Key Stats for Ondas Stock
- 1- Year Price Change for Ondas stock: 452%
- $ONDS Share Price as of Jan. 16: $12.50
- 52-Week High: $15.28
- $ONDS Stock Price Target: $12
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What Happened?
Ondas (ONDS) stock got a boost after Needham raised its price target to $17 from $12, while maintaining a “Buy” rating. The upgrade came after the company’s Investor Day, where management reported that fourth-quarter results were tracking ahead of expectations.
The big news is revenue growth.
- Ondas expects fourth quarter 2025 revenue of $27 million to $29 million, which is 51% higher than its prior target.
- For the full year, the company guided for $47.6 million to $49.6 million in revenue, up 23% from its earlier outlook and representing a near sixfold increase from 2024.
CEO Eric Brock said on the call that the company has “dramatically strengthened our liquidity position,” with pro forma cash of over $1.5 billion following a recent $1 billion equity offering.
He added that the backlog grew to more than $65 million at year-end, nearly triple the level from the third quarter.
For 2026, Ondas stock got even more attention with the company’s new revenue target of $170 million to $180 million.
That represents 3.5x growth from 2025 and is 25% higher than the company’s previous target of $140 million. Brock said the guidance is “conservative” given the strength of the pipeline and end markets.
The company also expects bookings of at least $300 million in 2026, providing strong visibility for growth beyond this year.
Brock emphasized that “we believe we have high visibility into achieving these revenue and bookings goals.”
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What the Market Is Telling Us About Ondas Stock
Ondas stock is rallying because investors see the company positioned to capture a major wave of demand in autonomous systems.
The company has transformed from a single-product aerial drone company into a multi-domain platform spanning unmanned aerial systems (UAS), unmanned ground vehicles (UGV), and counter-UAS technologies.
Needham highlighted that global demand for unmanned systems is accelerating, and Ondas’ growing portfolio is positioned to benefit from this market inflection. The firm also noted momentum building across both defense and homeland security end markets.
Ondas stock got additional support from the company’s acquisition strategy.
- In 2025, Ondas bought six companies, including Sentrycs for counter-UAS cyber capabilities, Roboteam and Apeiro Motion for combat-proven ground robotics, and 4M Smart Demining for land intelligence.
- CFO Meir Kliner said these platforms are “proven, operational and deployed today” in real combat conditions.
Ondas also announced its participation in the Department of Defense’s $1 billion Drone Dominance Program, which aims to rapidly field up to 340,000 low-cost attack drones over the next two years.
Ondas submitted its Wasp platform, which is manufactured in Pennsylvania using NDAA-compliant components.
For now, Ondas stock appears benefit from a combination of strong execution, massive liquidity, and exposure to accelerating defense and security spending.
The company’s long-term goal is to reach $1.5 billion or more in revenue within five years, which it believes could support a market cap of $15 billion or greater.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
