Ondas Shares Jump After First-Quarter Revenue Beat and Raised 2026 Outlook
Ondas shares jumped more than 28% after the company reported fiscal first-quarter revenue of $50.1 million, topping estimates of about $39 million, and raised its 2026 revenue outlook to at least $390 million from $375 million. The company said pro forma backlog reached $457 million, cash and short-term investments were $1.48 billion and gross margin was 49%.
Ondas also said its partnership with Palantir is helping connect air, ground and stratospheric defense systems into one AI operating platform. SkyWeaver combines Ondas hardware and autonomy with Palantir AIP to support faster decision-making across defense and homeland security, and Ondas has said it expects company-wide profitability by the first quarter of 2028.
From the sources (7 posts)
@stocksavvyshay$ONDS says its $PLTR partnership is helping connect air, ground & stratospheric defense systems into one AI operating platform. Their SkyWeaver platform combines Ondas hardware & autonomy with Palantir AIP to support faster decisio
@stocksavvyshay$ONDS Q1 EARNINGS • Revenue: $50M vs. Est. $39M • EBITDA: ($11M) vs. Est. ($20M) • Backlog: ~$457M • Cash position: ~$1.5B FY26 Guidance • Revenue: $390M vs. Est. $379M Ondas expects to reach company-wide profitability by Q1 2028.
@thelonginvest$ONDS - Q1 EARNINGS -
@vestexchange$ONDS Q1'26: REVENUE BEAT, FY26 GUIDE RAISED → Revenue $50.1M, +1,065% YoY, +66% QoQ, 25% above guidance top; product companies reached adjusted EBITDA positivity six months early, gross margin 49% → Pro forma backlog $457M vs. $68.3M at y
@stocksavvyshay$ONDS is flying today up over 28% 😳
@stocksavvyshay$ONDS is trying to build a full 'system-of-systems' across aerial drones, counter-drone systems, ground robotics, ISR, border security, demining and AI-enabled command-and-control. That's where the $PLTR partnership becomes important becau
@thelonginvest$ONDS +1394% over the last 12 months +30% today