NEW YORK, Jan 8, 2026, 10:00 EST
- Ondas shares rose about 19% in morning trade, extending a volatile early-2026 run.
- The company has two investor-facing events next week, including a Needham conference fireside chat.
- Ondas has pointed to fresh autonomous-systems orders and a 2026 revenue target of at least $110 million.
Ondas Holdings Inc shares were up about 19% at $14.55 on Thursday morning, as the drone and private wireless technology company stayed on traders’ radar after a string of corporate updates.
The latest move comes with Ondas lining up new exposure to institutional investors. The company said CEO Eric Brock will appear in a fireside chat with Needham Defense Tech analyst Austin Bohlig at the Needham Growth Conference on Jan. 14, and hold one-on-one meetings through the day. 1
Ondas has also scheduled a virtual investor day for Jan. 16 at 10:00 a.m. ET. It said management plans to walk through its 2026 business plan, with a focus on its Ondas Autonomous Systems unit, and offer a financial update and outlook for 2026, including anticipated revenue growth and investment priorities. 2
The company’s recent rally followed a Dec. 31 update in which it said it received about $10 million in new purchase orders across its autonomous systems portfolio, including counter-UAS — gear designed to detect and stop hostile drones — and robotic ground platforms for government security customers. “These new orders underscore the sustained, global demand we are seeing for autonomous air and ground systems and advanced counter-UAS capabilities,” Brock said. 3
Ondas has also been reshaping its corporate wrapper. On Jan. 2 it said it plans to change its name to Ondas Inc and has relocated its corporate headquarters to West Palm Beach, Florida, with the name change expected to take effect in the first quarter. “Renaming the Company to Ondas Inc. will better align our corporate identity with the operating platform we have built,” Brock said. 4
But the run-up leaves little room for slip-ups. A Zacks analysis published by Nasdaq said Ondas’ autonomous systems unit drove nearly all of the last reported quarter’s $10.1 million in revenue, while the Ondas Networks unit remains a longer-dated bet tied to rail communications upgrades; management has said it expects “meaningful adoption” of its “dot16” rail standard in 2026 but “modest” revenue relative to autonomous systems. The same report cited Ondas’ target of at least $36 million in full-year revenue and at least $110 million in 2026, while flagging integration risk from acquisitions and a forward price-to-sales multiple far above its industry group; peers AeroVironment and Draganfly were cited as other listed names benefiting from demand for military drones. 5
