Ondas (Nasdaq:ONDS) held OAS Investor Day on January 16, 2026 and released preliminary 2025 results and a raised 2026 revenue target. Q4 2025 revenue is expected at $27.0–$29.0M (51% above prior Q4 target) and full-year 2025 revenue is expected at $47.6–$49.6M (23% above prior target), including a Roboteam contribution that closed in December 2025. Backlog is preliminarily estimated at $65.3M as of Dec 31, 2025 (a 180% increase since Nov 13, 2025). Ondas’ pro-forma cash balance exceeds $1.5B as of Dec 31, 2025, adjusted for an offering of ~$1.0B. The company raised its 2026 revenue target to $170–$180M, up 25% from the prior $140M target. Management notes these figures are preliminary and unaudited; final results expected in March 2026.
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Positive
- Q4 2025 revenue expected at $27.0–$29.0M (+51% vs prior Q4 target)
- Full-year 2025 revenue expected at $47.6–$49.6M (+23% vs prior target)
- Estimated backlog of $65.3M as of Dec 31, 2025 (+180% since Nov 13, 2025)
- Raised 2026 revenue target to $170–$180M (25% increase from prior $140M target)
- Pro-forma cash balance exceeds $1.5B as of Dec 31, 2025 (after ~$1.0B offering)
Negative
- Preliminary 2025 figures are unaudited; independent auditors have not reviewed or compiled them
- Prior targets and the prior $140M 2026 target included $30M attributable to Roboteam, complicating comparability
+7.33%
Since News
$13.76
Last Price
$13.30
$14.25
Day Range
+$380M
Valuation Impact
$5.57B
Market Cap
0.3x
Rel. Volume
Following this news, ONDS has gained 7.33%, reflecting a notable positive market reaction.
Our momentum scanner has triggered 20 alerts so far, indicating elevated trading interest and price volatility.
The stock is currently trading at $13.76.
This price movement has added approximately $380M to the company’s valuation.
Data tracked by StockTitan Argus (15 min delayed). Upgrade to Silver for real-time data.
Q4 2025 revenue
$27.0–$29.0M
Preliminary range; 51% higher than prior Q4 2025 revenue target
FY 2025 revenue
$47.6–$49.6M
Preliminary range; 23% higher than prior full-year 2025 target
Backlog
$65.3M
Estimated as of Dec 31, 2025; 180% increase from $23.3M on Nov 13, 2025
Prior backlog
$23.3M
Backlog level on Nov 13, 2025 used for comparison
Pro-forma cash
>$1.5B
As of Dec 31, 2025, adjusted for recent ~$1.0B offering
Recent offering size
approximately $1.0B
Recent capital raise referenced in pro-forma cash balance
2026 revenue target
$170–$180M
Raised target; 25% above prior $140M target that included $30M from Roboteam
Roboteam contribution
$3–$4M
Amount included in prior Q4 and full-year 2025 revenue targets
$12.82
Last Close
Volume
Volume 94,508,990 is close to the 20-day average of 91,333,669 (relative volume 1.03x).
normal
Technical
Price 12.82 is trading above the 200-day MA at 4.89, after a -5.46% move over 24h.
Momentum scanner shows one peer, AAOI, moving up about 4%. Broader communication equipment peers are mixed: EXTR -0.56%, COMM -0.38%, while VIAV +4.26%, BDC +2.15%, VSAT +1.40%, pointing to stock-specific drivers for ONDS.
Date
Event
Sentiment
Move
Catalyst
Jan 12
Offering closing
Neutral
-3.6%
Closed large registered direct offering with attached warrants and cash proceeds.
Jan 09
Financing announcement
Neutral
-2.3%
Priced $1.0B stock and warrant sale at a premium to prior close.
Jan 07
Conference appearance
Neutral
-5.1%
Announcement of participation in Needham Growth Conference and investor meetings.
Jan 05
Investor Day preview
Positive
+13.7%
Planned OAS Investor Day with updated 2026 business plan and financial outlook.
Jan 02
Corporate rebranding
Positive
+12.9%
Planned corporate name change and new West Palm Beach headquarters for scaling.
Pattern Detected
Recent ONDS news around strategic updates and corporate changes has often seen strong positive price reactions, while financing and conference-related items have leaned mildly negative or mixed.
Recent Company History
Over the past few weeks, ONDS has reported several notable developments. A $1 billion stock and warrant sale was priced and then closed in early January 2026, with modestly negative next-day reactions. Earlier, announcements about the upcoming OAS Investor Day and a planned name change and headquarters move to West Palm Beach saw strong gains of 13.7% and 12.91%. Today’s Investor Day update with higher 2025 results and a raised 2026 revenue target fits into this sequence of aggressive growth positioning and capital deployment.
An effective Form S-3ASR filed on 2025-09-09 allows Ondas to issue various securities, including equity, debt, and warrants, via prospectus supplements. The company has used this shelf multiple times, with 6 recorded usages and recent 424B7 filings in late 2025, highlighting an established framework for future capital raises.
The stock is up +7.3% following this news. A strong positive reaction aligns with Ondas’ upward revision of its outlook, including raised 2026 revenue targets of $170–$180M and preliminary 2025 figures above prior goals. The large estimated backlog of $65.3M and pro-forma cash above $1.5B follow recent capital raises under an effective shelf, which may support growth but also adds a history of frequent issuance. Past news has often led to sharp swings, suggesting volatility risk around future updates.
form 8-k
regulatory
“For additional information please see the Company’s Form 8-K filed today.”
A Form 8-K is a report that companies file with the government to share important news quickly, such as changes in leadership, major business deals, or financial updates. It matters because it helps investors stay informed about significant events that could affect the company’s value or stock price.
AI-generated analysis. Not financial advice.
01/16/2026 – 08:00 AM
OAS Investor Day to be conducted today, January 16, 2026 at 10:00 AM ET
Preliminary 2025 revenue estimates exceed prior revenue targets
Pro-forma cash balance of $1.5 billion
WEST PALM BEACH, FL / ACCESS Newswire / January 16, 2026 / Ondas Inc. (Nasdaq:ONDS) (“Ondas” or the “Company”), a leading provider of autonomous aerial and ground robot intelligence through its business unit Ondas Autonomous Systems (OAS) and private wireless solutions through Ondas Networks, will host OAS Investor Day 2026 today, Friday, January 16, 2026 at 10:00 AM ET. The Company is also announcing preliminary financial results for 2025 and revenue targets for 2026.
Ondas expects to report revenue of $27.0 to $29.0 million for the quarter ended December 31, 2025, 51% higher than the prior Q4 2025 revenue target. For the full year ended December 31, 2025, expected revenue is between $47.6 and $49.6 million, 23% higher than the prior full-year revenue target for 2025. Ondas’ prior revenue targets for Q4 2025 and full-year 2025 included a contribution of $3 – 4 million for Roboteam which closed in December 2025.
Additionally, on a preliminary basis, Ondas’ estimated backlog is $65.3 million as of December 31, 2025, a 180% increase from $23.3 million on November 13, 2025.
The Company’s pro-forma cash balance exceeds $1.5 billion as of December 31, 2025, adjusted for the Company’s recent offering of approximately $1.0 billion.
Ondas has raised its 2026 revenue target to a range of $170 to $180 million, 25% higher than the previous company target of $140 million that included $30 million attributable to Roboteam.
A live webcast of the OAS Investor Day presentation will be available here and in the investor relations section of the Company’s website at ir.ondas.com. A replay will be available following the conclusion of the event.
OAS Investor Day Details:
-
Date: Friday, January 16, 2026
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Time: 10:00 AM ET
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Location: Virtual Investor Day
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Registration: Here
The preliminary financial data included above has been prepared by, and is the responsibility of, Ondas’ management. Ondas’ independent auditors have not audited, reviewed, or compiled such preliminary financial data. These preliminary operating results are not a comprehensive statement of Ondas’ financial results as of and for the quarter and year ended December 31, 2025, and should not be viewed as a substitute for full consolidated financial statements prepared in accordance with accounting principles generally accepted in the United States. Ondas expects to report financial results for the quarter and year ended December 31, 2025 in March 2026.
For additional information please see the Company’s Form 8-K filed today.
About Ondas Inc.
Ondas Inc. (Nasdaq:ONDS) is a leading provider of autonomous systems and private wireless solutions through its business units Ondas Autonomous Systems (OAS), Ondas Capital and Ondas Networks. Ondas’ technologies offer a powerful combination of aerial intelligence and next-generation connectivity to enhance security, operational efficiency, and data-driven decision-making across essential industries.
Ondas Autonomous Systems (“OAS”) delivers a portfolio of AI-powered defense and security platforms deployed globally to protect sensitive sites, populations, and critical infrastructure. Through its operating companies-American Robotics, Airobotics, Apeiro Motion, Roboteam Ltd., and Sentrycs-OAS provides an integrated suite of autonomous aerial, ground, and counter-UAS solutions. These include the Optimus System, the first FAA-certified small UAS for fully automated aerial security and data capture; Iron Drone Raider, an autonomous counter-UAS interception platform; Roboteam’s combat-proven tactical ground robotic systems for military and special operations forces; Apeiro Motion’s advanced ground robotics and tethered UAV systems with proprietary navigation and communications technologies; and Sentrycs’ Cyber-over-RF (CoRF) and protocol-manipulation counter-UAS solutions.
Ondas Capital plans to combine advisory services and strategic investment management services to accelerate the rapid scaling and global deployment of unmanned and autonomous systems to Allied defense and security markets.
Ondas Networks provides software-defined wireless broadband technology through its FullMAX platform, based on the IEEE 802.16t standard. This standards-based system delivers high-performance connectivity for mission-critical IoT applications in markets such as rail, utilities, oil and gas, transportation, and government.
For additional information on Ondas Inc.: www.ondas.com, X and LinkedIn
For Ondas Autonomous Systems: LinkedIn
For Airobotics: www.airoboticsdrones.com, X and LinkedIn
For American Robotics: www.american-robotics.com, X and LinkedIn
For Sentrycs: www.sentrycs.com, X and LinkedIn
For Roboteam: www.robo-team.com,X and LinkedIn
For Apeiro Motion: www.apeiro-motion.com, LinkedIn
For Ondas Networks: www.ondasnetworks.com, X and LinkedIn
Forward-Looking Statements
Statements made in this release that are not statements of historical or current facts are “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. We caution readers that forward-looking statements are predictions based on our current expectations about future events. These forward-looking statements are not guarantees of future performance and are subject to risks, uncertainties and assumptions that are difficult to predict. Our actual results, performance, or achievements could differ materially from those expressed or implied by the forward-looking statements as a result of a number of factors, including the risks discussed under the heading “Risk Factors” discussed under the caption “Item 1A. Risk Factors” in Part I of our most recent Annual Report on Form 10-K or any updates discussed under the caption “Item 1A. Risk Factors” in Part II of our Quarterly Reports on Form 10-Q and in our other filings with the SEC. We undertake no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise that occur after that date, except as required by law.
Contacts
IR Contact for Ondas Inc.
888-657-2377
[email protected]
Media Contact for Ondas
Escalate PR
[email protected]
Preston Grimes
Marketing Manager, Ondas Inc.
[email protected]
SOURCE: Ondas Holdings Inc.
View the original press release on ACCESS Newswire
FAQ
What preliminary Q4 2025 revenue did Ondas (ONDS) report on January 16, 2026?
Ondas reported preliminary Q4 2025 revenue of $27.0–$29.0M, about 51% above the prior Q4 target.
How much revenue is Ondas (ONDS) targeting for 2026 after the January 16, 2026 update?
Ondas raised its 2026 revenue target to $170–$180M, up 25% from the prior $140M target.
What is Ondas’s (ONDS) estimated backlog as of December 31, 2025?
Ondas estimated backlog of $65.3M as of December 31, 2025, a 180% increase from November 13, 2025.
How much cash did Ondas (ONDS) report on a pro-forma basis as of December 31, 2025?
Ondas reported a pro-forma cash balance exceeding $1.5B as of December 31, 2025, adjusted for an offering of ≈$1.0B.
Are Ondas’s (ONDS) January 16, 2026 financial figures final and audited?
No; the company said the preliminary figures are unaudited and independent auditors have not reviewed them; final results are expected in March 2026.
