Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) is one of Jim Cramer’s Hottest Defense Technology Stock Picks. Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) provides drone, satellites, satellite communication, and other products and services to the defense sector. Its shares are up by 138% over the past year and by 185% since Cramer discussed the firm on Mad Money. Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) started January 2026 on a strong note. Its shares closed 13.9% highe ...

Ondas Inc. (NASDAQ:ONDS) is one of the best NASDAQ stocks under $30 to buy. On March 17, Ondas announced the acquisition of INDO Earth Moving Ltd., a company that specializes in heavy engineering equipment for military and national infrastructure. This acquisition follows INDO’s recent $140 million contract award from a major military customer to provide a fleet of heavy-tracked engineering vehicles along with long-term maintenance and logistics support. The program is expected to begin generating revenu ...

Core Insights - Brown Advisory Mid-Cap Growth Strategy underperformed the Russell Midcap® Growth Index in Q4 2025 primarily due to stock selection, particularly missing out on Palantir Technologies Inc (PLTR) [1] - The Strategy aims for solid risk-adjusted returns by investing in high-quality companies with market capitalizations between $2 billion and $50 billion [1] Company Highlights: Axon Enterprise, Inc. (NASDAQ:AXON) - Axon Enterprise, Inc. was added to the portfolio as its three-year return profile became more attractive, with a focus on public safety technology solutions [2][3] - As of March 20, 2026, Axon’s stock closed at $496.27, with a one-month return of 17.20% and a 52-week loss of 13.32% [2] - Axon reported a revenue growth of 39% year-over-year to $797 million in Q4 2025, indicating strong performance despite being less popular among hedge funds [4] Investment Rationale - The company is recognized for generating significant revenue from GenAI-enabled products, which contributed over $500 million in bookings over the year [3] - Axon is positioned to gain budget share by providing solutions that enhance safety and efficiency in law enforcement [3]

Ondas Inc. (NASDAQ:ONDS) is one of the most buzzing stocks to buy with the highest upside potential. On March 16, Ondas announced the completion of its acquisition of Rotron Aerospace Ltd., which is a UK-based developer specializing in advanced unmanned aerial systems and long-range propulsion technologies. This acquisition integrates Rotron’s portfolio of vertical take-off and landing/VTOL platforms and high-efficiency aero-engines into the Ondas Autonomous Systems/OAS business unit. The move is designed ...

Baron Capital, an investment Management Company, released its fourth quarter 2025 investor letter for its “Baron Opportunity Fund”. A copy of the letter can be downloaded here. The Fund returned 4.63% (Institutional Shares) in Q4 2025, outperforming the Russell 3000 Growth Index’s (the Benchmark) 1.14% gain and the S&P 500 Index’s 2.66% return. The Fund appreciated 19.73% for the full year, surpassing the benchmark’s 18.15% and the S&P’s 17.88% returns.  A turbulent year ended with moderate improvements in ...

Group 1 - Ondas Inc. (NASDAQ:ONDS) is recognized as one of the 12 Most Shorted Stocks to Buy in 2026, highlighting its potential investment appeal [1] - The company's subsidiary, 4M Defense, received its first operational order valued at approximately $15.8 million under a large-scale multi-year demining program in Israel, which is part of a national land-clearance initiative [1][2] - The contract has a total potential value of up to $60 million, including options for follow-on phases and scope expansion over an initial execution period of up to 3 years [2] Group 2 - Analyst Austin Bohlig from Needham has reiterated a "Buy" rating on Ondas Inc. with a price target of $17.00, supported by the company's strategic acquisition of Mistral Inc. [3] - Ondas Inc. is actively investing in innovative solutions, including a recent $10 million investment in World View for Stratospheric ISR Solutions, indicating a focus on advanced technology [3]

Company Overview - Ondas (NASDAQ:ONDS) is a provider of private wireless, drone, and automated data solutions, which closed at $10.33, up 5.09% following a partnership announcement [1] - The company has experienced a growth of 74% since its IPO in 2020 [1] Recent Developments - Ondas announced a partnership with Palantir (NASDAQ:PLTR) and World View to integrate its autonomous robot technology with AI platforms and balloon intelligence [1][3] - The company has made strategic moves towards defense and security, including a merger with Mistral, a U.S. defense prime contractor, and the acquisition of Bird Aerosystems, which specializes in airborne intelligence [4] Market Performance - Trading volume for Ondas reached 134.6 million shares, which is approximately 43% above its three-month average of 94.4 million shares [1] - The stock has gained 57.47% over the past six months, with a Buy rating reiterated by Needham & Company [4] Industry Context - The broader market saw declines, with the S&P 500 falling 1.52% and the Nasdaq Composite losing 1.78% [2] - Within the communication equipment sector, peers like Applied Optoelectronics and Viavi Solutions experienced mixed trading results [2]

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8 February 2026 | 8:36PM HKT Equity Research Insta360 (688775.SS) Global 360 camera leader with Action cameras, accessories and drones in expansion; Initiate at Buy with TP at Rmb311 688775.SS 12m Price Target: Rmb311.00 Price: Rmb223.37 Upside: 39.2% We identify Insta360 as the key beneficiary of growing adoption of Action and 360 cameras thanks to its strong branding, stylish design, easy-to-use functions and portability, as well as longer battery life over traditional cameras. In addition, innovative acc ...

Group 1 - Ondas Inc. has received multiple price target increases from analysts, with Northland raising it from $10 to $16, Lake Street from $10 to $19, and Oppenheimer from $12 to $16, all maintaining positive ratings [1][2][3] - The company provided strong fiscal year 2026 revenue guidance of $170 million to $180 million, which is expected to exclude future acquisitions, indicating its evolution into a significant player in autonomous systems [1] - Lake Street highlighted a revised revenue goal of $1.5 billion for 2030, reflecting confidence in Ondas' long-term opportunities and prompting raised revenue estimates for 2026 and 2027 [2] Group 2 - Ondas operates in the private wireless, drone, and automated data solutions sectors, with two main segments: Ondas Networks and Ondas Autonomous Systems [5] - Analysts characterized the company's updated financial guidance for 2026 and 2030 as conservative, noting accelerating momentum and increased visibility in its integrated autonomous solutions [3]