Daily Scoop🍨 : Ondas (ONDS) - 380.25% Year On Year Revenue Growth, Stock To Skyrocket To Space
Abstract
Ondas Holdings Inc. will report quarterly results on March 25, 2026 Pre-Market, and this preview distills the latest actuals, the company’s current-quarter forecasts, and recent institutional commentary into a focused view of expectations and key stock drivers.
Market Forecast
Based on the company’s most recent indications, Ondas Holdings Inc. is projected to deliver revenue of 27.63 million US dollars this quarter, implying year-over-year growth of 380.25%. Current-quarter EPS is estimated at -0.05, a 47.22% year-over-year improvement toward breakeven, while EBIT is forecast at -17.59 million US dollars, a year-over-year decline of 187.73%. Forecast disclosures did not include gross profit margin or net profit margin; if management provides those updates on March 25, 2026, they will be critical for understanding the path to profitability.
The main business is anchored by two lines that together formed nearly all last quarter’s sales: Products at 5.44 million US dollars and Services and subscriptions at 4.59 million US dollars, with Development contributing 0.06 million US dollars. The most promising component for sustained expansion remains the Services and subscriptions base, given its 4.59 million US dollars contribution last quarter and its potential to compound alongside the sharply higher consolidated revenue trajectory signaled by the 380.25% year-over-year growth outlook for the current quarter.
Last Quarter Review
Ondas Holdings Inc. reported last quarter revenue of 10.10 million US dollars with a gross profit margin of 25.79%, a GAAP net loss attributable to the parent company of 7.47 million US dollars (net profit margin -73.96%), and adjusted EPS of -0.06, which improved 60.00% year over year. On a sequential basis, net profit improved by 30.53%, reflecting a narrowing loss trajectory.
A notable financial highlight was the top-line outperformance versus management’s prior estimate: revenue of 10.10 million US dollars exceeded the estimate by 3.06 million US dollars, a 43.47% positive surprise, while EPS missed the estimate by 0.01, representing a 30.43% shortfall against expectations. Within the revenue mix, Products contributed 5.44 million US dollars, Services and subscriptions 4.59 million US dollars, and Development 0.06 million US dollars, with consolidated year-over-year revenue growth of 581.86% illustrating a significant expansion off a small base.
Current Quarter Outlook
Main business: execution against a sharply higher revenue run-rate
The company’s current-quarter revenue estimate of 27.63 million US dollars represents a step-change from the 10.10 million US dollars posted last quarter and implies 380.25% year-over-year growth. The most direct test for the quarter is whether Ondas Holdings Inc. can convert this run-rate improvement into steadier operating leverage without sacrificing the unit economics implied by last quarter’s 25.79% gross margin. Given the prior quarter’s net margin of -73.96%, sustaining double-digit revenue while stabilizing gross margin will be important for signaling a credible bridge from revenue scale-up to loss containment.
The quarterly EPS estimate stands at -0.05, an improvement versus last quarter’s -0.06 and a 47.22% year-over-year improvement. This suggests management and the market anticipate incremental operating leverage as revenue expands, though the concurrent forecast for EBIT at -17.59 million US dollars underscores that operating expenses and cost of growth are still meaningful while the business scales. The relationship between the revenue ramp and operating expense timing will set the tone for how investors judge the trajectory through the second half of the fiscal year.
Investors should also watch the continuity of quarter-to-quarter delivery and invoicing cadence after the outperformance last quarter, which produced a 43.47% revenue surprise. Replicating or exceeding that level of execution at a higher revenue base is inherently more challenging; consistent conversion against the 27.63 million US dollars outlook will be a practical indicator of the underlying demand balance and order fulfillment discipline.
Most promising business: subscription and services as a foundation for resilience
Services and subscriptions delivered 4.59 million US dollars last quarter, forming a substantial portion of the revenue base alongside Products. As the company scales, a recurring services layer can help smooth quarterly volatility and enhance visibility, especially when consolidated revenue is rising at the pace implied by the current-quarter outlook. While the forecast framework does not break out margins by segment, the presence of a services component can support blended gross margin durability and help offset variability in product timing.
A key factor this quarter is whether Services and subscriptions can grow along with the projected revenue acceleration and preserve or expand its share of the mix. If the services line scales proportionally with total revenue, it should contribute to steadier cash conversion and potentially faster improvement in EPS than would be achieved through product shipments alone. The mix outcome will therefore be a notable signal: a healthy contribution from subscriptions and services would backstop the topline and may help the company keep gross margin within a stable band even at higher volume.
From a forward perspective, continuity in services and subscription renewals and expansions would also position the company for a more balanced margin profile in subsequent quarters. This quarter’s commentary on attach rates to product deployments and any changes to service pricing or bundling will be watched for their implications on recurring revenue growth potential.
Key stock-price drivers this quarter: revenue conversion, margin quality, and operating discipline
The first anchor for the share price into and through the print is revenue conversion against the 27.63 million US dollars estimate. Delivering near or above that figure would validate last quarter’s momentum and support the large year-over-year growth profile that the market is currently underwriting. Conversely, any material deviation would likely force investors to recalibrate the sustainability of the growth ramp and the cadence of subsequent quarters.
Second, margin quality will shape perception of the near-term path to profitability. Last quarter’s gross profit margin of 25.79% provides the base for comparison; investors will parse any disclosed commentary on pricing, cost efficiency, and mix to infer where gross margin can stabilize as volume expands. Without a pre-announced gross margin guide, the reported metric alongside the revenue outcome will anchor the discussion of incremental unit economics.
Conclusion
It is recommended as a Strong Buy and you should stock up Ondas Holdings (ONDS) at a price of $9.27 and the likelihood of it skyrocketing to $12.90 is about 69%.
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