Ondas Raises 2026 Revenue Target to $180M in Robotics Expansion
Ondas Inc. has significantly updated its financial projections, aiming for a revenue target of $170 million to $180 million in 2026. This marks a 25% increase from the previous target of $140 million. The announcement came during the OAS Investor Day held on January 16, 2026.
2025 Financial Performance Highlights
- Q4 2025 Revenue: Expected to reach between $27 million and $29 million, representing a 51% increase over prior estimates.
- Full-Year 2025 Revenue: Projected revenue for 2025 is estimated at $47.6 million to $49.6 million, which is 23% higher than prior expectations.
- Backlog: Estimated backlog is $65.3 million as of December 31, 2025, reflecting a substantial 180% growth from $23.3 million recorded on November 13, 2025.
- Pro-forma Cash Balance: Exceeds $1.5 billion after adjusting for approximately $1 billion in recent offerings.
Market Reaction and Stock Performance
Following the announcement, shares of Ondas (Nasdaq: ONDS) surged by 7.33%, indicating positive investor sentiment. The stock has experienced notable volatility, with a current trading price around $13.76. This influx of interest has added approximately $380 million to the company’s overall valuation.
| Metric | 2025 Q4 Estimate | Full-Year 2025 Estimate | 2026 Revenue Target |
|---|---|---|---|
| Revenue Range | $27.0M – $29.0M | $47.6M – $49.6M | $170M – $180M |
| Percentage Increase | 51% | 23% | 25% |
| Estimated Backlog | $65.3M |
Future Expectations
Ondas has cautioned stakeholders that the preliminary financial data is unaudited and has not been verified by independent auditors. Formal financial results are anticipated in March 2026. The company’s recent performance reflects a strong growth trajectory, supported by its advanced technologies in autonomous systems and wireless solutions.
As Ondas positions itself for the future, the raised revenue targets and impressive backlog indicate strong demand in the robotics and autonomous systems sector. Investors will be closely monitoring the company as it navigates this growth phase.
