Ondas Inc. (ONDS)

Ondas Inc. stock has shown a substantial increase over the last year, with analysts raising price targets due to strong revenue guidance. Ondas is transitioning into a defense autonomy platform, reporting significant revenue growth driven by the OAS division. The company secured strategic defense contracts in the Asia-Pacific region and for unmanned ground vehicles. Ondas changed its name and relocated its headquarters. The company reported a loss per share for the last quarter but exceeded revenue estimates, with improved gross margins. Insiders have sold a significant number of shares.

The provided search results do not contain specific information about the demand seasonality for Ondas, Inc.'s products and services. Demand might be less subject to traditional consumer seasonality and more influenced by government budgeting cycles, geopolitical events, and ongoing needs for security and operational efficiency in industrial sectors. Government contracts tend to be durable and less susceptible to seasonal fluctuations.

Ondas, Inc. is a technology company that provides private wireless, drone, and automated data solutions globally, operating through Ondas Networks and Ondas Autonomous Systems (OAS). Ondas Networks offers a software-defined radio platform for secure industrial-grade IoT connectivity, serving markets like rail, energy, and public safety. The Ondas Autonomous Systems segment develops drone-based solutions for critical applications, including the Optimus System, Airbase, Insightful, Raider, Scout System, Roboteam's tactical ground robotic systems, Apeiro Motion's advanced ground robotics and tethered UAV systems, and Sentrycs' counter-UAS solutions. Ondas also has Ondas Capital, which plans to combine advisory services and strategic investment management.

Ondas, Inc. provides solutions in the United States and internationally, with a distributed global footprint including engineering, manufacturing, and field operations across the United States, Europe, the Middle East, and Asia. Subsidiaries like Airobotics are based in Israel, and Ondas has expanded its defense footprint in the Asia-Pacific region. The company's offices are located in Massachusetts, California, and Israel, and its corporate headquarters relocated to West Palm Beach, Florida, in January 2026.

Ondas Inc.'s brand reputation is strengthening, particularly in the defense and security sectors, driven by strategic advancements and contract wins. The company has secured significant defense contracts and is recognized as an emerging defense autonomy platform. The Optimus System's FAA certification enhances credibility. Analysts are optimistic, and the company has increased engagement with governmental customers. The relocation of headquarters is intended to strengthen access to resources. While there are some negative sentiments online, strong analyst ratings and positive news contribute to a favorable market perception.

Ondas Inc. has 213 institutional owners and shareholders, holding a total of 123,134,594 shares. Major institutional owners include Vanguard Group Inc., Hood River Capital Management LLC, and Jane Street Group, Llc. Robert J. Smith is the largest individual shareholder, owning 15,276,742 shares, representing 4.15% of the company.