Short-sighted sellers are dumping $Ondas Holdings Inc.(ONDS)$ right now because of the near-term operating expense hump from integrating their recent wave of acquisitions (Mistral, World View, Sentrycs). Yes, Q1 expenses spiked to $67M, but focusing strictly on trailing net losses completely misses the exponential top-line velocity. Management just locked down over $30M in new orders in May alone, pushing Q2-to-date order flow past an incredible $110M. More importantly, because of this massive commercial traction, they officially raised FY2026 revenue guidance to at least $390M and pulled forward their projected adjusted EBITDA profitability timeline by a full six months to Q1 2027. This temporary pullback is giving patient capital an incredible entry point right before the margin improvements start hitting the tape.
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Well done
Well done