Forget Palantir? Why Ondas (ONDS) Could Be the Next Big Defense Play
1 extracted signal · 1 resolved · 0 still active
Paul Thomas InvestingIndependent analyst profile- Source published
- 27 Aug 2026, 21:59 UTC
- Recorded by Tahlil Plus
- 28 Aug 2026, 00:09 UTC
AI-generated source summary
Ondas Inc. reported strong Q2 results with $83.8 million in revenue, a 67% quarter-over-quarter increase. The company raised its full-year revenue guidance to $525-550 million and expects to exit 2026 at a $1 billion annualized run rate. The backlog surged to $757 million, with a two-year pipeline exceeding $11 billion, indicating validation of its acquisition-driven growth strategy and operational execution. This growth is attributed to the company's model of acquiring technically strong but capital-starved businesses and integrating them into its operations. The analysis highlights an 85% organic growth rate as a key metric. However, a significant risk factor is the $1 billion warrant liability on its balance sheet, which impacts per-share calculations and introduces uncertainty for investors. The stock's current valuation is approximately $4.7 billion, with an enterprise value of $3.6 billion, trading at about 6.8x the midpoint of FY26 guidance and 3.6x the $1 billion exit run rate target. Despite the warrant overhang, the analyst views Ondas as attractively valued and maintains a strong buy rating, citing the expanding defense budgets as a favorable segment for the company's growth.
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Paul Thomas Investing
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