24/7 Wall Street
18 May 2026, 13:45 UTC · 3d ago
Source · https://247wallst.com/investing/2026/05/18/drone-maker-ondas-is-on-a-spending-spree-here-are-all-6-companies-it-has-acquired-in-2026/
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4 claims · impact-rated
Ondas Holdings raised its full-year revenue guidance to at least $390 million and grew its pro forma backlog to $457 million. — Massive upward revisions in revenue and backlog suggest a fundamental shift in the company's growth trajectory and commercial viability.
+0.80Ondas Holdings holds $1.026 billion in cash and estimates capacity for over $4.2 billion in additional M&A activity. — Substantial liquidity provides a significant strategic advantage for rapid expansion and acquisition of market share in the defense sector.
+0.60The company acquired six defense-tech firms in 2026, including a $982 million U.S. Army loitering munitions program. — Securing prime contractor status and high-value government programs validates the company's technology and provides stable revenue streams.
+0.50Search tags
Ondas Holdings does not target company-wide profitability until Q1 2028, with current adjusted EBITDA losses of $10.88 million. — The lack of near-term profitability and ongoing cash burn introduces significant execution and financial risk.
-0.30Impact vectors
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Mentioned positively regarding a 70% revenue surge.
The company reported a tenfold jump in revenue, significant M&A activity, and a massive increase in share price and backlog.
Mentioned only as a historical reference point for an analyst's past success.
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