🚀 $ONDS — THE ROAD TO $20B MARKET CAP
Path: $2B annual revenue @ 10x sales = $20B market cap.
Recent earnings & guidance context:
• FY2026 guidance raised to $525–550M
• Strong pro forma backlog (~$757M)
• Q2 2026 revenue $83.8M (massive YoY growth)
• Management targeting high annualized run-rate exit into 2027+
• Driven by defense contracts, Ondas Sentinel (DZYNE + World View), other acquisitions (Cyberhawk, etc.), counter-UAS & autonomous systems scale
• Next earnings: Nov 12, 2026 (before market open)
What dilution could mean at $20B:
🔥 600M shares = $33.33
🔥 700M shares = $28.57
🔥 800M shares = $25.00
Government contracts, production ramp, acquisitions and revenue growth are the levers.
$20B by 2028/2029 is ambitious but the growth trajectory and order book make it a real conversation.
Execution is everything. Go! #Ondas
These are just my thoughts… DYOR!
No, I don’t have any fears. I’m older, retired, and this investment isn’t make-or-break for me. I’ve been in this game a long time and understand the volatility.
This is a long-term investment thesis for me. I have conviction in where the company is headed, and I am comfortable with the ups and downs.
👍 Thanks... but we have a long way to go from here.
I'm confident we'll get there... but it will take some time.
🚨 Ondas plans to scale ULTRA long-endurance ISR aircraft production to 10 per month by 2028, including major U.S. manufacturing expansion. Definitive agreement to acquire airframe maker Stemme brings production in-house and shortens supply lines. $ONDS
$ONDS on the Move! ⚡️
From an army of drones to an army of robots.
Ukraine is entering the next era of warfare. Ground robots, autonomous vehicles, and underwater systems are changing the battlefield.
The next challenge isn't building prototypes. It's mass production.
That's where @OndasCapital comes in.
The future of warfare is autonomous. 🚀
From an army of drones to an army of robots.
#Ukraine is now looking beyond drones to ground vehicles, surface and underwater platforms, and even crawling robots that could take on the riskiest tasks people perform today.
The prototype is no longer the hardest part. Production is: Ukraine supplied about 15,000 ground robots to its units in 2025, up from roughly 2,000 a year earlier.
Building one robot is engineering. Building tens of thousands is industry. Closing that gap is where @OndasCapital plays a defining role.
Where does scaling break first: parts, people or capital?
#OndasCapital #UnmannedSystems #DualUse #DefenseTechnology #UGV #GroundRobots #Robotics #ArmyOfRobots