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 ...

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]