Ondas Hosts OAS Investor Day: Ups 2026 Revenue Target to $170 - $180 Million
Rhea-AI Summary
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.
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
News Market Reaction – ONDS
On the day this news was published, ONDS declined 5.15%, reflecting a notable negative market reaction. Argus tracked a peak move of +6.3% during that session. Our momentum scanner triggered 20 alerts that day, indicating elevated trading interest and price volatility. This price movement removed approximately $313M from the company's valuation, bringing the market cap to $5.76B at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
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.
Historical Context
| 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. |
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.
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.
Regulatory & Risk Context
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.
Market Pulse Summary
The stock moved -5.2% in the session following this news. A negative reaction despite higher preliminary 2025 revenues and a lifted 2026 revenue target could fit a pattern where investors reassessed financing and dilution risk after recent large offerings. Ondas already holds an effective shelf and has used it multiple times, and prior financing headlines around early January 2026 saw modest declines. With shares still trading well above the 200-day average, profit-taking and sensitivity to capital structure changes may have amplified downside pressure.
Key Terms
form 8-k regulatory
AI-generated analysis. Not financial advice.
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
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
Additionally, on a preliminary basis, Ondas' estimated backlog is
The Company's pro-forma cash balance exceeds
Ondas has raised its 2026 revenue target to a range of
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
Time: 10:00 AM ET
Location: Virtual Investor Day
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
ir@ondas.com
Media Contact for Ondas
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
What preliminary Q4 2025 revenue did Ondas (ONDS) report on January 16, 2026?
How much revenue is Ondas (ONDS) targeting for 2026 after the January 16, 2026 update?
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