ONDSTechnology · Communication EquipmentThe 9 Wall Street analysts covering Ondas, Inc. hold a median 12-month price target of $19 — +94.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 47 of 100 as at 12 Aug 2026 — in the lower half.
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 (86): The shares have been drifting up relative to others.
Volatility (17): The share price moves around a lot.
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.
The green dot is the last close — the median target sits +94.2% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 11 Aug 2026 | Roth Capital | Initiates | Buy | $13 |
| 7 July 2026 | Needham | Maintains | Buy | $23 → $19 |
| 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 | — |
| 20 Jan 2026 | Oppenheimer | Maintains | Outperform | — |
| 12 Jan 2026 | Stifel | Maintains | Buy | — |
| 11 Dec 2025 | Needham | Maintains | Buy | — |
| 26 Nov 2025 | Lake Street | Maintains | Buy | — |
| 14 Nov 2025 | Oppenheimer | Upgrade | Outperform | — |
| 13 Nov 2025 | Needham | Maintains | Buy | — |
| 6 Oct 2025 | HC Wainwright & Co. | Initiates | Buy | — |
| 12 Sept 2025 | Lake Street | Maintains | Buy | — |
| 19 Aug 2025 | Needham | Initiates | 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.
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 5% of US stocks
Cheaper than 26% of US stocks
Cheaper than 93% of US stocks
Higher than 99% of US stocks
Higher than 61% of US stocks
Higher than 14% of US stocks
Higher than 99% of US stocks
Higher than 92% of US stocks
Higher than 33% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 →
Ondas, Inc. (ONDS) has won a multi-million-dollar Israeli defense tender to supply tactical attack drones, expanding its autonomous defense platform.
Why it matters — The contract signals a significant expansion of Ondas' defense business into the Israeli market and broadens its global opportunity for autonomous drone platforms.
Ondas reported record Q2 2026 revenue of $83.8 million, a 67% quarter-over-quarter increase and roughly 13-fold year-over-year growth. The company captured $175 million in new orders during Q2 and an additional $105 million in Q3 to date, reported backlog of about $613 million (or $757 million pro forma including its closed DZYNE and Cyberhawk acquisitions), raised its full-year 2026 revenue target to $525–550 million, and held $1.4 billion in cash and short-term investments as of June 30, 2026.
Why it matters — The record revenue, strong order and backlog growth, and the raised full-year outlook signal accelerating momentum and scale for Ondas' core platform and newly added business lines.
Ondas stock continued its strong rally this week, reaching its highest level since June 8 after the company received a new order from Israel. The stock has risen over 70% from its lowest point this year, with short interest at 40% ahead of earnings.
Why it matters — A recent Israeli order and a 70% rebound draw attention to Ondas as it heads into its earnings report with elevated short interest.
The U.S. military has significantly depleted its long-range missile stockpiles during its five-month conflict with Iran, raising concerns about readiness for future conflicts. This rapid consumption of defense inventories has exposed structural bottlenecks across the defense sector and is helping drive defense ETFs.
Why it matters — For ONDS watchers, renewed focus on replenishing U.S. defense inventories and addressing sector bottlenecks could signal increased demand across defense-related companies, including those in ONDS's autonomy and security space.
A Zacks Investment Research article examines Ondas (ONDS) ahead of its Q2 earnings report, noting surging revenue expectations, a growing defense pipeline, and scale from M&A activity, while flagging that integration and profit risks remain.
Why it matters — Ondas watchers would care because the piece highlights both the growth catalysts—revenue momentum, defense pipeline, and M&A-driven scale—and the integration and profitability risks set to be tested when Q2 results are reported.
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. 47 out of 100 across roughly 4,600 US stocks as at 12 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 12 Aug 2026, Ondas, Inc. ranks 47 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 (86 of 100).
No one can know that. What the data says: the median 12-month target from 9 analysts implies +94.2% from the last close, and Ticker Nerd's factor model ranks Ondas, Inc. 47 out of 100 as at 12 Aug 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 +128.1% over the 12 months to 12 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Ondas Holdings Inc. is a technology company that provides private wireless, autonomous drone, and automated data solutions for industrial and government customers.
The most recent item we track (Zacks Investment Research, 13 Aug 2026): "Ondas Wins Israeli Defense Tender for Next-Gen Tactical Attack Drones". Ondas, Inc. (ONDS) has won a multi-million-dollar Israeli defense tender to supply tactical attack drones, expanding its autonomous defense platform.
Ondas Holdings Inc. is a technology company that provides private wireless, autonomous drone, and automated data solutions for industrial and government customers. Through its Ondas Networks and Ondas Autonomous Systems segments, the company focuses on mission-critical connectivity and automation across sectors such as rail, energy and electric utilities, oil and gas, public safety, and other critical infrastructure and government markets. Ondas Networks delivers wireless connectivity platforms and software-defined radio solutions designed to support Industrial Internet of Things applications and secure wide-area networks. Ondas Autonomous Systems offers commercial drone systems, including autonomous and counter-drone technologies, along with related software, data, and support services. These capabilities enable customers to improve operational efficiency, safety, and real-time data collection in complex, highly regulated environments. Incorporated in 2014 and headquartered in West Palm Beach, Florida, Ondas Holdings Inc. occupies a specialized role at the intersection of wireless communications, automation, and industrial digitalization.
CEO Mr. Eric Ashley Brock CPA · 459 employees · United States · https://www.ondas.com