Why Analysts Think Ondas Inc. (ONDS) Still Has Room to Run

Ondas Inc. (NASDAQ:ONDS) is among the most traded US stocks so far in 2026. On May 19, Needham maintained a Buy rating and a price target of $23 on Ondas Inc. (NASDAQ:ONDS). This comes after the Omnisys acquisition, which the firm believes represents one of the company’s most strategically significant transactions till now.

Back on May 14, Ondas Inc. (NASDAQ:ONDS) delivered outstanding results for Q1, achieving a revenue of $50.1 million, which represents a ten-fold YoY and 66% QoQ surge. Thanks to its Core + Strategic Growth Program, the company was able to accelerate momentum and fuel strong execution.

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What’s even more noteworthy is the raised revenue guidance for full-year 2026 to at least $390 million, representing nearly 670% YoY jump. The growth is anticipated to be broad-based across the company’s product offering and is backed by $457 million in backlog. With plans to execute additional acquisitions in 2026, Ondas Inc. (NASDAQ:ONDS) expects adjusted EBITDA losses to remain elevated in the second quarter.

The company also revised its outlook for OAS-adjusted EBITDA profitability, now forecasting achievement in Q1 2027 versus its previous expectation of Q3 2027. Although the company’s 1-year returns are nothing short of exceptional, its negative margins and net income shift sentiment, making Ondas Inc. (NASDAQ:ONDS) one of the most traded US stocks so far in 2026.

Ondas Inc. (NASDAQ:ONDS) is a Florida-based company providing private wireless, drone, and automated data solutions. Founded in 2014, the company operates through two segments: Ondas Networks and Ondas Autonomous Systems.

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