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ONDS

Ondas Inc

BUY 2026-08-01 Updated today USD 7.49 Technology - Communication EquipmentAWAIT ENTRY
65

Position levels

Currenttoday
USD 7.49
Buy <=wait / entry
USD 6.83
Trim >=take some off
USD 12.50
Thesis breakA confirmed dilutive equity raise materially larger than the existing World View...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case32%100 / 10032.0
Base case50%62 / 10031.0
Bear case18%10 / 1001.8
Weighted conviction65 / 100 - BUY

Top risks

  • $70 million in new orders over four-week July window including $6.9 million Australian Department of Defence contract
  • Pro forma backlog exceeding $450 million supported by defense integrations
  • Raised full-year guidance with analysts projecting substantial next-quarter revenue expansion
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.