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ONDS

Ondas Inc

BUY Analysis generated 2026-10-04 Market data as of 2026-11-13 Market data 2 days old USD 5.16 Technology - Communication Equipment
ACTIONABLEMethodology gates passed
71

Position levels

Currenttoday
USD 5.16
Buy <=wait / entry
-
Trim >=take some off
-
Thesis breaknot set
-

Scenario-weighted conviction

ProbabilityScoreContribution
Bull case39%100 / 10039.0
Base case50%62 / 10031.0
Bear case11%10 / 1001.1
Weighted conviction71 / 100 - BUY

Top risks

  • $175 million new orders captured in Q2 2026 plus $105 million additional orders in Q3 2026
  • Record Q2 2026 revenue of $83.8 million (13x YoY) with full-year 2026 guidance raised to $525-550 million
  • Pro forma backlog of $757 million as of June 30 2026 including DZYNE and Cyberhawk acquisitions closed in Q3
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.

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