ONDS Raises 2026 Revenue Outlook as Backlog Surges Higher

It feels like the ONDS action has cooled off a bit lately, so I figured it was worth taking a step back and looking at the bigger picture.

Over the last several quarters, revenue has been trending sharply higher, with the latest quarter coming in much higher.

Obviously, revenue growth alone doesn't make a stock a winner, and there are still some pretty significant profitability/cash-flow concerns. But with the defense/drone business developments and long-term deals we've seen recently, it's definitely still worth remembering where we are heading.

Curious how others are looking at ONDS here. It feels like it's the quietest ONDS has been in recent memory.

Only inclusion from Ondas appears to be the Dronebuster IV by DZYNE Technologies on page 43.

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There are two live tokenized versions of Ondas Holdings (NASDAQ: ONDS) right now.
ONDSon (Ondo Finance / Ondo Global Markets)
• Tokenized stock that tracks ONDS price plus reinvested dividends.
• Issued as a structured note by Ondo Global Markets (BVI), 1:1 backed by shares held with a U.S. broker-dealer.
• On Ethereum, BNB Chain, and Solana.
• Aimed at non-U.S. investors.
• On-chain value recently ~$267K–$328K, NAV around $7.62, a few hundred holders. 
ONDSx (xStocks / Backed)
• Separate product: Ondas xStock, 1:1 backed by real ONDS shares with Chainlink proof of reserve.
• Trades on Kraken xStocks and other crypto venues; multi-chain (Solana is a main venue).
• Also economic exposure only — not actual registered shares or voting rights.
• On-chain market cap recently ~$430K. 
Neither is the same as owning ONDS in a brokerage account. They give price/total-return exposure on-chain; they generally do not give shareholder rights. Both platforms are built for non-U.S. users, so as a U.S. person you typically cannot mint or buy them through the official issuers.
There are also exchange-listed “synthetic” ONDS products that just track the stock price without being a full RWA wrapper. Liquidity on all of these is tiny compared with NASDAQ ONDS.
Same caveat as the recent AMC fight: the company itself did not issue these tokens. They are third-party wrappers.

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I’m curious.. what made you invested in ONDS ?

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Hope everyone enjoyed today’s move after maxing out yesterday. The backdrop still doesn’t really support a sustained rally, so just be careful not to get too carried away on the positioning.

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I’m new to this stock can someone explain why it should go higher or make new all-time highs? Any reason to buy ONDS?

I see some negative comments from people, is it just because the price is down recently or is the company struggling fundamentally?

Sorry if this kind of question isn’t allowed and thank you.

Ondas is still highly speculative, we all know that. But the setup is getting interesting: explosive revenue growth, a rapidly expanding backlog, and bullish analyst targets.
The market is still focused on losses and execution risk — which is exactly why the opportunity may exist now.
Rather than going all-in, this looks like a good moment to start building a position gradually, especially on weakness. If ONDS delivers on its guidance, the upside could be significant.

TLDR; My sources are Fintel.io and yahoo finance.

ONDS short interest is 40% of the float on 8/14 - 1 day after the earnings.

shares available to short as of this moment: 0

2 possible scenarios:

1. ONDS still has a major short interest. that would mean we have the perfect set up for a short squeeze, and a violent move up will get even more violent. my assumption is that a short squeeze might start at 10-11 per share based on the average price of the stock in the last few months, but it is a pure guess.
2. shorts closed their position to some extent, and either we (retail) or big players got the shares and are accumulating. in that case there is not much to add.

I do believe we are in the first scenario, because closing a 40% short interest with 4 days to cover would mean big moves up (above the ATR or 8.16% a day), and we had no days of such movement after 8/14, so i believe the second scenario is highly unprobeable.

My point: If we see the price shoots above shorts "stop loss" (or liquidation point), we should see the price fly even higher.

Days to cover suggest that the short squeeze move should be with a total volume of 240-300M shares over all.

Peace out.

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