The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.
The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.
| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 29 | 15.5x | 20.8x | Bottom tier | |
Growth | 99 | 793.2% | 6.1% | Top tier | |
Quality | 76 | 237.8% | 6.6% | Top tier | |
Safety | 30 | 11.4x | 0.7x | Bottom tier | |
Capital Return | 76 | — | 2.02% | Top tier | |
Momentum | 50 | 483.1% | 4.1% | Around median | |
Sentiment | 63 | 3 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Ondas Holdings Inc. (ONDS) is a pioneer in the design and development of autonomous and unmanned systems and advanced wireless network solutions dedicated to the defense, security, and critical infrastructure sectors. The company's business model relies on generating revenue through two main pathways: drone platforms and counter-unmanned aircraft systems (CUAS) solutions via the Ondas Autonomous Systems (OAS) segment, in addition to continuous intelligence, surveillance, and reconnaissance (ISR) services through WorldView stratospheric platforms and integrated software solutions.
During the first quarter of 2026, the company achieved a historic leap in its financial performance, with revenues reaching $50.1 million, representing a tenfold growth compared to the corresponding quarter of the previous year, and nearly equaling the total revenues generated by the company throughout the entirety of 2025. Gross profit rose to $24.7 million thanks to strong profit margins of 49% compared to 35% in the first quarter of 2025, driven by an improved product mix and increased software sales. The company also recorded a record net income of $362.8 million, or the equivalent of $0.56 per share, as a result of massive non-cash accounting gains associated with the revaluation of warrant instruments.
Ondas Holdings Inc. stock has a consensus analyst recommendation classified as 'Buy', with an average target price of $18.14, with a high of $22 and a low of $16. Considering the stock's trading range over the past 52 weeks between $1.36 and $15.28, the current market capitalization of $4.9 billion reflects the stock trading significantly below the analysts' average target price. This valuation expresses market optimism regarding the company's ability to achieve accelerated growth and transition toward sustainable operating profitability alongside the integration of recent acquisitions.
Figures in the text are as of 2026-06-15; the live price is shown at the top of the page.
The primary reason behind recording a record net income of $362.8 million in the first quarter of 2026 is non-cash accounting gains of $389.5 million resulting from the revaluation of warrant liabilities under the Black-Scholes model. Additionally, the company realized accounting gains of $51.5 million resulting from the deconsolidation of Ondas Networks' financial statements in January 2026 as part of its capital restructuring. These figures are purely book entries and do not affect actual cash liquidity or the company's core operating performance.
Ondas successfully completed the acquisition of WorldView and Mistral on April 1, 2026, leading to a qualitative leap in its business volume within the US market. Thanks to these deals, the company's confirmed backlog rose to over $450 million (specifically $457 million), ensuring strong revenue streams for the remainder of 2026. The company currently aims to use these acquired platforms to provide integrated intelligence and defense solutions to the US Department of Defense and international customers.
The Sky Weaver system represents an advanced Agentic AI software platform developed in cooperation with Palantir and launched in early 2026. This system acts as a unified intelligence layer that simultaneously integrates and processes live data from WorldView's stratospheric platforms, Optimus drones, and ground robots. The system aims to fully automate the intelligence cycle to reduce reliance on human intervention and accelerate decision-making in complex combat environments.
Automated analysis for informational purposes only — not investment advice.
Ondas management raised its guidance for full-year 2026 revenue to at least $390 million, compared to its previous estimates of $375 million just a few weeks prior. The company also expects continued EBITDA profitability at the level of its product subsidiaries throughout the year after achieving it two quarters early in the first quarter of 2026. Furthermore, the timeline for achieving EBITDA profitability for the entire Ondas Autonomous Systems segment was brought forward to the first quarter of 2027, which is six full months ahead of the previous schedule.
Ondas announced in June 2026 the recording of massive orders worth $110 million, driven by growing demand for its counter-drone defense systems and reconnaissance platforms. In the same period, a subsidiary of the company won a direct contract from the US Navy worth $4.8 million to supply advanced defense technologies. Additionally, its subsidiary Centrix achieved orders worth $36 million as of early April 2026, exceeding its total revenue for the entirety of 2025 of $30 million.