Ondas(US:ONDS) Yahoo Finance·2025-12-18 08:26Core 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]