Ondas Inc. Ondas (ONDS) is making a big bet on the future of warfare — and it's not about drones or missiles. The company announced a definitive agreement to acquire Omnisys Ltd., an Israeli developer of battlefield optimization software, as it doubles down on software-defined defense and AI-powered military operations. Deal terms were not disclosed.

The acquisition brings Omnisys' Battle Resource Optimization (BRO) platform into Ondas' portfolio. Think of BRO as the brain behind the battlefield: it handles mission planning, operational coordination, and resource optimization across air, land, sea, and cyber domains. Ondas says the platform has been operational for more than 25 years and is combat-proven in air defense operations.

BRO uses AI algorithms to support real-time decision-making, linking sensors, command-and-control systems, and autonomous platforms. Ondas plans to integrate BRO with its SkyWeaver platform to support intelligence, surveillance, reconnaissance (ISR), strike missions, electronic warfare, counter-UAS, and air defense.

“Omnisys and its BRO platform will represent a major advancement of Ondas’ customer-focused systems-of-systems roadmap for autonomous defense and security solutions,” said CEO Eric Brock.

Ondas ended the recent quarter with $1.48 billion in cash, restricted cash, and short-term investments — plenty of firepower for this deal and future moves.

ONDS Stock: Momentum and Key Levels

Ondas shares have surged 893.37% over the past 12 months, reflecting strong investor momentum. But the stock is currently trading below its short-term moving average, signaling weakening near-term momentum. On Monday, shares were down 9.23% at $9.64 at publication.

Despite the pullback, the stock remains 11.63% above its 200-day simple moving average, indicating a strong longer-term uptrend. The MACD is still above its signal line, suggesting easing downside pressure.

Key levels to watch:

• Resistance: $12 — a psychological level where rebounds have stalled before.
• Support: $8.50 — a level where buyers have stepped in previously.

Earnings Preview and Analyst Views

Ondas is expected to report its next financial update on Aug. 11, 2026. Analysts estimate a loss of 6 cents per share (improving from a loss of 8 cents) and revenue of $64.49 million (up from $6.27 million). The stock trades at a premium P/E of 35.4x.

Analyst consensus is a Buy with a price target of $17.50. Recent moves include:

• Northland Capital Markets: Outperform, raised target to $18 on March 26.
• Needham: Buy, maintained target at $23 on March 25.

With a combat-proven platform, strong cash position, and bullish analysts, Ondas is betting that the future of defense is software-defined. Investors will be watching to see if the stock can regain its momentum.