Core Insights - The focus on autonomous vehicles and robotics is increasing, with Tesla making headlines by shifting its production towards humanoid robots [1] - Aerovironment (NASDAQ: AVAV) is gaining attention from Wall Street insiders as its stock has dropped over 30% from its 2025 high, presenting a potential buying opportunity [2] Investment Activity - Notable billionaire investors, including John Overdeck and Ray Dalio, have recently acquired shares in Aerovironment, with Overdeck's Two Sigma hedge fund purchasing 27,327 shares for $8.6 million and Dalio's Bridgewater Associates buying 11,349 shares for $3.6 million [4] - Cathie Wood's ARK Invest has also invested in Aerovironment, with the ARK Space & Defense Innovation ETF taking a $1.6 million position and the ARK Autonomous Technology & Robotics ETF acquiring $3.9 million in shares [5] Stock Performance - Aerovironment's shares experienced a significant decline after a stop-work order on a government contract for satellite antenna systems, losing more than two-thirds of their year-to-date gains [6] - Despite a 57% gain last year, the recent pullback is viewed by some Wall Street insiders as an opportunity to buy [6]

(2026-01-29) Kitron has received an additional order valued at approximately EUR 5 million for the production and supply of advanced electronics for autonomous systems across air, land, and sea domains for the defence industry. This order is in addition to the previously received order of EUR 7 million, which was announced on 22 December 2025. Therefore, the total value of orders received from this customer amounts to approximately EUR 12 million. Deliveries under the order are scheduled to commence in the ...

Core Viewpoint - Ondas Inc. is experiencing significant growth in its revenue outlook and backlog, driven by strong demand for its autonomy platform and strategic initiatives [3][4][6] Financial Performance - Oppenheimer maintains an "Outperform" rating for Ondas with a raised price target from $12 to $16, reflecting confidence in the company's financial performance [2][6] - The company projects Q4 2025 revenue to be between $27 million and $29 million, a 51% increase from previous guidance [3][6] - For the full year of 2025, Ondas anticipates revenue to range from $47.6 million to $49.6 million, surpassing earlier targets by 23% [3] Backlog and Demand - Ondas' backlog has surged by 180% to $65.3 million, indicating strong demand for its autonomy platform [4][6] - The increased backlog enhances revenue visibility and supports the raised price target [4][6] Stock Performance - The current stock price of ONDS is $12.14, reflecting a decrease of approximately 5.33% [5] - The stock has fluctuated between a low of $12.12 and a high of $14.25 today, with a market capitalization of approximately $4.91 billion [5]

Core Insights - Ondas Inc. is hosting its OAS Investor Day on January 16, 2026, at 10:00 AM ET, where it will present preliminary financial results for 2025 and revenue targets for 2026 [1][4] Financial Performance - For Q4 2025, Ondas expects revenue between $27.0 million and $29.0 million, representing a 51% increase over prior targets [2] - The full-year revenue for 2025 is projected to be between $47.6 million and $49.6 million, which is 23% higher than previous estimates [2] - Ondas' estimated backlog as of December 31, 2025, is $65.3 million, a 180% increase from $23.3 million on November 13, 2025 [3] - The company's pro-forma cash balance exceeds $1.5 billion, adjusted for a recent offering of approximately $1.0 billion [3] - The revenue target for 2026 has been raised to a range of $170 million to $180 million, which is 25% higher than the previous target of $140 million [3] Company Overview - Ondas Inc. is a leading provider of autonomous systems and private wireless solutions, operating through Ondas Autonomous Systems (OAS), Ondas Capital, and Ondas Networks [8] - The company offers a combination of aerial intelligence and next-generation connectivity aimed at enhancing security and operational efficiency across various industries [8] - OAS delivers AI-powered defense and security platforms globally, protecting sensitive sites and critical infrastructure [9]

Core Viewpoint - Ondas Holdings Inc. has initiated a significant equity financing to support its expansion in autonomous systems and wireless operations [1] Offering Structure - Ondas sold a combination of common shares and pre-funded warrants to a single institutional investor, totaling 60.79 million common stock equivalents under a registered direct offering format [2] - The pricing for the offering was set at $16.45 per share package, which is approximately 17.5% above the closing stock price on January 8 [2] Capital Impact - The company anticipates gross proceeds nearing $1 billion before accounting for underwriting and transaction expenses [4] - The warrants associated with the offering could potentially generate an additional $3.4 billion if exercised for cash, with a $28 exercise price and a seven-year term [4] Strategic Plans - Ondas intends to utilize the raised capital for acquisitions, joint ventures, and internal technology investments [5] - The stock has experienced a significant increase of over 521% in the past year, indicating strong investor interest [5]

Core Insights - Ondas Holdings Inc. (ONDS) shares increased by 16.57 percent, rising $1.49 to a trading price of $10.48 after the announcement of approximately $10 million in new purchase orders [1] Group 1: Company Performance - The new purchase orders are related to the company's autonomous systems portfolio, including counter-UAS solutions for critical infrastructure operators, integrated autonomous drone systems, and robotic ground platforms for government security customers [1] - The stock opened at $9.30 and traded within a range of $9.17 to $10.33 during the session on the Nasdaq, with a trading volume of about 87.7 million shares, compared to an average volume of roughly 82.9 million shares [2] Group 2: Stock Information - The last trading price of the stock was $10.48, compared to a previous close of $8.99 [2] - The stock has experienced a 52-week trading range from $0.57 to $11.70 [3]

Core Insights - Ondas Holdings Inc. has received approximately $10 million in new purchase orders, enhancing its trajectory for 2025 across various autonomous systems [1] Group 1: Company Developments - The new orders include counter-UAS solutions aimed at critical infrastructure operators, integrated autonomous drone systems, and robotic ground platforms for government security customers [1] - The momentum is building on Ondas' expanding multi-domain autonomy portfolio and increasing international program activity [1] Group 2: Market Position - Ondas is recognized as a leading provider of autonomous aerial and ground robot intelligence through its Ondas Autonomous Systems business unit and private wireless solutions via Ondas Networks [1]

Group 1 - Ondas Holdings Inc. (NYSE:ONDS) experienced a 6.26% increase in stock price, closing at $8.99, driven by strong investor optimism and a highly optimistic outlook for 2026 [1] - The company anticipates revenues to reach $110 million in 2026, representing a 205% growth from the expected $36 million revenue for 2025 [1] - The growth is supported by the strong performance of its Ondas Autonomous Systems (OAS) business and a backlog of $23.3 million [2] Group 2 - Ondas Holdings has appointed retired Brigadier General Patrick Huston as Chief Operating Officer to enhance operational execution and integration of acquisitions [3] - Huston will also oversee legal, regulatory, compliance, and corporate governance functions, which are crucial for the company's engagement with US and allied government customers [4]

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].

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 ...