This article first appeared on GuruFocus.
Ondas (NASDAQ:ONDS) shares rose sharply after the wireless and drone technology specialist released its final business update of 2025, outlining roughly $10 million in newly booked purchase orders across its autonomous systems portfolio. The disclosure, made before the market opened, appeared to resonate with investors, helping lift the stock by nearly 9% as the company highlighted demand for products spanning counter-unmanned aerial systems and integrated, autonomous drone solutions.
Management said the new orders could point to growing interest from government and critical-infrastructure customers that are seeking to deploy multiple autonomous air and ground technologies through unified operational platforms. Ondas did not disclose the identities of the customers involved, but noted that the broader drone market is moving toward integrated autonomous operations rather than standalone systems. The company’s customer base includes both public and private organizations, ranging from defense-related users to technology-focused enterprises.
In context, the roughly $10 million in new business is modest relative to Ondas’s reported revenue of nearly $7.2 billion in 2024, but it may suggest the company is aligning its offerings with areas of the market where spending interest is emerging. For investors, the update could reinforce the view that Ondas is positioning itself around integrated autonomous platforms, even as the long-term financial impact of these orders remains to be seen.