Ondas Inc. (NASDAQ:ONDS) shares rose in Thursday’s premarket after the company announced a partnership with Palantir Technologies (NASDAQ:PLTR) and World View Enterprises to enhance multi-domain intelligence capabilities for defense and security missions.
The collaboration will use Palantir’s AI platform to optimize mission planning and operations for World View’s Stratollite stratospheric system, improving intelligence, surveillance, and reconnaissance (ISR) efficiency. Work on the programs is already underway and is expected to be integrated into Ondas’ portfolio by the fourth quarter of 2026.
The partnership will also develop three foundational initiatives, including a unified operational data platform designed to streamline supply chains and mission operations while using AI to improve planning and execution of ISR missions.
Recent Key Events
This week, Ondas received an initial order valued at around $15.8 million for a national demining program.
This is the first operational order under the previously announced large-scale multi-year demining program in Israel.
Apart from this, Ondas added another strategic update, announcing the acquisition of BIRD Aerosystems. The deal expands its position in defense and homeland security markets and adds technologies already deployed across more than 700 aircraft on 40-plus platform types
Preliminary Results
On Monday, West Palm Beach, Florida-based Ondas reported:
For 2025, the company sees revenue of $49.7 million-$50.7 million, net loss of $53.3 million and $52.8 million and adjusted EBITDA of $32.9 million-$32.4 million.
Earnings & Analyst Outlook
The countdown is on: Ondas is set to report earnings on March 25, 2026 (confirmed).
- EPS Estimate: Loss of 4 cents (up from a loss of 15 cents)
- Revenue Estimate: $27.86 million (up from $4.13 million)
Analyst Consensus & Recent Actions: The stock carries a Buy Rating with an average price target of $13.06. Recent analyst moves include:
- Needham: Buy (Maintains Target to $17.00) (Mar. 10)
- Stifel: Buy (Raises Target to $18.00) (Jan. 21)
- Lake Street: Buy (Raises Target to $19.00) (Jan. 20)
Technical Analysis
The broader market experienced a slight downturn on the previous trading day, with the S&P 500 futures down 0.5%. While the Communication Services sector remained flat, Ondas is outperforming its sector, indicating that the stock’s movement may be driven by company-specific news rather than broader market trends.
Ondas Inc. is currently trading 0.7% below its 20-day simple moving average (SMA) and 7.9% below its 50-day SMA, suggesting some short-term weakness. However, the stock has shown impressive strength over the past 12 months, with a remarkable increase of 1310.33%, and is currently positioned closer to its 52-week highs than lows.
The RSI is at 47.37, which is considered neutral territory, indicating that the stock is neither overbought nor oversold. Meanwhile, MACD is at -0.1713, below its signal line at -0.1492, suggesting bearish pressure on the stock.
The combination of neutral RSI and bearish MACD indicates mixed momentum, suggesting that traders should watch for potential volatility in the near term.
- Key Resistance: $12.00
- Key Support: $8.50
ONDS Stock Price Activity: Ondas shares were up 2.34% at $10.06 during premarket trading on Thursday, according to Benzinga Pro data.
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