Ondas Holdings Inc. (ONDS)

Ondas and Draganfly ride the booming drone demand as military deals, rising backlogs and bold expansion plans reshape their growth outlooks.

AUSTIN, Texas, Feb. 20, 2026 (GLOBE NEWSWIRE) -- DefenseWireNews Editorial Coverage: Artificial intelligence is rapidly reshaping how governments approach defense, security and situational awareness in an increasingly complex global environment. As modern threats evolve across physical and digital domains, AI-enabled solutions capable of delivering real-time intelligence and autonomous decision support are becoming critical for national security operations.

During the first half of February, the stock market witnessed a significant move in the defense technology sector. Shares of Ondas Inc. NASDAQ: ONDS rose more than 15%, breaking through the psychological resistance level of $11 per share.

Ondas Holdings Inc. (NASDAQ: ONDS - Get Free Report) was the recipient of some unusual options trading activity on Thursday. Investors bought 236,628 call options on the company. This represents an increase of approximately 46% compared to the average volume of 161,658 call options. Ondas Stock Performance NASDAQ ONDS opened at $11.07 on Thursday. The firm

Ondas Inc (NASDAQ: ONDS) shares are trading higher Wednesday as investors piled into drone-related defense names following renewed worries about a potential U.S. strike on Iran.

It signed a deal to supply a police force in Europe. It will provide counter-drone technology to this client.

ONDS lands a multi-million-dollar NATO order for its Iron Drone Raider, validating its counter-UAS tech in live airport operations.

Sentrycs will launch its new portable solution, Sentrycs Scout, at the Enforce Tac exhibition in Germany  High-growth handheld C-UAS segment projected to triple by 2030, creating a significant new revenue vertical within Ondas' counter-drone portfolio WEST PALM BEACH, FL / ACCESS Newswire / February 17, 2026 / Ondas Inc. (NASDAQ:ONDS) ("Ondas" or the "Company"), a leading provider of autonomous aerial and ground robot intelligence through its Ondas Autonomous Systems (OAS) business unit and private wireless solutions through Ondas Networks, today announced its subsidiary Sentrycs, a global leader in counter-drone (C-UAS) technology based on Protocol Manipulation, also known as Cyber over RF, has successfully delivered and deployed its C-UAS solutions to a German State Police office. This milestone reflects both Sentrycs' growing role in European law enforcement and the rising demand for lawful, non-disruptive drone mitigation.

ONDS, DPRO and RCAT are some stocks in the drone technology space that are worthy of investment consideration.

New NATO-country order highlights expanding European demand for operationally ready counter-UAS systems in civil environments Advances Ondas' position in the multi-billion-dollar civil infrastructure protection market Major international airport deployment of Iron Drone Raider is part of a prior $16.8 million - in orders to protect two major European international airports WEST PALM BEACH, FLORIDA / ACCESS Newswire / February 13, 2026 / Ondas Inc. (Nasdaq:ONDS) ("Ondas" or the "Company"), a leading provider of autonomous aerial and ground robot intelligence through its Ondas Autonomous Systems (OAS) business unit and private wireless solutions through Ondas Networks, today announced that its subsidiary, Airobotics has received a new multi-million dollar order from a major European customer in a NATO country for its Iron Drone Raider™ counter-UAS system. This follows Ondas' operational deployment of the system at a major European international airport, part of a separate contract from the same customer.

Ondas Inc. is transitioning from R&D to early commercial traction, with recent funding extending its runway and supporting a risk-aware Buy rating. Ondas's integrated multi-layer defense platform and rapid backlog/revenue upgrades signal strong early traction and a developing moat in counter-drone and robotics markets. Valuation appears high at ~21x 2026 EV/revenue, but surging revenue targets and backlog growth could quickly normalize multiples if momentum persists.

Ondas Inc. is rated Strong Buy, leveraging $1.5B pro forma liquidity and trading at a deep discount to its $16.45/share capital raise valuation. ONDS's investment thesis centers on its capital-driven arbitrage, acquiring and industrializing proven defense tech for U.S. and allied mass drone programs. The company's System of Systems integration strategy creates high switching costs and recurring revenue, but faces execution risk from merging five tech stacks.

Ondas slides about 22% in a month, even as backlog surged, 2026 revenue targets are raised and a $1.5 billion cash pile backs aggressive M&A.

Ondas shares are trading higher Monday after the company announced its subsidiary was awarded a large-scale multi-year demining program.

Multi-year smart demining program along the Israel-Syria border represents one of the largest land-clearance projects ever undertaken in Israel The project demonstrates a broader strategy to expand Ondas' offerings across the full border security lifecycle WEST PALM BEACH, FL / ACCESS Newswire / February 9, 2026 / Ondas Inc. (Nasdaq:ONDS) ("Ondas" or the "Company"), a leading provider of autonomous aerial and ground robot intelligence through its Ondas Autonomous Systems (OAS) business unit and private wireless solutions through Ondas Networks, today announced that its smart demining subsidiary, 4M Defense, has been awarded a large-scale multi-year demining program in Israel, after winning with a tender valued at over $30 million. The project will be executed based upon defined project milestones, with an initial execution period of up to three years and options for extensions and scope expansion.

Ondas Holdings Inc. (NASDAQ: ONDS - Get Free Report) has earned a consensus recommendation of "Moderate Buy" from the eight analysts that are covering the company, Marketbeat reports. One equities research analyst has rated the stock with a sell recommendation, one has issued a hold recommendation, five have assigned a buy recommendation and one has assigned