Category ONDS

ONDAS INC

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.

$ONDS stock

BULLISH CASE: +426% revenue growth YoY (Wasp drone orders), strategic acquisitions (Sentrycs Nov 4, Safe Pro Nov 6), defense sector tailwinds, 500 units Wasp scalable a 20,000/month, analyst consensus Strong Buy, PT $7.25