It’s still largely under the radar, but the company sits right at the intersection of industrial wireless networks, critical infrastructure, and defense-grade communications. As governments and enterprises accelerate spending on secure, private networks for rail, energy, and drones, ONDS has a clear niche with high switching costs.

After a long period of consolidation and re-rating pain, expectations are low — which is exactly what makes it interesting. If execution improves and contracts continue to land, 2026 could be the year the market finally recognizes it as a true dark horse rather than a speculative name.

Most importantly, ONDS doesn’t need hype — it needs one or two meaningful revenue inflection points. If that happens, the upside from current levels could be asymmetric, making it a classic “scout finds the horse before the crowd” setup.

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