Why Ondas Is Spending $125 Million To Buy Cyberhawk

Ondas (NASDAQ: ONDS) has agreed to acquire Cyberhawk for approximately $125 million to expand its critical infrastructure intelligence capabilities. The acquisition combines autonomous systems with AI-powered inspection software and analytics. Cyberhawk expects over $45 million in revenue for fiscal year 2027 with 95% recurring revenue, a $95 million backlog, and projected EBITDA margins expanding to over 25% by 2030. The transaction is expected to close in Q3 2026 and will be funded about 95% in cash.

06/18/2026, 1:24 PM • Benzinga

3 Under-The-Radar Defense Tech Stocks — Small Caps With Real Pentagon Contracts

Three small-cap defense tech companies—BigBear.ai (BBAI), Palladyne AI (PDYN), and Ondas (ONDS)—are building significant Pentagon contract backlogs and demonstrating strong growth. BigBear.ai has a $281.9M backlog with 17% revenue growth guidance; Palladyne AI announced a strategic partnership with Israel Aerospace Industries for loitering munition systems; and Ondas raised its 2026 revenue target to $390M+ after 10-fold Q1 growth. While these stocks offer exposure to defense AI spending trends, they carry execution risk and balance sheet challenges.

06/10/2026, 10:12 AM • Benzinga

What's Going On With Ondas Shares On Monday?

Ondas Inc. (NASDAQ: ONDS) shares declined 2.04% in premarket trading despite announcing $30 million in new orders for its unmanned and autonomous systems portfolio. The company reported strong Q1 revenue of $50.1 million, significantly exceeding analyst estimates, and raised its full-year 2026 revenue guidance to over $390 million. The stock trades well above its moving averages with bullish technical indicators, though it faces some profit-taking pressure.

06/01/2026, 11:49 AM • Benzinga

3 Drone Stocks to Watch as the Sector Surges on Trump-Era Funding Hopes

The US drone sector is experiencing renewed momentum as the Trump administration considers direct financial support for domestic drone makers. Three standout companies—Kratos Defense, Ondas Holdings, and Red Cat Holdings—are positioned to benefit from increased government contracts and defense spending, with analysts projecting significant upside potential ranging from 50-73%.

05/29/2026, 1:19 PM • Investing

3 Drone Stocks to Watch as the Sector Surges on Trump-Era Funding Hopes

The US drone sector is experiencing renewed momentum as the Trump administration considers direct financial support for domestic drone makers. Three standout companies—Kratos Defense, Ondas Holdings, and Red Cat Holdings—are positioned to benefit from increased government contracts and defense spending priorities, with analysts projecting significant upside potential ranging from 50-73%.

05/29/2026, 10:25 AM • Investing

Why Palantir Stock Is Soaring Today

Palantir stock surged 8.13% on Thursday, driven by broader tech market gains and news that the U.S. government may provide direct funding to domestic drone companies. While Palantir wasn't directly named as a funding recipient, the company could benefit through its software supporting drone applications and its partnership with Ondas. Despite today's gains, the stock remains down 20% year-to-date and trades at a high valuation of 98x forward earnings.

05/28/2026, 3:34 PM • The Motley Fool

Trump's Drone Dominance Play: US Government May Soon Own Stakes In These Stocks

The Trump administration is in active talks to take equity stakes in domestic drone manufacturers through the Pentagon's Office of Strategic Capital. This follows the June 2025 'Drone Dominance' executive order and FY2027 defense budget allocating tens of billions for drone production, targeting 300,000 low-cost attack drones by 2027. The $1 billion Drone Dominance Program is actively running with 49 companies competing in Phase II qualifying events.

05/28/2026, 10:57 AM • Benzinga

Here's Why I Wouldn't Touch Ondas With a 10‑Foot Pole After This Parabolic Run

Ondas (ONDS) has surged 944% over the past year, driven by strong military and defense spending demand. While the company reported impressive Q1 2026 results with $50M revenue (10x YoY growth) and a $450M+ order backlog, the author cautions against investing due to an extremely high valuation of 36.3x price-to-sales ratio compared to its 5-year average of 10.6x. The company is not yet profitable and won't reach EBITDA profitability until Q1 2028.

05/22/2026, 10:30 PM • The Motley Fool

Why Ondas Stock Surged Today

Ondas Holdings stock surged 26.52% after reporting exceptional Q1 2026 results with revenue jumping over 1,000% year-over-year to $50.1 million, driven by strong counter-drone system sales. The defense technology company has acquired Mistral and World View Enterprises, partnered with Palantir Technologies on an AI-powered intelligence platform, and projects full-year revenue growth of 670% to $390 million. However, the company remains unprofitable with widening EBITDA losses, though management expects profitability by Q1 2028.

05/14/2026, 11:30 PM • The Motley Fool

These 3 Telecom Stocks Rallied Over 1,000% In A Year: Nvidia Did 75%

Three communications equipment companies—Lumentum Holdings, Applied Optoelectronics, and Ondas Holdings—have each delivered over 1,000% returns in the past year, significantly outpacing Nvidia's 75% gain. Lumentum and Applied Optoelectronics benefit from hyperscaler datacenter buildouts requiring optical components, while Ondas focuses on industrial communications and defense-adjacent autonomy. Wall Street analyst consensus remains mixed, with some targets lagging current prices, particularly for Applied Optoelectronics which shows 35% implied downside.

05/05/2026, 11:34 AM • Benzinga

Is This Pre-IPO AI Robotics Company the Next Big Defense Play?

XTEND, an AI operating system company for drones and robots, is planning a $1.5 billion Nasdaq IPO (ticker: XTND) through a merger with JFB. The software-first company has deployed 10,000 systems across 32+ countries and secured DoD contracts worth millions. It partners with major defense contractors like Lockheed Martin and has a $500 million pipeline, but faces execution risks including international expansion and competition.

04/30/2026, 2:33 PM • Investing

The Camera Is the New Sensor: Why a Provisional Patent Filing in Hollywood Could Reshape How the Pentagon Buys Vision

VisionWave Holdings filed a provisional patent for its xCalibre visual intelligence platform designed to convert camera streams into structured sensor intelligence for defense applications. The filing comes amid a surge in defense spending and autonomous systems procurement, with competitors like Red Cat Holdings, Ondas Inc., Mercury Systems, and Mobix Labs securing major contracts in related areas. The patent targets perception software that can operate at the edge in real-time, addressing a critical gap in defense procurement where the intelligence layer—not hardware—is becoming the key differentiator.

04/30/2026, 11:42 AM • Benzinga

Drones as a Service Emerges as Critical Infrastructure for Modern Business and Defense Ops

The Drone-as-a-Service (DaaS) market is rapidly expanding as a scalable solution for commercial and defense applications, projected to grow from $6-8 billion today to $27-179+ billion by 2030. ZenaTech reported record 558% revenue growth to $12.9M in 2025 driven by 20 acquisitions, while competitors including Ondas, Unusual Machines, Draganfly, and Kratos are advancing defense contracts and expanding their autonomous systems capabilities.

04/29/2026, 9:47 AM • Benzinga

Ondas Expands Defense Role With $68M Initial Order

Ondas Holdings Inc. announced a $68 million initial order for heavy engineering vehicles from its INDO Earth Moving subsidiary, marking the first phase of a $140 million multi-year strategic military engineering program. The company also recently secured a major contract for its 4M Defense subsidiary in Israel's $1.7 billion Eastern Border Security Barrier initiative. Shares rose 2.96% on the news, with analysts maintaining a Buy rating and $15.56 average price target.

04/13/2026, 1:20 PM • Benzinga

$100Billion+ Drone Services Boom Fuels Rapid Rise of Drone-as-a-Service

The Drone-as-a-Service (DaaS) industry is experiencing rapid growth, with the global market expected to expand from $12-13 billion currently to $34 billion by 2032. The broader drone services market is projected to reach over $100 billion by 2030. Key developments include ZenaTech completing its 21st acquisition to expand its DaaS network, EHang meeting with Thai government officials to advance air mobility commercialization, AeroVironment securing a $25M Air Force contract, AgEagle delivering eBee VISION systems to the U.S. Army, and Unusual Machines raising $150 million through a public offering.

04/09/2026, 9:40 AM • Benzinga