Ondas' 4M Defense Secures $30 Million Multi-Year Demining Program in Israel
Rhea-AI Summary
Ondas (Nasdaq:ONDS) said its smart demining unit, 4M Defense, won a >$30 million tender to perform a multi-year demining program in Israel covering ~741 acres along the Israel‑Syria border. The initial execution period is up to three years with options to extend and expand scope.
The program combines autonomous aerial and ground robotics, sensors, and analytics to speed land clearance, reduce personnel risk, and act as a reference deployment for future large-scale autonomous demining projects.
Positive
- Awarded a >$30 million multi-year demining contract
- Program covers approximately ~741 acres along Israel‑Syria border
- Initial execution period of up to three years with extension options
- Deployment uses autonomous aerial and ground robotics and analytics
Negative
- Operations are in a historically contaminated, strategically sensitive border zone
- Revenue tied to a single large program concentrated in the near term
News Market Reaction
On the day this news was published, ONDS gained 6.71%, reflecting a notable positive market reaction. Argus tracked a peak move of +14.3% during that session. Our momentum scanner triggered 41 alerts that day, indicating elevated trading interest and price volatility. This price movement added approximately $282M to the company's valuation, bringing the market cap to $4.49B at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
Peers showed mixed moves, with names like BDC and VIAV up while others like EXTR and COMM were down. With only one peer in momentum screening and mixed directions, ONDS’s move appears stock-specific.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Feb 03 | Defense contract win | Positive | +7.0% | Asia-Pacific autonomous defense contract with multi-phase deployment potential. |
| Feb 02 | Defense acquisition | Positive | +2.7% | Agreement to acquire Rotron Aero and expand long-range UAS capabilities. |
| Jan 30 | Product launch | Positive | -8.1% | Launch of Ondas Defense and Security offering at Singapore Airshow 2026. |
| Jan 28 | Regulatory approval | Positive | +0.1% | Blue UAS cleared list approval for American Robotics’ Optimus drone. |
| Jan 27 | Industry showcase | Positive | +9.9% | Announcement of UXS Showcase event for operationally proven unmanned systems. |
Recent defense- and autonomy-focused announcements have usually seen positive price alignment, with only one notable divergence on a product-launch headline.
Over the past weeks, Ondas has reported multiple defense and autonomy milestones. On Jan 27–30, it highlighted an unmanned systems showcase and a new defense and security offering, plus Blue UAS approval, with mostly positive price moves except for a launch-related pullback. Early February brought an Asia-Pacific defense contract and the planned Rotron Aero acquisition, both followed by gains. Today’s large Israel demining award extends this defense-contract momentum.
Regulatory & Risk Context
The company has an active Form S-3ASR shelf registration filed on 2025-09-09, which is effective and has been used in 9 prospectus supplements, allowing flexibility to issue various securities as detailed in the filing.
Market Pulse Summary
The stock moved +6.7% in the session following this news. A strong positive reaction aligns with Ondas’ pattern of gains following defense contract and autonomy milestones, with 4 of the last 5 news events showing aligned positive moves. The Israel demining award adds a multi-year, >$30M program to that trajectory. However, shares already trade well above the 200-day MA, and existing shelf capacity plus prior equity usage mean investors have monitored capital-raising risk around continued expansion.
AI-generated analysis. Not financial advice.
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
The project will be led by 4M Defense, Ondas' smart demining subsidiary, and represents one of the largest demining projects ever undertaken in Israel. The program covers approximately ~741 acres along the Israel-Syria border, a historically contaminated and strategically sensitive region.
"This award reflects the increasing demand for advanced, technology-driven approaches to land clearance in complex and high-risk defense environments," said Eric Brock, Chairman and CEO of Ondas Inc. "4M Defense has developed a differentiated smart demining capability that combines autonomy, robotics, and aerial intelligence to dramatically improve safety, speed, and operational efficiency. This project validates both the scale and strategic importance of autonomous demining within Ondas' growing defense portfolio."
"This program reflects Ondas' broader strategy to deliver end-to-end solutions for border environments across all phases of conflict." said Oshri Lugassy, Co-CEO of Ondas Autonomous Systems, "Prior to conflict, Ondas' systems support persistent border monitoring, mapping, and early threat detection. During active conflict, the Company's autonomous aerial and robotic platforms enable continuous intelligence, risk reduction for personnel, and resilient operations in contested and denied environments. Following conflict, Ondas' smart demining and land-intelligence capabilities play a critical role in land clearance, hazard reduction, and the safe restoration of border areas and critical terrain."
The award further strengthens Ondas' position in Israel, a global center for defense innovation, and expands the Company's role in defense-related and humanitarian demining missions. The project aligns with Ondas' system-of-systems strategy, combining multiple autonomous platforms, sensors, and analytical tools into a unified operational framework.
4M Defense's intelligence-led approach replaces traditional labor-intensive demining methods with a technology-first process, enabling defense authorities to prioritize clearance activities, improve decision-making, and safely reclaim large areas of land for security and operational use.
Ondas expects this deployment to serve as a reference program for future large-scale autonomous demining and land-intelligence projects globally.
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
ir@ondas.com
Media Contact for Ondas Inc.
Escalate PR
ondas@escalatepr.com
Preston Grimes
Marketing Manager, Ondas Inc.
preston.grimes@ondas.com
SOURCE: Ondas Holdings Inc.
View the original press release on ACCESS Newswire
FAQ
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