Ondas Holdings ONDS is positioning itself at the heart of a drone industry boom, with soaring defense demand, new federal policies, and expanding global adoption expected to fuel a sharp revenue surge starting in 2025.The company’s autonomous drone and counter-UAS platforms, backed by a growing pipeline of government orders, signal a potential inflection point as the U.S. accelerates investment in unmanned aerial systems.Needham analyst Austin Bohlig kicked off coverage on Ondas Holdings with a Buy rating a ...

Group 1: Defence Investment and Policy Shift - Prime Minister Mark Carney announced an $80 billion long-term defence investment package focused on technological modernization, domestic industrial capacity, and unmanned aerial systems (UAS) [1] - The announcement marks a generational shift in federal defence procurement strategy, emphasizing drone capabilities and homeland industrial content [4][5] - Analysts expect at least 20% of the $80 billion to be allocated for next-generation battlefield technologies, with drones anticipated to receive a significant share of this investment [5] Group 2: Draganfly's Positioning and Capabilities - Draganfly Inc. is positioned to contribute to the objectives of the Our North Strong and Free (ONSAF) defence policy expansion, with its UAS platforms aligned with Department of National Defence (DND) priorities [2] - The company has successfully integrated a DND-specified radio communications system into its drone platforms, enhancing interoperability with existing military assets [2][6] - Draganfly's control over its own airframe and avionics intellectual property provides a defensible advantage in supply chain security [8] Group 3: Strategic Implications for the Industry - The focus on Canadian manufacturing aligns with the Industrial and Technological Benefits (ITB) policy, positioning domestically-integrated platforms favorably for procurement bids [8] - Draganfly's ability to support existing military architecture while rapidly adopting emerging technologies positions it as a key player in the defence modernization package [6] - Analysts anticipate that requests for information (RFIs) and requests for proposals (RFPs) for defence-grade drones will accelerate in the latter half of 2025, with potential contract awards as early as Q1 2026 [8]

Core Insights - AgEagle Aerial Systems Inc. has sold two additional eBee VISION drones to the British Antarctic Survey (BAS) to enhance their Antarctic conservation and research efforts [1][2] - The eBee VISION drones are designed to operate effectively in extreme polar conditions, with capabilities such as a flight duration of 90 minutes and a range of 12 miles (20 km) [3] Company Overview - AgEagle Aerial Systems Inc. specializes in unmanned aerial systems (UAS) and sensors for various sectors including military, public safety, and commercial use [1][5] - Founded in 2010, AgEagle has evolved from focusing on agriculture to providing full-stack UAS, sensors, and software solutions across multiple industries including energy, construction, and government [5] Product Features - The eBee VISION drones are utilized by BAS for wildlife tracking, monitoring population numbers, and conducting repeat flights over glaciers to observe changes over time [3] - The drones are also capable of supporting transportation needs in challenging weather and ice conditions [3] Distribution Partnership - The drones supplied to BAS are distributed by KOREC Group, which is recognized as a trusted provider of mapping, surveying, and drone solutions in the UK and Ireland [4]