TLDRs;
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Ondas stock rises after BIRD acquisition boosts missile-defense and ISR capabilities.
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Ondas secures $15.8M Israel demining contract, expanding global defense operations.
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2025 revenue surpasses guidance and 2026 targets remain strong.
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Ondas acquires Mistral for $175M, positioning for major Pentagon contracts.
NEW YORK, March 11, 2026 – Shares of Nasdaq-listed Ondas Inc. rose early Wednesday following the company’s announcement that it had acquired BIRD Aerosystems, a move that strengthens its portfolio in missile-defense and intelligence, surveillance, and reconnaissance (ISR) systems. The stock gained 1% in premarket trading, rising to $10.11, after closing at $10.01 on Tuesday.
The deal marks the latest in a series of strategic moves by Ondas to expand its defense capabilities and global reach. Investors are closely monitoring whether the small-cap aerospace firm can convert these acquisitions into sustained revenue growth.
BIRD Acquisition Brings Proven Defense Tech
BIRD Aerosystems is already operating on more than 700 aircraft across over 40 models in service with the U.S. Army, NATO forces, multiple Asia-Pacific air forces, and United Nations aviation units.
The acquisition brings advanced missile-defense capabilities for both drones and piloted aircraft, alongside cutting-edge ISR systems. CEO Eric Brock emphasized the importance of the acquisition, calling BIRD “an important and highly differentiated capability” that enhances Ondas’s competitive edge in airborne defense technology.
$15.8 Million Israel Contract Expands Global Presence
Ondas also announced a $15.8 million contract through its demining division, 4M Defense, to conduct a land-clearance operation near the Israel-Syria border. This initial phase is part of a broader initiative valued at more than $30 million, potentially scaling to $60 million.
4M Defense will deploy robots, drones, and specialized sensors to locate and neutralize explosives, reflecting a growing trend of smart demining technology in military operations.
Oshri Lugassy, co-CEO of Ondas Autonomous Systems, highlighted that these innovations are “transforming the way governments approach land-clearance missions,” signaling Ondas’s increasing footprint in high-tech defense solutions.
Revenue Forecasts Beat Expectations
Ondas reported that fourth-quarter 2025 revenue is expected to reach between $29.1 million and $30.1 million, exceeding earlier projections. The full-year revenue now anticipates $49.7 million to $50.7 million, slightly above previous estimates. Ondas’s 2026 revenue guidance remains $170 million to $180 million, not accounting for additional acquisitions, signaling continued optimism for the company’s growth trajectory.
Stifel analyst Jonathan Siegmann reaffirmed his Buy rating with an $18 target, noting that the combined effects of higher Q4 revenue and new manufacturing capabilities validate the positive thesis. He also suggested the merged company could nearly double its 2026 revenue base and potentially achieve positive EBITDA within the year.
Mistral Acquisition Positions Ondas for Pentagon Work
Earlier this week, Ondas struck a $175 million stock deal to acquire Mistral, a private U.S. defense contractor. The acquisition positions Ondas to become a prime contractor for the Pentagon, enabling direct bids on government contracts and opening access to over $1 billion in U.S. Defense Department programs.
While the Mistral merger is still subject to closing conditions, with a May 9 outside date, investors are weighing the potential dilution risk against the strategic benefits of expanded defense contracts. March 25 is anticipated to be a key date, when Ondas will report final 2025 results and provide updated guidance on BIRD’s integration and impact.
Investor Takeaway:
Ondas is moving quickly to scale its defense portfolio through acquisitions and contracts. The combination of BIRD’s proven tech, the Israel demining contract, and the potential Mistral Pentagon pipeline positions the company for significant growth, but execution and integration will be critical to delivering sustained revenue and shareholder value.
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