COHEN RICHARD M sold $67K of ONDS

Rotron Aerospace, a UK drone maker backed by the Ministry of Defence, was acquired by US-listed Ondas Inc. Ondas is developing attack drones for Israel's military under a multi-million-dollar program called Digital Bat. Rotron's technology, including its SkyLance system, was trialled under the UK's Project Brakestop. Ondas appointed David Barnea, former head of Mossad, as global president of its defence arm.

Citizens reiterated a Market Outperform rating on Ondas Holdings (NASDAQ:ONDS) with a $14.00 price target, citing its international business focus. The stock is down 9.45% this week but has a 132% upside potential. Ondas reported Q2 2026 revenue of $83.8M, beating estimates, and raised its full-year revenue guidance to $525M-$550M. The company also announced a $33M acquisition of Aran Defense.

Ondas Inc (NASDAQ: ONDS) stock rose 4.23% on October 15, 2026, driven by new defense orders totaling $270M, including a $56M contract for Electronic Safe & Arm Devices. The company reported $50.7M in revenue, with significant cash burn but a strong balance sheet. Analysts note potential for growth in defense and AI sectors, with a $14 price target.

Ondas Inc (ONDS) announced EASA certification for its Airborne Missile Protection System (AMPS) on the Bombardier Global 7500 jet. The system, developed with BIRD Aerosystems, meets European airworthiness standards and can counter infrared-guided missile threats. Ondas's P/S ratio is 16.69, below its historical median of 47.6, reflecting market skepticism about revenue growth. The company has a GF Score of 79, with strong growth and valuation metrics but weak profitability.

Ondas Inc. (NASDAQ:ONDS) announced over $165 million in new orders since its last update, bringing total orders since June 30 to over $270 million. The orders span its autonomous defense portfolio, including ULTRA and IonStrike, and a $56 million ESAD award. The company expects this to expand its backlog and strengthen revenue visibility into 2027.

Boeing (BA) secured a $14.7B contract with Lockheed Martin (LMT) for PAC-3 interceptor components, while RTX (RTX) won a $6.3B deal for Standard Missile-3 Block IB interceptors. Ondas (ONDS) reported $270M in orders, including a $56M contract for electronic safe-and-arm devices. Despite these wins, shares of ONDS, BA, and RTX have declined.