Ondas (ONDS) News Today

Ondas Holdings Inc. (NASDAQ: ONDS) delivered a mixed quarterly update: record growth and a higher outlook support the bull case, while widening losses and shrinking margins help explain investor caution.

• Positive Sentiment: Ondas reported record Q3 revenue of $167.5 million, up about 1,558% year over year and above the $148 million analyst estimate. The company also cited strong bookings and an $835 million backlog. Q3 results and outlook
• Positive Sentiment: The company raised its 2026 revenue guidance to $550 million, above the roughly $536.5 million consensus, and management said it now expects adjusted EBITDA break-even a quarter earlier in 2027. CEO update on momentum and break-even
• Neutral Sentiment: Needham kept its Buy rating but cut its price target to $14 from $19. The lower target tempers the bullish signal, though it still implies substantial upside from the price cited in the report. Needham analyst action
• Negative Sentiment: Loss-per-share reports were mixed depending on the estimate used: MarketBeat said the $0.10 loss beat its $0.13-loss consensus, while Zacks reported a $0.11 loss versus its $0.09-loss estimate. Zacks also noted the loss widened from $0.06 a year earlier; separate coverage highlighted shrinking margins. That profitability concern may weigh against the strong revenue and guidance. Zacks Q3 earnings report · Loss and margin coverage