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This Month's Exclusive News Ondas Inc. Flywheel Gains Momentum, Vertical Liftoff ImminentWritten by Thomas Hughes. First Published: 3/27/2026. 
Key Points - Ondas Inc. is building momentum and is on track for a stock price liftoff in 2026.
- Analyst sentiment is bullish, suggesting robust upside for this market.
- Institutions are aggressively accumulating stock, putting pressure on short-sellers and setting the stage for a short-covering rally.
- Special Report: The Biggest IPO Ever: Claim Your Stake Today
Ondas Inc.’s (NASDAQ: ONDS) price action following its fiscal 2025 earnings release suggests the stock may drift sideways or even move lower in the near to mid term. However, as tepid as the price response was, the results were robust, pointing to accelerating business and a path to profitability, which prompted analysts to cheer. The analyst reaction will be the story to watch in Q2 2026: analysts are broadly bullish, have expanded coverage, and are pushing forecasts higher. MarketBeat tracked a handful of revisions immediately before and after the release, including numerous price-target increases and affirmations that extended the trend. Targets from Needham & Company, H.C. Wainwright, and Lake Street Capital place ONDS in the $19 to $23 range — above consensus at the low end — with the consensus price target implying more than 60% upside. A move to $23, the high target as of late March, would represent more than 125% upside and could be conservative given the improving outlook. Ondas Holdings Accelerates in Q4: Guides for Acceleration in FY2026 Why is the White House suddenly building a new "Fort Knox?" Hidden inside this fortress lies a critical new resource Moody's calls "the new oil." Demand is doubling every 6 months, and Fox News is calling it the "new arms race." On April 20, a major event could ignite a handful of under-the-radar stocks, setting off what could be biggest commodity boom in history. Click here for all the details. Ondas Holdings reported a robust quarter in Q4 2025, driven by new clients and growing orders for its drone, counter-drone, unmanned and surveillance systems. Revenue grew 629% to just over $30 million, accelerating sequentially by nearly 5,000 basis points as the company transitions into its operating phase. The main drawback was an increase in operating expenses, which widened losses; however, those expenses were tied to growth and acquisition activity rather than core operations and are expected to be accretive in fiscal year 2026 (FY2026). Guidance supports a bullish case. The company expects about $39 million in Q1 revenue and at least $375 million for the year, including sequential acceleration in Q1 and year-over-year strength that significantly outpaces consensus. The Street’s Q1 consensus is roughly 50% below company guidance, suggesting the company may have been conservative in its outlook. The Mistral merger, plus follow-on acquisitions and partnerships, expanded Ondas’ access to government contracts and its capacity to fulfill them. The result is a swelling backlog, up 240% sequentially in Q4 to $68.3 million — nearly double the Q1 forecast and indicative of continuing strength this year. Ondas Strengthens Balance Sheet: Dilutive Headwinds Abate in 2026 One of the headwinds for Ondas' stock in late 2025 and early 2026 was the need for capital. Capital-raising activities resulted in significant dilution and warrant liabilities on the balance sheet, but that phase appears to be behind the company. Ondas is now well-capitalized, has a multi-year operating runway, and is unlikely to need additional financing except to fund an acquisition. Even so, the roughly $1.5 billion in cash and equivalents raised should be sufficient to drive near-term growth, including acquisitions, leaving the market free to advance absent other bearish forces. Short interest is notable, but it presents as much opportunity as risk. At nearly 35%, short interest may be a cap on the market in early 2026, but it may not hold for long. Strong FY2026 guidance and the potential to beat it could trigger short covering and support a price rebound. Institutional activity aligns with this view: institutions own more than 35% of the stock, have been accumulating aggressively, and ramped activity to record highs in Q1 2026. Ondas' catalysts include ongoing M&A activity, including the planned acquisition of World View Enterprise, and expansion of the robot-as-a-service business. World View Enterprise provides high-altitude balloon-based surveillance services to government and industry and complements Ondas' surveillance-integration capability by adding high-altitude support to its lower-altitude and ground-based systems. Additionally, the partnership with Palantir (NASDAQ: PLTR) is driving business: the collaboration integrates Palantir's AI technology into Ondas drones and robots, enabling a scalable, mission-critical capability. Ondas Is Trending Higher: Winding Up in March for a 2026 Rally Although Ondas’ post-release price action was tepid — it fell 3.4% on the day of the release — the move isn’t necessarily bearish. 
Price action is coiling within a range that aligns with its uptrend, setting up the potential for another leg higher. Short-sellers continue to influence day-to-day moves, but longer-term buy-and-hold activity offsets that pressure. Volatility will likely persist, with subsequent peaks and troughs extending the overall bullish trend. | 
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