Ondas Autonomous Systems and HEIDELBERG Enter Into Negotiations on the Establishment of a Cooperation

Rhea-AI Summary

Ondas (NASDAQ:ONDS) and HEIDELBERG signed a memorandum of understanding on December 17, 2025 to enter negotiations on joint engineering, manufacturing and deployment in Europe. The intended cooperation focuses on counter‑UAV (C‑UAV) and ISR systems and aims to localize production, shorten deployment timelines, and provide lifecycle support for European defense customers.

The MOU was signed during a ceremony marking 60 years of German‑Israeli diplomatic relations and is intended to accelerate Ondas' expansion across Europe by combining OAS autonomous technologies with HEIDELBERG industrial manufacturing expertise.

Key Figures

Diplomatic milestone 60 years Years of diplomatic relations between Germany and Israel at MOU ceremony

Market Reality Check

$9.22 Last Close

Volume Volume 51,283,608 vs 20-day average 101,755,145 (relative volume 0.5) ahead of this announcement. low

Technical Price $8.09 is trading above the 200-day MA $3.89, reflecting a pre-existing uptrend.

Peers on Argus

While ONDS was up 5.2%, key communication-equipment peers EXTR, VIAV, COMM, BDC, and VSAT all showed negative moves (e.g., COMM -2.65%, VIAV -1.37%), indicating stock-specific strength rather than a sector-wide rally.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Dec 08	Strategic investment	Positive	-0.6%	Planned investment up to $11M in Ukrainian drone developer DFG.
Dec 03	Government contract win	Positive	+10.5%	Prime contractor role for autonomous border‑protection system with drones.
Dec 02	Board/strategy update	Positive	+6.5%	Rail industry leader joins board to advance dot16 rail communications adoption.
Dec 01	Counter‑UAS order	Positive	-4.0%	Second ~$8.2M Iron Drone Raider airport counter‑UAS order in Europe.
Nov 25	Acquisition deal	Positive	-3.2%	Definitive agreement to acquire Roboteam and expand ground robotics.

Pattern Detected

Recent positive defense and autonomy announcements have produced mixed reactions, with both strong rallies and notable sell-offs on favorable news.

Recent Company History

Over the last few weeks, Ondas has announced several defense- and autonomy-focused milestones. On Nov 25, 2025, it agreed to acquire Roboteam, expecting $3–4 million Q4 2025 revenue and at least $30 million in 2026. Subsequent news included an $8.2 million counter‑UAS order on Dec 1, a strategic border‑protection tender on Dec 3, and an intent to invest up to $11 million in Drone Fight Group on Dec 8. Today’s European cooperation MOU extends this defense and autonomous‑systems expansion narrative.

Regulatory & Risk Context

Active S-3 Shelf Registration 2025-09-09

The company has an effective Form S-3ASR shelf filed on 2025-09-09, allowing it to register various securities, including equity and debt. The shelf has seen 5 recorded usages, with recent prospectus supplements filed on 2025-11-17, 2025-10-29, and 2025-10-06.

Market Pulse Summary

The stock moved -8.9% in the session following this news. A negative reaction despite the partnership news would fit a recent pattern where several favorable defense and autonomy announcements were followed by declines, such as the Roboteam acquisition and European counter‑UAS orders. With ONDS at $8.09 versus a $3.89 200‑day MA, some investors might reassess valuation, integration demands, and capital needs even when strategic positioning appears to strengthen.

Key Terms

mou regulatory

"MOU was signed today during ceremony marking 60 years of diplomatic"

A memorandum of understanding (MOU) is a written agreement that outlines the basic terms and shared intentions between parties before a formal contract is drawn up. Think of it as a detailed handshake that signals commitment to work together; for investors it matters because an MOU can indicate a likely future deal, partnership or transaction that could affect a company’s strategy, revenues or risks, even though it often lacks full legal force.

counter-uav (c-uav) technical

"Intended partnership with a focus on counter-UAV (C-UAV) solutions and ISR systems"

Counter-UAV (C-UAV) describes systems and tools designed to detect, track, disrupt or remove small unmanned aircraft (drones) that pose safety, security or privacy risks. For investors, C-UAV matters because growing drone use and stricter rules create steady demand from governments, airports, utilities and event venues for protection — similar to buying a fence and alarm system — which can produce predictable contracts, regulatory-driven spending and market growth for suppliers.

isr systems technical

"focus will be on counter-UAV (C-UAV) solutions and ISR systems (Intelligence,"

ISR systems are the collection of sensors, platforms and software—such as drones, satellites, radars, cameras and signal receivers—that gather and turn real‑world data into usable intelligence for decision makers. For investors, ISR systems matter because companies that design, build or operate them often win long‑term government and commercial contracts, face export and regulatory controls, and can see revenue swings tied to geopolitical events and defense spending, much like a utility that earns from consistent service demand.

uav technical

"focus on counter-UAV (C-UAV) solutions and ISR systems to support Europe's"

An unmanned aerial vehicle (UAV) is an aircraft that flies without a pilot on board, controlled remotely or by onboard software like a self-driving car. Investors care because UAVs are used across industries—delivery, agriculture, inspection, mapping, and defense—so demand, regulation, or technological advances can quickly affect revenue and costs for companies that make, operate, or rely on them. Think of a UAV as a robotic helper in the sky whose growing use can change market opportunities and risks.

AI-generated analysis. Not financial advice.

MOU was signed today during ceremony marking 60 years of diplomatic relations between Germany and Israel

Intended partnership with a focus on counter-UAV (C-UAV) solutions and ISR systems to support Europe's defense modernization

Planned collaboration expected to materially accelerate Ondas' expansion across the continent by combining OAS' multi-domain autonomous technologies with Heidelberg's industrial manufacturing expertise and European production capability

BOSTON, MA AND HEIDELBERG, GERMANY / ACCESS Newswire / December 17, 2025 / Ondas Holdings 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 OAS and Heidelberger Druckmaschinen AG (FWB:HDD) ("HEIDELBERG"), a global leader in technology and mechanical engineering, enter into negotiations to advance joint engineering, manufacturing, and deployment efforts across Europe. A MOU was signed today during a ceremony marking 60 years of diplomatic relations between Germany and Israel, in the presence of both nations' Ministers of Economy. OAS and HEIDELBERG intend to jointly examine the establishment of European manufacturing and integration capacity across Ondas' autonomous systems portfolio. The focus will be on counter-UAV (C-UAV) solutions and ISR systems (Intelligence, Surveillance und Reconnaissance).

On the occasion of the signing of the agreement, German Federal Minister for Economic Affairs and Energy Katherina Reiche said: "The signing of the MOU between Ondas Autonomous Systems and Heidelberger Druckmaschinen AG highlights the benefits of German-Israeli cooperation for both sides. Through this collaboration, we gain leading expertise in the detection and defence against drones, while Ondas gains an industrialisation partner in Europe that is ready to start immediately. This will enable European security authorities to be supplied at short notice and critical infrastructure in Europe to be protected against drone attacks. A true win-win situation in a field of technology that is currently as important as hardly any other."

"Europe is entering a generational investment cycle in defense modernization, with a clear mandate for autonomous capabilities, resilient supply chains, and the localization of critical technologies," said Eric Brock, Chairman and CEO of Ondas. "By pursuing a partnership with HEIDELBERG, one of Germany's most respected industrial manufacturers, we aim to significantly strengthen our ability to participate in this multi-year capital deployment. A collaboration has the potential to provide Ondas with a scalable European operating platform, aligning us with regional procurement requirements, and meaningfully expanding our addressable market across NATO and EU member states. This partnership positions Ondas to compete and win in Europe at a much larger scale, while building the industrial foundation needed to support durable, long-term growth."

"By combining industrial manufacturing capabilities of HEIDELBERG with OAS' proven autonomous technologies, we aim to localize production, shorten deployment timelines, and provide robust lifecycle support directly within Europe. Our goal is, to strengthen our ability to meet urgent mission requirements across the region with reliable, scalable, and locally supported multi-domain solutions," said Oshri Lugassy, Co-CEO of Ondas Autonomous Systems.

"We are pleased to work on the development of a partnership with Ondas Autonomous Systems" said Jürgen Otto, CEO of Heidelberger Druckmaschinen AG. "The long-standing expertise of HEIDELBERG in precision engineering, high-volume manufacturing, and industrial automation provides a strong foundation for producing reliable, autonomous systems at scale. With decades of expertise in software, power electronics and automation, we can make an immediate contribution to strengthening domestic value creation."

"The intended combination of our industrial capabilities with Ondas' autonomous platforms gives us the opportunity to expand into new markets," said Michael Wellenzohn, CEO of HEIDELBERG Technology. All defense activities of HEIDELBERG are managed by its segment HEIDELBERG Technology.

The planned collaboration will represent a significant step in advancing Europe's capacity to field scalable, autonomous defense and security technologies through trusted, locally produced systems.

About Heidelberger Druckmaschinen AG

Heidelberger Druckmaschinen AG (HEIDELBERG) is a leading technology company that has been standing for innovation, quality, and reliability in mechanical engineering worldwide for 175 years. With a clear focus on growth and as a total solution provider, HEIDELBERG is driving further development in the core areas of packaging and digital printing, software solutions, and lifecycle business with service and consumables so that customers can achieve maximum productivity and efficiency. The company is also focusing on expanding into new business areas such as high-precision plant engineering with integrated control systems, automation technology, robotics, and the growing green technologies sector. With its strong international presence in approximately 170 countries, the creative power and expertise of its roughly 9,500 employees, its own production facilities in Europe, China, and the USA, and one of the largest global sales and service networks, the company is ideally positioned for future growth.

About Ondas Holdings Inc.

Ondas Holdings 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.

OAS delivers a portfolio of AI-powered defense and security platforms that are deployed globally to safeguard sensitive locations, populations, and infrastructure. Through American Robotics, Airobotics, Apeiro Motion, and Sentry CS Ltd., OAS offers the Optimus System-the first U.S. FAA-certified small UAS for automated aerial security and data capture-the Iron Drone Raider-an autonomous counter-UAS platform-Apeiro's advanced ground robotics and tethered UAV systems, supported by innovative navigation and communications technologies-and Sentrycs' Cyber-over-RF (CoRF) and Protocol-Manipulation counter-UAS technology.

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 Holdings: 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 Stenrycs: www.sentrycs.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 Holdings Inc.

888-657-2377 
ir@ondas.com

Media Contact for Ondas

Escalate PR 
ondas@escalatepr.com

Preston Grimes 
Marketing Manager, Ondas Holdings Inc. 
preston.grimes@ondas.com

SOURCE: Ondas Holdings Inc.

View the original press release on ACCESS Newswire

FAQ

What did Ondas (ONDS) and HEIDELBERG announce on December 17, 2025?

They signed a memorandum of understanding to negotiate joint engineering, manufacturing and deployment of C‑UAV and ISR systems in Europe.

How could the ONDS and HEIDELBERG cooperation affect Ondas' European expansion?

The companies say the partnership is intended to accelerate Ondas' expansion by localizing production and building a scalable European operating platform.

Will the ONDS–HEIDELBERG MOU create European manufacturing for Ondas products?

The MOU states the parties intend to examine establishing European manufacturing and integration capacity across Ondas' autonomous systems portfolio.

What technologies are targeted by the ONDS and HEIDELBERG talks?

The focus is on counter‑UAV (C‑UAV) solutions and intelligence, surveillance and reconnaissance (ISR) systems.

Is the ONDS and HEIDELBERG agreement a binding deal with commercial terms?

No; the announcement describes a memorandum of understanding and negotiations to examine a potential partnership, not a finalized commercial agreement.

Where and in what context was the ONDS–HEIDELBERG MOU signed?

It was signed during a ceremony marking 60 years of diplomatic relations between Germany and Israel, attended by both countries' ministers of economy.