Overview
- Ondas disclosed roughly $10 million in new purchase orders spanning counter‑UAS technologies, integrated autonomous drone systems, and robotic ground platforms for government and critical‑infrastructure customers.
- Shares jumped on heavy volume, with traders also reacting to the launch of Defiance’s Daily Target 2X Long ONDS ETF (ONDL), a leveraged product that can magnify short‑term moves.
- The company pointed to $16.4 million in fourth‑quarter counter‑UAS orders for major European airports and said it expects an initial purchase order for a border‑protection program in January 2026.
- Management has guided 2026 revenue to $110 million, implying about 205% growth versus expected 2025 sales.
- A Form 4 showed CEO Eric Brock sold 475,000 shares on Dec. 31 to cover taxes and now holds about 1.46 million shares, while newly appointed COO retired Brig. Gen. Patrick Huston is tasked with scaling operations and program execution.