Ondas Holdings (ONDS) Stock Forecast & Price Target

Ondas Inc is experiencing significant growth potential, as indicated by an increased revenue projection for 2030 of $1.1 billion, up from a previous estimate of $453 million, driven by anticipated future acquisitions and successful capital raises. The company's earnings estimates have also been adjusted upward by 30%, reflecting a strengthening business model and growing credibility in the market, attributed to robust performance in their Ondas Autonomous Systems segment and demand for their Optimus system. Furthermore, the expanding adoption of drones and robotics within defense markets in key regions such as the U.S., Europe, and Israel is likely to contribute to sustained revenue acceleration through the mid-2030s, enhancing overall financial outlook.

Ondas Inc.'s projected gross margins are expected to remain below 50% during 2025-2026, with a gradual decline anticipated over the next decade due to increasing competition. The company's ambitious revenue target of $1.5 billion, aiming for a 30% margin, significantly surpasses the revised estimates by approximately 60%. Such disparities in projections raise concerns about the feasibility of achieving these financial goals, contributing to a negative outlook on Ondas's stock.