wlth.sys

In progress

[BMSInvests @BMSInvests]

@Kaaayjaay 👀

[Kayjay @Kaaayjaay]

$ONDS

The Sentrycs and Lockheed Martin collab took me by surprise, and now I’m trying to identify other potential collaborators.

I was reading about Dedrone last night. Their strengths and weaknesses. Knowing that Axon has a VERY STRONG presence in the public safety sector, I’m wondering if there’s any potential for a Sentrycs-Dedrone collaboration.

I’d love to see Ondas benefit, in whatever way it can, from either the shift away from deploying Chinese-made drones in LE and/or the addition of advanced or different technologies (specifically Iron Drone). 🤷‍♀️

[ThinkReal @thinkReal]

Unstoppable 🚀 $ONDS
Have an epic weekend everyone — Let’s Go Longs!🔥

[BMSInvests @BMSInvests]

🚨👀 NEW: $ONDS Investor Deck for June 2026‼️

https://t.co/JtRRgPKFAg

[wlth.sys @wlthsys]

@YoYInvestor @MikePLTR Holy shit

[Sleuth 🔎 @YoYInvestor]

🚨 $ONDS IS OFFICIALLY JOINING THE RUSSELL 2000 INDEX 🚨

[Sleuth 🔎 @YoYInvestor]

I am still buying more $ONDS here

People think they have conviction when price is going up, but quickly expose themselves when things get hard

Investors are afraid of being afraid

I don’t need to give you all a pep talk

You either know what you own or you don’t

Price is $7.48 right now

I expect at least a triple from here in 12 months

Wishing you all the best

[wlth.sys @wlthsys]

@thinkReal Damn

[wlth.sys @wlthsys]

@StocksAlexM Yeah we bottom today

[Black Panther Capital @BlackPantherCap]

This guys sits on 764,000 $ONDS shares.

While someone is doubting their 1,000?

-BP

Not financial advice.

[Sleuth 🔎 @YoYInvestor]

Another day, another opportunity to buy more $ONDS at extremely attractive prices

There will come a day in the not-so-distant future when people will look back and kick themselves for not buying $ONDS under $10, under $9, under $8, etc. because they were too afraid

After today, there are probably less than 30 bulls left standing on here

I am still one of them

[Retail Mourinho @retail_mourinho]

Never seen such a disconnect $ONDS

[Sleuth 🔎 @YoYInvestor]

🚨 $ONDS is now up over 7% in overnight trading 🚨

Today’s buys are going to be legendary.

[wlth.sys @wlthsys]

@CaesarCapitalz @mi20483980476 Tomorrow we will be back

[wlth.sys @wlthsys]

@Cantal_Capital Lets see

[Sleuth 🔎 @YoYInvestor]

$ONDS at $7.70 is trading at around a $3.85B market cap.

With 500M shares outstanding and 2027 revenues estimated at $800M, $ONDS is trading at a Forward P/S of 4.81x.

Strip out their ~$1.375B in cash, and you get a Forward EV/S of 3.09x.

This is criminally cheap for everything baked into the share price no matter which way you look at it.

[Bodoxstocks @bodoxstocks]

$ONDS NEW YORK TIMES⚡️

🗣️ „More than half of the host locations have purchased a system that allows law enforcement to hack into an enemy drone’s radio controls, enabling the authorities to control it and fly it safely away from crowds, according to Eric Brock, the founder and chief executive of Ondas Holdings, a West Palm Beach, Fla., company that owns the technology.“

[Black Panther Capital @BlackPantherCap]

Let’s look at it, shall we…

$ONDS, Ondas Inc.

Napkin math:
• Market cap today: ~$4.4B
• Q1 2026 revenue: $50.1M (10x YoY)
• FY2026 guidance: $390M+ (~670% YoY)
• FY2027 revenue potential: $800M–$1B+
• Target market cap (12x sales): $8B–$12B+
• Upside: 2–3x from here (conservative)

1/ Ondas provides private wireless networks, autonomous drone systems, C-UAS (counter-drone), loitering munitions, and integrated defense platforms. Subsidiaries and acquisitions (Sentrycs, 4M Defense, Rotron, Cyberhawk, Omnisys) enable system-of-systems offerings for defense, critical infrastructure, and security.

2/ Defense demand acceleration:

Geopolitical needs drive C-UAS, loitering munitions, and autonomous platforms. Recent activity includes >$40M June defense orders (Q2-to-date >$150M), $30M Israel demining program, and Sentrycs integration into Lockheed Martin’s Sanctum C-UAS platform. Pro forma backlog $457M; pipeline ~$4.3B.

3/ Momentum:

Q1 revenue $50.1M (10x YoY, 66% QoQ). Raised FY2026 guidance to ≥$390M. Product companies achieved adjusted EBITDA positivity ahead of plan.

4/ Platform scaling:

Acquisitions expand capabilities in AI battle optimization, infrastructure intelligence, and propulsion. Global operations support execution. Key near-term: further contract conversions, integration milestones.

5/ Financial path:

Gross margins improving (Q1 49%). Operating leverage expected as high-margin defense systems scale and backlog converts. Company-wide profitability targets in place.

6/ Revenue build:

• Autonomous defense (C-UAS, loitering munitions, ground/ISR systems) – primary driver
• Private wireless
• Contributions from recent acquisitions
• International programs

Stock pulled back from highs amid dilution/share issuance concerns and volatility.

7/ Core thesis:

Surging defense orders, large backlog, and positioning in autonomous defense amid global demand.

8/ Geopolitical:

Tailwinds favor platforms that deliver autonomous and counter-drone capabilities at scale. $ONDS is building them.

9/ Risks:

Integration/execution on acquisitions, dilution, defense customer concentration, competition, cash management during rapid scaling.

10/ Catalysts:

Q2 earnings (August), additional contract announcements, backlog revenue recognition, profitability progress, further strategic moves.

-BP

Credit:

I borrowed the ‘napkin math’ framework from @TomSzczypka. Nice way of presenting the thesis. Give the guy a follow. He write some really valuable stuff.

Picture from: @YoYInvestor - maybe one of the most up to date guys on $ONDS next to @BMSInvests. You should follow both, if you don’t already.

Please note; This is not financial advice.

[Bodoxstocks @bodoxstocks]

$ONDS POV: you’ve been in meetings all day and finally open your phone.

[Sleuth 🔎 @YoYInvestor]

$ONDS is easily one of the most obvious multi-baggers on the market right now.

Everybody needs to read Peter’s post.

If Peter is even directionally correct about the business trajectory (and we have every reason to believe he is based on everything we know), then $ONDS will be trading at prices that are orders of magnitude higher than current levels in the not so distant future.

I do not share just anybody’s posts by the way.

If you have been around long enough, you’ll know Peter is one of the OG $ONDS investors on this platform.

It’s worth paying attention to what the longest holders of this stock have to say because they’ve actually done the work.

~$50 in 2030 is a reasonable target not even factoring in additional M&A which we know they’ll execute on.

I personally see the share price being much higher than this.

Not financial advice.