Lake Street Lifts Ondas Holdings Inc. (ONDS)’s Price Target, Maintains Buy Rating Following Roboteam Acquisition

Core Viewpoint - Ondas Holdings Inc. is recognized as one of the top drone stocks to invest in, with a recent price target increase by Lake Street analyst Max Michaelis from $9 to $10 while maintaining a Buy rating [1][2]. Group 1: Acquisition and Strategic Positioning - Ondas Holdings announced the acquisition of Roboteam for $80 million, which is expected to enhance its leadership in autonomy by integrating aerial systems with Roboteam's ground robotics expertise [2][3]. - The acquisition is anticipated to open new sales opportunities, particularly in defense, as Roboteam's products are utilized by approximately 30 militaries [3]. Group 2: Revenue Projections - Ondas Holdings expects to generate $3-4 million in revenue from Roboteam in Q4 of fiscal 2025, with projections of around $30 million for 2026 [4]. - The company aims to achieve a revenue target of $110 million by 2026, supported by the anticipated contributions from the Roboteam acquisition [4]. Group 3: Market Performance and Analyst Ratings - The stock has a consensus Buy rating from 7 Wall Street analysts, with an average one-year price target of $11, indicating a potential upside of 33.50% from its recent closing price [5]. - Ondas Holdings has experienced significant growth, with a year-to-date return of 222% as of November 26, 2025 [5].