Ondas Inc. (NASDAQ:ONDS) is one of the High-Flying Stocks to Buy Right Now. On January 20, Stifel analyst Jonathan Siegmann lifted the price target on the company’s stock to $18 from $17, while keeping a “Buy” rating, as reported by The Fly. This comes after the virtual investor day. As per the firm’s analyst, despite Ondas Inc. (NASDAQ:ONDS) being in the early stages of executing its business model, the targets exceeded the firm’s estimates. Also, Stifel noted the company’s differentiated approach to the ...

Core Viewpoint - Ondas is undergoing a significant transformation with a focus on defense, new funding, and increased autonomous orders, which are expected to redefine its market position [1]. Company Developments - Ondas has rebranded from Ondas Holdings to Ondas Inc, emphasizing its commitment to global defense and security [5]. - The company has relocated its headquarters to West Palm Beach, Florida, a strategic move to align with technology and defense sectors [5]. - Ondas reported approximately $10 million in new orders for its autonomous systems portfolio, in addition to over $16 million in Q4 orders for a drone-based border protection system [6]. Market Performance - Ondas shares increased by 12.91% to close at $11.02, with trading volume reaching 134.2 million shares, significantly above the three-month average [2][3]. - The company has experienced an 85% growth since its IPO in 2020 [3]. - Over the past week, Ondas stock has risen more than 20% [5]. Industry Context - The S&P 500 and Nasdaq Composite showed slight movements, with the S&P 500 up 0.19% and Nasdaq down 0.03% [4]. - Competitors in the autonomous and intelligence-driven platforms sector, such as AeroVironment and Draganfly, also saw gains, indicating a positive market trend for this niche [4].

Core Insights - Ondas Holdings Inc. is recognized as a leading investment opportunity in the unmanned systems market, with analysts recommending a Buy rating and setting price targets of $13 and $12 from different firms [1][2]. Financial Performance - In Q3 2025, Ondas Holdings achieved a record revenue of $10.1 million, representing a more than sixfold year-over-year increase, primarily driven by the Ondas Autonomous Systems division [3]. - The company's consolidated backlog has doubled to $23.3 million since the beginning of the year, with expectations to exceed $40 million by year-end [3]. - Management has raised its full-year 2025 revenue target to approximately $36 million and set an ambitious goal of around $110 million for 2026 [3]. Market Position and Strategy - Ondas Holdings operates in the private wireless, drone, and automated data solutions sectors, with two main segments: Ondas Networks and Ondas Autonomous Systems [4]. - Analysts have noted the company's effective execution of both organic and inorganic growth strategies, leading to an acceleration in demand beyond previous management projections [2].

Core Insights - Ondas Holdings Inc. is identified as a promising investment opportunity, particularly highlighted by a recent price target increase from Needham analyst Austin Bohlig, who raised it to $12 from $10 while maintaining a Buy rating [1] - The company has reported significant revenue growth, with Q3 2025 revenue reaching $10.1 million, a more than sixfold increase year-over-year, prompting an upward revision of its full-year 2025 revenue target to at least $36 million and a preliminary 2026 revenue goal of at least $110 million [2] - Ondas has successfully executed its growth strategy through both organic and inorganic means, including strategic acquisitions like Sentrycs, which enhance its capabilities in counter-UAS technology [3] Financial Performance - In Q3 2025, Ondas Holdings achieved revenue of $10.1 million, marking a year-over-year increase of over 500% compared to Q3 2024 [2] - The company has raised its full-year 2025 revenue target to at least $36 million and set a preliminary revenue goal for 2026 of at least $110 million [2] - The consolidated backlog has grown to $23.3 million, more than double the amount at the beginning of the year, with expectations to exceed $40 million by the end of 2025 due to recent acquisitions [2] Strategic Initiatives - Ondas is focusing on expanding its capabilities through strategic acquisitions, with management indicating a substantial opportunity for additional M&A that could potentially add over $500 million to the 2026 revenue target [3] - The company anticipates that the majority of its revenue will come from platform sales and infrastructure build-outs in the next 12 to 18 months, transitioning towards recurring revenue from services as the installed base grows [3] Business Segments - Ondas Holdings operates in the private wireless, drone, and automated data solutions sectors, both in the US and internationally, through two main segments: Ondas Networks and Ondas Autonomous Systems [4]