Oppenheimer just told you exactly what to buy.
$45 Billion drone market → $400 Billion in a decade.
And out of every drone company on the planet, analyst Timothy Horan named ONE preferred pick in the lower-skies segment:
$ONDS.
Let that sink in.
Not $RCAT. Not $JOBY. Not $ACHR. Not $AVAV. Not $KTOS.
$ONDS.
Here’s why this isn’t just hype:
The macro is undeniable:
• Global defense spending: $3 TRILLION. Up 50% in five years.
• U.S. House just authorized $900.6B in DoD funding for FY2026.
• Oppenheimer projects global defense budgets could DOUBLE in the next decade.
And drones are the fastest-growing slice of
ALL of it.
But here’s what the headline misses on $ONDS:
Most people see “drone company” and think hardware.
$ONDS isn’t a hardware play.
They’re the AI-enabled autonomous infrastructure layer.
Border protection. Aerial security.
Infrastructure monitoring. Iron Dome-style counter-UAS.
This is persistent, recurring, software-driven revenue sitting underneath every drone deployment that matters.
The numbers nobody’s paying attention to:
• 2026 revenue guidance: $170-180M
• Backlog: $65.3M - up 180% in 60 days
• Cash: $1.5B+
• Q4 revenue: 3x Q3
• 8 BUY ratings. 0 SELL.
The stock is up 925%+ in 12 months.
And Oppenheimer just called it their TOP PICK as the drone TAM goes from $45B to $400B.
That’s a 10X.
People keep asking if they missed it.
You haven’t missed it.
You’re watching a $170M revenue company get discovered at the START of a $400 Billion buildout.
The backlog is exploding. The guidance is rising.
The institutional coverage is beginning.
Note. This is not financial advice.
$45 Billion drone market → $400 Billion in a decade.
And out of every drone company on the planet, analyst Timothy Horan named ONE preferred pick in the lower-skies segment:
$ONDS.
Let that sink in.
Not $RCAT. Not $JOBY. Not $ACHR. Not $AVAV. Not $KTOS.
$ONDS.
Here’s why this isn’t just hype:
The macro is undeniable:
• Global defense spending: $3 TRILLION. Up 50% in five years.
• U.S. House just authorized $900.6B in DoD funding for FY2026.
• Oppenheimer projects global defense budgets could DOUBLE in the next decade.
And drones are the fastest-growing slice of
ALL of it.
But here’s what the headline misses on $ONDS:
Most people see “drone company” and think hardware.
$ONDS isn’t a hardware play.
They’re the AI-enabled autonomous infrastructure layer.
Border protection. Aerial security.
Infrastructure monitoring. Iron Dome-style counter-UAS.
This is persistent, recurring, software-driven revenue sitting underneath every drone deployment that matters.
The numbers nobody’s paying attention to:
• 2026 revenue guidance: $170-180M
• Backlog: $65.3M - up 180% in 60 days
• Cash: $1.5B+
• Q4 revenue: 3x Q3
• 8 BUY ratings. 0 SELL.
The stock is up 925%+ in 12 months.
And Oppenheimer just called it their TOP PICK as the drone TAM goes from $45B to $400B.
That’s a 10X.
People keep asking if they missed it.
You haven’t missed it.
You’re watching a $170M revenue company get discovered at the START of a $400 Billion buildout.
The backlog is exploding. The guidance is rising.
The institutional coverage is beginning.
Note. This is not financial advice.
Show More
