Ondas
ONDSMarket price data through August 21, 2026.
Performance
Aug 2021 – Aug 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- -20%
- How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
- First pick price
- ~$11
- Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
- Tracking since
- April 2026
- The month this stock first became a Benson pick.
- Tracking duration
- 4 months
- How long Benson has been tracking this pick.
About Ondas
Ondas builds the drones and the anti-drone systems that militaries, police forces, and security teams increasingly depend on. Think of it as a one-stop shop for autonomous defense: drones that scout and strike, systems that spot and knock down enemy drones, high-altitude balloons that watch from the edge of space, and the software that ties it all together. Most of its sales come from defense and homeland security customers around the world, with a growing side business inspecting power lines and energy sites.
The case for and against
Both sides of the story, in plain English.
- Record Ramp
Ondas just posted its biggest quarter ever, pulling in 83.8 million dollars in the second quarter of 2026. That is up 67 percent from the prior three months and more than thirteen times what it made a year earlier. Management raised its full-year target to between 525 and 550 million dollars and pulled forward the timeline for turning a profit.
- Booked Solid
Customers are lining up. Ondas captured 175 million dollars in new orders during the quarter and another 105 million in the weeks after, pushing its order book to roughly 757 million dollars once two new acquisitions are counted. That is eleven times the 68 million it had at the end of 2025, and it holds over 240 million dollars of orders under a 982 million dollar U.S. Army program.
- Still Unprofitable
Growing this fast is expensive. Ondas added 560 U.S. employees and six factories covering 230,000 square feet in a single quarter, and all of that spending comes before the profits do. The company is still losing money on its day to day operations and is only now pointing to a nearer term path to breaking even.
- Deal Dependent
A big chunk of this growth comes from buying other companies, five of them since March alone, including DZYNE and Cyberhawk. Stripping those out, sales grew 85 percent instead of thirteen fold, which is still strong but a very different number. Ondas often issues new shares to pay for deals, which shrinks each existing owner's slice, and the stock swings hard.
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How to read this page
This automated research summary uses Financial Modeling Prep market data through 2026-08-21. Model signals, scores, and risk labels can change and may be incomplete or wrong.
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