Ondas Inc

Сильный индекс, значительно вырос. Быки укрепили уверенность в своих позициях.

Strong index, significantly up. Bulls have strengthened their confidence in their positions.

Сильный индекс, без изменений. Рынок на стороне быков.

Strong index, flat. The market is on the bulls' side.

Средний индекс, значительно вырос. Приток средств в лонги резко увеличился и находится на высоком уровне.

Medium index, significantly up. The inflow of funds into longs has increased sharply and is at a high level.

The iShares ESG Aware MSCI USA Small-Cap ETF is seeing unusually high volume in afternoon trading Friday, with over 624,000 shares traded versus three month average volume of about 100,000. Shares of ESML were up about 0.6% on the day.
Components of that ETF with the highest volume on Friday were Ondas, trading up about 3% with over 38.4 million shares changing hands so far this session, and Plug Power, up about 2.1% on volume of over 28.6 million shares. Maxlinear is the component faring the best Friday, up by about 11.9% on the day, while Gamestop is lagging other components of the iShares ESG Aware MSCI USA Small-Cap ETF, trading lower by about 5.6%.

Friday's ETF with Unusual Volume: ESML

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Ondas (ONDS) Q2 2026 Earnings Call Transcript

Key Points
Despite a comparatively modest $4.3 billion market cap, Ondas has shown it can compete against defense industry giants.
Revenue rose by more than tenfold yearly in the latest quarter.
Ondas (NASDAQ: ONDS) surged over the last year as its military drone technology has captured investors' attention. Now, as wars in Ukraine and Iran drag on, the drone has become a critical weapon in the military arsenals of countries.
However, as investors learned the value of Ondas' pivot in this industry, they bid the stock higher by around 110% over the last year. Despite that gain, investors still have a good chance of outperforming the market with tech stocks.
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The state of Ondas
Once known as a wireless broadband company, Ondas pivoted to the commercial drone business and has gained more recent attention. Amid a massive increase in demand, Ondas' backlog rose from $68 million to $613 million in six months.
To that end, it made acquisitions to accelerate its go-to-market abilities. Additionally, it partnered with Palantir to scale its operating platform and integrate its ground, air, and stratospheric domains into a single AI-driven system.
At a $4.3 billion market cap, Ondas is a fraction of the size of industry giants like Northrop Grumman and RTX.
Still, Ondas announced $70 million in new orders in one month ending in late July. It won contracts from the U.S. Army and U.S. Air Force. Israel also selected it to build its next generation of military attack drones, indicating the company can compete with industry giants.
Looking forward, Markets and Markets forecasts a 26% compound annual growth rate (CAGR) for the military drone market through 2031, taking an estimated $35 billion market in 2026 to $109 billion by that year.
Ondas appears to be far outpacing that estimate, as analysts predict a revenue gain of more than tenfold in 2026 before growth slows to a forecast 87% gain the next year.
Although that may not turn the company profitable, it should ease worries about Ondas' 29 price-to-sales (P/S) ratio. Furthermore, amid the forecast revenue gains, Ondas now trades at a forward P/S ratio of 8. Given that increase and the surging demand for military drones, Ondas' stock appears to have plenty of room to rise.
It's not too late to buy Ondas stock
Despite recent gains, Ondas' stock has plenty of room to run.
Admittedly, a 29 P/S ratio may seem high, even for a growth stock in an emerging industry. Fortunately, its growth is so massive that the P/S ratio is on track to fall into the single digits quickly. Moreover, the company has won contracts from the U.S. and Israeli militaries, often over large, established competitors.
Ultimately, as drones change the face of warfare, Ondas looks increasingly well-positioned to play a critical role. Even at its current valuation, Ondas' growth should benefit its investors over time.
Should you buy stock in Ondas right now?
Before you buy stock in Ondas, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Ondas wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $421,943!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,382,819!*
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Will Healy has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Ondas, Palantir Technologies, and RTX. The Motley Fool has a disclosure policy.
Founded in 1993 in Alexandria, VA., by brothers David and Tom Gardner, The Motley Fool is a multimedia financial-services company dedicated to building the world's greatest investment community. Reaching millions of people each month through its website, books, newspaper column, radio show, television appearances, and subscription newsletter services, The Motley Fool champions shareholder values and advocates tirelessly for the individual investor. The company's name was taken from Shakespeare, whose wise fools both instructed and amused, and could speak the truth to the king -- without getting their heads lopped off.

Is It Too Late to Buy Ondas Stock?

Key Points
Ondas posted huge sales growth in Q2, but its loss came in higher than expected.
The company increased its full-year sales guidance.
Ondas's big sales beat in the second quarter could be more important than its earnings miss.
Ondas (NASDAQ: ONDS) stock is losing ground in Thursday's trading following the company's second-quarter report. The drone specialist's share price was down 6.2% as of 10:40 a.m. ET. The stock had been down as much as 10% earlier in trading.
Ondas released its Q2 results before the market opened this morning and posted mixed results. With today's post-earnings pullback, the stock is now down roughly 6% year to date.
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Investors aren't giving Ondas credit for huge sales growth in Q2
Ondas's revenue increased 1,236% year over year in the second quarter to reach $83.8 million, topping the average analyst estimate by $15.8 million. On the other hand, the company's loss of $0.19 per share came in $0.09 per share higher than the average analyst target. While the company's net loss of $89.7 million in the quarter represented a huge jump over the $10.8 million loss it posted in the prior-year period, it's not surprising to see the company's losses expand as it scales its business at this stage.
What's next for Ondas?
Because Ondas is at a relatively early stage of scaling its drone tech operations, it's not surprising that its big sales beat also arrived with a wider-than-expected loss. With that in mind, I don't think investors should worry about the earnings miss in Q2. Investors may also be concerned about potential competition from Ukrainian drones, but Ondas's second-quarter results looked very solid.
Additionally, the company now expects full-year sales to be between $525 million and $550 million -- up dramatically from its previous target for sales of at least $390 million. Ondas also said that it expects non-GAAP (adjusted) earnings before interest, taxes, depreciation, and amortization (EBITDA) margin improvement in the current quarter, operating platform profitability in Q4, and overall adjusted EBITDA profits in the fourth quarter of next year. On balance, the company's recent quarterly report looked strong -- and the pullback for the stock today could be a buying opportunity.
Should you buy stock in Ondas right now?
Before you buy stock in Ondas, consider this:
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Keith Noonan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Ondas. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Why Ondas Stock Is Sinking Today

The following companies are expected to report earnings prior to market open on 08/13/2026. Visit our Earnings Calendar for a full list of expected earnings releases.
Brookfield Corporation (BN)is reporting for the quarter ending June 30, 2026. The real estate company's consensus earnings per share forecast from the 2 analysts that follow the stock is $0.63. This value represents a 6.78% increase compared to the same quarter last year. BN missed the consensus earnings per share in the 2nd calendar quarter of 2025 by -1.67%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for BN is 14.98 vs. an industry ratio of 15.80.
JD.com, Inc. (JD)is reporting for the quarter ending June 30, 2026. The internet company's consensus earnings per share forecast from the 1 analyst that follows the stock is $0.77. This value represents a 40.00% increase compared to the same quarter last year. In the past year JD has beat the expectations every quarter. The highest one was in the 1st calendar quarter where they beat the consensus by 53.49%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for JD is 11.48 vs. an industry ratio of 13.20.
Tapestry, Inc. (TPR)is reporting for the quarter ending June 30, 2026. The retail (shoe) company's consensus earnings per share forecast from the 7 analysts that follow the stock is $1.26. This value represents a 21.15% increase compared to the same quarter last year. In the past year TPR has beat the expectations every quarter. The highest one was in the 1st calendar quarter where they beat the consensus by 26.72%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for TPR is 23.00 vs. an industry ratio of 10.20, implying that they will have a higher earnings growth than their competitors in the same industry.
Ascendis Pharma A/S (ASND)is reporting for the quarter ending June 30, 2026. The biomedical (gene) company's consensus earnings per share forecast from the 6 analysts that follow the stock is $0.78. This value represents a 183.87% increase compared to the same quarter last year. Zacks Investment Research reports that the 2026 Price to Earnings ratio for ASND is 56.70 vs. an industry ratio of -10.70, implying that they will have a higher earnings growth than their competitors in the same industry.
Applied Industrial Technologies, Inc. (AIT)is reporting for the quarter ending June 30, 2026. The machinery company's consensus earnings per share forecast from the 5 analysts that follow the stock is $2.92. This value represents a 4.29% increase compared to the same quarter last year. In the past year AIT has beat the expectations every quarter. The highest one was in the 1st calendar quarter where they beat the consensus by 0.76%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for AIT is 32.90 vs. an industry ratio of -64.90, implying that they will have a higher earnings growth than their competitors in the same industry.
Madison Square Garden Sports Corp. (MSGS)is reporting for the quarter ending June 30, 2026. The leisure (recreational) company's consensus earnings per share forecast from the 2 analysts that follow the stock is $0.78. This value represents a 1214.29% increase compared to the same quarter last year. The last two quarters MSGS had negative earnings surprises; the latest report they missed by -218.18%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for MSGS is -6557.83 vs. an industry ratio of -203.70.
Birkenstock Holding plc (BIRK)is reporting for the quarter ending June 30, 2026. The shoes & retail apparel company's consensus earnings per share forecast from the 10 analysts that follow the stock is $0.87. This value represents a 24.29% increase compared to the same quarter last year. BIRK missed the consensus earnings per share in the 1st calendar quarter of 2026 by -15.71%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for BIRK is 16.51 vs. an industry ratio of 9.70, implying that they will have a higher earnings growth than their competitors in the same industry.
GDS Holdings Limited (GDS)is reporting for the quarter ending June 30, 2026. The technology services company's consensus earnings per share forecast from the 1 analyst that follows the stock is $1.35. This value represents a 2350.00% increase compared to the same quarter last year. In the past year GDS has beat the expectations every quarter. The highest one was in the 1st calendar quarter where they beat the consensus by 44.34%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for GDS is 12.31 vs. an industry ratio of 16.00.
Ondas Inc (ONDS)is reporting for the quarter ending June 30, 2026. The wireless (national) company's consensus earnings per share forecast from the 1 analyst that follows the stock is $-0.09. This value represents a 12.50% decrease compared to the same quarter last year. Zacks Investment Research reports that the 2026 Price to Earnings ratio for ONDS is -29.52 vs. an industry ratio of -57.90, implying that they will have a higher earnings growth than their competitors in the same industry.
Cellebrite DI Ltd. (CLBT)is reporting for the quarter ending June 30, 2026. The internet software company's consensus earnings per share forecast from the 2 analysts that follow the stock is $0.09. This value represents a no change for the same quarter last year. Zacks Investment Research reports that the 2026 Price to Earnings ratio for CLBT is 39.10 vs. an industry ratio of 192.20.
YETI Holdings, Inc. (YETI)is reporting for the quarter ending June 30, 2026. The leisure (recreational) company's consensus earnings per share forecast from the 8 analysts that follow the stock is $0.44. This value represents a 18.52% decrease compared to the same quarter last year. In the past year YETI has met analyst expectations once and beat the expectations the other three quarters. Zacks Investment Research reports that the 2026 Price to Earnings ratio for YETI is 20.82 vs. an industry ratio of 2.00, implying that they will have a higher earnings growth than their competitors in the same industry.
Bullish (BLSH)is reporting for the quarter ending June 30, 2026. The internet software company's consensus earnings per share forecast from the 4 analysts that follow the stock is $0.09. This value represents a 280.00% increase compared to the same quarter last year. Zacks Investment Research reports that the 2026 Price to Earnings ratio for BLSH is 47.15 vs. an industry ratio of 192.20.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Pre-Market Earnings Report for August 13, 2026 : BN, JD, TPR, ASND, AIT, MSGS, BIRK, GDS, ONDS, CLBT, YETI, BLSH

Ondas (NASDAQ:ONDS), a drone networking and autonomous defense systems provider, closed at $8.00, up 4.44%. Premarket, the company announced $70 million in new orders over the past month, and investors are watching the execution of the order backlog next. Trading volume reached 171.9M shares, coming in about 107% above its three-month average of 82.9M shares. Ondas IPO'd in 2020 and has grown 30% since going public.
How the markets moved today
The S&P 500 (SNPINDEX:^GSPC) fell 0.13% to 7,499, while the Nasdaq Composite (NASDAQINDEX:^IXIC) dropped 0.57% to 25,691. Among aerospace & defense peers in private wireless, drone, and counter-UAS systems, AeroVironment closed at $150.35, up 1.01%, while Red Cat Holdings finished at $7.83, down 8.85%, underscoring uneven sentiment across the group.
What this means for investors
After seeing its stock nearly halve from $12 to $6 since the start of June, drone-focused Ondas has rebounded nicely over the last week, announcing $70 million in new orders over the last four weeks. This figure is attention-grabbing because it shows a sharp rise from $40 million in June and $30 million in May, indicating an acceleration in growth.
Buoyed by this burgeoning order book, a backlog of over $450 million, and $1.4 billion in cash available for use with the company’s serial acquisition strategy, Ondas and its management believe it will generate $525 million in sales in 2026. Compared to the company’s market cap of $4.4 billion, this growth is an interesting story to monitor. That said, Ondas is relying heavily upon shareholder dilution to fund its voracious appetite for M&A -- shares outstanding have doubled over the last year -- so ONDS stock will remain a highly volatile, high-risk, high-reward proposition.
Should you buy stock in Ondas right now?
Before you buy stock in Ondas, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Ondas wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $370,332!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,272,280!*
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*Stock Advisor returns as of July 22, 2026.
Josh Kohn-Lindquist has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Ondas. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stock Market Today, July 22: Ondas Secures $70 Million in New Orders, Rises 28% Over the Last Week

Key Points
Ondas just announced it booked $70 million in weapons sales in four weeks.
Not all these contracts are brand new.
And Ondas is still iffy on profitability.
Ondas (NASDAQ: ONDS) stock, a small defense contractor specializing in the manufacture of military air and ground drones, and also counter-drone (counter-UAS or CUAS) technology, soared 10.4% through 11:55 a.m. ET Wednesday.
The reason: new weapons sales.
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Ondas inks some contracts
Citing accelerating demand "across its autonomous defense and security platform," Ondas boasted today that it has secured $70 million worth of new orders over the past four weeks, for "unmanned ground systems, border security and protection technologies, counter-unmanned aircraft systems ("C-UAS"), intelligence, surveillance and reconnaissance ("ISR") systems, and autonomous precision-strike capabilities."
Translated from Pentagon-ese, that means Ondas is selling ground robots, attack drones, surveillance equipment, and drone defense systems primarily.
Not all the orders are new. Ondas noted that it rolled a recently announced $6.9 million order for Ondas' C-UAS systems to Australia into the $70 million total. Still, it sounds like Ondas is having a pretty successful month of July.
What it means for Ondas stock
To put these $70 million in context, in all of Q2 2025 last year, Ondas booked a total of $6.3 million in sales. The orders just announced amount to 10x the volume of sales from a year ago -- with orders booked in just one-third of one quarter's time.
That's fast growth -- but do beware that growth at Ondas could be lumpy.
According to analysts who follow the stock, 2026 will probably be the first year Ondas books a GAAP profit, after a decade of losing money. That said, forecasts for next year see Ondas back in the red -- and losing money again in 2028.
Free cash flow at Ondas remains negative and is forecast to remain so in 2027 as well. It probably won't be till 2029 that Ondas is both profitable and generating consistent cash. Caveat investor.
Should you buy stock in Ondas right now?
Before you buy stock in Ondas, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Ondas wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $370,332!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,272,280!*
Now, it’s worth noting Stock Advisor’s total average return is 904% — a market-crushing outperformance compared to 208% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of July 22, 2026.
Rich Smith has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Ondas. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Why Ondas Stock Popped Today

Ondas Inc. ONDS recently bolstered its growing defense portfolio with a $6.9 million order from Australia’s Department of Defense for its DTIM (Detect, Track, Identify and Mitigate) Single Operator Counter-sUAS Kits. The order, awarded through Australian defense distributor HIFraser, validates Ondas' expanding defense strategy following its acquisition of DZYNE Technologies and strengthens its foothold among allied defense customers. DZYNE's counter-drone business now operates under Ondas Sentinel, the company's dedicated U.S. defense division.
Ondas' portable DTIM Kits enable a single operator to detect, track, identify and neutralize hostile drones using AI-powered detection, long-range surveillance (more than 25 km), Remote ID/AeroScope tracking, the integrated Dronebuster (DB4) mitigation system, optional PNT attack capability and TAK integration. The compact all-in-one solution is well suited for military patrols, border security, special operations and other rapidly deployable defense missions. More than 3,000 Dronebuster units have already been fielded globally, providing Ondas with an important credibility advantage.
Countries across Europe, the Asia-Pacific and the Middle East are all investing heavily in counter-UAS technologies. In 2026, Ondas has secured several international defense deals that indicate increasing global demand for its autonomous systems. In February, ONDS’ subsidiary Airobotics secured a multi-phase defense contract with a government customer in the Asia-Pacific region, with initial deliveries starting in 2026 and follow-up orders expected as deployments expand. ONDS has also secured multi-million-dollar orders in Europe for its Iron Drone Raider counter-UAS system, which protects major airport infrastructure in a NATO country, as well as a $20 million autonomous border protection order involving AI-driven drone deployment and command-and-control systems.
Nonetheless, competition remains intense from larger defense contractors with established global customer relationships and broader product portfolios such as Draganfly DPRO and RTX Corporation RTX.
ONDS vs. the Defense Tech Competition
In May, DPRO and F4 Defense International secured an initial DEVCOM Army Research Laboratory contract to develop a modular, rapidly deployable counter-drone system that integrates tethered aerial platforms with drone detection, tracking, targeting and defeat capabilities for enhanced situational awareness and defense in contested environments. First-quarter revenue rose 49.4%, driven by a 44.8% increase in product sales. Quarterly sales were aided by strong demand from military customers, including an FPV drone order from the U.S. Army, reflecting its growing relationship with an existing defense customer. DPRO expanded its defense portfolio through the acquisition of Skip Dynamix's drone technology assets.
RTX is supported by a steady recovery in commercial aerospace, strong defense orders and a robust backlog. Heightened geopolitical tensions are leading to steadily increasing defense spending. RTX is strongly positioned in the missile and air-defense segment, which offers both short-term benefits and long-term gains. The ongoing tensions between Russia and Ukraine (and related rearmament efforts of NATO countries), between China and Taiwan (and related alliances in the South China Sea), and the war in the Middle East are leading to increased defense spending, creating significant opportunities. It won several notable defense contracts during the first quarter, which resulted in solid bookings of $14 billion and a record backlog of $271 billion.
ONDS’ Price Performance, Valuation and Estimates
In response to the announcement, ONDS’s stock went up 5.3% in trading yesterday. Shares of ONDS have declined 22.7% in the past month against the Zacks Wireless-National industry’s jump of 99.6%.
Image Source: Zacks Investment Research
In terms of the forward 12-month Price/Sales ratio, ONDS is trading at 4.53, lower than the industry’s multiple of 7.72.
Image Source: Zacks Investment Research
For ONDS, earnings estimates for the current year have been revised significantly downwards in the past 60 days.
Image Source: Zacks Investment Research
ONDS currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Can ONDS Turn Its Australian Defense Win Into a Bigger Global Pipeline?

An updated edition of the May 27, 2026 article.
The global drone technology market is entering a new phase of accelerated adoption, driven by technology advancements and expanding usage in commercial applications.
The embedding of AI has made modern drones faster and more versatile than ever. AI incorporation is driving the autonomous navigation functionality of drones, enabling them to autonomously plan their flight paths based on real-time data, such as environmental terrain. The integration of 5G and advanced Wi-Fi technology has improved real-time data transmission, expanding commercial applications.
Consequently, drones are now becoming indispensable across various industries. Drones have become integral to various sectors like mining, infrastructure monitoring, real estate, oil and gas exploration, and even filmmaking. From aerial photography and agricultural mapping to data collection and operations across sectors, drones are transforming how businesses operate. Drones are gaining momentum in last-mile delivery operations as companies look to cut operational costs and enhance productivity.
Retail behemoths like Walmart and Amazon are increasingly deploying drones in logistics. Amazon uses drone delivery to deliver one package (up to five pounds) in less than an hour during daylight hours. Meanwhile, public safety and disaster response sectors are using drones for surveillance and search-and-rescue missions. The usage of drone swarms is being extensively explored for tasks like large-area surveillance and search-and-rescue.
Still, the defense segment continues to serve as the key growth engine. The growing geopolitical strains and defense upgrades are driving increased drone adoption worldwide. Globally, drones are now being widely deployed for border security, precision strikes, intelligence, surveillance, and reconnaissance (“ISR”) and other tactical operations, making them indispensable assets in modern warfare.
With regulatory frameworks evolving and military and commercial adoption gaining pace, the drone sector has a long runway for growth. The drone market is expected to witness a CAGR of 9.34% from 2026 to 2031, according to a report from Mordor Intelligence.
If you are looking to capitalize on this trend, our Drone Technology Screen makes it easy to identify high-potential stocks, such as Red Cat Holdings RCAT, RTX Corporation RTX and Ondas Inc ONDS.
Explore 39 cutting-edge investment themes with Zacks Thematic Investing Screens and uncover your next big opportunity.
3 Drone Tech Stocks in Focus
Red Cat Holdings specializes in robotic hardware-software integration for applications for military and commercial uses. Teal Drones and FlightWave Aerospace are two of its wholly-owned affiliates. Its portfolio also includes Black Widow (small, unmanned aircraft systems), TRICHON (a hybrid VTOL) and FANG, an NDAA-compliant FPV drone. It recently introduced Hellcat, a dual-use small unmanned aircraft system based on the Black Widow platform.
On the lastearnings call management highlighted that the Defense Autonomous Warfare Group is expected to allocate $54 billion (which could reach as much as $74 billion) toward drones, drone dominance and counter-drone systems starting in 2027, with funding visibility beginning within months. Additionally, a $156 billion defense reconciliation bill for 2025 is now being rapidly deployed in 2026, with only $30 billion obligated as of April, implying a significant ramp in spending over the near term. This creates a powerful demand tailwind for RCAT’s portfolio.
Given these, the company expects $150-$180 million in annual revenues in the near to medium term. The gross margins are expected to approach 30% over time. Red Cat delivered $15.5 million in revenues in the first quarter, marking an 849% year-over-year increase.
Earlier this month, RCAT announced that Teal Drones has moved to Gauntlet II of the Drone Dominance Program.
RCAT’s expansion into USVs via Blue Ops adds a significant new revenue stream with an expected $150 million sales potential in 2026. It recently acquired Quaze Technologies Inc, which specializes in wireless power transfer technology for unmanned and autonomous systems. RCAT carries a Zacks Rank #2 (Buy) at present.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
RTX Corporation is a major aerospace and defense player and represents a more diversified way to enhance exposure to the drone technology space. The company delivers advanced systems and services for commercial, military, and government clients through its Collins Aerospace (Collins), Pratt & Whitney and Raytheon business segments.
Its exposure to the drone market is primarily driven by its strength in counter-drone systems. On the lastearnings call RTX emphasized that the current geopolitical landscape is driving increased demand for munitions, integrated air and missile defense technology, and advanced capabilities to deal with threats. Management highlighted the increasing demand for its Coyote counter-UAS system.
It has demonstrated a non-kinetic version of the Coyote, which reflects the industry’s shift toward more cost-effective and reusable systems. Unlike traditional interceptors, this version can complete a mission, return, be recharged, and redeployed, making it well-suited for sustained operations.
The company noted strong global interest, including a recently approved Coyote system deal with the UAE, underscoring the export potential of its C-UAS portfolio. RTX currently carries a Zacks Rank #2.
Ondas is rapidly scaling its Ondas Autonomous Systems (“OAS”) business, which has quickly become a multi-domain autonomy platform spanning ISR, C-UAS, loitering munitions/strike systems, unmanned ground vehicles and stratospheric sensing via World View acquisition.
The company has accomplished this broad portfolio through focused M&A activity. The company recently announced the acquisition of DZYNE Technologies for $875.8 million. DZYNE will expand ONDS’ reach across c-UAS, multi-domain ISR, precision strike and mission intelligence and autonomous systems. Both World View and DZYNE will operate within the company’s newly launched business division, Ondas Sentinel.
Following this development, Ondas now expects 2026 revenue to be at least $525 million from the previous forecast of $390 million. The increase also reflects contributions from Omnisys. DZYNE is expected to contribute approximately $191 million in revenue in 2026 and more than $300 million in 2027.
In June 2026, ONDS announced the $125 million acquisition of Cyberhawk, a provider of drone-based infrastructure inspection and AI-powered asset intelligence.
Beyond these acquisitions, the company had completed five acquisitions (World View, INDO Earth, Rotron Aerospace, Bird Aero and Mistral Inc) alone in the first quarter of 2026. In the past year, it has acquired Sentrycs, Apeiro Motion and Zickel, among others. Ondas now operates in more than 45 countries with over 1,000 employees globally.
However, extensive M&A amplifies risks, as so many acquisitions in such a short period can create integration overload and execution risks, as achieving targets depends on timely integration and conversion of backlog into revenues. ONDS carries a Zacks Rank #3 (Hold) at present.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

3 Drone Tech Stocks to Keep an Eye on as Adoption Picks Up Pace

Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which measures momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30.
In trading on Wednesday, shares of Ondas Inc (Symbol: ONDS) entered into oversold territory, hitting an RSI reading of 29.2, after changing hands as low as $6.75 per share. By comparison, the current RSI reading of the S&P 500 ETF (SPY) is 54.7. A bullish investor could look at ONDS's 29.2 RSI reading today as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. The chart below shows the one year performance of ONDS shares:
Looking at the chart above, ONDS's low point in its 52 week range is $1.78 per share, with $15.28 as the 52 week high point — that compares with a last trade of $7.05.
Further ONDS Research:
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Indicator	Dec 25	Mar 26	Jun 26	Aug 26	Sep 26	TTM	Median
P/E	0.00	100.44	0.00	0.00	0.00	0.00	33.34
Price/Sales	37.54	27.39	17.91	16.64	—	16.64	2.86
P/B	8.41	3.93	2.77	2.57	2.46	2.46	3.01
P/FCF	0.00	0.00	0.00	0.00	0.00	0.00	23.04

Indicator	Dec 25	Mar 26	Jun 26	Aug 26	Sep 26	TTM	Median
ROE	0.00	25.93	6.59	—	—	6.59	14.14
ROA	0.00	12.73	3.32	—	—	3.32	6.67
ROI	0.00	25.83	6.56	—	—	6.56	10.08
Net Worth	2.16	4.17	4.15	3.86	—	3.86	1.02
Quick Ratio	4.68	10.68	9.53	—	—	9.53	1.59
Current Ratio	4.84	10.91	9.85	—	—	9.85	1.86

Indicator	Dec 25	Mar 26	Jun 26	Aug 26	Sep 26	TTM	Median
Net Profit Margin	0.00	141.67	33.91	—	—	33.91	10.12
Operating Margin	0.00	0.00	0.00	—	—	0.00	10.80
Gross Margin	40.00	45.83	44.25	—	—	44.25	50.00
Return on tangible equity	0.00	60.51	19.80	—	—	19.80	26.05

Indicator	Dec 25	Mar 26	Jun 26	Aug 26	Sep 26	TTM	Median
EPS	—	-0.39	—	-0.14	—	-0.14	0.36
EPS Forecast	—	-0.06	—	-0.09	—	-0.09	0.25
Revenue	30.00M	50.00M	84.00M	—	—	84.00M	66.00M
Gross Profit	13.00M	25.00M	36.00M	—	—	36.00M	—
EBITDA	—	—	—	—	—	-6.00M	—

Ondas Inc

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