Ondas Secures Strategic Defense Contract in Asia-Pacific as Part of Its Global Expansion
Rhea-AI Summary
Ondas (NASDAQ:ONDS) announced that its Airobotics subsidiary secured a strategic defense contract with a governmental customer in the Asia-Pacific region on February 3, 2026. The multi-phase award supports deployment of autonomous unmanned aerial capabilities for national security missions, with initial deliveries beginning this year and potential follow-on orders anticipated.
The contract emphasizes integration of Ondas' autonomous systems into existing defense architectures, expanded APAC engagements across border and critical-infrastructure programs, and continued investment in localized production, field support, and regional partnerships to scale long-term deployments.
Positive
- Initial deliveries for the APAC defense contract begin this year
- Contract enables integration into existing defense and security architectures
- Expands Ondas' APAC presence across border, infrastructure, and counter-drone programs
- Company investing in localized production, field support, and regional partnerships
Negative
- None.
News Market Reaction
On the day this news was published, ONDS gained 6.95%, reflecting a notable positive market reaction. Argus tracked a peak move of +3.1% during that session. Argus tracked a trough of -17.4% from its starting point during tracking. Our momentum scanner triggered 130 alerts that day, indicating very high trading interest and price volatility. This price movement added approximately $313M to the company's valuation, bringing the market cap to $4.82B at that time.
Data tracked by StockTitan Argus on the day of publication.
Market Reality Check
Peers on Argus
ONDS gained 2.7% while peers showed mixed moves: EXTR +2.28%, VIAV +5.77%, BDC +4.17% versus COMM -0.38% and VSAT -1.13%. Momentum scanner only flagged AAOI at +4.57% without news, suggesting today’s catalyst is company-specific rather than a broad communication equipment rerating.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Feb 02 | Defense acquisition deal | Positive | +2.7% | Definitive agreement to acquire Rotron Aero to expand long-range UAS. |
| 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% | American Robotics’ Optimus drone added to DCMA Blue UAS Cleared List. |
| Jan 27 | UXS showcase event | Positive | +9.9% | Announcement of Tallinn UXS Showcase focused on operational unmanned systems. |
| Jan 16 | Guidance update | Positive | -5.2% | OAS Investor Day with higher 2025 prelims and raised 2026 revenue target. |
Recent ONDS news has been consistently positive, but price reactions have been mixed, with several strong strategic updates followed by both rallies and sell-offs.
Over the past weeks, Ondas has reported a series of defense- and autonomy-focused milestones. On Jan 16, it raised its 2026 revenue target to $170–$180M alongside higher preliminary 2025 revenue and a larger $65.3M backlog. Subsequent news highlighted an investor showcase, a Blue UAS approval for the Optimus drone, a Singapore Airshow defense launch, and the Feb 2 Rotron Aero acquisition agreement. Today’s Asia-Pacific defense contract fits this pattern of expanding global defense and autonomous UAS positioning.
Regulatory & Risk Context
Ondas has an effective Form S-3ASR shelf registration dated Sep 09, 2025, with multiple recent prospectus supplements (424B7, 424B5) filed in Jan 2026, indicating the company has been actively utilizing its registered securities programs.
Market Pulse Summary
The stock moved +7.0% in the session following this news. A strong positive reaction aligns with Ondas’ recent string of defense-focused milestones, including acquisitions and new offerings. With shares above the 200-day MA and still about 30% below the 52-week high, investors previously rewarded some events while fading others. Active use of an effective S-3ASR shelf and prior capital markets activity could remain an overhang if further issuance occurs.
Key Terms
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AI-generated analysis. Not financial advice.
New contract expands Ondas' geographic and defense footprint in the Asia-Pacific (APAC) region
Reinforces growing demand for autonomous UAS capabilities with governmental entities in APAC
WEST PALM BEACH, FL / ACCESS Newswire / February 3, 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 fully owned subsidiary Airobotics has secured a new strategic contract with governmental defense customer in the Asia-Pacific (APAC) region. The award supports the deployment of Ondas' autonomous unmanned aerial capabilities for national security missions. The contract is expected to be executed over multiple phases, with initial deliveries beginning this year and potential follow-on orders anticipated as deployments expand.
"We are announcing this new contract during the Singapore Airshow this week, reflecting the accelerating demand we are seeing across the Asia-Pacific region for mission-ready autonomous defense systems," said Eric Brock, Chairman and CEO of Ondas Holdings. "Governments in the region are responding to a rapidly evolving threat environment, particularly for borders, critical infrastructure, and sensitive national assets. Our autonomous platforms are purpose built for these challenges, delivering persistent protection, rapid response, and operational resilience in complex and contested environments."
The contract is anchored by the integration of Ondas' autonomous systems within existing defense and security architectures, enabling new tactical unmanned aerial capabilities uniquely offered by Ondas.
"The contract reflects OAS' commitment to our Asia-Pacific defense customers," said Oshri Lugassy, Co-CEO of Ondas Autonomous Systems. "Our platforms are differentiated by their maturity, combat proven performance, and the ability to be customized to meet specific operational and tactical requirements of our customers."
The new award builds on Ondas' expanding presence in Asia-Pacific and aligns with the Company's broader global strategy to scale deployments across defense, homeland security, and public safety markets. Over the past year, Ondas has increased its engagement with governmental customers across the region, supporting programs focused on border security, critical infrastructure protection, and counter drone operations.
The contract further reinforces Ondas' global momentum as an emerging defense technology prime contractor, executing its roadmap to deliver integrated, autonomous solutions across air and ground domains. The Company continues to invest globally in localized production capacity, field support, and regional partnerships to address growing international demand and support for long-term program expansion.
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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