Disclaimer: This is not financial advice. I am a regard who eats blue crayons because the green ones taste like financial responsibility.
Do your own research or don’t, I’m not your dad.
TL;DR 🚀🚀
Ondas ($ONDS) just printed a 1,000%+ YoY revenue quarter, guided to $390M+, has a $457M backlog, $1.48 BILLION in cash, builds actual autonomous death drones and has Palantir AI inside them.🚀🚀🚀
My smooth brain is vibrating so hard I can hear colors.
1. THE NUMBERS THAT MAKE ME ROCK BACK AND FORTH 📈🚀🚀🚀🚀
- Q1 2026 revenue: $50.1 million That’s OVER 1,000% year-over-year. Beat Wall Street by 25%. Absolute war crime.
- Full-year 2026 guidance: raised to $390M+ (from $50.7M last year). 670%+ growth.
- Pro forma backlog: $457 million Looks like a phone number. Institutional order book thicker than my thighs after a tendie binge.
- Cash + short-term investments: \~$1.48 BILLION They could buy every short’s house and still have enough left for more drone companies.
- Short interest: hovering around \~40%; Days to cover: 3+.
2. WHAT THE FUCK DO THEY ACTUALLY BUILD 🛸🤖🚀💥
Ondas Autonomous Systems
- Autonomous drone fleets
- Counter-UAS (anti-drone defense)
- Robotic ISR (spy robots that don’t need sleep)
Flagship toys that make me giggle:
- Iron Drone Raider: fully autonomous counter-drone interceptor.
- Optimus System: automated drone-in-a-box. Opens, flies, scouts, lands, charges itself.
Ondas Networks
Private industrial wireless + secure military-grade comms (boring).
They’re stuffing Palantir AIP / Foundry / Maven directly into these platforms. AI + autonomous drones = my brain is now soup.
Also acquiring defense tech companies (Sentrycs, Mistral, Worldview, Rotron Aerospace, etc.) like I acquire bad habits.
3. WHO ELSE IS IN THIS ASYLUM 🚀🐋
BlackRock already owns 7.2%.
Wall Street consensus is Strong Buy. Average price targets sitting way above current levels like they know something my crayon brain doesn’t.
4. 🚀🚀🚀 THE THESIS 🚀🚀🚀
Revenue doing a full 10x.
Backlog looking like a phone number.
Cash pile looking like a small country’s GDP.
Real counter-drone kill systems.
Palantir AI inside the robots.
Active M&A spree.
And a 40% short float just hanging out with 3+ days to cover.
The fundamentals are more unhinged than most of the shit I buy.
Will it moon? No idea.
Do I like the stock more than talking to humans? Extremely yes. 🚀🚀
Not financial advice.
I still can’t spell “finanical.”