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    Ondas Holdings (ONDS): Revisiting Valuation After a Powerful Momentum-Driven Share Price Surge

    Simply Wall St·12/25/2025 01:34:07
    語音播報

    Ondas Holdings (ONDS) has quietly turned into a serious momentum story, with the stock up sharply this year as investors warm to its mix of industrial wireless networks and autonomous drone technology.

    See our latest analysis for Ondas Holdings.

    That enthusiasm is showing up clearly in the numbers, with a 7 day share price return of 23.9 percent feeding into a powerful year to date share price gain of 247.2 percent and a 1 year total shareholder return of 352.0 percent. This suggests investors are rapidly repricing its growth potential.

    If Ondas momentum has you rethinking your watchlist, this is a good moment to explore other high growth tech and AI names via high growth tech and AI stocks.

    Yet with analysts still seeing upside to the current share price and valuation screens hinting at a potential discount, investors face a key question: is Ondas still a buy, or is future growth already priced in?

    Most Popular Narrative: 20.6% Undervalued

    With Ondas last closing at $9.13 against a narrative fair value of $11.50, followers see meaningful upside still on the table.

    The strategic partnership with Palantir Technologies aims to leverage advanced AI capabilities to enhance operational efficiencies and scale OAS’s operations, which is expected to support the revenue ramp and broaden their customer base, influencing earnings and margins through improved operational scale. The expansion of OAS’s market presence, with increased customer engagement and government contracts in defense sectors in Israel and the UAE, is set to secure additional military customers, suggesting potential revenue growth and improved market diversification.

    Read the complete narrative.

    Curious how this growth story justifies such a premium fair value? The narrative leans on aggressive revenue acceleration and a bold future profit multiple. Want to see the exact assumptions driving that price?

    Result: Fair Value of $11.50 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, setbacks such as integration challenges around acquisitions or slower than expected backlog conversion could quickly undermine the optimistic growth and valuation narrative around Ondas.

    Find out about the key risks to this Ondas Holdings narrative.

    Build Your Own Ondas Holdings Narrative

    If you see the story differently or want to dig into the numbers yourself, you can build a personalized view in just minutes: Do it your way.

    A great starting point for your Ondas Holdings research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision.

    Ready for more high potential opportunities?

    Before momentum shifts again, put your watchlist to work by uncovering fresh ideas from our smartest screeners. They are built to surface opportunities others might overlook.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.