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With significant hedge fund interest and strong upside, Ondas Inc. (NASDAQ:ONDS) is one of the most promising robotics stocks.
Ondas Inc. (NASDAQ:ONDS) is making a major move to position itself at the intersection of autonomous systems and critical infrastructure intelligence, striking a deal that would significantly expand its revenue base and recurring revenue profile.
On June 18, 2026, Ondas Inc. (NASDAQ:ONDS) announced a definitive agreement to acquire Cyberhawk, a global leader in drone-based infrastructure inspection, visual data management, and AI-enabled analytics serving utility, energy, and industrial customers.
The transaction is valued at approximately $125 million, with roughly 95% funded in cash; certain Cyberhawk leadership members elected to roll approximately $5 million of proceeds into Ondas Inc. (NASDAQ:ONDS) common stock, subject to a one-year lock-up. The deal is expected to close in the third quarter of 2026, pending regulatory approvals and customary closing conditions.
Cyberhawk brings considerable scale to Ondas Inc. (NASDAQ:ONDS). The company is expected to generate more than $45 million in revenue during its fiscal year ending March 2027, with approximately 95% of that coming from recurring multi-year contracts and software subscriptions, and a backlog of $95 million across utility, renewable energy, and energy infrastructure markets.
Ondas Inc. (NASDAQ:ONDS) said EBITDA margins, currently in the high single digits, are expected to grow to 25% or more by 2030. Cyberhawk has inspected more than 500,000 infrastructure assets and accumulated over 232 terabytes of proprietary inspection data, which Ondas Inc. intends to leverage for AI-driven analytics through Cyberhawk’s cloud-native iHawk platform.
By combining Cyberhawk’s infrastructure intelligence capabilities with its own autonomous systems and mission automation technologies, Ondas Inc. (NASDAQ:ONDS) believes the combined platform will serve converging defense, security, and critical infrastructure markets.
Ondas Inc. (NASDAQ:ONDS) provides private wireless solutions and autonomous aerial and ground robot intelligence for the defense, security, and industrial markets.
While we acknowledge the potential of ONDS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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