Analysts Boost Targets for Ondas Holdings After Investor Day, Citing Drone and Private Wireless Momentum

Shares of Ondas Holdings Inc. (NASDAQ: ONDS) garnered increased attention from Wall Street this week as two analyst firms lifted their price targets on the stock, signaling growing confidence in the company's long-term strategy.

Stifel analyst Jonathan Siegmann raised his firm's price target to $18 from $17, maintaining a Buy rating. The adjustment followed Ondas's recent virtual investor day, where, according to Siegmann, the company's presented targets "exceeded our estimates." He highlighted Ondas's "differentiated approach" to the military drone market as a key strength, noting the company is still in the early phases of executing its business model.

In a separate move, Northland Capital Markets' Michael Latimore issued a more significant boost, lifting his price objective to $16 from $10 while keeping an Outperform rating. This revision came after Ondas management provided revenue guidance for fiscal year 2026 in the range of $170 million to $180 million, a figure that suggests substantial growth from current levels.

Ondas, which provides integrated private wireless, drone, and automated data solutions, has been actively building its foundation through capital raises, strategic technology acquisitions, and partnerships with leading contract manufacturers. The analyst notes suggest these efforts are beginning to crystallize into a clearer financial trajectory.

Analyst Perspective & Market Context: The twin upgrades reflect a broader trend of investor scrutiny on companies bridging critical infrastructure and defense technology. Ondas's focus on secure, private wireless networks for drones and industrial IoT places it at the intersection of two high-growth sectors. However, the company's path to profitability and its ability to hit the ambitious 2026 revenue targets will likely be the next focal points for investors.

Reader Reactions:

• Marcus T., Portfolio Manager: "The guidance for 2026 is a bold statement. It shows management's confidence, but it's a long runway. Execution on these contracts and partnerships over the next 12-18 months will be critical to maintaining this analyst optimism."
• Lisa R., Tech Investor: "Finally, some recognition for the infrastructure behind autonomy. Drones need robust, secure networks to be truly effective, especially for defense applications. Ondas seems to understand that stack better than most."
• David K., Independent Trader: "This smells like hype building after an investor day. A price target jump from $10 to $16? That's a massive recalibration based on a presentation. I'll believe it when I see sustained revenue and contracts, not just slides."
• Sarah J., Defense Sector Analyst: "The military drone space is crowded, but a differentiated tech stack is a real moat. If their 'American Made' solutions gain traction with the DoD, these targets might even be conservative."