TLDR
- Ondas Holdings is acquiring Israeli defense robotics firm Roboteam for $80 million to expand its unmanned systems portfolio
- Lake Street analyst raised the price target from $9.00 to $10.00 while maintaining a Buy rating
- Roboteam manufactures unmanned ground vehicles for bomb disposal and hazardous operations, deployed in over 30 countries
- The acquisition is expected to add $3-4 million in Q4 2025 revenue and at least $30 million in 2026
- Wall Street analysts now set an average price target of $11.00, representing 38% upside from current $7.96 price
Ondas Holdings announced it will acquire Roboteam, an Israeli unmanned ground vehicle manufacturer, for $80 million. The deal brings together aerial and ground robotics under one roof.
Roboteam produces rugged unmanned ground vehicles for military operations. These machines range from 1.5 kilograms to over 1,000 kilograms.
The company’s robots handle bomb disposal, intelligence gathering, and hazardous environment operations. Military forces in more than 30 countries use Roboteam’s platforms, including the US and Israel.
Roboteam also makes the Roboteam HUB command system. This software lets operators control multiple robots from a single interface.
Ondas expects the acquisition to generate $3 to $4 million in revenue during the fourth quarter of 2025. The company projects at least $30 million in revenue from Roboteam operations in 2026.
Roboteam recently secured over $20 million in new orders from an existing military customer. These orders will be fulfilled through fiscal year 2026.
Analyst Upgrades Follow Acquisition News
Lake Street analyst Max Michaelis raised his price target on ONDS from $9.00 to $10.00. He maintained his Buy rating on the stock.
The upgrade marks the latest in a series of positive analyst moves. Oppenheimer upgraded ONDS to Outperform from Perform on November 14, setting a $12.00 price target.
Needham raised its price target from $9.00 to $10.00 on November 13 while keeping a Buy rating. HC Wainwright initiated coverage in October with a Buy rating and $12.00 target.
Lake Street previously increased its target from $5.00 to $8.00 in September. That represented a 60% jump in the firm’s valuation.
Wall Street Consensus Points Higher
Seven analysts now cover Ondas Holdings. Their average price target sits at $11.00.
The highest estimate reaches $13.00, while the lowest stands at $10.00. From the current price of $7.96, the average target suggests 38% upside potential.
The consensus recommendation across all seven firms rates 1.7 on a five-point scale. This indicates an Outperform status, where 1 represents Strong Buy and 5 means Sell.
Ondas CEO Eric Brock called the Roboteam deal a strategic step toward multi-domain autonomy leadership. The company operates through two segments: Ondas Networks and Ondas Autonomous Systems.
The Autonomous Systems segment generates the majority of revenue. It sells the Optimus system along with support and maintenance services.
Ondas develops and manufactures software-defined radio technology. The company operates facilities in the United States, Israel, and India.
The Massachusetts-based company completed the Roboteam announcement on November 27, 2025. Roboteam maintains headquarters in Petah Tikva, Israel.
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