Ondas Holdings $ONDS is back above its daily 21EMA, but this level has rejected the stock several times during its downtrend. Worth watching closely to see if it finally holds, especially with the stock still trading well below the daily 200MA.

Ondas $ONDS and Palantir $PLTR announced the launch of Regna AI, a new AI company initially wholly owned by Ondas. Built on Palantir’s AIP platform, Regna AI will develop custom AI models for governments and defense companies to deploy on their own systems.

ONDAS $ONDS AND PALANTIR $PLTR JUST ANNOUNCED A NEW AI COMPANY CALLED REGNA AI Ondas fully owns Regna AI at launch, Palantir is supplying the training infrastructure, built on its AIP platform Regna AI will build custom AI models that governments and defense companies run on their own systems, per a press release.

Ondas $ONDS secured a $56M order for Electronic Safe & Arm Devices supporting a European loitering munition program. The order comes through recently acquired Bron Technologies and GATE Technologies. ESADs control a munition’s safety, arming and initiation functions, with production now moving forward using already-qualified technology.

ONDAS ACQUIRES 3 DEFENSE TECH FIRMS FOR $56M $ONDS is acquiring Insignito, Ottopia Defense and Caribou Labs for a combined $56M in cash or stock, with up to another $32M tied to performance milestones through 2028. Ondas says the purchase price is less than 3x the businesses’ expected 2027 revenue. The acquisitions add passive acoustic counter-drone detection, software for remotely managing unmanned ground and aerial systems, and communications/positioning technology for GPS-denied environments. Several of the technologies are already deployed in active conflict zones.

Ondas $ONDS price target raised to $22.75 from $21.50 at Ladenburg Ladenburg analyst Jon Hickman raised the firm's price target on Ondas to $22.75 from $21.50 and keeps a Buy rating on the shares. The firm cites the company's accelerating revenue outlook for the target boost.

Ondas $ONDS price target raised to $18 from $16 at Oppenheimer Oppenheimer analyst Timothy Horan raised the firm's price target on Ondas to $18 from $16 and keeps an Outperform rating on the shares. The firm notes the company reported record Q2 revenue of $83.8M vs. its $65M, up 67% quarter-over-quarter and 13-times year-over-year.

ONDAS HOLDINGS $ONDS JUST REPORTED EARNINGS - Revenue of $83.8M beating expectations of $68M 🟢 - Adjusted EBITDA loss of $50.6M, wider than expectations of a $32M loss 🔴 - Adjusted gross margin of 50.4% - Cash position: $1.4B FY26 guidance: revenue of $525M-$550M, above expectations of $509M. Q3 guidance: revenue of $140M-$155M, versus expectations of $151M.