Ondas Holdings (NASDAQ: ONDS) Overview: Analyst Rating, Revenue Targets, and Q3 Performance

Font: Financial Modeling Prep  • Nov 13, 2026

• Citizens reiterated its Market Outperform rating on Ondas Holdings.
• Ondas Holdings raised its 2026 revenue target to at least $550 million and projected at least $1.1 billion in 2027 sales.
• Third-quarter revenue reached $167.49 million, exceeding estimates, but the company reported a wider-than-expected adjusted loss of $0.11 per share, causing shares to fall.

Ondas Holdings (NASDAQ: ONDS) makes surveillance aircraft and drone interceptors. Drone-sector peer Red Cat fell 4% while AeroVironment held steady, as highlighted by 247 Wallst. Citizens reiterated its Market Outperform rating on Ondas Holdings when the shares were priced at $5.32.

Ondas Holdings raised its 2026 revenue target to at least $550 million, including more than $250 million in the fourth quarter, as highlighted by MarketBeat. It projected at least $1.1 billion in 2027 sales as it prepares to expand production. The initial 2027 target assumes organic growth of more than 40% and excludes potential acquisitions and the outlook for Regna AI.

Third-quarter revenue reached $167.49 million, up from $10.1 million a year earlier and 13.9% above the consensus estimate, as highlighted by Zacks Investment Research. Acquisitions contributed to the increase. On a pro forma organic basis, revenue grew approximately 64%, assuming Ondas Holdings owned its current portfolio in both periods.

Ondas Holdings reported an adjusted loss of $0.11 per share for the quarter ended September 2026, wider than the $0.09 consensus loss estimate and the year-ago loss of $0.06 per share, as highlighted by Zacks Investment Research. Shares fell 5% to $5.42 in morning trading as investors focused on thinner margins and the wider-than-expected loss, as highlighted by 247 Wallst.