Particle.news
Download on the App Store

Ondas Targets $110 Million in 2026 Revenue as Shares Jump on Fresh Government Orders

Preparation for a prime border-security contract includes installing retired Brig. Gen. Patrick Huston as COO.

Overview

  • The company guided to $110 million in 2026 revenue, an implied 205% increase over its expected $36 million for 2025.
  • Ondas reported $10 million in new purchase orders across its autonomous drone and ground-robot platforms for government security customers.
  • Management highlighted $23.3 million in backlog as a contributor to the growth outlook for its Ondas Autonomous Systems unit.
  • Executives said they expect an initial purchase order in January under a large autonomous border-protection program where Ondas will serve as prime contractor.
  • Shares rose about 13% to $10.16 intraday on Wednesday, reflecting investor enthusiasm for the orders and guidance.