Today marks an important milestone for Ondas as we announce our agreement to acquire Cyberhawk.
Cyberhawk has built a hands-down, market-leading critical infrastructure intelligence platform serving many of the world’s largest energy, utility and industrial companies. Together, we see a powerful opportunity to combine autonomous data collection, AI-driven analytics and enterprise software to deliver mission-critical intelligence across defense, security and critical infrastructure markets.
This transaction advances our vision of building a category-defining autonomous intelligence platform and expands our ability to help customers make better, faster decisions from the edge to the enterprise.
Important details shared below 👇
$ONDS agreed to acquire Cyberhawk for ~$125M expanding into critical infrastructure intelligence across utilities, energy & industrial markets.
Cyberhawk brings 300+ customers, 95% recurring revenue, ~$95M of backlog & proprietary data from more than 500,000 asset inspections.
🚨🤯 $ONDS BACKLOG NOW SITS AT ~$662 MILLION‼️
Pro-forma backlog as of Q126: $457M
Orders in Q226: $110M
Cyberhawk backlog: $95M
____________________________
Total: ~$662M or 2,909% increase YoY🤯
Absolutely crazy.
Ondas to acquire Cyberhawk, extending its systems of systems architecture with scaled inspection operations, the iHawk analytics platform and a 500K+ asset, 232TB+ data foundation. The combined platform connects autonomous data collection, visualization and AI asset intelligence into an end-to-end infrastructure intelligence workflow for utilities, energy and industrial operators. $ONDS
Kraken Robotics announces regulatory approval of its acquisition of Covelya Group.
“We are excited to have received final regulatory approval for our highly strategic and transformative acquisition of Covelya Group,” said Greg Reid, President and CEO of Kraken Robotics.
"Upon closing, our focus will shift to welcoming Covelya’s employees and to creating a global leader in mission-critical solutions for underwater platforms and subsea sensors/monitoring systems.”
For the full announcement, read our news release: https://t.co/5MVAFb2TW6
$ONDS launched six new autonomous defense systems at Eurosatory 2026 in Paris under its “Autonomy at First Contact” vision:
• Iron Wave is a containerized robotic combat suite built for forward deployment.
• Dual Shield is a truck-mounted counter-drone system for mobile force protection.
• MODUS is a low-altitude counter-UAS platform for dismounted ground forces.
• Scout Cyber-over-RF is a mobile counter-drone platform for field teams.
• Iron Arrow is a long-range autonomous interceptor for unmanned threats.
• LADOS is the AI orchestration layer connecting sensors, communications & platforms into one defense network.
🚨🤯 NO OTHER COMPANY IN THE WORLD HAS THE SAME CAPABILITIES AS $ONDS. FACT.
They’ve essentially unveiled a brand new company right before our eyes.
All the acquisitions, all the integration, all the hard work has led to THIS moment.
$ONDS is the future.
🚨 BREAKING NEWS 🚨
One Stop Systems $OSS secures a massive $8.4M initial contract with a leading defense company to provide 91 high-performance AI servers for U.S. DoD signal surveillance!
The long-term platform value is estimated at up to $44M over the next 4 years. First shipments kick off this year!
$HIMS $2,000 per share intrinsic value by 2030
You've seen me jump on enough exponential wealth creation events way before others could see them
Bio/acc is coming
At Eurosatory 2026, Ondas is launching new autonomous defense systems and integrated systems of systems under its “Autonomy at First Contact” vision.
With Iron Wave, Dual Shield, MODUS, Scout Cyber-over-RF, Iron Arrow, LADOS, and the ONBERG joint venture in Europe, Ondas is expanding a unified autonomous architecture for multi-domain defense operations. $ONDS
https://t.co/R6CoRA2B6K
Suggestion for some $ONDS investors.
I see people getting so frustrated about the Ondas price action. People are picking the lazy and easy excuses. “Eric sold!”, “More Dilution?!”, and any grabbing hold to any bearish narrative. Yes, these things can be overhang on a stock, I am not blind to that. I have posted about this.
I get it. I want the price to be higher. I think current fair value if we discount back from the (conservative) 1.5B revs and 30% EBITDA is over 100% higher than current price.
There is lost opportunity cost if you look around the markets if you’ve been holding $ONDS for 6 months or so. I get that. That is something that should be considered in your investment strategy.
I am a long term investor. My time frame here is years. Not months. Not weeks. Not days. I know what I own and I know my investment will be multiples higher within that time frame. I know this company will likely retire me. Thats something I am willing to wait for.
What I would suggest is forming your thesis around Why you own Ondas and assess your level of conviction. This shit takes time, and it takes conviction, something many in my comments and DMs lack.
There will be many many times where the stock price won’t make sense. Where your emotions will kick in overdrive. When that happens, you go back to your conviction and thesis. You ask yourself “does this change the long term thesis?” If the answer is no, then you should buy more stock if you can.
You should feel like you know something the markets don’t. You should have to second guess and stress test the thesis because price is going against it. You should feel like there is something “missing” to force deeper conviction. This is when you know you have something special. My investment in Palantir felt the exact same.
This is all apart of the process and when you can successfully do this, you will have the answer to the old tale of why 99% of people can’t beat the markets. Know what you own and so long as your long term thesis is in tact, nobody should be able to shake you.
LongAF $ONDS
$ONDS CEO sold 2.3 million shares due to US tax owed and stock restrictions however he still holds over 4 million shares ... that is a drop in the bucket on daily volume. The shorts jumped on this and pushed the stock down on Friday but backlog is over 3 times the yearly income ... this is a no brainer and I like that Black Rock owns over 9 milion shares after uping their holding by 27% at the end of March 2026
Also Ondas Inc. (ONDS) is officially being added to several STOXX thematic indexes, with the inclusions scheduled to take effect on June 22, 2026.
According to STOXX’s June 13, 2026, index review component-change file, the company's common stock will be added to the following specific
indexes:
STOXX Global Intelligent Computing
STOXX Global Intelligent Computing ADTV5
STOXX Global Smart Cities
STOXX World AC NexGen Software Development
Let’s get something straight.
$ONDS is one of one.
How do I know?
Because I have been close enough to the problem to know what actually matters.
People in the comments say “it’s a drone that shoots a net.”
If you said that around people who actually understand the battlefield, you would be laughed out of the room.
$ONDS is not just a drone company.
It is building a layered autonomy, security and communications platform for a world that is getting faster, cheaper, more distributed and much harder to defend.
Air. Ground. Stratosphere. Networks.
Detection. Interception. Autonomy. Resilient comms.
That is the point.
And if you think this only matters on a battlefield, you are sorely mistaken friends.
Airports, stadiums, power plants, borders, ports, cities, oil rigs, data centers, schools, universities. These are next.
The modern world is in for a rude awaking.
$ONDS is about defending the physical world from threats that are only getting cheaper, smarter and more common.
Wake up.
$ONDS
Sentiment is at rock bottom
Share price has roughly been the same for 5 months now after numerous dilutions
Here's what you need to ask yourself
Where do you see $ONDS in 5 years?
Ondas has spent the last few years acquiring businesses, expanding its product portfolio, and rapidly growing revenue
If management executes, growth will eventually outpace dilution
If you believe in the company for years to come, don't worry about short term price action
Have conviction