Core Insights - Investors are showing a bullish sentiment towards Ondas Holdings (NASDAQ: ONDS), with significant options trading activity indicating potential upcoming developments [1][2] - The overall sentiment among large traders is 58% bullish and 33% bearish, with a notable disparity in the volume of call and put options [2] - The targeted price range for Ondas Holdings over the last three months is between $4.0 and $20.0, suggesting a wide range of expectations among investors [3] Options Activity - In the last 30 days, 12 options trades were detected for Ondas Holdings, with a total of 11 call options amounting to $793,431 and only 1 put option worth $31,500 [2] - The volume and open interest trends for options indicate a growing interest in Ondas Holdings, particularly within the strike price range of $4.0 to $20.0 [4] Company Overview - Ondas Holdings Inc specializes in designing, developing, and selling FullMAX Software Defined Radio (SDR) technology, operating primarily in the United States, Israel, and India [12] - The company has two main business segments: Ondas Networks and Ondas Autonomous Systems, with the latter generating the majority of revenue through the sales of the Optimus system and related services [12] Analyst Ratings - Recent analyst ratings for Ondas Holdings show a consensus target price of $10.0, with one analyst downgrading the rating to Buy at a price target of $12, while another maintains a Buy rating with a target of $8 [14][15] Current Market Position - The current trading volume for Ondas Holdings stands at 4,184,430, with the stock price at $11.03, reflecting a decrease of 2.02% [17] - The upcoming earnings announcement is expected in 33 days, which may influence future trading activity and investor sentiment [17]

Investors with a lot of money to spend have taken a bullish stance on Ondas Holdings (NASDAQ: ONDS).And retail traders should know.We noticed this today when the positions showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with ONDS, it often means somebody knows something is about to happen.Today, Benzinga's options scanner spotted 20 options trades for Ondas Holdings.T ...

Financial Data and Key Metrics Changes - The company reported record quarterly revenue of $6.3 million, a more than six-fold increase compared to the same period last year and up 50% sequentially [7][23] - Gross profit was $3.3 million, representing a 53% gross margin, compared to a gross loss of $200,000 in Q2 2024 [23] - Operating expenses increased to $12.6 million from $8.1 million in Q2 2024, primarily due to increased human resource costs [24][28] Business Line Data and Key Metrics Changes - Ondas Autonomous Systems (OAS) generated approximately $6.1 million in revenue, a more than six-fold increase from the same period in 2024 [43] - OAS secured over $39 million in orders in the last twelve months, with a backlog of $22 million at the end of Q2, up from $10 million at the end of 2024 [12][65] - Ondas Networks advanced its long-term strategy with significant milestones, including the selection of its DOT-16 protocol by the Association of American Railroads [11][33] Market Data and Key Metrics Changes - OAS is expanding its footprint in defense and homeland security markets in Europe, the Middle East, and the United States [8] - The company is experiencing strong interest in its Iron Drone radar system, which has been combat-proven with leading military customers [8][10] - The backlog growth is translating into revenue, with operational footprints expanding in the U.S. and Europe [12][28] Company Strategy and Development Direction - The company aims to build a scalable, well-capitalized operating platform, converting backlog into revenue and creating visibility for continued growth into 2026 [15][30] - The partnership with Mistral is expected to accelerate U.S. government adoption of IronDrone and Optimus [14] - The company is pursuing a strategic M&A program to enhance capabilities and market reach [14][60] Management's Comments on Operating Environment and Future Outlook - Management believes the drone sector is benefiting from significant policy tailwinds, including new FAA rulemaking processes [15][16] - The company anticipates a record year of revenue growth primarily driven by OAS, reaffirming its full-year revenue target of at least $25 million [7][65] - Management expressed confidence in capturing significant strategically important orders from new customers in 2025 [7][65] Other Important Information - The company ended Q2 with $68.6 million in cash and fully retired the remaining balance of convertible notes through equity conversion [12][28] - Shareholders' equity increased to $90.8 million as of June 30, 2025, compared to $16.6 million at the end of 2024 [29] Q&A Session Summary Question: Can you clarify the source of the $23 million bookings confidence and the balance between international and U.S. demand? - Management indicated that new customer programs typically start with small orders, which can expand into larger infrastructure build-outs over time, leading to larger orders in the future [71] Question: Are the two control acquisitions in addition to the recent acquisition of Zikle? - Yes, these acquisitions are in addition to the Zikle transaction and are expected to be revenue-generating [73] Question: Is the gross margin a good reflection of what the OAS business looks like at scale? - Management believes that while the current gross margin is strong, there is potential for improvement as the business scales [75] Question: Can you provide more details on the Kestrel win with the Urban Public Safety Agency? - The Kestrel system is part of a layered security approach, and there is significant demand for counter UAS technologies [79] Question: Are there other police departments in the U.S. interested in your technologies? - There is significant interest from various defense and public safety organizations, but specific names cannot be disclosed at this time [83]