Red Cat and Unusual Machines Fall 3% as Drone Selloff Extends; Ondas Slips

Small-cap drone stocks are extending a week of pressure Friday morning, with the group's most-followed names sliding again while the wider market barely budges.

24/7 Wall Street • 17 hours ago

Red Cat, Ondas Miss the Cut in Pentagon's Latest Drone Dominance Round

The Pentagon's Gauntlet II results are posted, and the scoreboard belongs almost entirely to private companies.

Benzinga • 16 hours ago

Forget Drones: Ondas Is Building An Autonomous Warfare Ecosystem

Ondas Holdings is rated a BUY for risk-seeking investors, driven by aggressive acquisitions and rapid revenue acceleration. ONDS reported Q2'26 revenue growth of 1,235% YoY to $83.7M, with 92% of revenue from recently acquired companies. The One Ondas platform integrates acquired technologies, enabling cross-selling and global exposure, with backlog up 33% QoQ to $757M.

Seeking Alpha • Sep 16, 2026

Ondas: GATE Technologies Transforms The Profitability Timeline; Strong Buy

Ondas Inc. is positioned as a rising force in autonomous weapons and multi-domain ISR/C-UAS platforms, driven by aggressive acquisitions and vertical integration. Recent acquisitions—GATE Technologies, Bron Technologies, Aran Defense, and World View—expand ONDS's global manufacturing, precision strike, and ISR capabilities, supporting a $1B revenue run rate exit for eFY26. Key risks include heavy equity dilution and high short interest (~40%), but ONDS's path to profitability (adj. EBITDA eFY28, and net earnings eFY29) and potential for a short squeeze are notable.

Seeking Alpha • Sep 16, 2026

Ondas vs. AeroVironment: Which Drone Stock Is the Better Pick Now?

ONDS' rapid revenue ramp and M&A expansion face off with AVAV's larger backlog, major defense programs and profitable growth outlook.

Zacks Investment Research • Sep 16, 2026

Can ONDS' GATE & Bron Buyouts Fuel its Defense Growth Engine?

Ondas' $205M GATE deal expands its defense footprint, adding ESAD expertise and manufacturing capabilities as loitering munitions demand grows.

Zacks Investment Research • Sep 15, 2026

Ondas Acquires GATE Technologies and Bron Technologies, Expanding Precision-Strike Platform with Electronic Safe & Arm and Fuze Technology

GATE Technologies is a leading developer and manufacturer of Electronic Safe & Arm Devices (ESADs) and advanced electronic fuzing solutions, with its technology integrated into dozens of weapon systems including UAVs, loitering munitions, missiles and rockets Adds a critical layer of the precision-strike technology stack with NATO-based, non-ITAR production in Poland, while expanding Ondas' access to U.S. and European programs WEST PALM BEACH, FL / ACCESS Newswire / September 14, 2026 / Ondas Inc. (Nasdaq:ONDS) ("Ondas" or the "Company"), a leading provider of advanced autonomous systems and next-generation defense and security technologies and services, today announced that it has acquired GATE Technologies Ltd. ("GATE"), an Israeli-based defense technology company specializing in Electronic Safe & Arm Devices ("ESADs") and advanced electronic fuzing technologies used across modern precision weapons and autonomous strike systems, and Bron Technologies ("Bron"), a European manufacturing, certification and an affiliated company to GATE's systems.

Accesswire • Sep 14, 2026

These 10 Stocks Are Squeeze Candidates Waiting to Happen

Short sellers are making bold bets, and the numbers behind those bets are getting harder to ignore. Pessimism this concentrated can set the stage for sharp reversals, since a heavily shorted stock only needs a piece of good news to send bears scrambling to cover their positions.

Benzinga • Sep 14, 2026

Ondas Raises 2026 Revenue View: Can It Deliver the Required H2 Ramp?

ONDS has raised its 2026 revenue target to $525-$550 million, but hitting it hinges on a steep H2 ramp in backlog conversion and production scaling.

Zacks Investment Research • Sep 11, 2026

Will Counter-UAS Demand Sustain Ondas' Momentum Into 2027?

ONDS sees strong global Counter-UAS demand as Sentrycs posts about 298% pro forma Q2 growth and IonStrike moves toward volume orders in second-half 2026.

Zacks Investment Research • Sep 11, 2026