Ondas Secures Over $150 Million in Q2 Orders Amid Rising Defense Demand
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 22 2026
0mins
Source: stocktwits
- Significant Order Growth: Ondas secured over $40 million in orders in June, pushing total Q2 order activity past $150 million, indicating strong demand for its autonomous defense systems, particularly in international markets.
- Successful Technology Trial: Ondas' unit Rotron completed a successful flight trial of its SkyLance system under the UK Ministry of Defence's Project Brakestop, showcasing the system's potential for precision strikes and long-range attack capabilities, thereby enhancing the company's competitive edge.
- Accelerating Market Demand: As drone threats escalate, global governments are urgently prioritizing Counter-UAS systems, with Ondas' CEO noting a new wave of demand forming around Loitering Munition Systems and long-range precision engagement, signaling future growth opportunities.
- Improving Investor Sentiment: Despite ONDS stock declining over 19% year-to-date, retail sentiment on Stocktwits has shifted from 'bearish' to 'neutral', reflecting a growing recognition of the company's prospects in the market.
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Analyst Views on ONDS
Wall Street analysts forecast ONDS stock price to rise
8 Analyst Rating
8 Buy
0 Hold
0 Sell
Strong Buy
Current: 7.820
Low
13.00
Averages
17.50
High
25.00
Current: 7.820
Low
13.00
Averages
17.50
High
25.00
About ONDS
Ondas Inc. is a defense, security, and critical infrastructure technology company. Through its business units, Ondas Autonomous Systems (OAS), Ondas Capital, and Ondas Sentinel, it develops and commercializes autonomous systems, and strategic investment and partnership initiatives that support the scaling and adoption of mission-critical solutions for governments and industrial customers. OAS focuses on autonomous and unmanned aerial and ground systems and integrated mission solutions for defense, homeland security, public safety, and other critical infrastructure and industrial end markets. Ondas Capital supports growth strategy through strategic investments, partnerships, and capital formation initiatives. Ondas Sentinel is an operating division unifying its U.S. portfolio of autonomous defense technologies. It combines persistent ISR, counter-UAS, autonomous effects and mission intelligence into a scalable organization built to support larger, more integrated defense programs.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Massive Market Potential: The counter-drone systems market is projected to grow from approximately $6.6 billion in 2025 to over $20 billion by 2030, with a compound annual growth rate exceeding 25%, positioning Wrap advantageously in this rapidly expanding market.
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- Revenue Forecast Increase: Ondas has raised its 2026 revenue forecast from $390 million to at least $525 million, with DZYNE expected to contribute $191 million in 2026 and over $300 million in 2027, indicating strong growth potential.
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- Clinical Trial Progress: Sellas' Phase 3 Regal trial in acute myeloid leukemia (AML) has reached 78 of the 80 events needed for final analysis, making the next two events critical catalysts that could drive stock price volatility.
- Acquisition Speculation: CEO Angelos Stergiou's optimistic remarks on social media and gratitude towards strategic partners have intensified market speculation regarding potential buyouts, likely attracting more investor interest.
- Significant Market Value Increase: Sellas' market value surged from $73 million at the start of 2024 to over $1.5 billion by mid-2026, reflecting heightened investor attention around the Regal readout, while the company ended Q1 with $107.1 million in cash, showcasing a robust financial position.
See More
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- Acquisition Structure Analysis: Ondas completed the acquisition for a total consideration of $875.8 million, funded by $200 million in cash and approximately 85 million shares, demonstrating the company's confidence in future growth and recognition of DZYNE's long-term value.
- Positive Market Reaction: Ondas shares rose about 1.4% following the acquisition announcement, reflecting investor optimism about the company's future prospects, despite a 33.4% decline in stock price this year.
- Defense Contract Advantage: By acquiring Mistral, Ondas gained access to over $1 billion in defense contracts, further solidifying its position in the U.S. defense market and laying a foundation for future revenue growth.
See More
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- Revenue Growth Expectations: DZYNE is expected to generate $191 million in revenue this year and reach $300 million by 2027, while Ondas has raised its revenue target from $390 million to $525 million following the DZYNE acquisition.
- Strategic Integration Benefits: Ondas CEO Eric Brock stated that DZYNE's technology and engineering talent will accelerate the build-out of its next-generation autonomous defense platform, achieving sustainable long-term growth by integrating complementary technologies and significantly enhancing the company's financial profile.
See More
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