Shay Boloor(@StockSavvyShay ):$ONDS revenue is expected to reach nearly $1B a year by 2028. That is exactly why it has earned a spot in my “drone” bucket as Ondas starts looking more and more like an emerging autonomous defense platform.

2026.05.14 21:29

$ONDS revenue is expected to reach nearly $1B a year by 2028. That is exactly why it has earned a spot in my “drone” bucket as Ondas starts looking more and more like an emerging autonomous defense platform.

Shay Boloor@StockSavvyShay

2026.05.14 17:27

$ONDS is trying to build a full 'system-of-systems' across aerial drones, counter-drone systems, ground robotics, ISR, border security, demining and AI-enabled command-and-control. That's where the $PLTR partnership becomes important because software is what can turn a collection of drones, sensors and robots into a real operating system. The acquisition strategy is aggressive but this quarter made it look a lot more credible. Less like a roll-up and more like an emerging autonomous defense platform with real demand behind it.