What top creators are saying about Ondas Holdings Inc.(ONDS)

A guest said he bought more shares, reflecting a personal investment decision rather than a general recommendation.

The speaker noted that smaller drone companies could face weaker enthusiasm if investor attention shifts from defense to affordability.

The host expressed a positive, speculative view, citing a Palantir partnership, about $3.5 billion market capitalization, around $1 billion in cash, possible multibillion-dollar future revenue, and a belief that most dilution was behind it.

Ondas was named as a partner in Palantir's expanded sovereign AI deployments, with no contract values or expected revenue impact provided.

A guest held a long-term bullish view but cautioned that market conditions and capital raises have hurt sentiment, with drones described as an unfavorable area in the current environment.

The host was continuing to build a position, citing a broader autonomous and defense platform, a Palantir partnership, acquisitions, and investment spending. Dilution and execution remain key concerns.

The technical guest characterized the stock as a falling knife and said he would avoid it unless it recovered significantly.

Launched Regna AI with Palantir.

The host was adding to his position and viewed its Palantir partnership as potentially significant, but the thesis is speculative and depends on revenue acceleration, operating leverage, and a commercially meaningful partnership; dilution is a risk.

Its partnership with Palantir and the formation of Regna AI could support its defense-technology strategy, but execution risks, a 400% increase in share count over the past year, and reported short interest of 42% are significant concerns.

Faces dilution risk while pursuing acquisitions and growing its defense business. The cited post reports a $757 million pro forma backlog and a partnership with Palantir; the author is investigating the partnership and considering Ondas's potential.

Secured a $56 million order.

Mentioned among names with positive moves, but no detailed investment case was provided.

The host liked the drone-related business but was concerned that the share count rose from roughly 150 million to 503 million, potentially offsetting growth through dilution.

The investment case combines defense-tech demand, autonomous systems, Palantir integration, and acquisitions; investors should monitor whether Ondas can integrate its portfolio and achieve organic growth.

Strong revenue growth and massive backlog are offset by significant shareholder dilution, with shares outstanding increasing 13x.

Mentioned as having experienced a substantial price drop.

Mentioned as a relevant asset in the investment context.

A unique business model focused on commercializing technical breakthroughs in robotics for national defense.

Currently held position in a high-performing portfolio.

Potential beneficiary of drone defense initiatives mentioned by Trump.

Rising following news of a $1.1 billion Pentagon program.

Gaining on expectations of increased private-sector drone funding from the administration.

Acquiring Omnisys to integrate defense software and autonomous systems, continuing a period of high acquisition activity.

High options trading volume reported.

Reported strong Q1 results and a significant $457M backlog in counter-drone markets.

Stock rose 9% on strong earnings and positive revenue growth expectations through 2026.

Strong earnings with 640% YoY growth guidance in the high-growth drone and defense sector.

Seeing high demand for counter-drone and autonomous systems due to DJI bans and defense sector growth; utilizing Palantir for supply chain scaling.

Focusing on the decade-long infrastructure build of counter-drone technology and utilizing Palantir for data integration.

Reached a merger agreement with Mistral to expand participation in Department of Defense contracts.

Benefiting from sector rotation into defense and drone momentum.

Small-cap drone stock attracting speculative interest amid regional instability.

High-beta drone stock experiencing extreme volatility due to war trades.

Identified as a specific name in the counter-drone technology space following regional escalations.

Identified as a key beneficiary in the immediate need for anti-drone infrastructure for hotels and airports.

Avoided due to extreme stock dilution (328% in a year) and high debt levels.

Positioned as a leaner, tech-focused startup capable of disrupting 'bloated' old defense companies.

Highlighted for an 'extreme' 271% share dilution, making it a highly unattractive investment.

Cited as an example of a high-beta, momentum stock that is experiencing a significant drawdown after a large rally, as the market punishes stocks with high valuations.

Showed significant strength despite the market sell-off, rising 7%. Part of a drone sector exhibiting strong relative strength.

Highlighted as an example of extreme valuation, trading at 182 times sales and up 50% year-to-date despite a recent dilutive capital raise.

Characterized as a speculative 'meme stock' within the drones and robotics theme, which the speaker finds difficult to invest in due to valuation concerns.

Mentioned as gaining retail traction but highlighted as a point of caution due to its extremely high 146x Price-to-Sales valuation.

'Crushed it' on earnings with revenue up 582% year-over-year. The stock showed impressive relative strength, rising over 20% on a day the broader market was down significantly.

Part of the drone sector watchlist that rallied on news of a new DOD initiative to support U.S. drone manufacturing.