Ondas (NASDAQ:ONDS) has been selected to deploy counter-drone systems for the 2026 FIFA World Cup, securing contracts worth several million dollars as demand for non-disruptive event security grows.

Its subsidiary Sentrycs will roll out Cyber-over-RF technology across multiple North American venues to detect and neutralize unauthorized drones, underscoring Ondas' expanding role in airspace security.

Israel’s Border Security Program Contract

On Monday, the company disclosed a major contract win for its subsidiary, 4M Defense, in a competitive tender for a large-scale demining project.

The award is part of the Israel Ministry of Defense's $1.7 billion Eastern Border Security Barrier initiative, aimed at strengthening security along roughly 500 kilometers of the country's eastern frontier.

The agreements come amid the worsening conflict in the Middle East, which threatens the 2026 FIFA World Cup and creates significant uncertainty about safety and attendance.

Earnings & Analyst Outlook

Ondas is slated to provide its next financial update on May 14, 2026 (estimated).

  • EPS Estimate: Loss of 4 cents (up from Loss of 15 cents)
  • Revenue Estimate: $39.44 million (up from $4.25 million)
  • Valuation: Forward P/E ratio not available

Analyst Consensus & Recent Actions: The stock carries a Buy Rating with an average price target of $15.56. Recent analyst moves include:

  • Northland Capital Markets: Outperform (Raises Target to $18.00) (March 26)
  • Needham: Buy (Maintains Target to $23.00) (March 25)
  • Needham: Buy (Raises Target to $23.00) (March 24)

Top ETF Exposure

  • State Street SPDR S&P Kensho New Economies Composite ETF (NYSE:KOMP): 0.81% Weight
  • ROBO Global Robotics and Automation Index ETF (NYSE:ROBO): 1.98% Weight
  • State Street SPDR S&P Telecom ETF (NYSE:XTL): 4.25% Weight

Significance: Because ONDS carries significant weight in these funds, any significant inflows or outflows for these ETFs will likely force automatic buying or selling of the stock.

ONDS Stock Price Activity: Ondas shares were up 0.42% at $9.56 at the time of publication on Tuesday, according to Benzinga Pro data.

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