Stifel Initiates Ondas Holdings (ONDS) with Buy Rating Highlighting Generational Inflection Point in Military Drone Adoption

3 days ago 2

Maham Fatima

Sun, December 28, 2025 astatine 11:46 AM CST 2 min read

Ondas Holdings Inc. (NASDAQ:ONDS) is 1 of the most progressive US stocks to bargain according to analysts. On December 15, Stifel expert Jonathan Siegmann initiated sum of Ondas with a Buy standing and $13 terms target. The steadfast believes that Ondas is positioned to pb the unmanned systems market. Stifel advised investors to place precocious existent valuation multiples and suggested that these figures simply bespeak the aboriginal stages of the drone industry’s disruptive integration into subject operations.

Earlier connected December 11, Needham expert Austin Bohlig raised the firm’s terms people connected Ondas to $12 from $10, portion maintaining a Buy standing connected the shares. After 2 days of capitalist meetings with the CEO, the steadfast has grown progressively optimistic astir Ondas’ maturation trajectory. Needham remains impressed by the company’s execution of some integrated and inorganic strategies. Demand is present believed to beryllium accelerating adjacent faster than absorption projected during the Q3 2025 net telephone owed to caller acquisitions and caller declaration wins.

Stifel Initiates Ondas Holdings (ONDS) with Buy Rating Highlighting Generational Inflection Point successful Military Drone Adoption

In Q3 2025, Ondas Holdings reported record-breaking fiscal results that were headlined by a much than sixfold year-over-year gross surge to $10.1 million. This maturation was majorly driven by the Ondas Autonomous Systems/OAS division, which unsocial contributed $10 million. The company’s consolidated backlog doubled since the commencement of the twelvemonth to $23.3 million, a fig expected to transcend $40 cardinal by year-end. Consequently, absorption raised its full-year 2025 gross people to ~$36 cardinal and established an ambitious 2026 extremity of ~$110 million.

Ondas Holdings Inc. (NASDAQ:ONDS) provides backstage wireless, drone, and automated information solutions successful the US and internationally. It operates done 2 segments: Ondas Networks and Ondas Autonomous Systems.

While we admit the imaginable of ONDS arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

READ NEXT: 30 Stocks That Should Double successful 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This nonfiction is primitively published at Insider Monkey.