Ondas's rally on recent Trump administration news is the market catching up after months of chopping between $9 and $11. It has signed deals almost biweekly through 2026, a backlog the market under-reacted to. Fundamentals are phenomenal and the team executes well. x.com  x.com 

Ondas' long-term opportunity extends beyond drones into growing counter-drone and unmanned ground vehicle markets. Broad industry estimates for these markets rise from $90.6B in 2025 to $210B by 2033, with counter-drone systems the fastest-growing segment at 26.8% annually. That total is neither Ondas revenue nor its own addressable market and may include overlap. Bullish on the company's future, but execution must earn conviction. x.com  x.com 

Ondas is an interesting drone defense business priced for nearly everything going right. At a $4.64B market cap on $24M of trailing revenue, it trades near 200x sales, versus one to two times for profitable defense contractors. Even full FY26 guidance of $170-180M implies about 26x, a software multiple on a hardware business. Dilution was around 300% in 2025, and its acquisition roll-up depends on a high share price, risking more issuance at lower prices. This is not a call that Ondas fails. … Show more

US drone stocks such as Ondas, AeroVironment, Kratos, Unusual Machines and Red Cat are set for a legendary rotation as the Trump administration is in talks to fund US drone companies, per a WSJ report shared by @zerohedge. x.com 

Ondas Holdings is a buy on news that the Trump administration is in talks to fund US drone companies, as reported by the Wall Street Journal and relayed by ZeroHedge. x.com 

Ondas' strategy of stapling robotics businesses onto a wireless company looks like growth through reckless acquisition with no organic products, and the stock may eventually go to zero once that strategy implodes. Per @TrendSpider, Ondas acquired Mistral, BIRD Aerosystems, Rotron Aerospace and INDO Earth Moving in just two weeks. x.com 

Drone and autonomy stocks are where government money is going next, as Trump pursues funding deals to boost domestic drone production. Dell is up over 50% since Trump said to buy it, and drone names could do the same once he announces picks. The list spans AeroVironment, Kratos, Red Cat, Ondas, Draganfly, Unusual Machines, Swarmer and Palladyne AI; counter-drone names DroneShield and L3Harris; and primes Northrop Grumman, Lockheed Martin, Textron, General Dynamics and Boeing. x.com  x.com 

Regna's rollout signals that Ondas's software integration is going well. A struggling integration would not launch another company, though shareholders can only infer progress. Making Ondas a formidable system of systems matters more than dilution. Most buyers this year have a loss; mutual funds must finish loss selling by October 31. Markets also price in a Democratic sweep, bad for defense spending, especially on autonomous drones. Election pressure remains until after the midterms. x.com  … Show more

Ondas Holdings' valuation is hard to justify, and its long-term risk/reward looks less favorable than AeroVironment or Kratos. Per @rzayev7895's read of the earnings, growth comes from acquisitions rather than organically, share count rose 200-300%, market cap roughly quadrupled, cash comes from stock sales, and most backlog arrived with acquired companies. Ondas is more than drones, with critical private networks, but that does not change the valuation view. x.com  x.com  x.com 

Ondas spent the past year acquiring companies nonstop, and those acquisitions now look set to win deals nonstop. Announced orders include $40M+ in autonomous defense on June 22, $6.9M from Australian Defence on July 20, $70M in autonomous defense on July 22, $50M+ from the U.S. Army on August 5 and $56M in precision strike on October 5, more than $220M in total. x.com