Ondas (ONDS) Stock Jumps 8% After Drone Backlog and World View Deal Drop

TLDR

• Q4 revenue soared 634% to $30.1 million; full-year 2025 revenue hit $50.7 million, beating estimates
• 2026 revenue guidance raised to at least $375 million, up from prior $170M–$180M range
• Q1 2026 revenue target set at $38M–$40M, implying ~820% year-over-year growth
• Ondas acquired stratospheric sensing company World View for $150 million, mostly in stock
• Strategic partnership with Palantir (PLTR) to integrate Foundry AI into Ondas drone platforms

Ondas Holdings (ONDS) rose 8.4% on Monday, closing at $10.90, after the autonomous drone company posted blowout fourth-quarter earnings and sharply raised its 2026 outlook.

Ondas Holdings Inc., ONDS

Q4 revenue came in at $30.1 million — a 634% jump year-over-year. For the full year 2025, revenue grew 604% to $50.7 million, edging past Wall Street’s estimate of $48.6 million.

The net loss for Q4 widened to $101 million, up from $10.3 million a year earlier. The adjusted net loss for full-year 2025 came in at 62 cents per share, worse than the 25-cent loss analysts had expected.

Still, investors looked past the losses and focused on the forward guidance. Ondas raised its full-year 2026 revenue target to at least $375 million — more than double its previous range of $170 million to $180 million.

The company priced its stock at $10.90 when it closed Monday, with a market cap of around $4.64 billion.

Palantir Partnership and World View Deal

On March 11, Ondas and Palantir (PLTR) announced a partnership to integrate Palantir’s Foundry platform into Ondas’ drone systems. CEO Erik Brock said the tie-up “positions Ondas at the center of next-generation, multi-domain operational environments.”

Palantir stock rose 6.74% on Monday.

Ondas also agreed to acquire World View, a stratospheric sensing specialist, for $150 million in a mostly stock deal. The acquisition is designed to strengthen its air and ground autonomous platform with persistent high-altitude sensing capability.

The company highlighted a pro forma cash position of $1.5 billion following the deal.

Defense Demand Fueling Order Flow

In early March, Ondas reported receiving multiple orders totaling around $6 million for counter-drone systems from defense and homeland security customers in the Middle East and other regions.

That backlog now sits at $68.3 million, with Ondas saying the bulk of its 2026 growth will come from its autonomous systems segment.

For Q1 2026, the company is targeting revenue of $38 million to $40 million — roughly 820% growth over the same period last year.

The iShares U.S. Aerospace & Defense ETF gained 0.3% to $223.29 on Monday. Drone peer AeroVironment rose 4.3% on new contract wins, while defense IPO Karman Holdings climbed 3% to $102.40.

Ondas holds its earnings call on Wednesday.

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