ONDSTechnology · Communication EquipmentThe 9 Wall Street analysts covering Ondas, Inc. hold a median 12-month price target of $19 — +157.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 29 of 100 as at 19 Sept 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Ondas, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Momentum (82): The shares have been drifting up relative to others.
Accruals (11): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on ONDS, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +157.1% from it.
Of the 20 most recent actions, 2 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 14 Sept 2026 | Needham | Reiterates | Buy | $19 |
| 17 Aug 2026 | Ladenburg Thalmann | Maintains | Buy | $22 → $23 |
| 17 Aug 2026 | Ladenburg Thalmann | Maintains | Buy | — |
| 14 Aug 2026 | Needham | Reiterates | Buy | — |
| 14 Aug 2026 | Needham | Reiterates | Buy | $19 |
| 14 Aug 2026 | Oppenheimer | Maintains | Outperform | — |
| 14 Aug 2026 | Oppenheimer | Maintains | Outperform | $16 → $18 |
| 11 Aug 2026 | Roth Capital | Initiates | Buy | $13 |
| 11 Aug 2026 | Roth Capital | Initiates | Buy | — |
| 7 July 2026 | Needham | Maintains | Buy | $23 → $19 |
| 7 July 2026 | Needham | Maintains | Buy | — |
| 19 May 2026 | Needham | Reiterates | Buy | — |
| 26 Mar 2026 | Northland Capital Markets | Maintains | Outperform | — |
| 25 Mar 2026 | Needham | Reiterates | Buy | — |
| 24 Mar 2026 | Needham | Maintains | Buy | — |
| 10 Mar 2026 | Needham | Reiterates | Buy | — |
| 21 Jan 2026 | Stifel | Maintains | Buy | — |
| 20 Jan 2026 | HC Wainwright & Co. | Maintains | Buy | — |
| 20 Jan 2026 | Lake Street | Maintains | Buy | — |
| 20 Jan 2026 | Needham | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. ONDS appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 18 Sept 2026, Ondas, Inc. returned +12.0% against +16.3% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 7% of US stocks
Cheaper than 8% of US stocks
Cheaper than 38% of US stocks
Cheaper than 88% of US stocks
Higher than 99% of US stocks
Higher than 54% of US stocks
Higher than 11% of US stocks
Higher than 99% of US stocks
Higher than 80% of US stocks
Higher than 28% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Ondas, Inc. has a market value of $4.3B and an enterprise value of $2.9B.
Revenue in the twelve months to 30 June 2026: $174.1M. The latest quarter grew 1235.4% year on year.
Net income over the same four quarters: $163.1M, a 93.7% net margin.
Free cash flow in the twelve months to 30 June 2026: −$172.0M.
Trailing P/E: 108.2×; forward P/E: −369.5× — the forward figure prices analyst consensus estimates, not reported earnings.
Ondas, Inc. employs 459 people — $379K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Ondas, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
The Pentagon posted results from its Gauntlet II drone selection round, and the winners were almost entirely private companies. Red Cat and Ondas did not make the cut in this round.
Why it matters — Ondas missing the Pentagon's Gauntlet II selection signals the company was passed over in a major military drone procurement round that favored private firms.
Small-cap drone stocks, including Ondas, extended a week of pressure on Friday morning, with the group's most-followed names sliding again while the wider market remained largely unchanged. Ondas slipped as part of this continued selloff in the sector.
Why it matters — Ondas is part of the small-cap drone group that is being dragged lower by sustained sector-wide selling pressure this week.
Seeking Alpha coverage discussed Ondas Inc. as rising in autonomous weapons and multi-domain ISR/C-UAS platforms, citing recent acquisitions of GATE Technologies, Bron Technologies, Aran Defense, and World View as expanding manufacturing, precision strike, and ISR capabilities. The article also noted the company's projected path to profitability and flagged risks including heavy equity dilution and high short interest.
Why it matters — ONDS watchers would care because this coverage highlights how recent acquisitions are shaping the company's growth and profitability timeline, while also flagging key risks such as dilution and short interest.
A Zacks Investment Research article compares Ondas (ONDS) with AeroVironment (AVAV) as drone stocks, contrasting ONDS' rapid revenue growth and M&A expansion against AVAV's larger backlog, major defense programs, and profitable growth outlook.
Why it matters — The comparison highlights ONDS' revenue momentum and acquisition-driven growth against a major competitor, offering context for investors watching Ondas' competitive position.
Ondas' $205M acquisition of GATE expands its defense footprint, adding electronic sensing and defensive (ESAD) expertise and manufacturing capabilities. This comes amid growing demand for loitering munitions.
Why it matters — The acquisition strengthens Ondas' position in the defense sector by adding new capabilities at a time of expanding market demand.
The 9 Wall Street analysts covering Ondas, Inc. have a median 12-month price target of $19, with estimates ranging from $13 to $25. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 9 analysts covering Ondas, Inc., 9 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Ondas, Inc. 29 out of 100 across roughly 4,600 US stocks as at 19 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 19 Sept 2026, Ondas, Inc. ranks 29 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Momentum (82 of 100).
No one can know that. What the data says: the median 12-month target from 9 analysts implies +157.1% from the last close, and Ticker Nerd's factor model ranks Ondas, Inc. 29 out of 100 as at 19 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Ondas, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for ONDS are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $13 to $25 over the next 12 months.
Ondas, Inc. returned +12.0% over the 12 months to 18 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
Ondas Inc. is a technology company focused on private wireless connectivity, autonomous systems, and mission-critical data solutions for industrial and government customers.
The most recent item we track (Benzinga, 18 Sept 2026): "Red Cat, Ondas Miss the Cut in Pentagon's Latest Drone Dominance Round". The Pentagon posted results from its Gauntlet II drone selection round, and the winners were almost entirely private companies. Red Cat and Ondas did not make the cut in this round.
Ondas Inc. is a technology company focused on private wireless connectivity, autonomous systems, and mission-critical data solutions for industrial and government customers. Through its Ondas Networks segment, it develops software-defined radio and wireless networking platforms that support secure communications for applications in rail, utilities, oil and gas, transportation, and public safety. Through Ondas Autonomous Systems, the company offers drone and robotics solutions for aerial intelligence, surveillance, reconnaissance, counter-unmanned aircraft operations, and ground-based missions. Ondas also provides related software, maintenance, integration, training, and engineering services that help customers deploy and manage these systems across complex operating environments. Headquartered in West Palm Beach, Florida, Ondas Inc. serves markets where reliable connectivity, automation, and operational security are essential.
CEO Mr. Eric Ashley Brock CPA · 459 employees · United States · https://www.ondas.com
