In August 2026, Ondas Inc. reported record second-quarter and six‑month results, with sales rising to US$83.77 million and US$133.89 million respectively, alongside a quarterly net loss of US$88.25 million but a six‑month net income of US$274.7 million. Management also highlighted an expanded backlog of about US$757 million and raised 2026 revenue guidance after integrating recent acquisitions and securing new defense and unmanned systems contracts. We’ll now examine how the record backlog...

Four drone stocks with wildly different year-to-date performances are all dropping by the same amount Thursday morning, and the reason has nothing to do with any news hitting the wires.

Revenue hit $83.8M with 85% organic growth; backlog expanded to $757M.

ONDS' proposed $33M Aran Defense acquisition could boost in-house production and strengthen its Israeli autonomous defense footprint.

China urged the U.S. to remove new tariffs on drones and related parts.

Roth Capital said the deal could provide a boost to Ondas’s local manufacturing capabilities in Israel.

A fast-growing Florida defense company will refine and fly its technologies at a Springfield outpost, minutes away from Air Force partners at Wright-Patterson Air Force Base. Ondas Inc. cut the ribbon Tuesday, Aug. 18 for its training and flight operations operation at the National Advanced Air Mobility Center of Excellence off West Blee Road in Springfield. The site is now Ondas Sentinel’s ...

A fast-growing Florida defense company will refine and fly its technologies at a Springfield outpost, minutes away from Air Force partners at Wright-Patterson Air Force Base. Ondas Inc. cut the ribbon Tuesday, Aug. 18, for its training and flight operations center at the National Advanced Air Mobility Center of Excellence off West Blee Road in Springfield. The site is now Ondas Sentinel’s ...

While AI hardware stocks cratered on Tuesday and the Nasdaq bled red, a handful of drone names barely flinched. Here is why their revenue stream insulates them from the chaos hammering the rest of the market.

Download the Complete Report Here Swarmer, Inc. (SWMR) Commercial Momentum Builds as SkyKnight Expands and Platform Reach Broadens Key Takeaways: Revenue rose 57% y/y to $216K, while $1.5 million of SkyKnight invoicing and $1.4 million of collections reflected stronger underlying commercial activity. SkyKnight contracted value increased from $2.9 million to $3.9 million, while unchanged upgrade […] The post Swarmer’s SkyKnight & Platform Expansion Builds Commercial Momentum – Quarterly Update Re

Ondas announces a $33 million acquisition of Aran Defense. Here’s why the deal warrants buying ONDS shares at current levels.

Ondas Holdings Inc (NASDAQ:ONDS) shares fell 4. 9% in premarket trading on Tuesday after the company announced an agreement to acquire Aran Defense for approximately $33 million, a transaction designed to expand its manufacturing and engineering capabilities in Israel.

Ladenburg Thalmann raises Ondas price target after second-quarter earnings and outlook.

Mobileye, Ondas Holdings and Palladyne AI have each fallen under $10, but for different reasons, ranging from leadership uncertainty to dilution concerns to thin analyst coverage.

Retail earnings roll out this week, more tariffs are coming, Elon Musk’s SpaceX holdings revealed, and more news to start your day.

Ondas' stock surged as the military drone company won key contracts.

Ondas (ONDS) drew fresh attention after reporting second quarter 2026 results that combined very large year on year sales growth with a wider quarterly net loss, giving investors mixed signals on the stock. See our latest analysis for Ondas. Ondas shares closed at US$8.91, with the stock falling 8.8% on the day. However, the 30 day share price return of 21.1% points to building short term momentum on top of a very large 3 year total shareholder return of about 8x. If you are looking beyond...

The Trump administration’s new drone tariffs show how its trade strategy is shifting toward targeted duties, stricter rules of origin, and tougher enforcement.

Unusual Machines (NYSE:UMAC) stock is soaring 22% to $33.24 midday Friday, leading a scattered rally in domestic drone names. The catalyst was President Trump signing a proclamation Thursday imposing tariffs on imported drones and unmanned aircraft parts, citing national security. Red Cat Holdings (NASDAQ:RCAT) shares are climbing 8% to $11.02, while Ondas Holdings (NASDAQ:ONDS) stock ... Unusual Machines Soars 22%, Red Cat Climbs 8%, Ondas Gains 4% on Trump’s 100% Drone Tariff

ONDS' Q2 revenues jump more than 13-fold to $83.8 million, while losses widen and the 2026 revenue outlook rises to $525-$550 million.

ONDS raises its 2026 revenue target to $525-$550M, citing broad demand as it works to convert a $757M backlog and reach adjusted EBITDA profitability sooner.

ONDS enters the second half of 2026 with a $757 million backlog, strong order momentum and several major programs set to ramp.

Moby summary of Ondas Holdings Inc.'s Q2 2026 earnings call

Drone stocks are rising following President Donald Trump’s new tariff policies on imported drones and components.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly higher hours before F

Reddit rallies with the social-media platform set to join the S&P 500, while Applied Materials dips after earnings fail to wow investors.

Trump’s new tariffs put duties of up to 100% on imported drones and parts while encouraging companies to manufacture more products in the U.S.

Ondas Inc (ONDS) reports record Q2 2026 revenue of $83.8 million, raises full-year guidance, and accelerates profitability targets amid strong demand and strategic acquisitions.

Retail investors are looking beyond Nvidia to find long-term investments that will pay off. To find the small names investors believe have potential, we scoured Reddit communities like r/investing and r/stockstobuytoday, where everyday traders swap ideas and dig into stocks Wall Street mostly ignores. One name kept coming up. Ondas Ondas Holdings (NASDAQ:ONDS) makes autonomous […]

Stocks rose Thursday following softer-than-expected wholesale inflation data for July and growing confidence that the Federal Reserve won’t raise interest rates. The company added that adjusted gross margins should stabilize at around 80% over that period, with an adjusted free-cash-flow margin of about 50%. Cisco Systems fell 9% even after the tech hardware company beat earnings and revenue estimates for its fiscal fourth quarter.

Ondas (NASDAQ:ONDS) reported record second-quarter revenue of approximately $83.8 million, up 67% sequentially and more than 13 times the level reported a year earlier, as the company expanded deliveries across its autonomous defense and security portfolio. Chairman and CEO Eric Brock said the comp

Ondas raised its revenue outlook and still got punished, breaking a monthlong winning streak in a sector where every drone name is now watching its back. The selloff raises a pointed question about whether richly valued momentum stocks can survive their own good news.

Ondas (NasdaqCM: ONDS) awarded an Israeli Ministry of Defense contract for next generation tactical attack drones. The company will supply advanced unmanned aerial systems aimed at front line tactical missions. Ondas completes acquisition of Cyberhawk, expanding its presence in critical infrastructure intelligence. These combined developments indicate a deeper move into unmanned and AI enabled defense and infrastructure markets. These moves highlight a wider shift toward AI ready defense...

Ondas stock sinks on widened Q2 EBITDA loss. But options pricing suggests the pullback may be a buying opportunity.

Ondas crushed sales expectations in Q2 and raised its full-year revenue guidance, but that wasn't enough for the market.

ONDAS INC (ONDS) delivered earnings and revenue surprises of +57.14% and +25.13%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Ondas Holdings Inc. (NASDAQ:ONDS) shares fell 4% in Thursday premarket trading after the defence technology company reported a wider-than-expected second-quarter loss.

ONDS wins a multi-million-dollar Israeli defense tender for tactical attack drones, expanding its autonomous defense platform and global opportunity.

CEO Eric Brock said he expects Ondas “to sustain this momentum” and deliver another significant revenue ramp during the second half of 2026.

Shares of Ondas declined Thursday after the autonomous drone maker and Palantir partner posted a wider-than-expected second-quarter loss, overshadowing a more than 1,200% increase in revenue. Ondas stock fell 4.2% to $9.36 in premarket trading on Thursday after ending Wednesday up 0.3%. The West Palm Beach, Fla.,-based provider of artificial intelligence-powered autonomous drone systems posted second-quarter revenue of $83.77 million, increasing 1,236% from $6.27 million a year ago and above Wall Street’s call for $68 million.

Ondas’ nearly 40% short interest is fueling squeeze hopes as investors watch revenue growth and guidance.

Investors are expecting huge revenue growth as fresh defense contracts add to optimism.

Ondas is rapidly expanding its defense and infrastructure business, but with short interest near 40%, investors are betting it won't be able to turn its massive backlog into revenue fast enough.

ONDS heads into Q2 earnings with surging revenue expectations, a growing defense pipeline and M&A-driven scale, but integration and profit risks linger.

CEO Eric Brock said the award validates Ondas' position as a “prime contractor” for next-generation defense programs.

While the smart money appears quite cautious about Ondas’ upcoming earnings report, ONDS stock is also flashing a compelling quant signal.

Ondas stock has delivered a very large 3 year gain while its valuation checks and market multiples point to a more restrained picture. This raises the question of how much of the recent news flow around defense and critical infrastructure contracts is already reflected in the current price. Over the past 3 years, Ondas has returned about 7.7x. This puts recent enthusiasm for the stock in sharp focus when thinking about what is already priced in. New defense and critical infrastructure...

Ondas Holdings disclosed on Monday that its Sentrycs’ Cyber-over-RF (CoRF) System will be utilized to detect, identify, and manage unauthorized drones during NFL game days at EverBank Stadium.This development highlights the increasing need for advanced security measures in large public...

Unusual Machines just posted revenue that obliterated Wall Street estimates, yet the EPS miss and a massive stock compensation charge tell a messier story beneath the headline. With the entire drone sector surging in lockstep, figuring out whether UMAC deserves its momentum or is simply riding a policy wave matters now.

Red Cat Holdings just erased its post-earnings selloff in a matter of days despite missing on both revenue and profit, and the reason behind that reversal reaches far beyond one company's quarterly numbers.