Ondas Inc. Is Up 40% YTD - What To Expect Next.

By Hidden Gems Research LLC

Good Evening everyone and welcome back to Hidden Gems Research LLC. Its hard to believe it but ONDS 0.00%↑ is already up over 40% since the beginning of 2026. We’ve burned bright and fast - volume and bullish momentum is increasing but I am still expecting a healthy pullback and consolidation before heading to new all time highs like I mentioned in the chart breakdown above. I also wanted to provide some additional context and information on catalysts, mentioned in the video, below!

Upcoming Catalysts:

1. Israel “Drone Hive” Border Network: Airobotics - a subsidiary of ONDS 0.00%↑ was selected as the primary contractor for this pivotal project. The total cost of this initiative is currently estimated to be $1.7 billion and will consist of a multi-layered system covering around 500 kilometers of border area. We don’t have price figures for this yet in terms of Ondas compensation but i’m expecting it to be a large driver in company revenue growth over the next 2 years.

2. World Cup CUAS Initiative: The Department of Homeland Security has allocated $500 million for CUAS spending specifically - split between 2026 and 2027. Ondas has the perfect multilayered solution through its Iron Drone Raider and Sentrycs Cyber-over-RF protocol technology. I do expect them to become one of the primary contracts based on their product’s use case and language exchanged with one of the key members of the world cup subcommittee.

3. U.S. Army Drone Gauntlet: The Army is working on expanding its UAS capabilities on top of its CUAS ones. There is a contract gauntlet occurring where multiple defense contractors will be involved in selection of offensive drones. Rift Dynamic’s Wasp (which Ondas has complete domestic distribution rights to) should be at the forefront of potential bids with its mass production capabilities and multi-purpose payload. First bids for this should be out in Q1 of 2026.

4. DoT BVLOS Deadline: The beyond visual line of sight laws should be amended by February 2026 allowing for drone flights to be operated in a much less controlled environment. This opens up potential for widespread use in things like delivery, surveillance, and disaster response. This is extremely bullish for ONDS 0.00%↑ border security (Iron Drone Raider/Sentrycs) and law enforcement/Disaster Response (Optimus System) which has green UAS certification.

Overall - the catalysts are strong and the new warrant prices not being exercisable for another 100% move is extremely bullish long term. I am going to look for an acceptable entry to get back in for the long haul. Could we see single digits again? Yes. Do I think we will for long? No. Ill be monitoring the situation carefully and my premium members will be the first to know what the next move is.

Have a great rest of your weekend everyone and talk soon!

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