Ondas Inc (ONDS)
NASDAQInformation TechnologyCommunication EquipmentSnapshot 2026-10-29
$6.88+0.29%
Close 2026-10-29 · 1-day change
NASDAQInformation TechnologyCommunication EquipmentSnapshot 2026-10-29
Research Workspace
Put ONDS beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Communications Equipment is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue growth is accelerating — up about 979% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 15%, softest on share dilution.
View QualityManagement screens weak on earnings delivery, margins, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 3% on a typical day and fell roughly 57% in its worst 12-month stretch.
View RiskOndas must compound its acquisition-led growth program to justify its sales valuation. Recent revenue grew 1300% year over year, but Q2 FY2026 GAAP earnings missed consensus. ONDS trades at 20× sales versus the 3× peer median. The desk says expectations look modest versus its growth view. Fragile cash backing and unsteady management raise execution risk. A 20× multiple against peers’ 3× leaves substantial premium-compression risk. Peer multiples imply a price about 68% below where it trades. Our read remains intact; this read is provisional.
Trailing returns as of 2026-10-29. ONDS is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 10 analysts currently covering ONDS (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare ONDS with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| ONDS Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 2 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Communications Equipment — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put ONDS next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Expand strategic growth program through acquisitions
Acquisition strategy aligns with growth objectives.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.
Advances: Expand strategic growth program through acquisitions
Acquisition aligns with strategic growth program objective.
Threatens: Expand strategic growth program through acquisitions
Acquisition may strain capital allocation and growth objectives.
Advances: Drive strong revenue growth and backlog expansion
Record revenue supports strong growth and backlog expansion.
Advances: Drive strong revenue growth and backlog expansion
Revenue target aligns with growth objectives.
Advances: Improve operating leverage and achieve adjusted EBITDA profitability
Profitability timeline supports cost management goals.
Threatens: Drive strong revenue growth and backlog expansion
Record revenue but stock fall indicates market concerns.
Advances: Drive strong revenue growth and backlog expansion
Strong revenue growth supports backlog expansion objective.