Retail investors are looking beyond Nvidia to find long-term investments that will pay off, and one name that kept coming up on Reddit communities like r/investing and r/stockstobuytoday is Ondas Holdings. Ondas makes autonomous aerial systems and counter-drone technologies for defense and security customers, and it recently reported quarterly results with revenue up 85% year over year and management raising its full fiscal 2026 revenue target. Pro forma backlog hit about $757 million, up 66% from the prior quarter, and the two-year sales pipeline jumped to more than $11 billion from around $4 billion three months earlier. Lockheed Martin is using counter-drone technology from Sentrycs, an Ondas subsidiary, inside its own anti-drone system called Sanctum. Hedge fund sentiment rose in the first quarter with 34 funds holding stakes as of the end of March, up from 29 in the previous quarter, but short interest is high at around 40% of the float and there is execution risk as Ondas digests seven acquired businesses at once, including the $876 million DZYNE deal. Analyst consensus price targets are in the $17 to $20 range, well above where the stock trades now, and management expects the operating platform to turn profitable by the fourth quarter of fiscal 2026 and the whole company by the fourth quarter of fiscal 2027.
