Core Insights - The New Money has launched the Drone Stocks Trend, a platform aimed at simplifying public markets by focusing on drone-related companies and investment opportunities [1][2] Industry Overview - The Drone Stocks Trend is part of a broader trend of increasing global investment in unmanned and autonomous systems, with governments and enterprises boosting spending on drones for various applications including defense, border security, and logistics [3] Performance Metrics - The Drone Stocks Trend has seen a cumulative increase of 162.4% over the past 12 months, indicating strong market interest and performance in this sector [4] Company Highlights - Ondas Holdings (NASDAQ:ONDS) specializes in mission-critical wireless technology and autonomous drone systems, providing AI-powered drones for various sectors [4] - Red Cat Holdings focuses on tactical and FPV systems for defense, designing military-grade drones for surveillance and inspection [5] - Safe Pro Group utilizes AI-driven aerial services for threat detection and infrastructure inspection [7] - EHang Holdings develops autonomous aerial vehicles for urban air mobility and emergency response [7] - ZenaTech offers advanced UAVs and drone-as-a-service solutions for multiple industries [8] - Volatus Aerospace provides comprehensive UAV services across commercial and defense sectors [8] - DroneShield specializes in counter-UAS technology for military and critical infrastructure protection [9] - AeroVironment is a leader in defense technology, producing military drones and autonomous systems [9]

New contract expands Ondas' geographic and defense footprint in the Asia-Pacific (APAC) regionReinforces growing demand for autonomous UAS capabilities with governmental entities in APAC WEST PALM BEACH, FL / ACCESS Newswire / February 3, 2026 / Ondas Inc. (Nasdaq:ONDS) ("Ondas" or the "Company"), a leading provider of autonomous aerial and ground robot intelligence through its Ondas Autonomous Systems (OAS) business unit and private wireless solutions through Ondas Networks, today announced that its ful ...

Acquisition will strengthen Ondas' offering to the defense and security markets through an expanded system-of-systems architecture, incorporating long-range unmanned aerial vehicles, autonomous strike platforms, advanced propulsion and engineering capabilities, integrated command-and-control technologies, and an established presence in the UK market. WEST PALM BEACH, FLORIDA / ACCESS Newswire / February 2, 2026 / Ondas Inc. (Nasdaq:ONDS) ("Ondas" or the "Company"), a leading provider of autonomous aerial ...

Core Insights - Ondas Inc. (NASDAQ:ONDS) has been recognized as one of the 11 best performing stocks over the last 12 months [1] Group 1: Product Development and Recognition - Ondas Inc.'s Optimus drone, through its subsidiary American Robotics, has achieved Blue List status from the Defense Contract Management Agency (DCMA), indicating compliance with rigorous cybersecurity and operational standards [2] - The Optimus system features an automated drone-in-a-box dock with 11 onboard batteries and the capability for up to nine mission payloads, enabling continuous operations and real-time mission switching [3] Group 2: Market Position and Analyst Attention - Stifel has raised its price target for Ondas Inc. from $17 to $18, maintaining a 'Buy' rating due to the company's unique approach in military drones and performance that has exceeded analyst expectations [4] - Ondas Inc. focuses on scalable, compliant autonomous aerial and ground systems, as well as private wireless solutions that support U.S. defense and critical infrastructure applications [5]

Ondas Inc. (NASDAQ:ONDS) is one of the High-Flying Stocks to Buy Right Now. On January 20, Stifel analyst Jonathan Siegmann lifted the price target on the company’s stock to $18 from $17, while keeping a “Buy” rating, as reported by The Fly. This comes after the virtual investor day. As per the firm’s analyst, despite Ondas Inc. (NASDAQ:ONDS) being in the early stages of executing its business model, the targets exceeded the firm’s estimates. Also, Stifel noted the company’s differentiated approach to the ...

Core Insights - The company will unveil its rebranding and new offerings for the Defense and Security markets at the Singapore Airshow 2026, marking a significant milestone in its strategic evolution and global expansion [1] Group 1: Company Developments - Ondas Inc. is a leading provider of autonomous aerial and ground robot intelligence through its Ondas Autonomous Systems (OAS) business unit [1] - The company also offers private wireless solutions through Ondas Networks [1] Group 2: Market Focus - The new Ondas Defense and Security offering aims to address complex challenges in modern defense, specifically protecting critical assets from threats in low-altitude and ground domains [1] - The launch is part of the company's strategy to expand into defense, homeland security, and public safety markets [1]

Core Insights - Ondas Holdings (ONDS) is evolving from a drone company to an emerging defense autonomy platform, focusing on mission-critical systems that integrate air, ground, and counter-UAS capabilities [1] Company Overview - The company is transitioning from providing individual autonomous systems to offering comprehensive solutions that encompass various operational domains [1]

Group 1 - Ondas Inc. (NASDAQ:ONDS) experienced a decline of 8.30% on Monday, closing at $11.16, primarily due to investor concerns over potential dilution from a recent $8.4 million sale of convertible preferred shares [1][3] - The company’s subsidiary, Ondas Networks Inc., entered into share purchase agreements to borrow $16.5 million, allowing lenders to convert debts into 970,801 preferred shares, which can further be converted into common shares [2] - The recent share sale is part of a larger strategy where Ondas raised $1 billion from the issuance of 19 million common shares and pre-funded warrants, aimed at corporate development and strategic growth, including acquisitions and joint ventures [4] Group 2 - The potential conversion of preferred shares into common shares could significantly reduce the company's debt but raises concerns about dilution for existing common shareholders [3] - Despite the challenges, there is recognition of Ondas's potential as an investment, although some analysts believe other AI stocks may offer better returns with lower risk [5]

Industry Overview - The global drone industry is experiencing significant growth, with a projected CAGR of 14.3% from 2025 to 2030, driven by adoption in commercial, government, and military sectors [1] - The integration of drones with AI, cloud computing, and edge processing is enhancing their adoption across various verticals [1] Ondas Holdings (ONDS) - Ondas Autonomous Systems (OAS) is transitioning into a high-growth segment, benefiting from increased deployments of Iron Drone Raider and Optimus platforms, along with revenue from acquired businesses like Apeiro Motion [3] - The company expects strong results in the counter-unmanned aerial systems (C-UAS) segment, with momentum in ground robotics offerings [4] - Preliminary financial results for Q4 2025 indicate revenues between $27 million and $29 million, a 51% increase from prior targets, with a backlog of $65.3 million, up 180% from previous reports [5] - For 2026, Ondas raised its revenue outlook to $170-$180 million, a 25% increase from the previous target, reflecting improved backlog and revenue visibility [6] - Concerns exist regarding heavy reliance on OAS for revenue growth and potential risks from customer delays or cancellations [7] Red Cat Holdings (RCAT) - Red Cat specializes in robotic hardware-software integration for military and commercial applications, with a focus on expanding into the maritime sector [8][9] - Preliminary results for Q4 2025 show expected revenues between $24 million and $26.5 million, significantly up from $1.3 million in the prior year, with 2025 revenues projected at $38-$41 million, a 153% increase from 2024 [10] - The company is experiencing solid demand from defense clients and is expanding production capabilities with new facilities [11] - However, RCAT faces challenges with rapidly expanding operating costs and significant capital expenditures, particularly in its Blue Ops division [13] Financial Performance and Valuation - Over the past month, ONDS and RCAT have seen stock gains of 41.6% and 56.3%, respectively [16] - ONDS has a forward 12-month price/sales ratio of 33.37X, significantly higher than RCAT's 9.92X [17] - Analysts have revised earnings estimates for ONDS by 3.5% over the past 60 days, while RCAT's estimates have remained unchanged [18][20] Investment Comparison - Both ONDS and RCAT are positioned to benefit from the growing drone market, but Ondas is viewed as the better investment due to its larger scale, higher revenue visibility, and stronger balance sheet compared to RCAT [22]

Core Viewpoint - Lake Street raised the price target on Ondas (ONDS) to $19 from $10 while maintaining a Buy rating after the company provided a positive outlook for Q4, 2026, and 2030 financial targets during its OAS virtual investor day [1] Group 1 - The firm expressed increased confidence in the long-term opportunity for Ondas following the investor event [1] - Lake Street raised its estimates for Ondas for the years 2026 and 2027 based on the information presented [1]