ONDS (ONDS)

Ondas $ONDS signs a definitive agreement to acquire Cyberhawk, the global leader in critical infrastructure intelligence (drone inspection + iHawk software + AI analytics), for ~$125M, ~95% cash, with an estimated close in Q3 2026. Read: -Shift to the commercial/critical infrastructure axis. Until now the core was defense and security. Cyberhawk adds an industrial arm with blue‑chip customers (PG&E, Southern California Edison, Shell, Qatar Energy, Bechtel), covering 40 countries and 300+ clients. A coherent dual‑use diversification, not a dispersion. -What matters is not scale, but revenue quality. ~$45M of revenue (FY to March 2027), but ~95% recurring via multi‑year contracts and SaaS subscriptions, and $95M of backlog. This revenue is structurally superior to the lumpy, defense‑award‑dependent revenue. -Cash financing = no dilution. With ~$1.480M liquidity (cash + short‑term investments as of 31‑Mar‑2026), the ~$120M check represents ~8% of the balance sheet. No new issuance. It also breaks the stock‑based M&A pattern (Mistral, World View): paying in cash instead of equity signals an inverted Myers‑Majluf – a stance that avoids issuing equity at these prices. -Data flywheel. 500,000+ assets inspected and 232+ TB of proprietary data: a foundation for predictive maintenance and asset‑health intelligence. This type of asset, when well executed, justifies software‑type multiples rather than drone‑service multiples. ⚠️ Discipline: this is a definitive agreement (more than an MOU), but it has NOT yet closed. Revenue and margin are management forecasts, and >25% EBITDA is a promise to 2030 – a distant cash flow that my WACC penalizes. I won’t adjust the DCF until the close (Q3 2026) and verification in the 8‑K/10‑Q. Impact on the thesis: REINFORCED (qualitative). Quality diversification, no dilution, and an alignment signal. Quantitative review will be done at close. I maintain a position in $ONDS. Not financial advice. #ODS #DefenseTech #Inversión

$ONDS the calm before the storm Directional move coming soon, according to the weekly Bollinger bands, which are the tightest in years. The more likely direction of the move will be visible once it begins https://t.co/Ds4RX2u1q0

$ONDS launched a major autonomous-defense portfolio at Eurosatory 2026 The launch includes: • Iron Wave → autonomous ground-vehicle defense • Dual Shield → truck-mounted counter-UAS • MODUS → dismounted ground-force protection • Scout Cyber-over-RF → mobile counter-drone • Iron Arrow → long-range interceptor • LADOS → autonomous defense orchestration layer The most important piece may be LADOS It connects the systems into one coordinated operational layer across air, ground, counter-drone and command environments Now is when we may start to see $ONDS move closer to a 'systems-of-systems' defense platform Technically, we want to see $ONDS hold above the 200MA and the trendline If it breaks, the next visit is to the support level at $8.45

Ondas $ONDS announced at Eurosatory 2026 the launch of a new integrated autonomous defence architecture under the “Autonomy at First Contact” vision. The company will present a system-of-systems platform designed to connect air defence, aerial intelligence, ground robotics, one‑way/loitering strike systems, sensors and AI‑driven command software into a single autonomous operational force. The core idea is that autonomous systems make the first operational contact before soldiers, police or response teams are exposed. This applies to military defence, homeland security, public safety and critical infrastructure. ONBERG, the European joint venture between Ondas and Heidelberg, is highlighted as the vehicle for local manufacturing, deployment, support and European market access. ONBERG was created to combine OAS technologies with German industrial scale and European production capabilities, initially focusing on Germany and Ukraine. The most powerful reading is that Ondas is trying to move from a sum of assets — Iron Drone, Optimus, Roboteam, Sentrycs, Airobotics, etc. — to an integrated military autonomy platform. This directly connects to the roadmap the company has been communicating since 2025; the difference now is that the narrative is taking concrete commercial shape with system names, use cases and a presence at a top‑tier European defence fair. This PR reinforces the thesis, but not through immediate revenue. It reinforces it because it confirms three things: Ondas is executing the transition to system-of-systems. The company wants to compete in Europe with a local industrial structure via ONBERG. The core of the moat is shifting toward orchestration software, C2 and multi‑domain integration, not just hardware. The most important reading is this: Ondas is trying to become an integrator of next‑generation defensive autonomy, not simply a drone company. That expands the size of the opportunity but also raises execution demands. The company now must demonstrate that it can turn technological narrative into orders, deliveries, gross margin and operational scalability.

$ONDS After the $13.23-Fibo78 rejection, it filled all the gaps below. It has 2 options. It will either continue the current pennant style formation or expand the formation and evolve into a flag style formation https://t.co/SgYbFCJi86

$ODS They really traded this one all the way back down to lower AVWAP 😪 https://t.co/5s7kaZA5bi

$ONDS losing uptrend support and now sitting just below the 200SMA. If it can't bounce here then we will likely revisit the low $8s. https://t.co/odcsDCRO8G

I have been watching this one for a while, missed the big run up and have been wanting to get in but didn't like the yellow price action. if $ONDS comes into that green box (not saying it for sure will) I will be buying quite a bit for the next leg. https://t.co/9iEKf4wSB7