We came across a bullish thesis on Ondas Holdings Inc. on Uncle Stock Notes’s Substack. In this article, we will summarize the bulls’ thesis on ONDS. Ondas Holdings Inc.'s share was trading at $7.58 as of December 1st. drone, command, sentinel, remote, surveillance, sunrise, day, military, fence, counterlight, weapon, dusk, vehicle, detection, zone, headquarter, attack, area, war, center, boscorelli/Shutterstock.com Ladenburg Thalmann reiterated a Buy rating on Ondas Holdings (ONDS) with a sharply incre ...

We recently published 10 Stocks Stealing Market Spotlight. Ondas Holdings Inc. (NASDAQ:ONDS) is one of the best performers on Wednesday. Ondas Holdings extended gains for a second day on Wednesday, jumping 10.53 percent to finish at $8.92 apiece following announcements that it won the bidding for the development of an autonomous border protection system for a government entity. In a statement, Ondas Holdings Inc. (NASDAQ:ONDS) said that the company, through its business unit, Ondas Autonomous Systems, wa ...

Third Quarter 2025 Earnings Release NASDAQ: ONDS | November 13, 2025 Copyright 2025. All rights reserved. 1 Nasdaq: ONDS Nasdaq : ONDS Nasdaq: ONDS Disclaimer This presentation may contain "forward-looking statements" as that term is defined under the Private Securities Litigation Reform Act of 1995 (PSLRA), which statements may be identified by words such as "expects," "projects," "will," "may," "anticipates," "believes," "should," "intends," "estimates," and other words of similar meaning. Ondas Holdings ...

Core Insights - Ondas Holdings Inc. (NASDAQ:ONDS) has acquired a controlling interest in Insight Intelligent Sensors, marking a significant development for the company [1][3] - Insight Intelligent Sensors specializes in AI-driven electro-optical sensing systems, capable of real-time anomaly detection in complex environments [2] - The acquisition aligns with Ondas's strategy to create a unified defense and security architecture that integrates sensing, autonomy, and communications across various domains [3] Company Overview - Ondas Holdings Inc. operates through three business units: Ondas Autonomous Systems (OAS), Ondas Capital, and Ondas Networks, focusing on autonomous systems and private wireless solutions [5] - The integration of Insight Intelligent Sensors into Ondas's global defense portfolio aims to enhance capabilities in Intelligence, Surveillance, and Reconnaissance (ISR), border security, critical infrastructure, and environmental sustainability [4]

Core Insights - The collaboration between AV and OpenJAUS aims to enhance interoperability for Autonomous Uncrewed Systems (UxS) [1] Group 1: Collaboration Details - The partnership focuses on developing standards and protocols that will facilitate seamless communication and operation between different UxS platforms [1] - This initiative is expected to improve operational efficiency and expand the capabilities of autonomous systems in various applications [1] Group 2: Industry Impact - The collaboration is positioned to drive innovation within the autonomous systems industry, potentially leading to increased adoption and integration of UxS technologies across sectors [1] - Enhanced interoperability may also attract more investment and interest from stakeholders looking to leverage autonomous solutions [1]

Core Insights - Forterra has expanded its mission-ready autonomy solutions suite with four integrated modules: AutoDrive®, TerraLink, OASIS, and Vektor, aimed at enhancing logistics, mobility, and interoperability for warfighters [1][2] Module Summaries - **AutoDrive®**: An advanced autonomous driving system that enables real-time vehicle autonomy in complex environments, applicable in both defense and civilian logistics, utilizing advanced navigation and sensor technologies for decision-making [3] - **TerraLink™**: A modular autonomous vehicle management platform that provides command-and-control capabilities for interoperability across various operational environments, ensuring a consistent flow of critical information [4] - **Vektor™**: A secure communications network designed to integrate various tactical waveforms, facilitating high-bandwidth data flow in GPS-denied settings to maintain situational awareness [5] - **OASIS™**: An open interface system that standardizes hardware and software integration, allowing for rapid deployment and reconfiguration of sensors and payloads to enhance mission readiness [6] Integration and Interoperability - Each module is designed for seamless integration into any platform, creating a scalable autonomy suite that allows customers to customize their solutions [7] - The modules operate cohesively as a unified autonomy system, enhancing the overall capability for real-time execution, allowing warfighters to concentrate on their missions rather than the machinery [8]

Core Insights - Forterra has acquired goTenna to enhance its autonomous mission systems, focusing on decentralized situational awareness in tactical environments [1][4] - The acquisition aims to integrate goTenna's low-cost, low-bandwidth communication technology into Forterra's platforms, addressing the need for resilient communication in denied environments [2][5] Company Overview - Forterra specializes in autonomous mission systems for defense, providing scalable and robust hardware and software platforms that enhance operational effectiveness [7] - goTenna, founded in 2012, is recognized for its innovative mobile mesh networking solutions that ensure connectivity in challenging environments [3][4] Strategic Implications - The acquisition signifies Forterra's strategic shift towards creating a comprehensive ecosystem for autonomy, moving beyond self-driving systems to fully integrated mission systems [5] - The collaboration between Forterra and goTenna is expected to improve user experience in controlling robotic systems and enhance mission safety [4][5]

Core Insights - Ondas Holdings Inc. has announced the addition of Brigadier General Patrick Huston, U.S. Army (ret.), to its Ondas Autonomous Systems (OAS) Advisory Board, bringing extensive military and technology experience to the company [1] Company Overview - Ondas Holdings Inc. operates through its business units Ondas Autonomous Systems (OAS) and Ondas Networks, focusing on autonomous aerial and ground robot intelligence as well as private wireless solutions [1] Strategic Implications - General Huston's military background includes 35 years of service, with roles such as Commanding General, Army Ranger, Helicopter Pilot, and Prosecutor, along with five combat tours, which will provide strategic insight into defense procurement and regulatory frameworks [1] - His expertise is expected to enhance the integration of autonomous technologies in mission-critical environments, potentially positioning Ondas favorably within the defense and security sectors [1]

Financial Performance & Outlook - Ondas reported revenue of $63 million in Q2 2025, a 555% increase compared to $957851 in Q2 2024[19,35] - The company is targeting at least $25 million in revenue for the full year 2025[19] - Ondas' consolidated backlog has grown to $22 million, up from $10 million at the end of Q4 2024[22] - The company's cash balance as of Q2 2025 was $686 million[22,37] - Adjusted EBITDA improved by $905k year-over-year[36] Ondas Autonomous Systems (OAS) - OAS generated $61 million in revenues for Q2 2025 and captured $233 million in orders year-to-date[58] - OAS secured $38 million in orders for the Optimus Drone Network in the UAE[58] - OAS secured $143 million Optimus System order from a major defense customer[58] Ondas Networks & dot16 Technology - IEEE 80216t (dot16) wireless standard was ratified, with Ondas leading the development[19,46] - dot16 was selected as the NGHE communications platform by the AAR[19] - The company is launching a field trial in Q3 2025 to demonstrate converting a 160 MHz network to dot16[51]

Core Insights - Nauticus Robotics, Inc. has entered into a Master Services Agreement with Advanced Ocean Systems, Inc. to enhance the integration of autonomous systems in the offshore sector [1][2] - The collaboration aims to leverage both companies' engineering expertise to improve efficiencies in subsea operations [3][4] Company Overview - Nauticus Robotics specializes in autonomous robots for ocean industries, focusing on reducing operational costs and environmental impact through advanced technology [6] - Advanced Ocean Systems provides integrated systems solutions, including autonomous surface vessels and advanced deck systems, with a strong emphasis on innovation in ocean technologies [7] Strategic Collaboration - The partnership will involve joint projects to accelerate the deployment of subsea robotics and autonomous systems, enhancing operational capabilities in offshore environments [2][3] - Initial discussions include trials at AOS's test facility in Florida, focusing on Nauticus' Aquanaut AUV and its integration with other unmanned assets [4][5]