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November 14, 2025

Ondas Holdings (ONDS) Stock: Oppenheimer Upgrades Rating as Q3 Revenue Jumps 582% Trader Edge | usagoldmines.com

TLDR

  • Ondas Holdings (ONDS) reported Q3 2025 revenue of $10.1 million, representing a 582% year-over-year increase
  • The company raised its 2025 revenue target to at least $36 million and set a preliminary 2026 target of $110 million
  • Recent acquisitions of Apeiro Motion and Sentrycs expanded capabilities in ground robotics and counter-drone technology
  • Cash balance stands at $840.4 million, providing resources for continued expansion
  • Oppenheimer upgraded the stock from Market Perform to Outperform with a $12 price target

Ondas Holdings posted record revenue of $10.1 million in the third quarter of 2025. The wireless and autonomous systems company saw its top line grow 582% compared to the same period last year.


ONDS Stock Card
Ondas Holdings Inc., ONDS

The revenue jump came primarily from acquisitions that added new product lines. Ondas purchased Apeiro Motion and Sentrycs earlier this year. These deals brought ground robotics and counter-drone systems into the company’s portfolio.

The autonomous drone business also drove growth during the quarter. Defense and security customers increased orders for Ondas’ unmanned systems. The company serves markets that include critical infrastructure protection and military applications.

Ondas finished the quarter with $840.4 million in cash on its balance sheet. This gives management room to pursue additional deals or scale operations. The company has been actively expanding through both organic growth and acquisitions.

Revenue Targets Raised for 2025 and 2026

Management raised its full-year 2025 revenue guidance to at least $36 million. The company also issued preliminary 2026 revenue guidance of $110 million. These targets reflect expectations for continued growth from existing products and recent acquisitions.

The Apeiro Motion acquisition expanded Ondas’ presence in ground robotics. Sentrycs added counter-UAS technology to detect and neutralize unauthorized drones. Both acquisitions align with growing demand in defense and security markets.

Ondas is expanding its geographic footprint with focus on European and Ukrainian markets. The company sees opportunities in these regions for its autonomous systems and wireless infrastructure products.

Analyst Upgrade Follows Strong Quarter

Following the earnings release, Oppenheimer upgraded Ondas Holdings from Market Perform to Outperform. The firm set a price target of $12 per share. This represents potential upside from current trading levels.

The upgrade came after the analyst reviewed Q3 results and revised forecasts. Oppenheimer cited the company’s execution on its growth strategy and improving financial visibility.

Management highlighted a growing backlog heading into 2026. Orders already secured provide revenue visibility for the coming year. The company is building scalable infrastructure to support larger contract volumes.

Ondas operates through three business units. Ondas Autonomous Systems handles drone and robotics products. Ondas Networks provides private wireless solutions. Ondas Capital supports strategic investments and acquisitions.

The company serves defense, security, and critical infrastructure customers worldwide. Its products include autonomous systems for surveillance and inspection. The private wireless networks support industrial and government applications.

Management emphasized focus on execution and scaling operations. The large cash position provides flexibility for both organic investments and potential acquisitions. The company is working to leverage fixed costs across a larger revenue base.

Ondas raised its 2026 preliminary revenue target to $110 million from previous expectations.

The post Ondas Holdings (ONDS) Stock: Oppenheimer Upgrades Rating as Q3 Revenue Jumps 582% appeared first on Blockonomi.

 

This articles is written by : Nermeen Nabil Khear Abdelmalak

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