ONDS Stock Today, January 17: FY26 Revenue Hiked to $170-$180M
ONDS stock is in focus today after the company raised its 2026 revenue guidance to $170–$180 million. The update came around OAS Investor Day and signals stronger execution after the Roboteam deal. We also saw preliminary 2025 revenue beat internal targets and backlog rise 180%, pointing to demand traction. With a recent $1 billion raise and a corporate name change to Ondas Inc., ONDS stock presents upside potential along with dilution and valuation risks for US investors.
2026 target lifted and what it means
Management raised 2026 revenue guidance to $170–$180 million, above prior targets and Street estimates, signaling confidence in larger orders and delivery capacity. The update aligned with OAS Investor Day and follows recent commercial momentum. This sets a higher bar for growth and execution in the next 24 months. See the company update on StockTitan.
The Roboteam combination broadened product scope in defense robotics, while Ondas Networks scales private wireless. Management highlighted expanding opportunities with government and critical infrastructure customers. A larger qualified pipeline and clearer delivery schedules support the new range. Investors should watch order conversion rates and production throughput to judge how quickly revenue can ramp toward the midpoint of guidance.
Backlog growth and 2025 setup
Backlog jumped 180%, led by defense robotics programs and industrial wireless deployments across rail, energy, and infrastructure. A bigger order book gives better visibility into near term revenues and capacity planning. It also lowers dependence on one-off wins. The mix suggests multi-year contracts could underpin recurring services and hardware follow-ons if deliveries stay on track.
Management said preliminary 2025 revenue exceeded internal targets, creating a stronger base heading into 2026. That result suggests faster order conversion and fewer pushouts. It also helps validate Investor Day highlights around cross-selling and integration wins. For ONDS stock, sustained execution in 2025 will be key to reducing uncertainty and supporting the higher 2026 revenue guidance.
Funding, dilution, and valuation check
Ondas recently raised about $1 billion to fund growth and working capital. The larger balance sheet supports deliveries, inventory, and R&D. It also raises dilution risk as the share count expands. The company changed its name to Ondas Inc., a cleaner brand as it pursues bigger programs. Investors should weigh the extra cash against potential per share impacts and governance around use of proceeds.
Shares outstanding are about 404,765,995 with TTM EPS at -$0.36. Valuation screens rich on TTM: price to sales above 200 and price to book near 6.7. These figures require strong growth to normalize. Street sentiment is constructive with 6 Buy ratings and no Holds or Sells, a Buy consensus. The balance of upside and dilution risk will guide ONDS stock performance.
Trading setup and near term catalysts
Momentum remains strong, though overbought. RSI is 70.95, ADX 29.8, and MFI 83.14. ATR is 1.18, so daily swings can be wide. Watch the 50 day average near $8.84 as primary support and the upper Bollinger Band around $13.90 as near resistance. The 52 week high at $15.28 is a stretch level. Use position sizing and stops to manage risk.
Next, watch delivery milestones, government program awards, and integration updates that convert backlog to revenue. The next scheduled catalyst is the earnings call expected on March 11, 2026. The Roboteam narrative and recent updates are shaping sentiment, as noted by Yahoo Finance. Clear guidance, margin color, and cash usage plans could sway ONDS stock direction.
Final Thoughts
ONDS stock sits at an important point. Management raised 2026 revenue guidance to $170–$180 million, preliminary 2025 revenue beat internal goals, and backlog rose 180%. These supports point to real demand. At the same time, the $1 billion raise and a rich TTM valuation introduce dilution and execution risk. For a practical plan, focus on order conversion, delivery timelines, and margin updates. Track the March 11 earnings call for detail on cash usage and backlog burn. For entries, consider waiting for pullbacks toward moving averages, use tight stops around key levels, and size positions to daily volatility while the trend stays strong.
FAQs
Is ONDS stock a buy after the 2026 guidance raise?
It depends on your risk profile. The higher 2026 revenue guidance and 180% backlog growth support the bull case. Valuation is rich on TTM metrics and dilution risk increased after the $1 billion raise. Consider phased entries, risk controls, and monitor execution through the March earnings call.
What is Ondas’ 2026 revenue guidance?
Management raised 2026 revenue guidance to $170–$180 million. This is above prior guidance and Street expectations, reflecting stronger pipeline visibility after the Roboteam deal and Investor Day updates. Progress will depend on order conversion, delivery cadence, and any new government or enterprise awards in 2025–2026.
How does backlog growth affect the outlook for ONDS stock?
A 180% backlog increase improves revenue visibility and supports the new 2026 range. It suggests stronger demand across defense robotics and private wireless. The key is execution. Investors should watch delivery timing, any supply constraints, and margin performance as backlog turns into recognized revenue.
What are the main risks for ONDS stock now?
Dilution from the $1 billion raise, high TTM valuation, and execution risk on large programs are key. Technicals show overbought conditions, which can add volatility. Track cash deployment, backlog burn rates, and updates at the March 11, 2026 earnings call for signs the growth plan remains on schedule.
Disclaimer:
The content shared by Meyka AI PTY LTD is solely for research and informational purposes. Meyka is not a financial advisory service, and the information provided should not be considered investment or trading advice.
