MIAMI, March 12, 2026, 10:03 EDT.
Palantir Technologies, Ondas, and World View announced plans Thursday for an AI-driven intelligence, surveillance, and reconnaissance platform that will connect stratospheric balloons, drones, and ground-based systems. Ondas shares initially jumped more than 2% in premarket action, but by early trading, the stock pared those gains, up about 1.1% at $9.94.
Palantir’s software now sits atop a World View alliance that Ondas kicked off back on March 2, targeting defense and homeland security buyers who want cheaper, longer-range sensing options slotted between satellites and aircraft. The timing? Busy stretch for Ondas: a merger, an acquisition, new orders—stacked up fast. Investors are watching to see if the company can actually flip all this deal activity into steady, repeat revenue.
Palantir’s Artificial Intelligence Platform, known as AIP, will handle production, mission planning, and edge operations, the companies said. That means data gets processed right on or near the vehicle, skipping the need to send it back to a remote center. The push here: shift past conventional ISR—intelligence, surveillance and reconnaissance—which is mostly about collecting data. The new aim is faster decision-making for operators on the ground.
World View’s Stratollite—a stratospheric balloon platform—anchors the plan, filling the gap between satellite and aircraft coverage. Ondas pitched the idea that linking this aerial layer with its unmanned ground, air, and counter-drone tech could boost both reach and response times for defense, homeland security, and allied clients.
The three workstreams are set: Palantir Warp Speed will target supply chains and manufacturing, AI Flight Director gets the nod for mission operations, and SkyWeaver is tapped for onboard computing and AI analysis. The companies say work is already underway on World View’s systems. Integration with the wider Ondas portfolio could arrive as soon as the fourth quarter of 2026.
Palantir CEO Alex Karp called the initiative a “new frontier in operational intelligence.” For World View, chief executive Ryan Hartman said it’s about integrating software and edge intelligence directly into Stratollite design and operation. Ondas CEO Eric Brock pointed to the potential for a more “software-defined ISR architecture” coming out of the collaboration. Business Wire
Thursday’s announcement follows Ondas’s $10 million investment in World View earlier this month. In the weeks since, Ondas has lined up a merger with defense contractor Mistral, snapped up BIRD Aerosystems—bringing in aircraft missile-defense and airborne ISR tech—and landed a $15.8 million initial order for an Israeli demining program.
Ondas on Monday projected 2025 revenue between $49.7 million and $50.7 million, topping its earlier forecast. The company stuck with its 2026 revenue outlook of $170 million to $180 million, not factoring in potential acquisitions. Final numbers for the fourth quarter and full year are expected March 25.
The deal came as Palantir unveiled a string of new industrial and defense partnerships at its AIPCon gathering in Miami. Among them: a broadened military-aircraft readiness agreement with GE Aerospace and, teaming with Nvidia, a sovereign AI infrastructure setup aimed at clients seeking close control over their data and compute resources. So the Ondas-World View arrangement fits into a bigger play—Palantir wants its software running at the core of aerospace, energy, and defense operations, far beyond traditional data crunching.
The risk remains. Ondas is still operating at a loss—preliminary figures for 2025 put the net loss between $52.8 million and $53.3 million. Getting beyond development and testing, and into real-world deployment, is the next hurdle for the three-company team, and they’ll have to stick to the timeline they’ve committed to.
