Max Williamson(@max_williamson):$ONDS Price has just crept back into the buy zone Cash burning, dilution concerns and insider selling are fuelling the bearish sentiment There is still a bull case here, I think investors were harsh with reaction to the numbers A $457M backlog versus $390M revenue guidance gives me confidence that the numbers are more concrete than speculation $ONDS gross margin is 49% but they are still losing money. This is because operating expenses are high while it integrates acquisitions and scales. If revenue grows as projected too many expenses increasing, the operation could significantly improve earnings I'm still aiming for $22 but conscience of the fact that $ONDS has not proven it self to be a leader

2026.07.04 04:48

$ONDS Price has just crept back into the buy zone Cash burning, dilution concerns and insider selling are fuelling the bearish sentiment There is still a bull case here, I think investors were harsh with reaction to the numbers A $457M backlog versus $390M revenue guidance gives me confidence that the numbers are more concrete than speculation $ONDS gross margin is 49% but they are still losing money. This is because operating expenses are high while it integrates acquisitions and scales. If revenue grows as projected too many expenses increasing, the operation could significantly improve earnings I'm still aiming for $22 but conscience of the fact that $ONDS has not proven it self to be a leader