ondas Inc Evolution 2026( $ONDS )
EN IT Ondas, Evolution How ONDS is trying to become a multi-domain defense platform in 2026 — and why the story now looks both more coherent and more demanding than it did just a few months ago. Ticker: ONDS Focus:…
Ondas and Palantir ( $ONDS ) ( $PLTR ) a real defense-tech stack? (Part 2)
The first article explained the announcement. This second one tackles the harder question: whether the Ondas–Palantir–World View structure can evolve into something commercially meaningful, or whether the market is still looking at a strategically attractive partnership that remains too early to change fundamentals.
Ondas (NASDAQ: $ONDS) — preliminary 2025 earnings beat and Mistral merger agreement Updated mach 10
A long-form bilingual deep dive on what changed in Ondas’ preliminary fourth-quarter and full-year 2025 update, why the revenue beat matters more than the raw numbers alone, how the Mistral agreement changes the strategic map, and what investors should watch next as ONDS tries to move from fast-growing defense-tech vendor to a broader autonomous systems platform with prime-contractor access.
ONDS vs DRSHF (ASX:DRO) — two ways to play the drone / counter-drone boom
ONDS vs DRSHF (ASX:DRO) — Counter-Drone Deep Dive Comparison | Merlintrader EN IT Comparative Deep Dive ONDS vs DRSHF (ASX:DRO) — two ways to play the drone / counter-drone boom This report compares Ondas and DroneShield from every angle that…
Drone stocks explained: the listed names that matter $AVA $ONDS $RCAT $DPRO $KTOS $UMAC
A comparative, long-form guide to the main quoted drone and counter-drone names retail investors keep putting in the same basket — from AeroVironment and Kratos to Ondas, Red Cat, Draganfly and Unusual Machines — with a focus on what each company really does, where the real business sits, and where the story is still more narrative than scale.
Ondas – $20M initial border-defense order ( $ONDS )
Ondas’ Airobotics subsidiary has received a $20 million initial purchase order as prime contractor under a strategic national Autonomous Border Protection Program – the formal launch of a multi-year, multi-phase architecture built around thousands of AI-driven drones.
Ondas Inc ( $ONDS ) $10M stratospheric ISR bet with World View
$10M strategic equity investment in World View and a partnership to integrate persistent stratospheric platforms (Stratollite®) with Ondas’ autonomous UAS and counter-drone capabilities for multi-layer ISR and airspace defense.
Ondas Holdings ( $ONDS ) Asia-Pacific defence contract Feb 2026
A new multi-phase contract with an Asia-Pacific government for autonomous unmanned aerial systems adds another piece to the Ondas puzzle – and fits into a broader defence-spending upswing that is favouring drone, counter-drone and autonomous surveillance platforms.
Ondas ($ONDS) eyes Aeronautics
Israeli business media report that Ondas has submitted an offer to buy Aeronautics, the unmanned systems subsidiary of Rafael. It is a proposal under review, not a completed acquisition. Below: what is confirmed, the political and regulatory risk, and how retail traders are reacting.
ONDS Ondas Inc
In early January we started to follow Ondas Inc. (ONDS) more closely on Merlintrader, first with a long-form deep-dive on the transformation of the group into an autonomous defense “system-of-systems” platform, and then with a sequence of updates as new contracts and Investor Day details emerged. Those articles focused on the structural story, the DCMA “Blue UAS” listing for Optimus and the growing defense pipeline.
Ondas (ONDS) Inc
Ondas Inc. (NASDAQ: ONDS) announced that the Optimus drone from its American Robotics unit has been added to the DCMA “Blue List” of approved unmanned aircraft systems. This confirms compliance with Department of War cybersecurity, supply chain and operational standards and opens a faster lane for U.S. government and defense procurement of Optimus.
At Merlintrader we’ve been following Ondas for a while through this steep progression, and today’s move is another step in the transition from a niche wireless/IoT story towards a more clearly defined dual-use autonomous infrastructure profile.
ONDS Ondas Inc
Five Wall Street firms push targets to the 16–25 USD band on the back of Ondas’ 2026 ramp story – while the stock trades around the low teens after a 500%+ 12-month run.
ONDS Ondas Holdings Inc update jan 17
Why it is a “stock of the moment”
ONDS is one of the most closely watched names in the community: explosive rally, very strong narrative around Israel/defense, and now an Investor Day that pushes the bar even higher with 2026 guidance and very aggressive 5-year targets. It is a classic case where enthusiasm and risk coexist: great to follow, dangerous to underestimate.
ONDS Ondas Holdings Inc jan 8
This is not a buy/sell note, but a way to show readers how Ondas (ONDS) has been covered on Merlintrader over the last months, how the stock moved from November into early January, and what the upcoming Needham Growth Conference presentation actually adds (or doesn’t add) to the picture. Educational only, not investment advice.
ONDS Ondas Holdings Inc jan 06 update
Ondas Holdings (ONDS) has extended its powerful run into early 2026, hitting new four-year highs and moving decisively into mid-cap territory. The next major test for the story is the OAS Investor Day 2026, where management will present the updated 2026 business plan and financial outlook. This update is a companion to the full deep dive available here: ONDS – Ondas Holdings Inc. (full report) .
ONDS Ondas Holdings Inc
2025 performance in the ballpark of +250–270 percent, among the top performers in the defense group.
Growth story tied to autonomous drones and counter-UAS systems in a context of rising defense and security spending.
Very ambitious guidance: management is targeting revenues of at least 36M USD in 2025 and 110M USD in 2026.
Large free float, growing institutional ownership and high volatility: a classic high-beta small cap where newsflow drives big moves.
ONDS Ondas Holdings Update dec 3
2025, Ondas Holdings transformed from a marginal wireless communications company into an emerging leader in autonomous defense, driven by strategic acquisitions, record government contracts, and a rapidly expanding global customer pipeline. With Q3 2025 revenue of $10.1 million, a record backlog of $23.3 million, and an ultra-strong cash position of $840 million, Ondas is exceptionally positioned to capitalize on the boom in the counter-UAS market.