Added to YB: 2026-03-30
Pitch date: 2026-03-27
ONDS [neutral]
Ondas Inc.
+4.54%
current return
Author Info
No bio for this author
Company Info
Ondas Inc. provides private wireless, drone, and automated data solutions in the United States and internationally.
Market Cap
$5.5B
Pitch Price
$8.81
Price Target
15.00 (+63%)
Dividend
N/A
EV/EBITDA
-52.30
P/E
22.07
EV/Sales
42.05
Sector
Communications Equipment
Category
growth
ONDS Financial Report Analysis: Demand and Technology Are Real
ONDS (overview): Drone/defense tech consolidator w/ real products (Sentrycs, Iron Drone, Roboteam) & $1.5B cash for M&A rollup. FY26 rev guide ≥$375M but Q1 only $38-40M; profitability not until Q1 2028. Q4 net loss $101M incl $82M non-cash warrant liabilities. Shares diluted 5x in 15mo to 467M; warrants cap upside. Aggressive PMI risk across 5 recent acquisitions. Q2 2026 crucial for Mistral integration & validating second-half ramp. At $10/share (~$4.7B mkt cap), rich unless execution flawless.
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