NEW YORK, January 1, 2026, 17:53 ET
Shares of Ondas Holdings climbed about 9% on Wednesday to $9.76 after the company said it received about $10 million in new autonomous-systems orders — including counter-UAS systems that detect and stop hostile drones, autonomous drones and robotic ground platforms — and pointed to an initial purchase order expected in January 2026 for a border-protection program deploying thousands of drones. “These new orders underscore the sustained, global demand we are seeing,” Chairman and CEO Eric Brock said. 1
The year-end order update matters because Ondas is trying to convince investors it can turn a string of defense and critical-infrastructure wins into repeatable revenue growth through 2026, rather than one-off contract spikes.
That question is driving the stock’s 2026 narrative: whether new orders translate into deliveries and longer-running programs quickly enough to support management’s targets and analysts’ models.
Analysts have an average 12-month price target of $11.50 for Ondas — a forecast window that runs through late 2026 — with estimates ranging from $10 to $13, according to MarketBeat data. 2
Ondas operates in autonomous systems and private wireless networks, according to a Reuters company profile, with products that include the Optimus System and Iron Drone Raider under its Ondas Autonomous Systems unit and the FullMAX private wireless platform under Ondas Networks. 3
In November, Ondas set an initial 2026 revenue target of at least $110 million after lifting its 2025 revenue target to at least $36 million, according to a Nasdaq.com analysis that cited the company’s earnings call. 4
The same analysis pointed to competition from other drone makers such as Draganfly and Red Cat Holdings, underscoring how quickly pricing and contract timing can shift in the fast-growing drone and counter-drone market. 4
The latest order details underscore that mix: Ondas is selling into both government security customers and commercial operators of critical infrastructure, where the company says demand is rising for integrated air-and-ground security platforms.
That “system-of-systems” pitch — linking drones, sensors and ground robots into a single operating setup — can win larger deals, but it also raises execution pressure around integration, production capacity and customer support.
A regulatory filing added another datapoint for investors weighing the 2026 outlook. An SEC Form 4 showed Brock sold 475,000 shares on Dec. 31 at a weighted average price of $9.7081, in transactions ranging from $9.68 to $9.741. 5
The filing said the sale was to cover tax obligations tied to the issuance of Ondas shares exchanged for shares of a subsidiary under an exchange agreement. Brock reported owning 1,461,255 shares directly after the sale and another 1,153,625 shares indirectly through Privet Ventures LLC. 5
Insider sales can spook retail-heavy names, but tax-related sales are common, and Ondas’ next contract disclosures are likely to matter more for the stock’s 2026 trajectory than a single transaction.
For now, the forecast embedded in analyst targets hinges on a simple test: whether the company can keep the order book expanding while turning those awards into recognized revenue over the next year.
