Ondas Stock Eyes Best Week In 4 Months: CEO Says 'Our Plan Is Working'

• Brock said the “core plus strategic growth” plan is “working,” making Ondas a global platform for unmanned and autonomous systems. 
• The company reported a more than tenfold increase in Q1 revenue. 
• Ondas raised its 2026 outlook and ended Q1 with  $1.48 billion in cash and cash equivalents.

Ondas (ONDS) has drawn intense attention as the stock eyes its best week in four months, fueled by a blowout fiscal first-quarter (Q1) earnings report that seeks to reframe the AI-powered autonomous drone systems developer’s growth prospects. 

CEO Touts ONDS’ Growth Model 

During the Q1 earnings call, Ondas Chairman and CEO Eric Brock said the company’s strategy now spans air, ground, and stratospheric technologies tied to defense, security, and infrastructure markets.

“Our plan is working. Over the past year, we laid out a clear core plus strategic growth strategy to build Ondas into a scaled global operating platform for unmanned and autonomous systems serving defense, security, industrial, and critical infrastructure markets,” said Brock.

Brock said Ondas is growing by acquiring companies, developing new products, and expanding into global markets. He explained the company’s strategy as a “systems of systems” approach, in which it develops technology in-house and acquires other businesses to strengthen its defense and industrial capabilities.

Wednesday was Ondas’ best day in 2026, with the stock rallying over 26%. At the time of writing, the stock pared gains and traded over 1% lower overnight. 

Ondas’ Operational Performance And Profitability

Brock explained that revenue growth in Q1 was fueled by strong demand for counter-unmanned aircraft systems and defense-related technologies, including contributions from Sentrycs Cyber-over-RF platforms and Iron Drone interceptor systems. 

The company experienced explosive growth in Q1, with revenue of $50.1 million, marking a more than tenfold increase from last year. The company also reached a key operational milestone as its product divisions achieved adjusted EBITDA profitability during Q1, approximately six months ahead of internal targets.

Ondas also increased its full-year 2026 revenue forecast to at least $390 million, reflecting a 670% year-on-year increase.

As of the end of Q1, the company held approximately $1.48 billion in cash and cash equivalents, providing flexibility to fund growth, pursue additional acquisitions, and advance its Core + Strategic Growth Program.

What Are ONDS Retail Traders Saying

On Stocktwits, retail sentiment around the stock turned to ‘extremely bullish’ from ‘bullish’ territory the previous day, with a 331% surge in message volume in 24 hours. 

A user said, “I hope the earnings momentum does not go waste. Let’s take a run at the 52 week high. It’s one thing to get orders, it’s another thing to execute them and show in results.”

Another user quipped, “Remember.. last big run… it went from 8-15 in 10 trading days.. this move could be bigger with the short interest.”

ONDS stock has gained over 14% year-to-date. 

Also See: HD, LULU, TME Stocks Hit 52-Week Lows Today: What's Dragging Them?

For updates and corrections, email newsroom[at]stocktwits[dot]com.