Ondas Inc - Common Stock (ONDS)

The world's latest war is driving investors into defense and defense-adjacent stocks.

Ondas rose after announcing a $10 million strategic investment and partnership that broadens its exposure to defense and homeland security markets.

The Iran invasion is shaking up markets. Could these two drone makers be winners?

Raymond James downgraded AeroVironment to ‘Underperform’ from ‘Strong Buy’ and removed the firm's prior $348 price target, as per TheFly.

Ondas to partner with World View Enterprises to develop surveillance and counter-drone technologies for U.S. Defense and Homeland Security Agencies

Combining persistent stratospheric sensing with tactical autonomy and counter-drone capabilities to deliver layered, mission-ready ISR and airspace defense

Retail traders were buzzing about the potential use of Ondas and Red Cat drones during the attacks, sending sentiment on these companies soaring.

According to a CNBC report, Oppenheimer said rising global defense spending and rapid advances in autonomous systems are reshaping modern warfare.

Safe Pro Group (NASDAQ: SPAI) announced it expects first quarter 2026 revenue to increase more than 500% year-over-year, driven by initial deliveries under a recently awarded $1,000,000 U.S. Government subcontract supporting deployment of its AI-Powered Edge Processing platform. Based on preliminary, unaudited results, the company said the acceleration reflects its transition from development-stage operations into revenue-generating government programs, supported by low-rate initial production, a strengthened balance sheet following a $14 million PIPE financing in Q4 2025 led by Ondas Holdings Inc. (NASDAQ: ONDS) and Unusual Machines Inc. (NYSE American: UMAC), and commercialization of its patented Safe Pro Object Threat Detection AI platform, positioning the company for expanded defense program participation and follow-on production opportunities.

The company said it expects first-quarter revenue to surge more than 500% due to the initial deliveries under a recently awarded U.S. government subcontract.

Company Enters Revenue Inflection Point as AI-Driven Defense and Drone Modernization Accelerate

Safe Pro Group (NASDAQ: SPAI) announced it has been awarded a subcontract agreement to supply AI processing systems to the U.S. Government under a subcontract issued by a prime contractor. Internal development and low rate initial production supporting the award were funded through strategic investments from ONDAS Inc. (NASDAQ: ONDS) and Unusual Machines Inc. (NYSE: UMAC). The effort is sponsored by the U.S. Government under 10 U.S.C. 4023, and the company noted that the views expressed are those of the authors and do not necessarily represent official policies or endorsements of the U.S. Government.

Safe Pro Group (NASDAQ: SPAI) has been awarded a subcontract from a U.S. government prime contractor to supply AI-powered edge processing systems designed for defense and security applications. The award establishes a pathway for deploying real-time intelligence solutions capable of operating at the tactical edge, where connectivity may be limited and rapid decision-making is critical. Internal development and low-rate initial production supporting the subcontract were funded through strategic investments from ONDAS Inc. (NASDAQ: ONDS) and Unusual Machines Inc. (NYSE: UMAC), underscoring growing industry collaboration around AI-enabled defense technologies.

The company said it secured a $1 million subcontract to supply AI processing systems to the U.S. Government.

AVENTURA, Fla., Feb. 20, 2026 (GLOBE NEWSWIRE) -- Safe Pro Group Inc. (Nasdaq: SPAI) (“Safe Pro” or the “Company”), a developer of artificial intelligence (“AI”)-enabled defense, security, and situational awareness solutions, today announced it has been awarded a subcontract agreement to supply the U.S. Government AI processing systems under a $1,000,000 subcontract from a U.S. Government prime contractor. The systems’ internal development and low rate initial production (LRIP) supporting this award were funded under strategic investments from leading U.S. firms including ONDAS Inc. (NASDAQ: ONDS) and Unusual Machines Inc. (NYSE: UMAC).

AUSTIN, Texas, Feb. 20, 2026 (GLOBE NEWSWIRE) -- DefenseWireNews Editorial Coverage: Artificial intelligence is rapidly reshaping how governments approach defense, security and situational awareness in an increasingly complex global environment. As modern threats evolve across physical and digital domains, AI-enabled solutions capable of delivering real-time intelligence and autonomous decision support are becoming critical for national security operations. For government agencies, the ability to process and act on data at the tactical edge, where connectivity may be limited and response times are measured in seconds, is emerging as a foundational requirement for next-generation defense infrastructure. One company focused on providing defense solutions in this space is Safe Pro Group Inc. (NASDAQ: SPAI), which was just awarded a subcontract agreement to supply AI-powered edge processing systems to the U.S. government under a $1 million subcontract from a prime contractor. The systems’ internal development and low-rate initial production (LRIP) supporting this award were funded through strategic investments from leading U.S. firms including ONDAS Inc. (NASDAQ: ONDS) and Unusual Machines Inc. (NYSE: UMAC), highlighting growing industry collaboration around advanced AI-enabled defense technologies.

Ondas Inc (NASDAQ: ONDS) shares are trading higher Wednesday as investors piled into drone-related defense names following renewed worries about a potential U.S. strike on Iran.

Ondas shares are rebounding from short-seller pressure after subsidiary Sentrycs lands a German State Police contract and retail buzz surges.

The company's Sentrycs subsidiary had some encouraging news to report.