TLDR
- Ondas Holdings (ONDS) delivered Q3 2025 revenue of $10.1 million, up 582% from last year
- Company increased 2025 revenue forecast to $36 million minimum with 2026 preliminary target of $110 million
- Apeiro Motion and Sentrycs acquisitions expanded ground robotics and counter-drone capabilities
- Oppenheimer raised rating to Outperform with $12 price target
- Strong cash position of $840.4 million supports growth plans
Ondas Holdings delivered a blowout third quarter with revenue reaching $10.1 million. This marks a 582% increase compared to the same quarter in 2024.
The surge came from strategic acquisitions and growing demand for autonomous systems. Ondas serves defense, security, and critical infrastructure customers with drone technology and private wireless networks.
Management raised full-year 2025 revenue guidance to at least $36 million. The company also provided preliminary 2026 revenue guidance of $110 million. These targets reflect confidence in the business trajectory.
Acquisitions Fuel Expansion
Two key acquisitions powered the quarter’s performance. Ondas purchased Apeiro Motion, adding ground robotics capabilities to its product lineup. The company also acquired Sentrycs, which provides counter-drone technology.
These deals expanded Ondas’ addressable market. Counter-UAS systems detect and neutralize unauthorized drones. Ground robotics serve inspection and surveillance applications.
The autonomous drone division also contributed to growth. Defense customers increased orders during the quarter. The company’s unmanned systems handle missions ranging from surveillance to critical infrastructure monitoring.
Ondas ended September with $840.4 million in cash. This war chest gives management flexibility to pursue additional acquisitions or invest in operations. The company has been aggressively expanding through deals and organic growth.
Geographic Expansion Underway
Ondas is targeting European and Ukrainian markets for expansion. These regions show growing demand for autonomous systems and wireless infrastructure. The company sees opportunities across both commercial and government sectors.
The business operates through three divisions. Ondas Autonomous Systems handles drones and robotics. Ondas Networks provides private wireless solutions. Ondas Capital manages investments and acquisition strategy.
Analyst Upgrade Follows Results
Oppenheimer upgraded Ondas from Market Perform to Outperform after reviewing Q3 results. The firm assigned a $12 price target. This suggests upside potential from current levels.
The analyst cited improved execution and better financial visibility heading into 2026. Management highlighted a growing backlog that provides revenue certainty for next year.
The company is building infrastructure to scale operations. Management aims to leverage fixed costs across higher revenue volumes. This should improve operating margins as the business grows.
Ondas serves customers globally with autonomous systems for various applications. Private wireless networks support industrial operations and government facilities. The product mix addresses growing security and automation needs.
The backlog entering 2026 gives management confidence in meeting revenue targets. Orders already secured reduce uncertainty around next year’s performance.
Management emphasized execution as the priority. The large cash balance provides resources for both investments and potential deals. The company is focused on converting opportunities into revenue growth.
Ondas set its preliminary 2026 revenue target at $110 million, reflecting expected growth from current operations and recent acquisitions.
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