Mar. 14 at 7:27 PM
$ONDS is pivoting from a speculative play to a serious Defense Prime. 🚀
Recent Catalysts:
✅ Mistral Merger: Now a U.S. Defense Prime with access to
$1B+ in DoD contract vehicles.
✅ Revenue Explosion: Prelim FY25 revenue ~
$50M (vs
$7.2M in '24). OAS unit up 600% YoY.
✅ Big Wins:
$20M border protection &
$15.8M demining orders booked.
✅ Cash King:
$1.5B+ pro-forma cash after Jan '26 raise. Huge runway for M&A.
Upcoming Catalysts:
📅 2026 Guidance: Target of
$170M–
$180M (230%+ growth).
📅 Q4 Earnings: Audited results due March 25, 2026.
🇺🇸 US Scale: Mistral deal unlocks massive federal bidding for Iron Drone & Optimus platforms.
Risk: Still unprofitable, but the cash cushion and "Prime" status are game-changers. Valuation looks cheap vs. peers like
$AVAV if they hit '26 targets.
