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Ondas Inc.'s revenue guidance reset to at least $375 million is a major inflection point as the company moves from drones to a full-scale defense platform. I see the ONDS business broadening beyond drones into a scaled autonomous defense platform spanning counter-UAS, ISR, loitering munitions, and unmanned ground vehicles. Recent wins and partnerships support the ONDS story, including new counter-drone orders, European deployments, and an AI-enabled ISR partnership with Palantir and World View.

Additionally, the company this week filed to register up to 1,928,532 shares of common stock for potential resale by certain stockholders. Here's what investors need to know.

Maxim Group raised its price target on Ondas (NASDAQ: ONDS) from $16 to $22 on Thursday, March 26, while keeping a “Buy” rating on the  technology company.

Ondas Inc. (ONDS) Q4 2025 Earnings Call Transcript

For the fourth quarter, Ondas reported revenue of $30.1 million, topping the $27.6 million estimate and soaring 198% sequentially and 629% year-over-year.

Following the earnings report, Needham analyst Austin Bohlig on Tuesday maintained Ondas with a Buy and raised the price target from $17 to $23. Here's what investors need to know.

Ondas incurs wider Q4 2025 loss on a warrant charge, but explosive revenue growth and a solid 2026 outlook highlight its autonomous systems push.