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Tuesday, 01/20/2026 11:29:05 AM

Tuesday, January 20, 2026 11:29:05 AM

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Ondas Well Positioned to Dominate 'Lower Skies' Drone Market, Oppenheimer Says
MT Newswires · Jan-20-2026 10:59 AM ET
10:59 AM EST, 01/20/2026 (MT Newswires) -- Ondas (ONDS.NaE) is well-positioned to dominate the "lower skies" drone defense, security and observation market and maintains a meaningful first-mover advantage as the market matures, Oppenheimer said in a Tuesday note.

The brokerage said Ondas (ONDS.NaE) is an underappreciated play on artificial intelligence and a potential leader in Physical AI with a coordinated, multi-domain platform spanning aerial drones and ground or maritime robotics.

Ondas (ONDS.NaE) is "hitting a virtuous flywheel of expanded marketing/distribution, enhanced technological capabilities, new customer wins, and partners," according to the note.

Oppenheimer raised its 2026 revenue estimate for Ondas (ONDS.NaE) to $189.6 million from $134.5 million, above the company's updated $170 million to $180 million guidance, to factor in upside from future mergers and acquisitions.
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