New York, February 3, 2026, 09:03 EST — Premarket
Ondas shares climbed about 2.7% to $10.64 in premarket action Tuesday following news that Airobotics secured a fresh defense contract with a government client in the Asia-Pacific region. The Nasdaq-listed stock also caught attention after a separate announcement the day before about its acquisition of Rotron Aero. (Streetinsider)
This contract news arrives as defense and security buyers ramp up investments in drone and counter-drone systems, while smaller suppliers scramble to show they can scale. For Ondas, scoring deals beyond its usual markets helps build a government track record that carries more weight than any marketing pitch.
Investors are watching how quickly Ondas is closing deals. The company is piling up new platforms and technologies, yet the market favors tangible orders and steady repeat business over mere ambition.
Ondas plans to roll out the Asia-Pacific award in phases, with initial deliveries set to start this year and the potential for follow-on orders as deployments grow. CEO Eric Brock described it as a sign of “accelerating demand” for “mission-ready autonomous defense systems.” Oshri Lugassy added the platforms can be customized to meet specific operational needs. The company didn’t disclose financial details. (A UAS, or unmanned aircraft system, includes the drone along with its controls and communications link.) (Stock Titan)
On Monday, Ondas announced a definitive agreement to acquire Rotron Aero, a UK-based developer specializing in advanced unmanned aerial systems and long-range autonomous platforms. Brock highlighted that modern conflicts require systems capable of operating at distance and carrying out missions “without continuous human control.” The deal involves a mix of cash and stock, pending regulatory approvals and other closing conditions. Rotron also produces VTOL drones—vertical take-off and landing—and “one-way” attack systems designed for single-use strikes. (Ondas Inc.)
The announcements come as the Singapore Airshow kicks off in Singapore, a key regional hub where drone-focused defense companies have been courting Asian militaries. Reuters highlighted Anduril Industries and Shield AI as part of this new wave. Organizers say the event runs from Feb. 3 to 8. (Reuters)
That said, the setup carries clear risks. Government procurement often moves at a snail’s pace, and multi-phase contracts may shrink, delay, or stall entirely. Deals can drag out for months, while integration demands can tie up management when customers need hardware deployed quickly.
A regulatory filing dated Feb. 2 included an 8-K current report with exhibits related to the Rotron deal, according to Ondas’ SEC filings list. Traders are eyeing any updates on timing, deal structure, and closing procedures as more documents surface. (Ondas Inc.)
The next hurdle arrives quickly: will Ondas offer more specifics on its Asia-Pacific rollout during the airshow week? Also, investors will watch for clarity on the timeline to finalize the Rotron acquisition. U.S. markets open at 9:30 a.m. EST.
