Core Viewpoint - Defiance ETFs has launched the Defiance Daily Target 2X Long ONDS ETF (ONDL), aimed at providing active traders with leveraged exposure to Ondas Holdings Inc. [1][2] Group 1: Fund Overview - ONDL is designed for traders looking for 200% daily exposure to the share price changes of Ondas Holdings Inc. (NASDAQ: ONDS) [2][3] - The fund aims to achieve its investment objective strictly on a daily basis, not over longer periods [3] Group 2: Underlying Company - Ondas Holdings Inc. specializes in advanced wireless data solutions, focusing on critical markets such as industrial, transportation, defense, and infrastructure [4] - The company utilizes proprietary software-defined radio systems to provide secure and reliable wireless communications [4] Group 3: Investment Strategy - The fund employs a leveraged investment strategy, utilizing financial instruments like swap contracts and options to achieve its 2X exposure [8][18] - Investors should be aware that the fund's performance may differ significantly from 200% of Ondas Holdings Inc.'s performance over periods longer than one day due to compounding effects [12][14]

Company Overview - Ondas Holdings specializes in mission-critical wireless connectivity and autonomous data solutions, leveraging its proprietary FullMAX SDR platform and AI-powered drone systems to provide secure communications and automated data collection for industrial customers [8] - The company generates revenue through hardware, software, and support services, targeting critical infrastructure and industrial automation markets, serving sectors such as rail, energy, mining, agriculture, and infrastructure operators both in the United States and internationally [7] Financial Performance - For the trailing twelve months (TTM), Ondas Holdings reported revenue of approximately $24.75 million and a net income loss of about $42.69 million [4] - The company's stock has experienced a significant price change of 227.41% over the past year, calculated using December 22, 2025, as the reference date [4] Insider Transactions - Jaspreet K. Sood, a director at Ondas Holdings, sold 29,698 shares on December 22, 2025, for a transaction value of approximately $281,537.04, following the exercise of options [2][6] - This sale reduced Sood's direct holdings by 12.01%, lowering her stake from 247,320 to 217,622 shares, while indirect or trust holdings remained unchanged [6] Market Dynamics - The number of shares outstanding has increased by about 308% over the past 12 months, leading to severe share dilution for existing shareholders, who have only realized a 227% gain [10] - Investors have been optimistic about Ondas Holdings due to its acquisitions aimed at positioning the company for lucrative defense contracts, although those with lower risk tolerance may prefer to wait for consistent operating profit growth [11]

Core Insights - Ondas Holdings Inc. is recognized as a leading investment opportunity in the unmanned systems market, with analysts recommending a Buy rating and setting price targets of $13 and $12 from different firms [1][2]. Financial Performance - In Q3 2025, Ondas Holdings achieved a record revenue of $10.1 million, representing a more than sixfold year-over-year increase, primarily driven by the Ondas Autonomous Systems division [3]. - The company's consolidated backlog has doubled to $23.3 million since the beginning of the year, with expectations to exceed $40 million by year-end [3]. - Management has raised its full-year 2025 revenue target to approximately $36 million and set an ambitious goal of around $110 million for 2026 [3]. Market Position and Strategy - Ondas Holdings operates in the private wireless, drone, and automated data solutions sectors, with two main segments: Ondas Networks and Ondas Autonomous Systems [4]. - Analysts have noted the company's effective execution of both organic and inorganic growth strategies, leading to an acceleration in demand beyond previous management projections [2].

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Core Insights - Ondas Holdings Inc. (ONDS) is positioning itself as a key player in the counter-unmanned aerial systems (C-UAS) market, which is expected to see significant growth due to rising global drone threats [1][5] Group 1: Financial Performance and Projections - Ondas Autonomous Systems (OAS) achieved record quarterly revenue of approximately $10 million and expanded its backlog to $22.2 million, which exceeds $40 million when including recent acquisitions [2] - The company anticipates revenues of at least $36 million in 2025, an increase from the previous estimate of $25 million, and targets at least $110 million in revenues for 2026 [6][8] Group 2: Market Demand and Growth Drivers - Global demand for counter-drone technologies is projected to grow from approximately $2.4 billion in 2024 to over $10.5 billion by 2030, reflecting a compound annual growth rate of 27% [5] - The increasing threats posed by drones in defense, homeland security, and critical infrastructure sectors, along with rising government funding and regulatory support, are driving this market expansion [5] Group 3: Strategic Acquisitions - Ondas is pursuing acquisitions to enhance its C-UAS capabilities, including a definitive agreement to acquire Sentrycs, which specializes in Cyber-over-RF technology, allowing for precise control of hostile drones [3] - The acquisition of Insight Intelligent Sensors adds electro-optical and AI-driven identification technology, improving early detection and target classification for small drones [4] Group 4: Competitive Landscape - Competitors like Draganfly Inc. and Red Cat Holdings, Inc. are also strengthening their positions in the defense and security markets through partnerships and technological advancements [7][9] Group 5: Stock Performance and Valuation - Ondas' shares have surged 342.1% over the past year, contrasting with a 9.4% decline in the Communication - Network Software industry [10] - The forward 12-month Price/Sales ratio for Ondas is 23.36, significantly higher than the industry average of 2.12 [11]

Company Overview - Ondas Holdings Inc. (NASDAQ:ONDS) specializes in wireless communication and drone solutions, including AI-powered drones and secure connectivity platforms [1] - The company recently completed the acquisition of Roboteam Ltd., a provider of tactical unmanned ground vehicles (UGVs) used for various military and security operations [1] Acquisition Details - The acquisition of Roboteam Ltd. enhances Ondas Holdings' capabilities in delivering integrated autonomous solutions, improving mission effectiveness and operator safety [1] - Roboteam's UGVs are utilized by military and security forces in over 30 countries, including the U.S. Marine Corps and the Israeli Ministry of Defense [1] Market Perspective - The CEO of Ondas Holdings, Eric Brock, emphasized the strategic value of Roboteam's established relationships with defense customers and its strong engineering culture [1] - Despite the potential of Ondas Holdings as an investment, there are opinions suggesting that other AI stocks may offer greater upside potential with less downside risk [1]

Company Overview - Ondas Holdings Inc. (NASDAQ:ONDS) experienced a significant stock increase of 18.21% on Friday, closing at $9.22 per share, driven by the creation of a new executive role and the appointment of a retired US Army general [1][2]. Executive Appointment - The company has established a Chief Operating Officer (COO) position, which will be filled by Brigadier General Patrick Huston, who will also retain his role as general counsel [2][3]. - Huston joined the Ondas Autonomous Systems advisory board in September 2025 and will now lead operational execution, focusing on disciplined programs, integration of acquisitions, and scaling operations across subsidiaries [3]. Responsibilities and Strategic Importance - In his new role, Huston will oversee legal, regulatory, compliance, and corporate governance functions, which are crucial for Ondas Holdings' engagement with US and allied government customers [4]. - The appointment reflects the growing need for integrated legal and operational leadership as the company expands in defense, security, and government markets [5].

Core Insights - Significant investors have adopted a bullish stance on Ondas Holdings, with 57% of trades reflecting bullish expectations and 35% bearish [1] - The projected price targets for Ondas Holdings range from $2.5 to $20.0 over the past three months, indicating a wide range of investor expectations [2] Trading Activity - A total of 28 trades were detected for Ondas Holdings, with 26 calls amounting to $1,663,914 and 2 puts totaling $223,000 [1] - The mean open interest for options trades is 10,825.24, with a total volume of 50,496.00 [3] Options Activity - Noteworthy options activity includes a bullish call sweep with a total trade price of $199.7K at a strike price of $8.00, and a bearish call trade with a total trade price of $93.4K at a strike price of $10.00 [7] - The average target price from industry analysts is $11.0, with one analyst maintaining a Buy rating at a price target of $10 and another at $12 [10][11] Company Overview - Ondas Holdings Inc specializes in FullMAX Software Defined Radio (SDR) technology and operates in two segments: Ondas Networks and Ondas Autonomous Systems, generating most revenue from the Optimus system [8]

We recently published 10 Big Names Investors Are Dumping. Ondas Holdings Inc. (NASDAQ:ONDS) is one of the worst performers on Wednesday. Ondas dropped its share prices by 8.90 percent on Wednesday to finish at $7.37 apiece, mimicking a broader market pessimism dragged by increasing fears over heavy spending on AI, while investors continued to take profits ahead of the Christmas holiday. The drop came despite developments in Ondas Holdings Inc. (NASDAQ:ONDS), which had completed its acquisition of Robote ...

Core Insights - Ondas Holdings Inc. is identified as a promising investment opportunity, particularly highlighted by a recent price target increase from Needham analyst Austin Bohlig, who raised it to $12 from $10 while maintaining a Buy rating [1] - The company has reported significant revenue growth, with Q3 2025 revenue reaching $10.1 million, a more than sixfold increase year-over-year, prompting an upward revision of its full-year 2025 revenue target to at least $36 million and a preliminary 2026 revenue goal of at least $110 million [2] - Ondas has successfully executed its growth strategy through both organic and inorganic means, including strategic acquisitions like Sentrycs, which enhance its capabilities in counter-UAS technology [3] Financial Performance - In Q3 2025, Ondas Holdings achieved revenue of $10.1 million, marking a year-over-year increase of over 500% compared to Q3 2024 [2] - The company has raised its full-year 2025 revenue target to at least $36 million and set a preliminary revenue goal for 2026 of at least $110 million [2] - The consolidated backlog has grown to $23.3 million, more than double the amount at the beginning of the year, with expectations to exceed $40 million by the end of 2025 due to recent acquisitions [2] Strategic Initiatives - Ondas is focusing on expanding its capabilities through strategic acquisitions, with management indicating a substantial opportunity for additional M&A that could potentially add over $500 million to the 2026 revenue target [3] - The company anticipates that the majority of its revenue will come from platform sales and infrastructure build-outs in the next 12 to 18 months, transitioning towards recurring revenue from services as the installed base grows [3] Business Segments - Ondas Holdings operates in the private wireless, drone, and automated data solutions sectors, both in the US and internationally, through two main segments: Ondas Networks and Ondas Autonomous Systems [4]