Added to YB: 2026-01-23
Pitch date: 2026-01-21
ONDS [neutral]
Ondas Inc.
-8.95%
current return
Author Info
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Company Info
Ondas Inc. provides private wireless, drone, and automated data solutions in the United States and internationally.
Market Cap
$3.9B
Pitch Price
$12.51
Price Target
N/A
Dividend
N/A
EV/EBITDA
-93.39
P/E
-28.89
EV/Sales
140.73
Sector
Communications Equipment
Category
growth
Ondas Inc (ONDS): Can Ondas 10x From Here?
ONDS (overview): Defense/industrial transformation play via 3-legged stool: monopoly-like rail radio business (IEEE 802.16t standard for 70K NA rail assets), hyper-growth defense tech (full-stack C-UAS 'System of Systems'), & $1.5B cash for M&A consolidation. 2026 rev guidance $170-180M vs $47M 2025. Trades 23x EV/2026 rev - demands perfection but positioned at intersection of autonomous/connected systems megatrend.
Read full article (9 min)