Company Overview - Ondas Holdings Inc. (ONDS) shares increased by 26% to close at $9.21, with a notable trading volume compared to typical sessions, and a total gain of 45.3% over the past four weeks [1] - The recent stock price increase followed the announcement of an order for 500 Wasp drones from Rift Dynamics through its American Robotics subsidiary [1] Financial Expectations - Ondas is expected to report a quarterly loss of $0.06 per share, reflecting a year-over-year change of +60%, with revenues projected at $7.8 million, a significant increase of 426.7% from the previous year [2] - The consensus EPS estimate for Ondas has remained unchanged over the last 30 days, indicating that stock price movements may not continue without trends in earnings estimate revisions [3] Industry Context - Ondas operates within the Zacks Communication - Network Software industry, where A10 Networks (ATEN) also competes, having finished the last trading session up by 1.1% at $18.49, with a 3.9% return over the past month [3] - A10 Networks has an unchanged consensus EPS estimate of $0.21 for its upcoming report, indicating no year-over-year change, and currently holds a Zacks Rank of 4 (Sell) [4]

Company Performance - Ribbon Communications reported quarterly earnings of $0.05 per share, matching the Zacks Consensus Estimate, and the same as the previous year [1] - The company posted revenues of $220.58 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 4.00% and up from $192.62 million year-over-year [2] - Over the last four quarters, Ribbon Communications has surpassed consensus revenue estimates three times [2] Stock Movement and Outlook - Ribbon Communications shares have declined approximately 3.1% since the beginning of the year, while the S&P 500 has gained 7.3% [3] - The company's earnings outlook will be crucial for future stock performance, with current consensus EPS estimates at $0.08 for the next quarter and $0.26 for the current fiscal year [4][7] - The current Zacks Rank for Ribbon Communications is 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Communication - Network Software industry, to which Ribbon Communications belongs, is currently in the top 38% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Another company in the same industry, Frontier Communications, is expected to report a quarterly loss of $0.31 per share, reflecting a year-over-year change of +36.7% [9]