Technical and Fundamentals look promising!
Great day today!
Technically:
- ONDS held up the $7.4 support from Dec17 and June25
- Created a double bottom with the June25 candle
- Finished the day with a full green bullish candle
- Up 5% while 75% of other drone/unmanned stocks are down 2-3% on the day
Fundamentally:
- Great acquisition of DZYNE to increase an already growing defense portfolio
- Has long term customers such as DoD, US Navy etc
- Strengthens Ondas’financial profile
- Increases Revenue Guidance for 2026 to AT LEAST $525millions from $375M (let’s be real, they’re always very conservative), with future acquisitions and growing Core Growth, I’d bet on at least $600millions for 2026 and $1Billion+ for 2027
- Improving EBIDTA numbers (past estimate was 2028 for full Ondas company EBIDTA positive, which is probably more like Q3 2027 based on again conservative assumptions from management and recent acquisitions)
- Accredited Acquisition, yes the number of shares increases but the revenue as well, which will out-beat this dilution in the long term.
I understand some people (mostly short term players who bought at $14…) freak out about dilution from these acquisitions but a simple remainder as a past example is Sentrycs which was also acquired through company shares and we now ses how this acquisition is so beneficial to Ondas, same thing for Rotron in the UK and definitely World View in the long term.
Posted Jul 6, 2026, 8:51 PM UTC