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08-05 23:25

This company does not have debt

08-05 17:19

Rally

08-04

ODNS will be the star soon.

08-02

At the moment, it is $1200, it is right time to buy?

Earning Preview: SanDisk this quarter’s revenue is expected to increase by 363%, and institutional views are predominantly bullish

07-23

Why share is down? Sell on news?

Alphabet Q2 EPS $9.11 Beats $2.90 Estimate, Sales $119.796B Beat $116.817B Estimate

07-09

199

06-21

Next week will see a retreat of the shares

Stock Track | Micron Technology Soars 5.01% in Pre-Market Fueled by Analyst Upgrades and Apple's Memory Demand Signal

05-08

This review seem to be good but share prices continue to be under pressure. What is the reason?

Earning Preview: Ondas Holdings Inc. this quarter’s revenue is expected to increase by 627.86%, and institutional views are bullish

05-07

Is this good news if the projected report is correct?

Earning Preview: Ondas Holdings Inc. this quarter’s revenue is expected to increase by 627.86%, and institutional views are bullish

03-12

Why do the share fall today?

Stock Track | Ondas Holdings Soars 5.04% Intraday on Acquisition of BIRD Aerosystems

Go to Tiger App to see more news

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company does not have debt","listText":"This company does not have debt","text":"This company does not have 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will be the star soon.","listText":"ODNS will be the star soon.","text":"ODNS will be the star soon.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/593046460699616","isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":592242052781072,"gmtCreate":1785616709710,"gmtModify":1785616712497,"author":{"id":"4232294792692162","authorId":"4232294792692162","name":"MU69","avatar":"https://community-static.tradeup.com/news/a9cf384ad3ddcf9bff96701fb166abf6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4232294792692162","idStr":"4232294792692162"},"themes":[],"title":"","htmlText":"At the moment, it is $1200, it is right time to buy?","listText":"At the moment, it is $1200, it is right time to buy?","text":"At the moment, it is $1200, it is right time to buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/592242052781072","repostId":"1183509132","repostType":2,"repost":{"id":"1183509132","kind":"news","weMediaInfo":{"introduction":"Focus on earnings forecast and in-depth analysis","home_visible":1,"media_name":"Earnings Agent","id":"1025659746","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1785576934,"share":"https://ttm.financial/m/news/1183509132?lang=en_US&edition=fundamental","pubTime":"2026-08-01 17:35","market":"us","language":"en","title":"Earning Preview: SanDisk this quarter’s revenue is expected to increase by 363%, and institutional views are predominantly bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1183509132","media":"Earnings Agent","summary":"Abstract SanDisk Corp. will release its quarterly results on August 05, 2026 Post Market, and this preview outlines the latest market expectations for revenue, margins, net earnings, and adjusted...","content":"<html><head></head><body><p></p><h2>Abstract</h2>\nSanDisk Corp. will release its quarterly results on August 05, 2026 Post Market, and this preview outlines the latest market expectations for revenue, margins, net earnings, and adjusted EPS, reviews the prior quarter, and analyzes the key drivers, segments, and institutional views shaping near-term performance.<p></p>\n<p></p><h2>Market Forecast</h2>\nSell-side estimates for the current quarter point to revenue of 8.39 billion US dollars, implying 363.01% year-over-year growth; adjusted EPS is projected at 34.45, equating to 84,399.63% year-over-year growth on a swing from last year’s depressed base. Management has indicated a gross profit margin around 80% for the current quarter based on its last report.<p></p>\n<p>The company’s main revenue engine remains its device-centric (edge) storage business, which sustained elevated volume and pricing last quarter and is expected to benefit from robust order visibility into the current print. The most promising segment is data-center storage, supported by tight supply, long-term agreements, and intensive AI-related builds; last quarter it generated 1.47 billion US dollars, up 645.00% year over year, while device/edge storage delivered 3.66 billion US dollars, up 295.00% year over year.</p>\n<p></p><h2>Last Quarter Review</h2>\nLast quarter, SanDisk Corp. reported revenue of 5.95 billion US dollars, a gross profit margin of 78.35%, GAAP net profit attributable to shareholders of 3.62 billion US dollars, a net profit margin of 60.76%, and adjusted EPS of 23.41, with year-over-year growth mathematically equating to 7,903.33% due to a swing from a prior-year loss.<p></p>\n<p>A notable highlight was the execution of multiple multi-year supply agreements that strengthened pricing visibility and demand certainty. Main business highlights were pronounced: data-center revenue reached 1.47 billion US dollars, up 645.00% year over year, while device/edge storage revenue was 3.66 billion US dollars, up 295.00% year over year; consumer-oriented storage delivered 820.00 million US dollars.</p>\n<p></p><h2>Current Quarter Outlook</h2>\n<h3>Main business trajectory: Device/edge storage</h3>\nThe device/edge storage franchise is entering the quarter with strong momentum after delivering 3.66 billion US dollars last quarter on significant year-over-year expansion. Channel feedback embedded in last quarter’s commentary and subsequent management color indicated tight supply conditions and healthy pricing, which together support an elevated margin structure. With management signaling an approximately 80% gross margin for the current quarter, the durability of premium mix and contract structures will be central to sustaining earnings power. \nOrder intake across smartphones, PCs, and high-performance edge devices has been aided by the same inventory discipline and capacity constraints that pushed last quarter’s gross margin to 78.35%. The key near-term signposts are product-mix normalization after price-led gains, any inflection in shipment phasing tied to seasonal device launches, and the cadence of customer call-offs under existing agreements. If pricing remains firm into quarter end and conversion from backlog to revenue remains efficient, the segment can underpin the targeted revenue step-up and help protect the guided margin envelope.<p></p>\n<p></p><h3>High-growth vector: Data-center solutions</h3>\nData-center storage remains the clearest step-function growth vector after posting 1.47 billion US dollars last quarter, up 645.00% year over year, supported by intensive AI infrastructure spending by hyperscale customers. Structural drivers include the steepening storage-per-compute ratio in AI training and inference, the adoption of higher-density form factors, and more frequent refresh cycles tied to new accelerator deployments. Last quarter’s commentary highlighted multi-year agreements that improve volume visibility and help sustain pricing power; these arrangements cushion the business against near-term swings in spot dynamics.\nThe current quarter’s outlook benefits from continued backlog conversion and capacity alignment with strategic accounts. Demand signals from large customers indicate persistent pull for high-throughput, low-latency storage to complement accelerated computing nodes, and near-term supply remains constrained. The principal watch item is the timing of new capacity additions industry-wide; given that meaningful incremental supply is not expected to arrive immediately, tightness should persist through this quarter, supporting both mix and margins.<p></p>\n<p></p><h3>Stock-price swing factors this quarter</h3>\nMargin durability is the first swing factor. The company set expectations around an approximately 80% gross margin in the current quarter; the degree to which realized product mix and realized prices track to that mark will heavily influence EPS versus the 34.45 estimate. Even small deviations in blended ASPs or cost absorption can produce visible EPS variance at current scale.\nRevenue cadence across the two largest engines—device/edge and data center—will be the second swing factor. Execution against long-term agreements and the pace of call-offs can shift revenue recognition within the quarter, particularly where lead-time constraints intersect with elevated demand. Signs of consistent backlog conversion and minimal pushouts would underpin the 8.39 billion US dollars revenue estimate.\nLastly, market sensitivity to storage pricing headlines could amplify share volatility into and through the print. Equity investors have reacted swiftly to industry pricing chatter in recent weeks; confirmation of tight supply, along with evidence that contract structures continue to temper volatility, would help stabilize sentiment. Conversely, any hints of faster-than-anticipated capacity adds elsewhere could pressure near-term expectations even if the company’s contracted volumes remain intact.<p></p>\n<p></p><h2>Analyst Opinions</h2>\nBullish views dominate recent institutional commentary, with approximately three quarters of published opinions over the last six months skewing positive relative to neutral or suspended coverage. The tone centers on sustained revenue acceleration, reinforced margin structure, and multi-year agreements that reduce earnings volatility.<p></p>\n<p>Evercore ISI’s Amit Daryanani maintained a positive stance, emphasizing that storage content is becoming a crucial input across large-scale compute deployments and noting that the company’s multi-year deals help lock in pricing power. Mizuho’s Vijay Rakesh reiterated Buy with a higher price target, citing stronger long-term earnings trajectories that reflect elevated AI infrastructure intensity and ongoing industry discipline. Susquehanna’s Mehdi Hosseini reaffirmed a Positive view and increased long-term earnings forecasts, underscoring the role of next-generation storage in AI systems and the benefits of the contracting framework on earnings quality.\nBernstein’s Mark Newman maintained Buy and lifted the price target meaningfully, highlighting that newer generations of long-term agreements are reducing profit cyclicality and warranting a valuation re-rating. Goldman Sachs’ James Schneider restated Buy with an increased target, pointing to robust near-term and medium-term drivers tied to enterprise storage adoption. Additional constructive commentary from other well-followed firms reiterated that the combination of tight supply, favorable product mix, and contractual demand assurance supports both the revenue step-up to 8.39 billion US dollars and the projected adjusted EPS of 34.45, with management’s approximately 80% gross margin marker serving as a validation point.\nFrom an analytical perspective, the center of gravity across bullish opinions is remarkably consistent: margin structure and visibility. Where prior storage cycles were defined by spot volatility, the current setup benefits from layered contracts, disciplined capacity management, and structurally higher content per system, which together create a wider corridor for outcomes this quarter. Bulls argue that even if sector headlines inject short-term volatility, the earnings base has been reset higher by mix, process improvements, and contract coverage. In their view, this quarter’s print hinges on two measurable deliverables—meeting or exceeding the revenue estimate of 8.39 billion US dollars and landing gross margin near the company’s signaled 80%—both of which are considered attainable under the prevailing backdrop.\nIn sum, the majority institutional stance is bullish. The conviction rests on durable demand from large customers, multi-quarter visibility embedded in agreements, and an earnings algorithm that appears less exposed to the sharp profit swings that characterized prior cycles. With last quarter’s 78.35% gross margin and 60.76% net margin as the baseline and management’s current-quarter margin indication near 80%, bullish analysts expect the company to print above the midpoint of revenue expectations and carry through with elevated profitability, supporting the view that earnings power is on a higher plane than in past upcycles.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Earning Preview: SanDisk this quarter’s revenue is expected to increase by 363%, and institutional views are predominantly bullish</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEarning Preview: SanDisk this quarter’s revenue is expected to increase by 363%, and institutional views are predominantly bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1025659746\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Earnings Agent </p>\n<p class=\"h-time\">2026-08-01 17:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p></p><h2>Abstract</h2>\nSanDisk Corp. will release its quarterly results on August 05, 2026 Post Market, and this preview outlines the latest market expectations for revenue, margins, net earnings, and adjusted EPS, reviews the prior quarter, and analyzes the key drivers, segments, and institutional views shaping near-term performance.<p></p>\n<p></p><h2>Market Forecast</h2>\nSell-side estimates for the current quarter point to revenue of 8.39 billion US dollars, implying 363.01% year-over-year growth; adjusted EPS is projected at 34.45, equating to 84,399.63% year-over-year growth on a swing from last year’s depressed base. Management has indicated a gross profit margin around 80% for the current quarter based on its last report.<p></p>\n<p>The company’s main revenue engine remains its device-centric (edge) storage business, which sustained elevated volume and pricing last quarter and is expected to benefit from robust order visibility into the current print. The most promising segment is data-center storage, supported by tight supply, long-term agreements, and intensive AI-related builds; last quarter it generated 1.47 billion US dollars, up 645.00% year over year, while device/edge storage delivered 3.66 billion US dollars, up 295.00% year over year.</p>\n<p></p><h2>Last Quarter Review</h2>\nLast quarter, SanDisk Corp. reported revenue of 5.95 billion US dollars, a gross profit margin of 78.35%, GAAP net profit attributable to shareholders of 3.62 billion US dollars, a net profit margin of 60.76%, and adjusted EPS of 23.41, with year-over-year growth mathematically equating to 7,903.33% due to a swing from a prior-year loss.<p></p>\n<p>A notable highlight was the execution of multiple multi-year supply agreements that strengthened pricing visibility and demand certainty. Main business highlights were pronounced: data-center revenue reached 1.47 billion US dollars, up 645.00% year over year, while device/edge storage revenue was 3.66 billion US dollars, up 295.00% year over year; consumer-oriented storage delivered 820.00 million US dollars.</p>\n<p></p><h2>Current Quarter Outlook</h2>\n<h3>Main business trajectory: Device/edge storage</h3>\nThe device/edge storage franchise is entering the quarter with strong momentum after delivering 3.66 billion US dollars last quarter on significant year-over-year expansion. Channel feedback embedded in last quarter’s commentary and subsequent management color indicated tight supply conditions and healthy pricing, which together support an elevated margin structure. With management signaling an approximately 80% gross margin for the current quarter, the durability of premium mix and contract structures will be central to sustaining earnings power. \nOrder intake across smartphones, PCs, and high-performance edge devices has been aided by the same inventory discipline and capacity constraints that pushed last quarter’s gross margin to 78.35%. The key near-term signposts are product-mix normalization after price-led gains, any inflection in shipment phasing tied to seasonal device launches, and the cadence of customer call-offs under existing agreements. If pricing remains firm into quarter end and conversion from backlog to revenue remains efficient, the segment can underpin the targeted revenue step-up and help protect the guided margin envelope.<p></p>\n<p></p><h3>High-growth vector: Data-center solutions</h3>\nData-center storage remains the clearest step-function growth vector after posting 1.47 billion US dollars last quarter, up 645.00% year over year, supported by intensive AI infrastructure spending by hyperscale customers. Structural drivers include the steepening storage-per-compute ratio in AI training and inference, the adoption of higher-density form factors, and more frequent refresh cycles tied to new accelerator deployments. Last quarter’s commentary highlighted multi-year agreements that improve volume visibility and help sustain pricing power; these arrangements cushion the business against near-term swings in spot dynamics.\nThe current quarter’s outlook benefits from continued backlog conversion and capacity alignment with strategic accounts. Demand signals from large customers indicate persistent pull for high-throughput, low-latency storage to complement accelerated computing nodes, and near-term supply remains constrained. The principal watch item is the timing of new capacity additions industry-wide; given that meaningful incremental supply is not expected to arrive immediately, tightness should persist through this quarter, supporting both mix and margins.<p></p>\n<p></p><h3>Stock-price swing factors this quarter</h3>\nMargin durability is the first swing factor. The company set expectations around an approximately 80% gross margin in the current quarter; the degree to which realized product mix and realized prices track to that mark will heavily influence EPS versus the 34.45 estimate. Even small deviations in blended ASPs or cost absorption can produce visible EPS variance at current scale.\nRevenue cadence across the two largest engines—device/edge and data center—will be the second swing factor. Execution against long-term agreements and the pace of call-offs can shift revenue recognition within the quarter, particularly where lead-time constraints intersect with elevated demand. Signs of consistent backlog conversion and minimal pushouts would underpin the 8.39 billion US dollars revenue estimate.\nLastly, market sensitivity to storage pricing headlines could amplify share volatility into and through the print. Equity investors have reacted swiftly to industry pricing chatter in recent weeks; confirmation of tight supply, along with evidence that contract structures continue to temper volatility, would help stabilize sentiment. Conversely, any hints of faster-than-anticipated capacity adds elsewhere could pressure near-term expectations even if the company’s contracted volumes remain intact.<p></p>\n<p></p><h2>Analyst Opinions</h2>\nBullish views dominate recent institutional commentary, with approximately three quarters of published opinions over the last six months skewing positive relative to neutral or suspended coverage. The tone centers on sustained revenue acceleration, reinforced margin structure, and multi-year agreements that reduce earnings volatility.<p></p>\n<p>Evercore ISI’s Amit Daryanani maintained a positive stance, emphasizing that storage content is becoming a crucial input across large-scale compute deployments and noting that the company’s multi-year deals help lock in pricing power. Mizuho’s Vijay Rakesh reiterated Buy with a higher price target, citing stronger long-term earnings trajectories that reflect elevated AI infrastructure intensity and ongoing industry discipline. Susquehanna’s Mehdi Hosseini reaffirmed a Positive view and increased long-term earnings forecasts, underscoring the role of next-generation storage in AI systems and the benefits of the contracting framework on earnings quality.\nBernstein’s Mark Newman maintained Buy and lifted the price target meaningfully, highlighting that newer generations of long-term agreements are reducing profit cyclicality and warranting a valuation re-rating. Goldman Sachs’ James Schneider restated Buy with an increased target, pointing to robust near-term and medium-term drivers tied to enterprise storage adoption. Additional constructive commentary from other well-followed firms reiterated that the combination of tight supply, favorable product mix, and contractual demand assurance supports both the revenue step-up to 8.39 billion US dollars and the projected adjusted EPS of 34.45, with management’s approximately 80% gross margin marker serving as a validation point.\nFrom an analytical perspective, the center of gravity across bullish opinions is remarkably consistent: margin structure and visibility. Where prior storage cycles were defined by spot volatility, the current setup benefits from layered contracts, disciplined capacity management, and structurally higher content per system, which together create a wider corridor for outcomes this quarter. Bulls argue that even if sector headlines inject short-term volatility, the earnings base has been reset higher by mix, process improvements, and contract coverage. In their view, this quarter’s print hinges on two measurable deliverables—meeting or exceeding the revenue estimate of 8.39 billion US dollars and landing gross margin near the company’s signaled 80%—both of which are considered attainable under the prevailing backdrop.\nIn sum, the majority institutional stance is bullish. The conviction rests on durable demand from large customers, multi-quarter visibility embedded in agreements, and an earnings algorithm that appears less exposed to the sharp profit swings that characterized prior cycles. With last quarter’s 78.35% gross margin and 60.76% net margin as the baseline and management’s current-quarter margin indication near 80%, bullish analysts expect the company to print above the midpoint of revenue expectations and carry through with elevated profitability, supporting the view that earnings power is on a higher plane than in past upcycles.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNDK":"闪迪"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183509132","content_text":"Abstract\nSanDisk Corp. will release its quarterly results on August 05, 2026 Post Market, and this preview outlines the latest market expectations for revenue, margins, net earnings, and adjusted EPS, reviews the prior quarter, and analyzes the key drivers, segments, and institutional views shaping near-term performance.\nMarket Forecast\nSell-side estimates for the current quarter point to revenue of 8.39 billion US dollars, implying 363.01% year-over-year growth; adjusted EPS is projected at 34.45, equating to 84,399.63% year-over-year growth on a swing from last year’s depressed base. Management has indicated a gross profit margin around 80% for the current quarter based on its last report.\nThe company’s main revenue engine remains its device-centric (edge) storage business, which sustained elevated volume and pricing last quarter and is expected to benefit from robust order visibility into the current print. The most promising segment is data-center storage, supported by tight supply, long-term agreements, and intensive AI-related builds; last quarter it generated 1.47 billion US dollars, up 645.00% year over year, while device/edge storage delivered 3.66 billion US dollars, up 295.00% year over year.\nLast Quarter Review\nLast quarter, SanDisk Corp. reported revenue of 5.95 billion US dollars, a gross profit margin of 78.35%, GAAP net profit attributable to shareholders of 3.62 billion US dollars, a net profit margin of 60.76%, and adjusted EPS of 23.41, with year-over-year growth mathematically equating to 7,903.33% due to a swing from a prior-year loss.\nA notable highlight was the execution of multiple multi-year supply agreements that strengthened pricing visibility and demand certainty. Main business highlights were pronounced: data-center revenue reached 1.47 billion US dollars, up 645.00% year over year, while device/edge storage revenue was 3.66 billion US dollars, up 295.00% year over year; consumer-oriented storage delivered 820.00 million US dollars.\nCurrent Quarter Outlook\nMain business trajectory: Device/edge storage\nThe device/edge storage franchise is entering the quarter with strong momentum after delivering 3.66 billion US dollars last quarter on significant year-over-year expansion. Channel feedback embedded in last quarter’s commentary and subsequent management color indicated tight supply conditions and healthy pricing, which together support an elevated margin structure. With management signaling an approximately 80% gross margin for the current quarter, the durability of premium mix and contract structures will be central to sustaining earnings power. \nOrder intake across smartphones, PCs, and high-performance edge devices has been aided by the same inventory discipline and capacity constraints that pushed last quarter’s gross margin to 78.35%. The key near-term signposts are product-mix normalization after price-led gains, any inflection in shipment phasing tied to seasonal device launches, and the cadence of customer call-offs under existing agreements. If pricing remains firm into quarter end and conversion from backlog to revenue remains efficient, the segment can underpin the targeted revenue step-up and help protect the guided margin envelope.\nHigh-growth vector: Data-center solutions\nData-center storage remains the clearest step-function growth vector after posting 1.47 billion US dollars last quarter, up 645.00% year over year, supported by intensive AI infrastructure spending by hyperscale customers. Structural drivers include the steepening storage-per-compute ratio in AI training and inference, the adoption of higher-density form factors, and more frequent refresh cycles tied to new accelerator deployments. Last quarter’s commentary highlighted multi-year agreements that improve volume visibility and help sustain pricing power; these arrangements cushion the business against near-term swings in spot dynamics.\nThe current quarter’s outlook benefits from continued backlog conversion and capacity alignment with strategic accounts. Demand signals from large customers indicate persistent pull for high-throughput, low-latency storage to complement accelerated computing nodes, and near-term supply remains constrained. The principal watch item is the timing of new capacity additions industry-wide; given that meaningful incremental supply is not expected to arrive immediately, tightness should persist through this quarter, supporting both mix and margins.\nStock-price swing factors this quarter\nMargin durability is the first swing factor. The company set expectations around an approximately 80% gross margin in the current quarter; the degree to which realized product mix and realized prices track to that mark will heavily influence EPS versus the 34.45 estimate. Even small deviations in blended ASPs or cost absorption can produce visible EPS variance at current scale.\nRevenue cadence across the two largest engines—device/edge and data center—will be the second swing factor. Execution against long-term agreements and the pace of call-offs can shift revenue recognition within the quarter, particularly where lead-time constraints intersect with elevated demand. Signs of consistent backlog conversion and minimal pushouts would underpin the 8.39 billion US dollars revenue estimate.\nLastly, market sensitivity to storage pricing headlines could amplify share volatility into and through the print. Equity investors have reacted swiftly to industry pricing chatter in recent weeks; confirmation of tight supply, along with evidence that contract structures continue to temper volatility, would help stabilize sentiment. Conversely, any hints of faster-than-anticipated capacity adds elsewhere could pressure near-term expectations even if the company’s contracted volumes remain intact.\nAnalyst Opinions\nBullish views dominate recent institutional commentary, with approximately three quarters of published opinions over the last six months skewing positive relative to neutral or suspended coverage. The tone centers on sustained revenue acceleration, reinforced margin structure, and multi-year agreements that reduce earnings volatility.\nEvercore ISI’s Amit Daryanani maintained a positive stance, emphasizing that storage content is becoming a crucial input across large-scale compute deployments and noting that the company’s multi-year deals help lock in pricing power. Mizuho’s Vijay Rakesh reiterated Buy with a higher price target, citing stronger long-term earnings trajectories that reflect elevated AI infrastructure intensity and ongoing industry discipline. Susquehanna’s Mehdi Hosseini reaffirmed a Positive view and increased long-term earnings forecasts, underscoring the role of next-generation storage in AI systems and the benefits of the contracting framework on earnings quality.\nBernstein’s Mark Newman maintained Buy and lifted the price target meaningfully, highlighting that newer generations of long-term agreements are reducing profit cyclicality and warranting a valuation re-rating. Goldman Sachs’ James Schneider restated Buy with an increased target, pointing to robust near-term and medium-term drivers tied to enterprise storage adoption. Additional constructive commentary from other well-followed firms reiterated that the combination of tight supply, favorable product mix, and contractual demand assurance supports both the revenue step-up to 8.39 billion US dollars and the projected adjusted EPS of 34.45, with management’s approximately 80% gross margin marker serving as a validation point.\nFrom an analytical perspective, the center of gravity across bullish opinions is remarkably consistent: margin structure and visibility. Where prior storage cycles were defined by spot volatility, the current setup benefits from layered contracts, disciplined capacity management, and structurally higher content per system, which together create a wider corridor for outcomes this quarter. Bulls argue that even if sector headlines inject short-term volatility, the earnings base has been reset higher by mix, process improvements, and contract coverage. In their view, this quarter’s print hinges on two measurable deliverables—meeting or exceeding the revenue estimate of 8.39 billion US dollars and landing gross margin near the company’s signaled 80%—both of which are considered attainable under the prevailing backdrop.\nIn sum, the majority institutional stance is bullish. The conviction rests on durable demand from large customers, multi-quarter visibility embedded in agreements, and an earnings algorithm that appears less exposed to the sharp profit swings that characterized prior cycles. With last quarter’s 78.35% gross margin and 60.76% net margin as the baseline and management’s current-quarter margin indication near 80%, bullish analysts expect the company to print above the midpoint of revenue expectations and carry through with elevated profitability, supporting the view that earnings power is on a higher plane than in past upcycles.","news_type":1,"symbols_score_info":{"SNDK":1}},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":588726235496912,"gmtCreate":1784762092898,"gmtModify":1784762095811,"author":{"id":"4232294792692162","authorId":"4232294792692162","name":"MU69","avatar":"https://community-static.tradeup.com/news/a9cf384ad3ddcf9bff96701fb166abf6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4232294792692162","idStr":"4232294792692162"},"themes":[],"title":"","htmlText":"Why share is down? Sell on news?","listText":"Why share is down? Sell on news?","text":"Why share is down? Sell on news?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588726235496912","repostId":"2653983777","repostType":2,"repost":{"id":"2653983777","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1784750633,"share":"https://ttm.financial/m/news/2653983777?lang=en_US&edition=fundamental","pubTime":"2026-07-23 04:03","market":"us","language":"en","title":"Alphabet Q2 EPS $9.11 Beats $2.90 Estimate, Sales $119.796B Beat $116.817B Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2653983777","media":"Benzinga Earnings","summary":"Alphabet (NASDAQ:GOOG) reported quarterly earnings of $9.11 per share which beat the analyst consensus estimate of $2.90 by 214.14 percent. This is a 294.37 percent increase over earnings of $2.31 per share from the","content":"<html><body><p>Alphabet (NASDAQ:GOOG) reported quarterly earnings of $9.11 per share which beat the analyst consensus estimate of $2.90 by 214.14 percent. This is a 294.37 percent increase over earnings of $2.31 per share from the same period last year.  The company reported quarterly sales of $119.796 billion which beat the analyst consensus estimate of $116.817 billion by 2.55 percent.  This is a 24.23 percent increase over sales of $96.428 billion the same period last year.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet Q2 EPS $9.11 Beats $2.90 Estimate, Sales $119.796B Beat $116.817B Estimate</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet Q2 EPS $9.11 Beats $2.90 Estimate, Sales $119.796B Beat $116.817B Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-07-23 04:03</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Alphabet (NASDAQ:GOOG) reported quarterly earnings of $9.11 per share which beat the analyst consensus estimate of $2.90 by 214.14 percent. This is a 294.37 percent increase over earnings of $2.31 per share from the same period last year.  The company reported quarterly sales of $119.796 billion which beat the analyst consensus estimate of $116.817 billion by 2.55 percent.  This is a 24.23 percent increase over sales of $96.428 billion the same period last year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VOX":"电信业ETF-Vanguard","LU0859254822.USD":"T ROWE PRICE GLOBAL VALUE EQUITY \"A\" (USD) ACC","GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","IE0000B7K699.USD":"RQI GLOBAL \"I\" (USD) INC","IE000F7OJYX1.SGD":"RQI GLOBAL \"I\" (SGDHDG) INC","LU2357627491.SGD":"TRP GLOBAL VALUE EQUITY \"AH\" (SGDHDG) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4592":"伊斯兰概念","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","GOOX":"2倍做多GOOG ETF-T-REX","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","BK4548":"巴美列捷福持仓","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4581":"高盛持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","GXPC":"Global X PureCap MSCI Communication Services ETF","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU1074936037.SGD":"JPMorgan Funds - 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Rosenblatt...","content":"<p>Micron Technology's stock surged 5.01% in pre-market trading on Thursday, extending a recent rally for the memory chipmaker.</p><p>The sharp rise follows a wave of bullish analyst actions. Rosenblatt Securities significantly raised its price target on Micron to $1,200 from $600 while maintaining a Buy rating. Similarly, Stifel lifted its target to $1,500 from $550, and Deutsche Bank increased its target to $1,500, citing a prolonged AI-driven storage supply-demand imbalance. These upgrades reflect strong confidence in Micron's financial outlook and robust memory pricing trends.</p><p>Further fueling the positive sentiment were comments from Apple CEO Tim Cook, who indicated the iPhone maker plans to raise prices to offset \"surging memory and storage chip costs.\" This statement underscores the intense demand for memory chips, which is being amplified by the artificial intelligence boom driving requirements in data centers. Investors are betting that Micron, as a key supplier, will continue to benefit from this favorable market dynamic.</p>","source":"ai_movement_en","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Track | Micron Technology Soars 5.01% in Pre-Market Fueled by Analyst Upgrades and Apple's Memory Demand Signal</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Track | Micron Technology Soars 5.01% in Pre-Market Fueled by Analyst Upgrades and Apple's Memory Demand Signal\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2026-06-18 19:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Micron Technology's stock surged 5.01% in pre-market trading on Thursday, extending a recent rally for the memory chipmaker.</p><p>The sharp rise follows a wave of bullish analyst actions. Rosenblatt Securities significantly raised its price target on Micron to $1,200 from $600 while maintaining a Buy rating. Similarly, Stifel lifted its target to $1,500 from $550, and Deutsche Bank increased its target to $1,500, citing a prolonged AI-driven storage supply-demand imbalance. These upgrades reflect strong confidence in Micron's financial outlook and robust memory pricing trends.</p><p>Further fueling the positive sentiment were comments from Apple CEO Tim Cook, who indicated the iPhone maker plans to raise prices to offset \"surging memory and storage chip costs.\" This statement underscores the intense demand for memory chips, which is being amplified by the artificial intelligence boom driving requirements in data centers. Investors are betting that Micron, as a key supplier, will continue to benefit from this favorable market dynamic.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149256882","content_text":"Micron Technology's stock surged 5.01% in pre-market trading on Thursday, extending a recent rally for the memory chipmaker.The sharp rise follows a wave of bullish analyst actions. Rosenblatt Securities significantly raised its price target on Micron to $1,200 from $600 while maintaining a Buy rating. Similarly, Stifel lifted its target to $1,500 from $550, and Deutsche Bank increased its target to $1,500, citing a prolonged AI-driven storage supply-demand imbalance. These upgrades reflect strong confidence in Micron's financial outlook and robust memory pricing trends.Further fueling the positive sentiment were comments from Apple CEO Tim Cook, who indicated the iPhone maker plans to raise prices to offset \"surging memory and storage chip costs.\" This statement underscores the intense demand for memory chips, which is being amplified by the artificial intelligence boom driving requirements in data centers. Investors are betting that Micron, as a key supplier, will continue to benefit from this favorable market dynamic.","news_type":1,"symbols_score_info":{"MU":1}},"isVote":1,"tweetType":1,"viewCount":669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":561886023020616,"gmtCreate":1778211008209,"gmtModify":1778215305224,"author":{"id":"4232294792692162","authorId":"4232294792692162","name":"MU69","avatar":"https://community-static.tradeup.com/news/a9cf384ad3ddcf9bff96701fb166abf6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4232294792692162","idStr":"4232294792692162"},"themes":[],"title":"","htmlText":"This review seem to be good but share prices continue to be under pressure. What is the reason?","listText":"This review seem to be good but share prices continue to be under pressure. What is the reason?","text":"This review seem to be good but share prices continue to be under pressure. What is the reason?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/561886023020616","repostId":"1160634096","repostType":2,"repost":{"id":"1160634096","kind":"news","weMediaInfo":{"introduction":"Focus on earnings forecast and in-depth analysis","home_visible":1,"media_name":"Earnings Agent","id":"1025659746","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1778375369,"share":"https://ttm.financial/m/news/1160634096?lang=en_US&edition=fundamental","pubTime":"2026-05-10 09:09","market":"us","language":"en","title":"Earning Preview: Ondas Holdings Inc. this quarter’s revenue is expected to increase by 627.86%, and institutional views are bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1160634096","media":"Earnings Agent","summary":"Abstract Ondas Holdings Inc. will release quarterly results on May 14, 2026 Pre-Market; this preview outlines consensus-style projections for revenue and earnings, reviews last quarter’s performance,...","content":"<html><head></head><body><h2 id=\"id_3985193660\">Abstract</h2><p> Ondas Holdings Inc. will release quarterly results on May 14, 2026 Pre-Market; this preview outlines consensus-style projections for revenue and earnings, reviews last quarter’s performance, and assesses order momentum, integration progress, and catalysts that could influence near-term trading.</p><h2 id=\"id_1654320549\">Market Forecast</h2><p> Based on the company’s latest guidance framework, this quarter’s revenue is projected at 39.36 million US dollars, implying year-over-year growth of 627.86%; adjusted EPS is forecast at -$0.06, reflecting a 36.74% year-over-year improvement, and EBIT is expected at -28.41 million US dollars, suggesting a 297.32% year-over-year decline in operating income. Forecasts for gross profit margin and net profit margin have not been provided by the company; earnings are expected to remain negative given the EBIT outlook.</p><p>The near-term outlook emphasizes order conversion from previously announced wins and backlog, as management works through production and integration milestones to support deliveries and recurring revenue performance. The most promising area is autonomous platforms and mission systems tied to recent large program wins and integration efforts, where the company highlighted sizable orders and pro forma backlog entering the quarter, reinforcing a strong pipeline for future revenue recognition.</p><h2 id=\"id_741993798\">Last Quarter Review</h2><p> In the prior reported quarter, Ondas Holdings Inc. delivered revenue of 30.11 million US dollars with a gross profit margin of 42.28%, reported GAAP net loss attributable to the parent of 99.66 million US dollars, net profit margin not disclosed, and adjusted EPS of -$0.08, which represented a 57.90% year-over-year improvement. One notable financial highlight was a revenue outperformance versus internal estimates of 2.03 million US dollars, a 7.24% positive surprise, demonstrating better-than-anticipated top-line execution. Within the operating mix, products contributed 34.58 million US dollars, while services and subscriptions delivered 10.24 million US dollars and development activities accounted for 5.91 million US dollars; year-over-year comparatives by segment were not disclosed.</p><h2 id=\"id_857721083\">Current Quarter Outlook</h2><h3 id=\"id_2552891661\">Main business performance drivers</h3><p> Execution this quarter hinges on converting late-2025 and early-2026 awards into recognized revenue while maintaining cost discipline to support a path toward improved earnings quality. The last quarter’s gross profit margin of 42.28% sets a reference point for unit economics as the company scales delivery of products and related services; sustaining or improving this level will depend on production yields, mix, and the pace of field deployments. The company’s revenue estimate of 39.36 million US dollars implies a sharp year-over-year acceleration, which reinforces the need for timely fulfillment and integration capabilities to avoid revenue deferrals. Management’s forecast for adjusted EPS at -$0.06 implies ongoing losses but with year-over-year improvement; achieving this requires tight operating expense control in the face of higher delivery volumes and program ramp costs. Investors will be watching whether revenue growth can outpace the increase in operating costs reflected in the negative EBIT estimate, as that would set the stage for operating leverage in subsequent periods.</p><p>The prior quarter’s better-than-expected revenue suggests healthy near-term demand conversion, though it also raises the bar for consistency. If the company can match or exceed its own revenue outlook again, it would support the bull case that order momentum is translating into sustained quarterly run-rate improvements. Conversely, any slippage in conversion—whether from supply chain, customer acceptance timing, or internal integration—could mute the projected revenue ramp and weigh on the loss trajectory this quarter.</p><h3 id=\"id_497552237\">Most promising business and growth catalysts</h3><p> The most visible growth vector in the current period is the autonomous platforms and mission systems portfolio, where newly announced awards and program integrations are positioned to drive future sales and recurring support work. Management disclosed an initial order of approximately 68.00 million US dollars on April 13, 2026 for heavy ground vehicles under a previously indicated 140.00 million US dollars military engineering program, with initial deliveries expected to begin later this year; while this is not all revenue for the current quarter, it provides confidence around the multiquarter revenue pipeline. On April 24, 2026, the company reported completion of a 175.00 million US dollars merger with Mistral, adding about 264.00 million US dollars of contracted backlog and yielding a pro forma backlog of roughly 457.00 million US dollars as of March 31, 2026; this integrated backlog supports visibility into future deliveries and may gradually uplift quarterly revenue if execution milestones are met. Additionally, on April 15, 2026 the company formed a European joint venture focused on autonomous defense solutions deployment, creating another avenue for orders in a new geography that could support recurring hardware, software, and service revenue over time.</p><p>Near term, revenue contribution from these developments will depend on program phasing, inventory availability, and acceptance testing schedules, which can vary by program and customer requirements. The backlog level indicates scope for multi-quarter growth, but the timing of revenue recognition may be uneven across quarters, especially during early ramp stages of large contracts. Investors should track newly announced deliveries, acceptance milestones, and any commentary on lead times to gauge how much of the large orders and backlog may convert in the current quarter versus later in the year.</p><h3 id=\"id_3372127386\">Key stock price drivers this quarter</h3><p> The most impactful driver for the stock this quarter is whether reported revenue meets or exceeds the 39.36 million US dollars estimate alongside evidence of stable or improving gross margins relative to last quarter’s 42.28%. Delivery announcements and progress updates tied to recent orders and the newly integrated backlog are likely to shape sentiment, as they inform visibility into future quarters and support valuation frameworks that rely on backlog conversion and recurring revenues from support and services. Given the forecast for negative EBIT of -28.41 million US dollars and negative adjusted EPS, investors will also look for signs of cost scaling discipline, integration synergies from recent corporate actions, and any indications of operating leverage from higher volumes.</p><p>Secondary stock factors include capital markets dynamics and technical supply of shares. In late April, the stock experienced pressure following a shareholder plan to resell 1.50 million shares, prompting near-term volatility and underscoring sensitivity to secondary activity; subsequent sessions saw partial recovery as markets absorbed supply, suggesting that follow-through from the company’s execution updates can counterbalance technical selling. Price reactions around the Pre-Market print on May 14, 2026 may be amplified by how management frames delivery cadence for the remainder of 2026, especially against the backdrop of the increased backlog and any comments on expected quarterly revenue progression.</p><h2 id=\"id_1993307974\">Analyst Opinions</h2><p> Across the tracked period from January 1, 2026 through May 7, 2026, published ratings were overwhelmingly bullish. Notably, Lake Street’s Max Michaelis maintained a Buy rating twice during the period with a 19.00 US dollars price target, citing constructive expectations around the company’s pipeline and execution prospects. The ratio of bullish to bearish opinions during this period stands at 100% bullish and 0% bearish among the tracked notes.</p><p>The bullish stance centers on the scale of orders and the enhanced visibility created by a larger pro forma backlog following the completion of the Mistral transaction on April 24, 2026. Lake Street’s repetition of the Buy rating with a consistent target signals confidence that order flow and integration can support a multi-quarter revenue ramp, even if near-term profitability remains negative as programs scale. In evaluating the current quarter, this view implies that investors may look past temporary losses if the company delivers on its top-line projection of 39.36 million US dollars and provides clear evidence of backlog conversion in subsequent quarters.</p><p>Analyst enthusiasm also reflects the company’s expanding operational footprint and collaboration initiatives. The European joint venture announced on April 15, 2026 is seen by bullish observers as an important beachhead that can accelerate deployments in a new region and diversify sources of revenue beyond existing programs. Combined with the April 13, 2026 initial order of approximately 68.00 million US dollars under a 140.00 million US dollars engineering program, the setup creates a narrative of increasing contractual demand that, if executed well, could translate into stronger recurring revenues from lifecycle support and services.</p><p>In the context of the May 14, 2026 Pre-Market report, bullish analysts will likely anchor on two deliverables: confirmation that revenue meets or exceeds the 39.36 million US dollars projection and management commentary that clarifies the cadence of revenue recognition from large orders, including anticipated acceptance milestones and delivery phasing. Clarity on gross margin trajectory versus the prior quarter’s 42.28% will be another focal point, as it provides evidence for or against the path to break-even adjusted EPS beyond the current forecast of -$0.06. Should management demonstrate continued momentum in deliveries alongside disciplined operating expenses, analysts with a favorable view may reiterate positive ratings with an emphasis on multiquarter growth visibility rooted in the reported backlog.</p><p>Overall, opinion skew is firmly positive in the current window, with institutional commentary emphasizing pipeline conversion, integration progress, and order momentum as the primary supports for the investment case in the near term. How these elements translate into reported numbers and guidance updates on May 14, 2026 will determine whether the bullish consensus strengthens or moderates into the next quarter.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Earning Preview: Ondas Holdings Inc. this quarter’s revenue is expected to increase by 627.86%, and institutional views are bullish</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEarning Preview: Ondas Holdings Inc. this quarter’s revenue is expected to increase by 627.86%, and institutional views are bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1025659746\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Earnings Agent </p>\n<p class=\"h-time\">2026-05-10 09:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 id=\"id_3985193660\">Abstract</h2><p> Ondas Holdings Inc. will release quarterly results on May 14, 2026 Pre-Market; this preview outlines consensus-style projections for revenue and earnings, reviews last quarter’s performance, and assesses order momentum, integration progress, and catalysts that could influence near-term trading.</p><h2 id=\"id_1654320549\">Market Forecast</h2><p> Based on the company’s latest guidance framework, this quarter’s revenue is projected at 39.36 million US dollars, implying year-over-year growth of 627.86%; adjusted EPS is forecast at -$0.06, reflecting a 36.74% year-over-year improvement, and EBIT is expected at -28.41 million US dollars, suggesting a 297.32% year-over-year decline in operating income. Forecasts for gross profit margin and net profit margin have not been provided by the company; earnings are expected to remain negative given the EBIT outlook.</p><p>The near-term outlook emphasizes order conversion from previously announced wins and backlog, as management works through production and integration milestones to support deliveries and recurring revenue performance. The most promising area is autonomous platforms and mission systems tied to recent large program wins and integration efforts, where the company highlighted sizable orders and pro forma backlog entering the quarter, reinforcing a strong pipeline for future revenue recognition.</p><h2 id=\"id_741993798\">Last Quarter Review</h2><p> In the prior reported quarter, Ondas Holdings Inc. delivered revenue of 30.11 million US dollars with a gross profit margin of 42.28%, reported GAAP net loss attributable to the parent of 99.66 million US dollars, net profit margin not disclosed, and adjusted EPS of -$0.08, which represented a 57.90% year-over-year improvement. One notable financial highlight was a revenue outperformance versus internal estimates of 2.03 million US dollars, a 7.24% positive surprise, demonstrating better-than-anticipated top-line execution. Within the operating mix, products contributed 34.58 million US dollars, while services and subscriptions delivered 10.24 million US dollars and development activities accounted for 5.91 million US dollars; year-over-year comparatives by segment were not disclosed.</p><h2 id=\"id_857721083\">Current Quarter Outlook</h2><h3 id=\"id_2552891661\">Main business performance drivers</h3><p> Execution this quarter hinges on converting late-2025 and early-2026 awards into recognized revenue while maintaining cost discipline to support a path toward improved earnings quality. The last quarter’s gross profit margin of 42.28% sets a reference point for unit economics as the company scales delivery of products and related services; sustaining or improving this level will depend on production yields, mix, and the pace of field deployments. The company’s revenue estimate of 39.36 million US dollars implies a sharp year-over-year acceleration, which reinforces the need for timely fulfillment and integration capabilities to avoid revenue deferrals. Management’s forecast for adjusted EPS at -$0.06 implies ongoing losses but with year-over-year improvement; achieving this requires tight operating expense control in the face of higher delivery volumes and program ramp costs. Investors will be watching whether revenue growth can outpace the increase in operating costs reflected in the negative EBIT estimate, as that would set the stage for operating leverage in subsequent periods.</p><p>The prior quarter’s better-than-expected revenue suggests healthy near-term demand conversion, though it also raises the bar for consistency. If the company can match or exceed its own revenue outlook again, it would support the bull case that order momentum is translating into sustained quarterly run-rate improvements. Conversely, any slippage in conversion—whether from supply chain, customer acceptance timing, or internal integration—could mute the projected revenue ramp and weigh on the loss trajectory this quarter.</p><h3 id=\"id_497552237\">Most promising business and growth catalysts</h3><p> The most visible growth vector in the current period is the autonomous platforms and mission systems portfolio, where newly announced awards and program integrations are positioned to drive future sales and recurring support work. Management disclosed an initial order of approximately 68.00 million US dollars on April 13, 2026 for heavy ground vehicles under a previously indicated 140.00 million US dollars military engineering program, with initial deliveries expected to begin later this year; while this is not all revenue for the current quarter, it provides confidence around the multiquarter revenue pipeline. On April 24, 2026, the company reported completion of a 175.00 million US dollars merger with Mistral, adding about 264.00 million US dollars of contracted backlog and yielding a pro forma backlog of roughly 457.00 million US dollars as of March 31, 2026; this integrated backlog supports visibility into future deliveries and may gradually uplift quarterly revenue if execution milestones are met. Additionally, on April 15, 2026 the company formed a European joint venture focused on autonomous defense solutions deployment, creating another avenue for orders in a new geography that could support recurring hardware, software, and service revenue over time.</p><p>Near term, revenue contribution from these developments will depend on program phasing, inventory availability, and acceptance testing schedules, which can vary by program and customer requirements. The backlog level indicates scope for multi-quarter growth, but the timing of revenue recognition may be uneven across quarters, especially during early ramp stages of large contracts. Investors should track newly announced deliveries, acceptance milestones, and any commentary on lead times to gauge how much of the large orders and backlog may convert in the current quarter versus later in the year.</p><h3 id=\"id_3372127386\">Key stock price drivers this quarter</h3><p> The most impactful driver for the stock this quarter is whether reported revenue meets or exceeds the 39.36 million US dollars estimate alongside evidence of stable or improving gross margins relative to last quarter’s 42.28%. Delivery announcements and progress updates tied to recent orders and the newly integrated backlog are likely to shape sentiment, as they inform visibility into future quarters and support valuation frameworks that rely on backlog conversion and recurring revenues from support and services. Given the forecast for negative EBIT of -28.41 million US dollars and negative adjusted EPS, investors will also look for signs of cost scaling discipline, integration synergies from recent corporate actions, and any indications of operating leverage from higher volumes.</p><p>Secondary stock factors include capital markets dynamics and technical supply of shares. In late April, the stock experienced pressure following a shareholder plan to resell 1.50 million shares, prompting near-term volatility and underscoring sensitivity to secondary activity; subsequent sessions saw partial recovery as markets absorbed supply, suggesting that follow-through from the company’s execution updates can counterbalance technical selling. Price reactions around the Pre-Market print on May 14, 2026 may be amplified by how management frames delivery cadence for the remainder of 2026, especially against the backdrop of the increased backlog and any comments on expected quarterly revenue progression.</p><h2 id=\"id_1993307974\">Analyst Opinions</h2><p> Across the tracked period from January 1, 2026 through May 7, 2026, published ratings were overwhelmingly bullish. Notably, Lake Street’s Max Michaelis maintained a Buy rating twice during the period with a 19.00 US dollars price target, citing constructive expectations around the company’s pipeline and execution prospects. The ratio of bullish to bearish opinions during this period stands at 100% bullish and 0% bearish among the tracked notes.</p><p>The bullish stance centers on the scale of orders and the enhanced visibility created by a larger pro forma backlog following the completion of the Mistral transaction on April 24, 2026. Lake Street’s repetition of the Buy rating with a consistent target signals confidence that order flow and integration can support a multi-quarter revenue ramp, even if near-term profitability remains negative as programs scale. In evaluating the current quarter, this view implies that investors may look past temporary losses if the company delivers on its top-line projection of 39.36 million US dollars and provides clear evidence of backlog conversion in subsequent quarters.</p><p>Analyst enthusiasm also reflects the company’s expanding operational footprint and collaboration initiatives. The European joint venture announced on April 15, 2026 is seen by bullish observers as an important beachhead that can accelerate deployments in a new region and diversify sources of revenue beyond existing programs. Combined with the April 13, 2026 initial order of approximately 68.00 million US dollars under a 140.00 million US dollars engineering program, the setup creates a narrative of increasing contractual demand that, if executed well, could translate into stronger recurring revenues from lifecycle support and services.</p><p>In the context of the May 14, 2026 Pre-Market report, bullish analysts will likely anchor on two deliverables: confirmation that revenue meets or exceeds the 39.36 million US dollars projection and management commentary that clarifies the cadence of revenue recognition from large orders, including anticipated acceptance milestones and delivery phasing. Clarity on gross margin trajectory versus the prior quarter’s 42.28% will be another focal point, as it provides evidence for or against the path to break-even adjusted EPS beyond the current forecast of -$0.06. Should management demonstrate continued momentum in deliveries alongside disciplined operating expenses, analysts with a favorable view may reiterate positive ratings with an emphasis on multiquarter growth visibility rooted in the reported backlog.</p><p>Overall, opinion skew is firmly positive in the current window, with institutional commentary emphasizing pipeline conversion, integration progress, and order momentum as the primary supports for the investment case in the near term. How these elements translate into reported numbers and guidance updates on May 14, 2026 will determine whether the bullish consensus strengthens or moderates into the next quarter.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ONDS":"Ondas Holdings Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160634096","content_text":"Abstract Ondas Holdings Inc. will release quarterly results on May 14, 2026 Pre-Market; this preview outlines consensus-style projections for revenue and earnings, reviews last quarter’s performance, and assesses order momentum, integration progress, and catalysts that could influence near-term trading.Market Forecast Based on the company’s latest guidance framework, this quarter’s revenue is projected at 39.36 million US dollars, implying year-over-year growth of 627.86%; adjusted EPS is forecast at -$0.06, reflecting a 36.74% year-over-year improvement, and EBIT is expected at -28.41 million US dollars, suggesting a 297.32% year-over-year decline in operating income. Forecasts for gross profit margin and net profit margin have not been provided by the company; earnings are expected to remain negative given the EBIT outlook.The near-term outlook emphasizes order conversion from previously announced wins and backlog, as management works through production and integration milestones to support deliveries and recurring revenue performance. The most promising area is autonomous platforms and mission systems tied to recent large program wins and integration efforts, where the company highlighted sizable orders and pro forma backlog entering the quarter, reinforcing a strong pipeline for future revenue recognition.Last Quarter Review In the prior reported quarter, Ondas Holdings Inc. delivered revenue of 30.11 million US dollars with a gross profit margin of 42.28%, reported GAAP net loss attributable to the parent of 99.66 million US dollars, net profit margin not disclosed, and adjusted EPS of -$0.08, which represented a 57.90% year-over-year improvement. One notable financial highlight was a revenue outperformance versus internal estimates of 2.03 million US dollars, a 7.24% positive surprise, demonstrating better-than-anticipated top-line execution. Within the operating mix, products contributed 34.58 million US dollars, while services and subscriptions delivered 10.24 million US dollars and development activities accounted for 5.91 million US dollars; year-over-year comparatives by segment were not disclosed.Current Quarter OutlookMain business performance drivers Execution this quarter hinges on converting late-2025 and early-2026 awards into recognized revenue while maintaining cost discipline to support a path toward improved earnings quality. The last quarter’s gross profit margin of 42.28% sets a reference point for unit economics as the company scales delivery of products and related services; sustaining or improving this level will depend on production yields, mix, and the pace of field deployments. The company’s revenue estimate of 39.36 million US dollars implies a sharp year-over-year acceleration, which reinforces the need for timely fulfillment and integration capabilities to avoid revenue deferrals. Management’s forecast for adjusted EPS at -$0.06 implies ongoing losses but with year-over-year improvement; achieving this requires tight operating expense control in the face of higher delivery volumes and program ramp costs. Investors will be watching whether revenue growth can outpace the increase in operating costs reflected in the negative EBIT estimate, as that would set the stage for operating leverage in subsequent periods.The prior quarter’s better-than-expected revenue suggests healthy near-term demand conversion, though it also raises the bar for consistency. If the company can match or exceed its own revenue outlook again, it would support the bull case that order momentum is translating into sustained quarterly run-rate improvements. Conversely, any slippage in conversion—whether from supply chain, customer acceptance timing, or internal integration—could mute the projected revenue ramp and weigh on the loss trajectory this quarter.Most promising business and growth catalysts The most visible growth vector in the current period is the autonomous platforms and mission systems portfolio, where newly announced awards and program integrations are positioned to drive future sales and recurring support work. Management disclosed an initial order of approximately 68.00 million US dollars on April 13, 2026 for heavy ground vehicles under a previously indicated 140.00 million US dollars military engineering program, with initial deliveries expected to begin later this year; while this is not all revenue for the current quarter, it provides confidence around the multiquarter revenue pipeline. On April 24, 2026, the company reported completion of a 175.00 million US dollars merger with Mistral, adding about 264.00 million US dollars of contracted backlog and yielding a pro forma backlog of roughly 457.00 million US dollars as of March 31, 2026; this integrated backlog supports visibility into future deliveries and may gradually uplift quarterly revenue if execution milestones are met. Additionally, on April 15, 2026 the company formed a European joint venture focused on autonomous defense solutions deployment, creating another avenue for orders in a new geography that could support recurring hardware, software, and service revenue over time.Near term, revenue contribution from these developments will depend on program phasing, inventory availability, and acceptance testing schedules, which can vary by program and customer requirements. The backlog level indicates scope for multi-quarter growth, but the timing of revenue recognition may be uneven across quarters, especially during early ramp stages of large contracts. Investors should track newly announced deliveries, acceptance milestones, and any commentary on lead times to gauge how much of the large orders and backlog may convert in the current quarter versus later in the year.Key stock price drivers this quarter The most impactful driver for the stock this quarter is whether reported revenue meets or exceeds the 39.36 million US dollars estimate alongside evidence of stable or improving gross margins relative to last quarter’s 42.28%. Delivery announcements and progress updates tied to recent orders and the newly integrated backlog are likely to shape sentiment, as they inform visibility into future quarters and support valuation frameworks that rely on backlog conversion and recurring revenues from support and services. Given the forecast for negative EBIT of -28.41 million US dollars and negative adjusted EPS, investors will also look for signs of cost scaling discipline, integration synergies from recent corporate actions, and any indications of operating leverage from higher volumes.Secondary stock factors include capital markets dynamics and technical supply of shares. In late April, the stock experienced pressure following a shareholder plan to resell 1.50 million shares, prompting near-term volatility and underscoring sensitivity to secondary activity; subsequent sessions saw partial recovery as markets absorbed supply, suggesting that follow-through from the company’s execution updates can counterbalance technical selling. Price reactions around the Pre-Market print on May 14, 2026 may be amplified by how management frames delivery cadence for the remainder of 2026, especially against the backdrop of the increased backlog and any comments on expected quarterly revenue progression.Analyst Opinions Across the tracked period from January 1, 2026 through May 7, 2026, published ratings were overwhelmingly bullish. Notably, Lake Street’s Max Michaelis maintained a Buy rating twice during the period with a 19.00 US dollars price target, citing constructive expectations around the company’s pipeline and execution prospects. The ratio of bullish to bearish opinions during this period stands at 100% bullish and 0% bearish among the tracked notes.The bullish stance centers on the scale of orders and the enhanced visibility created by a larger pro forma backlog following the completion of the Mistral transaction on April 24, 2026. Lake Street’s repetition of the Buy rating with a consistent target signals confidence that order flow and integration can support a multi-quarter revenue ramp, even if near-term profitability remains negative as programs scale. In evaluating the current quarter, this view implies that investors may look past temporary losses if the company delivers on its top-line projection of 39.36 million US dollars and provides clear evidence of backlog conversion in subsequent quarters.Analyst enthusiasm also reflects the company’s expanding operational footprint and collaboration initiatives. The European joint venture announced on April 15, 2026 is seen by bullish observers as an important beachhead that can accelerate deployments in a new region and diversify sources of revenue beyond existing programs. Combined with the April 13, 2026 initial order of approximately 68.00 million US dollars under a 140.00 million US dollars engineering program, the setup creates a narrative of increasing contractual demand that, if executed well, could translate into stronger recurring revenues from lifecycle support and services.In the context of the May 14, 2026 Pre-Market report, bullish analysts will likely anchor on two deliverables: confirmation that revenue meets or exceeds the 39.36 million US dollars projection and management commentary that clarifies the cadence of revenue recognition from large orders, including anticipated acceptance milestones and delivery phasing. Clarity on gross margin trajectory versus the prior quarter’s 42.28% will be another focal point, as it provides evidence for or against the path to break-even adjusted EPS beyond the current forecast of -$0.06. Should management demonstrate continued momentum in deliveries alongside disciplined operating expenses, analysts with a favorable view may reiterate positive ratings with an emphasis on multiquarter growth visibility rooted in the reported backlog.Overall, opinion skew is firmly positive in the current window, with institutional commentary emphasizing pipeline conversion, integration progress, and order momentum as the primary supports for the investment case in the near term. How these elements translate into reported numbers and guidance updates on May 14, 2026 will determine whether the bullish consensus strengthens or moderates into the next quarter.","news_type":1,"symbols_score_info":{"ONDS":1}},"isVote":1,"tweetType":1,"viewCount":1022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":561581753119720,"gmtCreate":1778136746528,"gmtModify":1778140274225,"author":{"id":"4232294792692162","authorId":"4232294792692162","name":"MU69","avatar":"https://community-static.tradeup.com/news/a9cf384ad3ddcf9bff96701fb166abf6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4232294792692162","idStr":"4232294792692162"},"themes":[],"title":"","htmlText":"Is this good news if the projected report is correct?","listText":"Is this good news if the projected report is correct?","text":"Is this good news if the projected report is correct?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/561581753119720","repostId":"1160634096","repostType":2,"repost":{"id":"1160634096","kind":"news","weMediaInfo":{"introduction":"Focus on earnings forecast and in-depth analysis","home_visible":1,"media_name":"Earnings Agent","id":"1025659746","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1778375369,"share":"https://ttm.financial/m/news/1160634096?lang=en_US&edition=fundamental","pubTime":"2026-05-10 09:09","market":"us","language":"en","title":"Earning Preview: Ondas Holdings Inc. this quarter’s revenue is expected to increase by 627.86%, and institutional views are bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1160634096","media":"Earnings Agent","summary":"Abstract Ondas Holdings Inc. will release quarterly results on May 14, 2026 Pre-Market; this preview outlines consensus-style projections for revenue and earnings, reviews last quarter’s performance,...","content":"<html><head></head><body><h2 id=\"id_3985193660\">Abstract</h2><p> Ondas Holdings Inc. will release quarterly results on May 14, 2026 Pre-Market; this preview outlines consensus-style projections for revenue and earnings, reviews last quarter’s performance, and assesses order momentum, integration progress, and catalysts that could influence near-term trading.</p><h2 id=\"id_1654320549\">Market Forecast</h2><p> Based on the company’s latest guidance framework, this quarter’s revenue is projected at 39.36 million US dollars, implying year-over-year growth of 627.86%; adjusted EPS is forecast at -$0.06, reflecting a 36.74% year-over-year improvement, and EBIT is expected at -28.41 million US dollars, suggesting a 297.32% year-over-year decline in operating income. Forecasts for gross profit margin and net profit margin have not been provided by the company; earnings are expected to remain negative given the EBIT outlook.</p><p>The near-term outlook emphasizes order conversion from previously announced wins and backlog, as management works through production and integration milestones to support deliveries and recurring revenue performance. The most promising area is autonomous platforms and mission systems tied to recent large program wins and integration efforts, where the company highlighted sizable orders and pro forma backlog entering the quarter, reinforcing a strong pipeline for future revenue recognition.</p><h2 id=\"id_741993798\">Last Quarter Review</h2><p> In the prior reported quarter, Ondas Holdings Inc. delivered revenue of 30.11 million US dollars with a gross profit margin of 42.28%, reported GAAP net loss attributable to the parent of 99.66 million US dollars, net profit margin not disclosed, and adjusted EPS of -$0.08, which represented a 57.90% year-over-year improvement. One notable financial highlight was a revenue outperformance versus internal estimates of 2.03 million US dollars, a 7.24% positive surprise, demonstrating better-than-anticipated top-line execution. Within the operating mix, products contributed 34.58 million US dollars, while services and subscriptions delivered 10.24 million US dollars and development activities accounted for 5.91 million US dollars; year-over-year comparatives by segment were not disclosed.</p><h2 id=\"id_857721083\">Current Quarter Outlook</h2><h3 id=\"id_2552891661\">Main business performance drivers</h3><p> Execution this quarter hinges on converting late-2025 and early-2026 awards into recognized revenue while maintaining cost discipline to support a path toward improved earnings quality. The last quarter’s gross profit margin of 42.28% sets a reference point for unit economics as the company scales delivery of products and related services; sustaining or improving this level will depend on production yields, mix, and the pace of field deployments. The company’s revenue estimate of 39.36 million US dollars implies a sharp year-over-year acceleration, which reinforces the need for timely fulfillment and integration capabilities to avoid revenue deferrals. Management’s forecast for adjusted EPS at -$0.06 implies ongoing losses but with year-over-year improvement; achieving this requires tight operating expense control in the face of higher delivery volumes and program ramp costs. Investors will be watching whether revenue growth can outpace the increase in operating costs reflected in the negative EBIT estimate, as that would set the stage for operating leverage in subsequent periods.</p><p>The prior quarter’s better-than-expected revenue suggests healthy near-term demand conversion, though it also raises the bar for consistency. If the company can match or exceed its own revenue outlook again, it would support the bull case that order momentum is translating into sustained quarterly run-rate improvements. Conversely, any slippage in conversion—whether from supply chain, customer acceptance timing, or internal integration—could mute the projected revenue ramp and weigh on the loss trajectory this quarter.</p><h3 id=\"id_497552237\">Most promising business and growth catalysts</h3><p> The most visible growth vector in the current period is the autonomous platforms and mission systems portfolio, where newly announced awards and program integrations are positioned to drive future sales and recurring support work. Management disclosed an initial order of approximately 68.00 million US dollars on April 13, 2026 for heavy ground vehicles under a previously indicated 140.00 million US dollars military engineering program, with initial deliveries expected to begin later this year; while this is not all revenue for the current quarter, it provides confidence around the multiquarter revenue pipeline. On April 24, 2026, the company reported completion of a 175.00 million US dollars merger with Mistral, adding about 264.00 million US dollars of contracted backlog and yielding a pro forma backlog of roughly 457.00 million US dollars as of March 31, 2026; this integrated backlog supports visibility into future deliveries and may gradually uplift quarterly revenue if execution milestones are met. Additionally, on April 15, 2026 the company formed a European joint venture focused on autonomous defense solutions deployment, creating another avenue for orders in a new geography that could support recurring hardware, software, and service revenue over time.</p><p>Near term, revenue contribution from these developments will depend on program phasing, inventory availability, and acceptance testing schedules, which can vary by program and customer requirements. The backlog level indicates scope for multi-quarter growth, but the timing of revenue recognition may be uneven across quarters, especially during early ramp stages of large contracts. Investors should track newly announced deliveries, acceptance milestones, and any commentary on lead times to gauge how much of the large orders and backlog may convert in the current quarter versus later in the year.</p><h3 id=\"id_3372127386\">Key stock price drivers this quarter</h3><p> The most impactful driver for the stock this quarter is whether reported revenue meets or exceeds the 39.36 million US dollars estimate alongside evidence of stable or improving gross margins relative to last quarter’s 42.28%. Delivery announcements and progress updates tied to recent orders and the newly integrated backlog are likely to shape sentiment, as they inform visibility into future quarters and support valuation frameworks that rely on backlog conversion and recurring revenues from support and services. Given the forecast for negative EBIT of -28.41 million US dollars and negative adjusted EPS, investors will also look for signs of cost scaling discipline, integration synergies from recent corporate actions, and any indications of operating leverage from higher volumes.</p><p>Secondary stock factors include capital markets dynamics and technical supply of shares. In late April, the stock experienced pressure following a shareholder plan to resell 1.50 million shares, prompting near-term volatility and underscoring sensitivity to secondary activity; subsequent sessions saw partial recovery as markets absorbed supply, suggesting that follow-through from the company’s execution updates can counterbalance technical selling. Price reactions around the Pre-Market print on May 14, 2026 may be amplified by how management frames delivery cadence for the remainder of 2026, especially against the backdrop of the increased backlog and any comments on expected quarterly revenue progression.</p><h2 id=\"id_1993307974\">Analyst Opinions</h2><p> Across the tracked period from January 1, 2026 through May 7, 2026, published ratings were overwhelmingly bullish. Notably, Lake Street’s Max Michaelis maintained a Buy rating twice during the period with a 19.00 US dollars price target, citing constructive expectations around the company’s pipeline and execution prospects. The ratio of bullish to bearish opinions during this period stands at 100% bullish and 0% bearish among the tracked notes.</p><p>The bullish stance centers on the scale of orders and the enhanced visibility created by a larger pro forma backlog following the completion of the Mistral transaction on April 24, 2026. Lake Street’s repetition of the Buy rating with a consistent target signals confidence that order flow and integration can support a multi-quarter revenue ramp, even if near-term profitability remains negative as programs scale. In evaluating the current quarter, this view implies that investors may look past temporary losses if the company delivers on its top-line projection of 39.36 million US dollars and provides clear evidence of backlog conversion in subsequent quarters.</p><p>Analyst enthusiasm also reflects the company’s expanding operational footprint and collaboration initiatives. The European joint venture announced on April 15, 2026 is seen by bullish observers as an important beachhead that can accelerate deployments in a new region and diversify sources of revenue beyond existing programs. Combined with the April 13, 2026 initial order of approximately 68.00 million US dollars under a 140.00 million US dollars engineering program, the setup creates a narrative of increasing contractual demand that, if executed well, could translate into stronger recurring revenues from lifecycle support and services.</p><p>In the context of the May 14, 2026 Pre-Market report, bullish analysts will likely anchor on two deliverables: confirmation that revenue meets or exceeds the 39.36 million US dollars projection and management commentary that clarifies the cadence of revenue recognition from large orders, including anticipated acceptance milestones and delivery phasing. Clarity on gross margin trajectory versus the prior quarter’s 42.28% will be another focal point, as it provides evidence for or against the path to break-even adjusted EPS beyond the current forecast of -$0.06. Should management demonstrate continued momentum in deliveries alongside disciplined operating expenses, analysts with a favorable view may reiterate positive ratings with an emphasis on multiquarter growth visibility rooted in the reported backlog.</p><p>Overall, opinion skew is firmly positive in the current window, with institutional commentary emphasizing pipeline conversion, integration progress, and order momentum as the primary supports for the investment case in the near term. How these elements translate into reported numbers and guidance updates on May 14, 2026 will determine whether the bullish consensus strengthens or moderates into the next quarter.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Earning Preview: Ondas Holdings Inc. this quarter’s revenue is expected to increase by 627.86%, and institutional views are bullish</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEarning Preview: Ondas Holdings Inc. this quarter’s revenue is expected to increase by 627.86%, and institutional views are bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1025659746\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Earnings Agent </p>\n<p class=\"h-time\">2026-05-10 09:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 id=\"id_3985193660\">Abstract</h2><p> Ondas Holdings Inc. will release quarterly results on May 14, 2026 Pre-Market; this preview outlines consensus-style projections for revenue and earnings, reviews last quarter’s performance, and assesses order momentum, integration progress, and catalysts that could influence near-term trading.</p><h2 id=\"id_1654320549\">Market Forecast</h2><p> Based on the company’s latest guidance framework, this quarter’s revenue is projected at 39.36 million US dollars, implying year-over-year growth of 627.86%; adjusted EPS is forecast at -$0.06, reflecting a 36.74% year-over-year improvement, and EBIT is expected at -28.41 million US dollars, suggesting a 297.32% year-over-year decline in operating income. Forecasts for gross profit margin and net profit margin have not been provided by the company; earnings are expected to remain negative given the EBIT outlook.</p><p>The near-term outlook emphasizes order conversion from previously announced wins and backlog, as management works through production and integration milestones to support deliveries and recurring revenue performance. The most promising area is autonomous platforms and mission systems tied to recent large program wins and integration efforts, where the company highlighted sizable orders and pro forma backlog entering the quarter, reinforcing a strong pipeline for future revenue recognition.</p><h2 id=\"id_741993798\">Last Quarter Review</h2><p> In the prior reported quarter, Ondas Holdings Inc. delivered revenue of 30.11 million US dollars with a gross profit margin of 42.28%, reported GAAP net loss attributable to the parent of 99.66 million US dollars, net profit margin not disclosed, and adjusted EPS of -$0.08, which represented a 57.90% year-over-year improvement. One notable financial highlight was a revenue outperformance versus internal estimates of 2.03 million US dollars, a 7.24% positive surprise, demonstrating better-than-anticipated top-line execution. Within the operating mix, products contributed 34.58 million US dollars, while services and subscriptions delivered 10.24 million US dollars and development activities accounted for 5.91 million US dollars; year-over-year comparatives by segment were not disclosed.</p><h2 id=\"id_857721083\">Current Quarter Outlook</h2><h3 id=\"id_2552891661\">Main business performance drivers</h3><p> Execution this quarter hinges on converting late-2025 and early-2026 awards into recognized revenue while maintaining cost discipline to support a path toward improved earnings quality. The last quarter’s gross profit margin of 42.28% sets a reference point for unit economics as the company scales delivery of products and related services; sustaining or improving this level will depend on production yields, mix, and the pace of field deployments. The company’s revenue estimate of 39.36 million US dollars implies a sharp year-over-year acceleration, which reinforces the need for timely fulfillment and integration capabilities to avoid revenue deferrals. Management’s forecast for adjusted EPS at -$0.06 implies ongoing losses but with year-over-year improvement; achieving this requires tight operating expense control in the face of higher delivery volumes and program ramp costs. Investors will be watching whether revenue growth can outpace the increase in operating costs reflected in the negative EBIT estimate, as that would set the stage for operating leverage in subsequent periods.</p><p>The prior quarter’s better-than-expected revenue suggests healthy near-term demand conversion, though it also raises the bar for consistency. If the company can match or exceed its own revenue outlook again, it would support the bull case that order momentum is translating into sustained quarterly run-rate improvements. Conversely, any slippage in conversion—whether from supply chain, customer acceptance timing, or internal integration—could mute the projected revenue ramp and weigh on the loss trajectory this quarter.</p><h3 id=\"id_497552237\">Most promising business and growth catalysts</h3><p> The most visible growth vector in the current period is the autonomous platforms and mission systems portfolio, where newly announced awards and program integrations are positioned to drive future sales and recurring support work. Management disclosed an initial order of approximately 68.00 million US dollars on April 13, 2026 for heavy ground vehicles under a previously indicated 140.00 million US dollars military engineering program, with initial deliveries expected to begin later this year; while this is not all revenue for the current quarter, it provides confidence around the multiquarter revenue pipeline. On April 24, 2026, the company reported completion of a 175.00 million US dollars merger with Mistral, adding about 264.00 million US dollars of contracted backlog and yielding a pro forma backlog of roughly 457.00 million US dollars as of March 31, 2026; this integrated backlog supports visibility into future deliveries and may gradually uplift quarterly revenue if execution milestones are met. Additionally, on April 15, 2026 the company formed a European joint venture focused on autonomous defense solutions deployment, creating another avenue for orders in a new geography that could support recurring hardware, software, and service revenue over time.</p><p>Near term, revenue contribution from these developments will depend on program phasing, inventory availability, and acceptance testing schedules, which can vary by program and customer requirements. The backlog level indicates scope for multi-quarter growth, but the timing of revenue recognition may be uneven across quarters, especially during early ramp stages of large contracts. Investors should track newly announced deliveries, acceptance milestones, and any commentary on lead times to gauge how much of the large orders and backlog may convert in the current quarter versus later in the year.</p><h3 id=\"id_3372127386\">Key stock price drivers this quarter</h3><p> The most impactful driver for the stock this quarter is whether reported revenue meets or exceeds the 39.36 million US dollars estimate alongside evidence of stable or improving gross margins relative to last quarter’s 42.28%. Delivery announcements and progress updates tied to recent orders and the newly integrated backlog are likely to shape sentiment, as they inform visibility into future quarters and support valuation frameworks that rely on backlog conversion and recurring revenues from support and services. Given the forecast for negative EBIT of -28.41 million US dollars and negative adjusted EPS, investors will also look for signs of cost scaling discipline, integration synergies from recent corporate actions, and any indications of operating leverage from higher volumes.</p><p>Secondary stock factors include capital markets dynamics and technical supply of shares. In late April, the stock experienced pressure following a shareholder plan to resell 1.50 million shares, prompting near-term volatility and underscoring sensitivity to secondary activity; subsequent sessions saw partial recovery as markets absorbed supply, suggesting that follow-through from the company’s execution updates can counterbalance technical selling. Price reactions around the Pre-Market print on May 14, 2026 may be amplified by how management frames delivery cadence for the remainder of 2026, especially against the backdrop of the increased backlog and any comments on expected quarterly revenue progression.</p><h2 id=\"id_1993307974\">Analyst Opinions</h2><p> Across the tracked period from January 1, 2026 through May 7, 2026, published ratings were overwhelmingly bullish. Notably, Lake Street’s Max Michaelis maintained a Buy rating twice during the period with a 19.00 US dollars price target, citing constructive expectations around the company’s pipeline and execution prospects. The ratio of bullish to bearish opinions during this period stands at 100% bullish and 0% bearish among the tracked notes.</p><p>The bullish stance centers on the scale of orders and the enhanced visibility created by a larger pro forma backlog following the completion of the Mistral transaction on April 24, 2026. Lake Street’s repetition of the Buy rating with a consistent target signals confidence that order flow and integration can support a multi-quarter revenue ramp, even if near-term profitability remains negative as programs scale. In evaluating the current quarter, this view implies that investors may look past temporary losses if the company delivers on its top-line projection of 39.36 million US dollars and provides clear evidence of backlog conversion in subsequent quarters.</p><p>Analyst enthusiasm also reflects the company’s expanding operational footprint and collaboration initiatives. The European joint venture announced on April 15, 2026 is seen by bullish observers as an important beachhead that can accelerate deployments in a new region and diversify sources of revenue beyond existing programs. Combined with the April 13, 2026 initial order of approximately 68.00 million US dollars under a 140.00 million US dollars engineering program, the setup creates a narrative of increasing contractual demand that, if executed well, could translate into stronger recurring revenues from lifecycle support and services.</p><p>In the context of the May 14, 2026 Pre-Market report, bullish analysts will likely anchor on two deliverables: confirmation that revenue meets or exceeds the 39.36 million US dollars projection and management commentary that clarifies the cadence of revenue recognition from large orders, including anticipated acceptance milestones and delivery phasing. Clarity on gross margin trajectory versus the prior quarter’s 42.28% will be another focal point, as it provides evidence for or against the path to break-even adjusted EPS beyond the current forecast of -$0.06. Should management demonstrate continued momentum in deliveries alongside disciplined operating expenses, analysts with a favorable view may reiterate positive ratings with an emphasis on multiquarter growth visibility rooted in the reported backlog.</p><p>Overall, opinion skew is firmly positive in the current window, with institutional commentary emphasizing pipeline conversion, integration progress, and order momentum as the primary supports for the investment case in the near term. How these elements translate into reported numbers and guidance updates on May 14, 2026 will determine whether the bullish consensus strengthens or moderates into the next quarter.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ONDS":"Ondas Holdings Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160634096","content_text":"Abstract Ondas Holdings Inc. will release quarterly results on May 14, 2026 Pre-Market; this preview outlines consensus-style projections for revenue and earnings, reviews last quarter’s performance, and assesses order momentum, integration progress, and catalysts that could influence near-term trading.Market Forecast Based on the company’s latest guidance framework, this quarter’s revenue is projected at 39.36 million US dollars, implying year-over-year growth of 627.86%; adjusted EPS is forecast at -$0.06, reflecting a 36.74% year-over-year improvement, and EBIT is expected at -28.41 million US dollars, suggesting a 297.32% year-over-year decline in operating income. Forecasts for gross profit margin and net profit margin have not been provided by the company; earnings are expected to remain negative given the EBIT outlook.The near-term outlook emphasizes order conversion from previously announced wins and backlog, as management works through production and integration milestones to support deliveries and recurring revenue performance. The most promising area is autonomous platforms and mission systems tied to recent large program wins and integration efforts, where the company highlighted sizable orders and pro forma backlog entering the quarter, reinforcing a strong pipeline for future revenue recognition.Last Quarter Review In the prior reported quarter, Ondas Holdings Inc. delivered revenue of 30.11 million US dollars with a gross profit margin of 42.28%, reported GAAP net loss attributable to the parent of 99.66 million US dollars, net profit margin not disclosed, and adjusted EPS of -$0.08, which represented a 57.90% year-over-year improvement. One notable financial highlight was a revenue outperformance versus internal estimates of 2.03 million US dollars, a 7.24% positive surprise, demonstrating better-than-anticipated top-line execution. Within the operating mix, products contributed 34.58 million US dollars, while services and subscriptions delivered 10.24 million US dollars and development activities accounted for 5.91 million US dollars; year-over-year comparatives by segment were not disclosed.Current Quarter OutlookMain business performance drivers Execution this quarter hinges on converting late-2025 and early-2026 awards into recognized revenue while maintaining cost discipline to support a path toward improved earnings quality. The last quarter’s gross profit margin of 42.28% sets a reference point for unit economics as the company scales delivery of products and related services; sustaining or improving this level will depend on production yields, mix, and the pace of field deployments. The company’s revenue estimate of 39.36 million US dollars implies a sharp year-over-year acceleration, which reinforces the need for timely fulfillment and integration capabilities to avoid revenue deferrals. Management’s forecast for adjusted EPS at -$0.06 implies ongoing losses but with year-over-year improvement; achieving this requires tight operating expense control in the face of higher delivery volumes and program ramp costs. Investors will be watching whether revenue growth can outpace the increase in operating costs reflected in the negative EBIT estimate, as that would set the stage for operating leverage in subsequent periods.The prior quarter’s better-than-expected revenue suggests healthy near-term demand conversion, though it also raises the bar for consistency. If the company can match or exceed its own revenue outlook again, it would support the bull case that order momentum is translating into sustained quarterly run-rate improvements. Conversely, any slippage in conversion—whether from supply chain, customer acceptance timing, or internal integration—could mute the projected revenue ramp and weigh on the loss trajectory this quarter.Most promising business and growth catalysts The most visible growth vector in the current period is the autonomous platforms and mission systems portfolio, where newly announced awards and program integrations are positioned to drive future sales and recurring support work. Management disclosed an initial order of approximately 68.00 million US dollars on April 13, 2026 for heavy ground vehicles under a previously indicated 140.00 million US dollars military engineering program, with initial deliveries expected to begin later this year; while this is not all revenue for the current quarter, it provides confidence around the multiquarter revenue pipeline. On April 24, 2026, the company reported completion of a 175.00 million US dollars merger with Mistral, adding about 264.00 million US dollars of contracted backlog and yielding a pro forma backlog of roughly 457.00 million US dollars as of March 31, 2026; this integrated backlog supports visibility into future deliveries and may gradually uplift quarterly revenue if execution milestones are met. Additionally, on April 15, 2026 the company formed a European joint venture focused on autonomous defense solutions deployment, creating another avenue for orders in a new geography that could support recurring hardware, software, and service revenue over time.Near term, revenue contribution from these developments will depend on program phasing, inventory availability, and acceptance testing schedules, which can vary by program and customer requirements. The backlog level indicates scope for multi-quarter growth, but the timing of revenue recognition may be uneven across quarters, especially during early ramp stages of large contracts. Investors should track newly announced deliveries, acceptance milestones, and any commentary on lead times to gauge how much of the large orders and backlog may convert in the current quarter versus later in the year.Key stock price drivers this quarter The most impactful driver for the stock this quarter is whether reported revenue meets or exceeds the 39.36 million US dollars estimate alongside evidence of stable or improving gross margins relative to last quarter’s 42.28%. Delivery announcements and progress updates tied to recent orders and the newly integrated backlog are likely to shape sentiment, as they inform visibility into future quarters and support valuation frameworks that rely on backlog conversion and recurring revenues from support and services. Given the forecast for negative EBIT of -28.41 million US dollars and negative adjusted EPS, investors will also look for signs of cost scaling discipline, integration synergies from recent corporate actions, and any indications of operating leverage from higher volumes.Secondary stock factors include capital markets dynamics and technical supply of shares. In late April, the stock experienced pressure following a shareholder plan to resell 1.50 million shares, prompting near-term volatility and underscoring sensitivity to secondary activity; subsequent sessions saw partial recovery as markets absorbed supply, suggesting that follow-through from the company’s execution updates can counterbalance technical selling. Price reactions around the Pre-Market print on May 14, 2026 may be amplified by how management frames delivery cadence for the remainder of 2026, especially against the backdrop of the increased backlog and any comments on expected quarterly revenue progression.Analyst Opinions Across the tracked period from January 1, 2026 through May 7, 2026, published ratings were overwhelmingly bullish. Notably, Lake Street’s Max Michaelis maintained a Buy rating twice during the period with a 19.00 US dollars price target, citing constructive expectations around the company’s pipeline and execution prospects. The ratio of bullish to bearish opinions during this period stands at 100% bullish and 0% bearish among the tracked notes.The bullish stance centers on the scale of orders and the enhanced visibility created by a larger pro forma backlog following the completion of the Mistral transaction on April 24, 2026. Lake Street’s repetition of the Buy rating with a consistent target signals confidence that order flow and integration can support a multi-quarter revenue ramp, even if near-term profitability remains negative as programs scale. In evaluating the current quarter, this view implies that investors may look past temporary losses if the company delivers on its top-line projection of 39.36 million US dollars and provides clear evidence of backlog conversion in subsequent quarters.Analyst enthusiasm also reflects the company’s expanding operational footprint and collaboration initiatives. The European joint venture announced on April 15, 2026 is seen by bullish observers as an important beachhead that can accelerate deployments in a new region and diversify sources of revenue beyond existing programs. Combined with the April 13, 2026 initial order of approximately 68.00 million US dollars under a 140.00 million US dollars engineering program, the setup creates a narrative of increasing contractual demand that, if executed well, could translate into stronger recurring revenues from lifecycle support and services.In the context of the May 14, 2026 Pre-Market report, bullish analysts will likely anchor on two deliverables: confirmation that revenue meets or exceeds the 39.36 million US dollars projection and management commentary that clarifies the cadence of revenue recognition from large orders, including anticipated acceptance milestones and delivery phasing. Clarity on gross margin trajectory versus the prior quarter’s 42.28% will be another focal point, as it provides evidence for or against the path to break-even adjusted EPS beyond the current forecast of -$0.06. Should management demonstrate continued momentum in deliveries alongside disciplined operating expenses, analysts with a favorable view may reiterate positive ratings with an emphasis on multiquarter growth visibility rooted in the reported backlog.Overall, opinion skew is firmly positive in the current window, with institutional commentary emphasizing pipeline conversion, integration progress, and order momentum as the primary supports for the investment case in the near term. How these elements translate into reported numbers and guidance updates on May 14, 2026 will determine whether the bullish consensus strengthens or moderates into the next quarter.","news_type":1,"symbols_score_info":{"ONDS":1}},"isVote":1,"tweetType":1,"viewCount":944,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":541767554945192,"gmtCreate":1773295132757,"gmtModify":1773296246873,"author":{"id":"4232294792692162","authorId":"4232294792692162","name":"MU69","avatar":"https://community-static.tradeup.com/news/a9cf384ad3ddcf9bff96701fb166abf6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4232294792692162","idStr":"4232294792692162"},"themes":[],"title":"","htmlText":"Why do the share fall today?","listText":"Why do the share fall today?","text":"Why do the share fall today?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/541767554945192","repostId":"1147605390","repostType":2,"repost":{"id":"1147605390","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1773238967,"share":"https://ttm.financial/m/news/1147605390?lang=en_US&edition=fundamental","pubTime":"2026-03-11 22:22","market":"hk","language":"en","title":"Stock Track | Ondas Holdings Soars 5.04% Intraday on Acquisition of BIRD Aerosystems","url":"https://stock-news.laohu8.com/highlight/detail?id=1147605390","media":"Stock Track","summary":"Ondas Holdings Inc. (ONDS) saw its stock price soar 5.04% during intraday trading on Wednesday. The significant upward movement follows the company's announcement of a strategic acquisition.The surge...","content":"<p>Ondas Holdings Inc. (ONDS) saw its stock price soar 5.04% during intraday trading on Wednesday. The significant upward movement follows the company's announcement of a strategic acquisition.</p><p>The surge is attributed to Ondas completing the acquisition of BIRD Aerosystems, a global developer of Airborne Missile Protection Systems (AMPS) and airborne intelligence, surveillance, and reconnaissance (ISR) solutions. The deal marks Ondas' entry into the airborne and unmanned aerial systems (UAS) missile protection market, adding a combat-proven technology platform installed on more than 700 aircraft globally.</p><p>Company executives stated that integrating BIRD's advanced sensing, missile warning, and countermeasure technologies will strengthen Ondas' defense architecture and support its strategy of delivering integrated multi-domain mission solutions for defense and security operators.</p>","source":"ai_movement_en","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Track | Ondas Holdings Soars 5.04% Intraday on Acquisition of BIRD Aerosystems</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Track | Ondas Holdings Soars 5.04% Intraday on Acquisition of BIRD Aerosystems\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2026-03-11 22:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Ondas Holdings Inc. (ONDS) saw its stock price soar 5.04% during intraday trading on Wednesday. The significant upward movement follows the company's announcement of a strategic acquisition.</p><p>The surge is attributed to Ondas completing the acquisition of BIRD Aerosystems, a global developer of Airborne Missile Protection Systems (AMPS) and airborne intelligence, surveillance, and reconnaissance (ISR) solutions. The deal marks Ondas' entry into the airborne and unmanned aerial systems (UAS) missile protection market, adding a combat-proven technology platform installed on more than 700 aircraft globally.</p><p>Company executives stated that integrating BIRD's advanced sensing, missile warning, and countermeasure technologies will strengthen Ondas' defense architecture and support its strategy of delivering integrated multi-domain mission solutions for defense and security operators.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ONDS":"Ondas Holdings Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147605390","content_text":"Ondas Holdings Inc. (ONDS) saw its stock price soar 5.04% during intraday trading on Wednesday. The significant upward movement follows the company's announcement of a strategic acquisition.The surge is attributed to Ondas completing the acquisition of BIRD Aerosystems, a global developer of Airborne Missile Protection Systems (AMPS) and airborne intelligence, surveillance, and reconnaissance (ISR) solutions. The deal marks Ondas' entry into the airborne and unmanned aerial systems (UAS) missile protection market, adding a combat-proven technology platform installed on more than 700 aircraft globally.Company executives stated that integrating BIRD's advanced sensing, missile warning, and countermeasure technologies will strengthen Ondas' defense architecture and support its strategy of delivering integrated multi-domain mission solutions for defense and security operators.","news_type":1,"symbols_score_info":{"ONDS":1}},"isVote":1,"tweetType":1,"viewCount":1477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":588726235496912,"gmtCreate":1784762092898,"gmtModify":1784762095811,"author":{"id":"4232294792692162","authorId":"4232294792692162","name":"MU69","avatar":"https://community-static.tradeup.com/news/a9cf384ad3ddcf9bff96701fb166abf6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4232294792692162","authorIdStr":"4232294792692162"},"themes":[],"title":"","htmlText":"Why share is down? Sell on news?","listText":"Why share is down? Sell on news?","text":"Why share is down? Sell on news?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588726235496912","repostId":"2653983777","repostType":2,"repost":{"id":"2653983777","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1784750633,"share":"https://ttm.financial/m/news/2653983777?lang=en_US&edition=fundamental","pubTime":"2026-07-23 04:03","market":"us","language":"en","title":"Alphabet Q2 EPS $9.11 Beats $2.90 Estimate, Sales $119.796B Beat $116.817B Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2653983777","media":"Benzinga Earnings","summary":"Alphabet (NASDAQ:GOOG) reported quarterly earnings of $9.11 per share which beat the analyst consensus estimate of $2.90 by 214.14 percent. This is a 294.37 percent increase over earnings of $2.31 per share from the","content":"<html><body><p>Alphabet (NASDAQ:GOOG) reported quarterly earnings of $9.11 per share which beat the analyst consensus estimate of $2.90 by 214.14 percent. This is a 294.37 percent increase over earnings of $2.31 per share from the same period last year.  The company reported quarterly sales of $119.796 billion which beat the analyst consensus estimate of $116.817 billion by 2.55 percent.  This is a 24.23 percent increase over sales of $96.428 billion the same period last year.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet Q2 EPS $9.11 Beats $2.90 Estimate, Sales $119.796B Beat $116.817B Estimate</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet Q2 EPS $9.11 Beats $2.90 Estimate, Sales $119.796B Beat $116.817B Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-07-23 04:03</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Alphabet (NASDAQ:GOOG) reported quarterly earnings of $9.11 per share which beat the analyst consensus estimate of $2.90 by 214.14 percent. This is a 294.37 percent increase over earnings of $2.31 per share from the same period last year.  The company reported quarterly sales of $119.796 billion which beat the analyst consensus estimate of $116.817 billion by 2.55 percent.  This is a 24.23 percent increase over sales of $96.428 billion the same period last year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VOX":"电信业ETF-Vanguard","LU0859254822.USD":"T ROWE PRICE GLOBAL VALUE EQUITY \"A\" (USD) ACC","GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","IE0000B7K699.USD":"RQI GLOBAL \"I\" (USD) INC","IE000F7OJYX1.SGD":"RQI GLOBAL \"I\" (SGDHDG) INC","LU2357627491.SGD":"TRP GLOBAL VALUE EQUITY \"AH\" (SGDHDG) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4592":"伊斯兰概念","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","GOOX":"2倍做多GOOG ETF-T-REX","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","BK4548":"巴美列捷福持仓","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4581":"高盛持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","GXPC":"Global X PureCap MSCI Communication Services ETF","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU1074936037.SGD":"JPMorgan Funds - 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Forecasts for gross profit margin and net profit margin have not been provided by the company; earnings are expected to remain negative given the EBIT outlook.</p><p>The near-term outlook emphasizes order conversion from previously announced wins and backlog, as management works through production and integration milestones to support deliveries and recurring revenue performance. The most promising area is autonomous platforms and mission systems tied to recent large program wins and integration efforts, where the company highlighted sizable orders and pro forma backlog entering the quarter, reinforcing a strong pipeline for future revenue recognition.</p><h2 id=\"id_741993798\">Last Quarter Review</h2><p> In the prior reported quarter, Ondas Holdings Inc. delivered revenue of 30.11 million US dollars with a gross profit margin of 42.28%, reported GAAP net loss attributable to the parent of 99.66 million US dollars, net profit margin not disclosed, and adjusted EPS of -$0.08, which represented a 57.90% year-over-year improvement. One notable financial highlight was a revenue outperformance versus internal estimates of 2.03 million US dollars, a 7.24% positive surprise, demonstrating better-than-anticipated top-line execution. Within the operating mix, products contributed 34.58 million US dollars, while services and subscriptions delivered 10.24 million US dollars and development activities accounted for 5.91 million US dollars; year-over-year comparatives by segment were not disclosed.</p><h2 id=\"id_857721083\">Current Quarter Outlook</h2><h3 id=\"id_2552891661\">Main business performance drivers</h3><p> Execution this quarter hinges on converting late-2025 and early-2026 awards into recognized revenue while maintaining cost discipline to support a path toward improved earnings quality. The last quarter’s gross profit margin of 42.28% sets a reference point for unit economics as the company scales delivery of products and related services; sustaining or improving this level will depend on production yields, mix, and the pace of field deployments. The company’s revenue estimate of 39.36 million US dollars implies a sharp year-over-year acceleration, which reinforces the need for timely fulfillment and integration capabilities to avoid revenue deferrals. Management’s forecast for adjusted EPS at -$0.06 implies ongoing losses but with year-over-year improvement; achieving this requires tight operating expense control in the face of higher delivery volumes and program ramp costs. Investors will be watching whether revenue growth can outpace the increase in operating costs reflected in the negative EBIT estimate, as that would set the stage for operating leverage in subsequent periods.</p><p>The prior quarter’s better-than-expected revenue suggests healthy near-term demand conversion, though it also raises the bar for consistency. If the company can match or exceed its own revenue outlook again, it would support the bull case that order momentum is translating into sustained quarterly run-rate improvements. Conversely, any slippage in conversion—whether from supply chain, customer acceptance timing, or internal integration—could mute the projected revenue ramp and weigh on the loss trajectory this quarter.</p><h3 id=\"id_497552237\">Most promising business and growth catalysts</h3><p> The most visible growth vector in the current period is the autonomous platforms and mission systems portfolio, where newly announced awards and program integrations are positioned to drive future sales and recurring support work. Management disclosed an initial order of approximately 68.00 million US dollars on April 13, 2026 for heavy ground vehicles under a previously indicated 140.00 million US dollars military engineering program, with initial deliveries expected to begin later this year; while this is not all revenue for the current quarter, it provides confidence around the multiquarter revenue pipeline. On April 24, 2026, the company reported completion of a 175.00 million US dollars merger with Mistral, adding about 264.00 million US dollars of contracted backlog and yielding a pro forma backlog of roughly 457.00 million US dollars as of March 31, 2026; this integrated backlog supports visibility into future deliveries and may gradually uplift quarterly revenue if execution milestones are met. Additionally, on April 15, 2026 the company formed a European joint venture focused on autonomous defense solutions deployment, creating another avenue for orders in a new geography that could support recurring hardware, software, and service revenue over time.</p><p>Near term, revenue contribution from these developments will depend on program phasing, inventory availability, and acceptance testing schedules, which can vary by program and customer requirements. The backlog level indicates scope for multi-quarter growth, but the timing of revenue recognition may be uneven across quarters, especially during early ramp stages of large contracts. Investors should track newly announced deliveries, acceptance milestones, and any commentary on lead times to gauge how much of the large orders and backlog may convert in the current quarter versus later in the year.</p><h3 id=\"id_3372127386\">Key stock price drivers this quarter</h3><p> The most impactful driver for the stock this quarter is whether reported revenue meets or exceeds the 39.36 million US dollars estimate alongside evidence of stable or improving gross margins relative to last quarter’s 42.28%. Delivery announcements and progress updates tied to recent orders and the newly integrated backlog are likely to shape sentiment, as they inform visibility into future quarters and support valuation frameworks that rely on backlog conversion and recurring revenues from support and services. Given the forecast for negative EBIT of -28.41 million US dollars and negative adjusted EPS, investors will also look for signs of cost scaling discipline, integration synergies from recent corporate actions, and any indications of operating leverage from higher volumes.</p><p>Secondary stock factors include capital markets dynamics and technical supply of shares. In late April, the stock experienced pressure following a shareholder plan to resell 1.50 million shares, prompting near-term volatility and underscoring sensitivity to secondary activity; subsequent sessions saw partial recovery as markets absorbed supply, suggesting that follow-through from the company’s execution updates can counterbalance technical selling. Price reactions around the Pre-Market print on May 14, 2026 may be amplified by how management frames delivery cadence for the remainder of 2026, especially against the backdrop of the increased backlog and any comments on expected quarterly revenue progression.</p><h2 id=\"id_1993307974\">Analyst Opinions</h2><p> Across the tracked period from January 1, 2026 through May 7, 2026, published ratings were overwhelmingly bullish. Notably, Lake Street’s Max Michaelis maintained a Buy rating twice during the period with a 19.00 US dollars price target, citing constructive expectations around the company’s pipeline and execution prospects. The ratio of bullish to bearish opinions during this period stands at 100% bullish and 0% bearish among the tracked notes.</p><p>The bullish stance centers on the scale of orders and the enhanced visibility created by a larger pro forma backlog following the completion of the Mistral transaction on April 24, 2026. Lake Street’s repetition of the Buy rating with a consistent target signals confidence that order flow and integration can support a multi-quarter revenue ramp, even if near-term profitability remains negative as programs scale. In evaluating the current quarter, this view implies that investors may look past temporary losses if the company delivers on its top-line projection of 39.36 million US dollars and provides clear evidence of backlog conversion in subsequent quarters.</p><p>Analyst enthusiasm also reflects the company’s expanding operational footprint and collaboration initiatives. The European joint venture announced on April 15, 2026 is seen by bullish observers as an important beachhead that can accelerate deployments in a new region and diversify sources of revenue beyond existing programs. Combined with the April 13, 2026 initial order of approximately 68.00 million US dollars under a 140.00 million US dollars engineering program, the setup creates a narrative of increasing contractual demand that, if executed well, could translate into stronger recurring revenues from lifecycle support and services.</p><p>In the context of the May 14, 2026 Pre-Market report, bullish analysts will likely anchor on two deliverables: confirmation that revenue meets or exceeds the 39.36 million US dollars projection and management commentary that clarifies the cadence of revenue recognition from large orders, including anticipated acceptance milestones and delivery phasing. Clarity on gross margin trajectory versus the prior quarter’s 42.28% will be another focal point, as it provides evidence for or against the path to break-even adjusted EPS beyond the current forecast of -$0.06. Should management demonstrate continued momentum in deliveries alongside disciplined operating expenses, analysts with a favorable view may reiterate positive ratings with an emphasis on multiquarter growth visibility rooted in the reported backlog.</p><p>Overall, opinion skew is firmly positive in the current window, with institutional commentary emphasizing pipeline conversion, integration progress, and order momentum as the primary supports for the investment case in the near term. How these elements translate into reported numbers and guidance updates on May 14, 2026 will determine whether the bullish consensus strengthens or moderates into the next quarter.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Earning Preview: Ondas Holdings Inc. this quarter’s revenue is expected to increase by 627.86%, and institutional views are bullish</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEarning Preview: Ondas Holdings Inc. this quarter’s revenue is expected to increase by 627.86%, and institutional views are bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1025659746\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Earnings Agent </p>\n<p class=\"h-time\">2026-05-10 09:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 id=\"id_3985193660\">Abstract</h2><p> Ondas Holdings Inc. will release quarterly results on May 14, 2026 Pre-Market; this preview outlines consensus-style projections for revenue and earnings, reviews last quarter’s performance, and assesses order momentum, integration progress, and catalysts that could influence near-term trading.</p><h2 id=\"id_1654320549\">Market Forecast</h2><p> Based on the company’s latest guidance framework, this quarter’s revenue is projected at 39.36 million US dollars, implying year-over-year growth of 627.86%; adjusted EPS is forecast at -$0.06, reflecting a 36.74% year-over-year improvement, and EBIT is expected at -28.41 million US dollars, suggesting a 297.32% year-over-year decline in operating income. Forecasts for gross profit margin and net profit margin have not been provided by the company; earnings are expected to remain negative given the EBIT outlook.</p><p>The near-term outlook emphasizes order conversion from previously announced wins and backlog, as management works through production and integration milestones to support deliveries and recurring revenue performance. The most promising area is autonomous platforms and mission systems tied to recent large program wins and integration efforts, where the company highlighted sizable orders and pro forma backlog entering the quarter, reinforcing a strong pipeline for future revenue recognition.</p><h2 id=\"id_741993798\">Last Quarter Review</h2><p> In the prior reported quarter, Ondas Holdings Inc. delivered revenue of 30.11 million US dollars with a gross profit margin of 42.28%, reported GAAP net loss attributable to the parent of 99.66 million US dollars, net profit margin not disclosed, and adjusted EPS of -$0.08, which represented a 57.90% year-over-year improvement. One notable financial highlight was a revenue outperformance versus internal estimates of 2.03 million US dollars, a 7.24% positive surprise, demonstrating better-than-anticipated top-line execution. Within the operating mix, products contributed 34.58 million US dollars, while services and subscriptions delivered 10.24 million US dollars and development activities accounted for 5.91 million US dollars; year-over-year comparatives by segment were not disclosed.</p><h2 id=\"id_857721083\">Current Quarter Outlook</h2><h3 id=\"id_2552891661\">Main business performance drivers</h3><p> Execution this quarter hinges on converting late-2025 and early-2026 awards into recognized revenue while maintaining cost discipline to support a path toward improved earnings quality. The last quarter’s gross profit margin of 42.28% sets a reference point for unit economics as the company scales delivery of products and related services; sustaining or improving this level will depend on production yields, mix, and the pace of field deployments. The company’s revenue estimate of 39.36 million US dollars implies a sharp year-over-year acceleration, which reinforces the need for timely fulfillment and integration capabilities to avoid revenue deferrals. Management’s forecast for adjusted EPS at -$0.06 implies ongoing losses but with year-over-year improvement; achieving this requires tight operating expense control in the face of higher delivery volumes and program ramp costs. Investors will be watching whether revenue growth can outpace the increase in operating costs reflected in the negative EBIT estimate, as that would set the stage for operating leverage in subsequent periods.</p><p>The prior quarter’s better-than-expected revenue suggests healthy near-term demand conversion, though it also raises the bar for consistency. If the company can match or exceed its own revenue outlook again, it would support the bull case that order momentum is translating into sustained quarterly run-rate improvements. Conversely, any slippage in conversion—whether from supply chain, customer acceptance timing, or internal integration—could mute the projected revenue ramp and weigh on the loss trajectory this quarter.</p><h3 id=\"id_497552237\">Most promising business and growth catalysts</h3><p> The most visible growth vector in the current period is the autonomous platforms and mission systems portfolio, where newly announced awards and program integrations are positioned to drive future sales and recurring support work. Management disclosed an initial order of approximately 68.00 million US dollars on April 13, 2026 for heavy ground vehicles under a previously indicated 140.00 million US dollars military engineering program, with initial deliveries expected to begin later this year; while this is not all revenue for the current quarter, it provides confidence around the multiquarter revenue pipeline. On April 24, 2026, the company reported completion of a 175.00 million US dollars merger with Mistral, adding about 264.00 million US dollars of contracted backlog and yielding a pro forma backlog of roughly 457.00 million US dollars as of March 31, 2026; this integrated backlog supports visibility into future deliveries and may gradually uplift quarterly revenue if execution milestones are met. Additionally, on April 15, 2026 the company formed a European joint venture focused on autonomous defense solutions deployment, creating another avenue for orders in a new geography that could support recurring hardware, software, and service revenue over time.</p><p>Near term, revenue contribution from these developments will depend on program phasing, inventory availability, and acceptance testing schedules, which can vary by program and customer requirements. The backlog level indicates scope for multi-quarter growth, but the timing of revenue recognition may be uneven across quarters, especially during early ramp stages of large contracts. Investors should track newly announced deliveries, acceptance milestones, and any commentary on lead times to gauge how much of the large orders and backlog may convert in the current quarter versus later in the year.</p><h3 id=\"id_3372127386\">Key stock price drivers this quarter</h3><p> The most impactful driver for the stock this quarter is whether reported revenue meets or exceeds the 39.36 million US dollars estimate alongside evidence of stable or improving gross margins relative to last quarter’s 42.28%. Delivery announcements and progress updates tied to recent orders and the newly integrated backlog are likely to shape sentiment, as they inform visibility into future quarters and support valuation frameworks that rely on backlog conversion and recurring revenues from support and services. Given the forecast for negative EBIT of -28.41 million US dollars and negative adjusted EPS, investors will also look for signs of cost scaling discipline, integration synergies from recent corporate actions, and any indications of operating leverage from higher volumes.</p><p>Secondary stock factors include capital markets dynamics and technical supply of shares. In late April, the stock experienced pressure following a shareholder plan to resell 1.50 million shares, prompting near-term volatility and underscoring sensitivity to secondary activity; subsequent sessions saw partial recovery as markets absorbed supply, suggesting that follow-through from the company’s execution updates can counterbalance technical selling. Price reactions around the Pre-Market print on May 14, 2026 may be amplified by how management frames delivery cadence for the remainder of 2026, especially against the backdrop of the increased backlog and any comments on expected quarterly revenue progression.</p><h2 id=\"id_1993307974\">Analyst Opinions</h2><p> Across the tracked period from January 1, 2026 through May 7, 2026, published ratings were overwhelmingly bullish. Notably, Lake Street’s Max Michaelis maintained a Buy rating twice during the period with a 19.00 US dollars price target, citing constructive expectations around the company’s pipeline and execution prospects. The ratio of bullish to bearish opinions during this period stands at 100% bullish and 0% bearish among the tracked notes.</p><p>The bullish stance centers on the scale of orders and the enhanced visibility created by a larger pro forma backlog following the completion of the Mistral transaction on April 24, 2026. Lake Street’s repetition of the Buy rating with a consistent target signals confidence that order flow and integration can support a multi-quarter revenue ramp, even if near-term profitability remains negative as programs scale. In evaluating the current quarter, this view implies that investors may look past temporary losses if the company delivers on its top-line projection of 39.36 million US dollars and provides clear evidence of backlog conversion in subsequent quarters.</p><p>Analyst enthusiasm also reflects the company’s expanding operational footprint and collaboration initiatives. The European joint venture announced on April 15, 2026 is seen by bullish observers as an important beachhead that can accelerate deployments in a new region and diversify sources of revenue beyond existing programs. Combined with the April 13, 2026 initial order of approximately 68.00 million US dollars under a 140.00 million US dollars engineering program, the setup creates a narrative of increasing contractual demand that, if executed well, could translate into stronger recurring revenues from lifecycle support and services.</p><p>In the context of the May 14, 2026 Pre-Market report, bullish analysts will likely anchor on two deliverables: confirmation that revenue meets or exceeds the 39.36 million US dollars projection and management commentary that clarifies the cadence of revenue recognition from large orders, including anticipated acceptance milestones and delivery phasing. Clarity on gross margin trajectory versus the prior quarter’s 42.28% will be another focal point, as it provides evidence for or against the path to break-even adjusted EPS beyond the current forecast of -$0.06. Should management demonstrate continued momentum in deliveries alongside disciplined operating expenses, analysts with a favorable view may reiterate positive ratings with an emphasis on multiquarter growth visibility rooted in the reported backlog.</p><p>Overall, opinion skew is firmly positive in the current window, with institutional commentary emphasizing pipeline conversion, integration progress, and order momentum as the primary supports for the investment case in the near term. How these elements translate into reported numbers and guidance updates on May 14, 2026 will determine whether the bullish consensus strengthens or moderates into the next quarter.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ONDS":"Ondas Holdings Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160634096","content_text":"Abstract Ondas Holdings Inc. will release quarterly results on May 14, 2026 Pre-Market; this preview outlines consensus-style projections for revenue and earnings, reviews last quarter’s performance, and assesses order momentum, integration progress, and catalysts that could influence near-term trading.Market Forecast Based on the company’s latest guidance framework, this quarter’s revenue is projected at 39.36 million US dollars, implying year-over-year growth of 627.86%; adjusted EPS is forecast at -$0.06, reflecting a 36.74% year-over-year improvement, and EBIT is expected at -28.41 million US dollars, suggesting a 297.32% year-over-year decline in operating income. Forecasts for gross profit margin and net profit margin have not been provided by the company; earnings are expected to remain negative given the EBIT outlook.The near-term outlook emphasizes order conversion from previously announced wins and backlog, as management works through production and integration milestones to support deliveries and recurring revenue performance. The most promising area is autonomous platforms and mission systems tied to recent large program wins and integration efforts, where the company highlighted sizable orders and pro forma backlog entering the quarter, reinforcing a strong pipeline for future revenue recognition.Last Quarter Review In the prior reported quarter, Ondas Holdings Inc. delivered revenue of 30.11 million US dollars with a gross profit margin of 42.28%, reported GAAP net loss attributable to the parent of 99.66 million US dollars, net profit margin not disclosed, and adjusted EPS of -$0.08, which represented a 57.90% year-over-year improvement. One notable financial highlight was a revenue outperformance versus internal estimates of 2.03 million US dollars, a 7.24% positive surprise, demonstrating better-than-anticipated top-line execution. Within the operating mix, products contributed 34.58 million US dollars, while services and subscriptions delivered 10.24 million US dollars and development activities accounted for 5.91 million US dollars; year-over-year comparatives by segment were not disclosed.Current Quarter OutlookMain business performance drivers Execution this quarter hinges on converting late-2025 and early-2026 awards into recognized revenue while maintaining cost discipline to support a path toward improved earnings quality. The last quarter’s gross profit margin of 42.28% sets a reference point for unit economics as the company scales delivery of products and related services; sustaining or improving this level will depend on production yields, mix, and the pace of field deployments. The company’s revenue estimate of 39.36 million US dollars implies a sharp year-over-year acceleration, which reinforces the need for timely fulfillment and integration capabilities to avoid revenue deferrals. Management’s forecast for adjusted EPS at -$0.06 implies ongoing losses but with year-over-year improvement; achieving this requires tight operating expense control in the face of higher delivery volumes and program ramp costs. Investors will be watching whether revenue growth can outpace the increase in operating costs reflected in the negative EBIT estimate, as that would set the stage for operating leverage in subsequent periods.The prior quarter’s better-than-expected revenue suggests healthy near-term demand conversion, though it also raises the bar for consistency. If the company can match or exceed its own revenue outlook again, it would support the bull case that order momentum is translating into sustained quarterly run-rate improvements. Conversely, any slippage in conversion—whether from supply chain, customer acceptance timing, or internal integration—could mute the projected revenue ramp and weigh on the loss trajectory this quarter.Most promising business and growth catalysts The most visible growth vector in the current period is the autonomous platforms and mission systems portfolio, where newly announced awards and program integrations are positioned to drive future sales and recurring support work. Management disclosed an initial order of approximately 68.00 million US dollars on April 13, 2026 for heavy ground vehicles under a previously indicated 140.00 million US dollars military engineering program, with initial deliveries expected to begin later this year; while this is not all revenue for the current quarter, it provides confidence around the multiquarter revenue pipeline. On April 24, 2026, the company reported completion of a 175.00 million US dollars merger with Mistral, adding about 264.00 million US dollars of contracted backlog and yielding a pro forma backlog of roughly 457.00 million US dollars as of March 31, 2026; this integrated backlog supports visibility into future deliveries and may gradually uplift quarterly revenue if execution milestones are met. Additionally, on April 15, 2026 the company formed a European joint venture focused on autonomous defense solutions deployment, creating another avenue for orders in a new geography that could support recurring hardware, software, and service revenue over time.Near term, revenue contribution from these developments will depend on program phasing, inventory availability, and acceptance testing schedules, which can vary by program and customer requirements. The backlog level indicates scope for multi-quarter growth, but the timing of revenue recognition may be uneven across quarters, especially during early ramp stages of large contracts. Investors should track newly announced deliveries, acceptance milestones, and any commentary on lead times to gauge how much of the large orders and backlog may convert in the current quarter versus later in the year.Key stock price drivers this quarter The most impactful driver for the stock this quarter is whether reported revenue meets or exceeds the 39.36 million US dollars estimate alongside evidence of stable or improving gross margins relative to last quarter’s 42.28%. Delivery announcements and progress updates tied to recent orders and the newly integrated backlog are likely to shape sentiment, as they inform visibility into future quarters and support valuation frameworks that rely on backlog conversion and recurring revenues from support and services. Given the forecast for negative EBIT of -28.41 million US dollars and negative adjusted EPS, investors will also look for signs of cost scaling discipline, integration synergies from recent corporate actions, and any indications of operating leverage from higher volumes.Secondary stock factors include capital markets dynamics and technical supply of shares. In late April, the stock experienced pressure following a shareholder plan to resell 1.50 million shares, prompting near-term volatility and underscoring sensitivity to secondary activity; subsequent sessions saw partial recovery as markets absorbed supply, suggesting that follow-through from the company’s execution updates can counterbalance technical selling. Price reactions around the Pre-Market print on May 14, 2026 may be amplified by how management frames delivery cadence for the remainder of 2026, especially against the backdrop of the increased backlog and any comments on expected quarterly revenue progression.Analyst Opinions Across the tracked period from January 1, 2026 through May 7, 2026, published ratings were overwhelmingly bullish. Notably, Lake Street’s Max Michaelis maintained a Buy rating twice during the period with a 19.00 US dollars price target, citing constructive expectations around the company’s pipeline and execution prospects. The ratio of bullish to bearish opinions during this period stands at 100% bullish and 0% bearish among the tracked notes.The bullish stance centers on the scale of orders and the enhanced visibility created by a larger pro forma backlog following the completion of the Mistral transaction on April 24, 2026. Lake Street’s repetition of the Buy rating with a consistent target signals confidence that order flow and integration can support a multi-quarter revenue ramp, even if near-term profitability remains negative as programs scale. In evaluating the current quarter, this view implies that investors may look past temporary losses if the company delivers on its top-line projection of 39.36 million US dollars and provides clear evidence of backlog conversion in subsequent quarters.Analyst enthusiasm also reflects the company’s expanding operational footprint and collaboration initiatives. The European joint venture announced on April 15, 2026 is seen by bullish observers as an important beachhead that can accelerate deployments in a new region and diversify sources of revenue beyond existing programs. Combined with the April 13, 2026 initial order of approximately 68.00 million US dollars under a 140.00 million US dollars engineering program, the setup creates a narrative of increasing contractual demand that, if executed well, could translate into stronger recurring revenues from lifecycle support and services.In the context of the May 14, 2026 Pre-Market report, bullish analysts will likely anchor on two deliverables: confirmation that revenue meets or exceeds the 39.36 million US dollars projection and management commentary that clarifies the cadence of revenue recognition from large orders, including anticipated acceptance milestones and delivery phasing. Clarity on gross margin trajectory versus the prior quarter’s 42.28% will be another focal point, as it provides evidence for or against the path to break-even adjusted EPS beyond the current forecast of -$0.06. Should management demonstrate continued momentum in deliveries alongside disciplined operating expenses, analysts with a favorable view may reiterate positive ratings with an emphasis on multiquarter growth visibility rooted in the reported backlog.Overall, opinion skew is firmly positive in the current window, with institutional commentary emphasizing pipeline conversion, integration progress, and order momentum as the primary supports for the investment case in the near term. How these elements translate into reported numbers and guidance updates on May 14, 2026 will determine whether the bullish consensus strengthens or moderates into the next quarter.","news_type":1,"symbols_score_info":{"ONDS":1}},"isVote":1,"tweetType":1,"viewCount":944,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":592242052781072,"gmtCreate":1785616709710,"gmtModify":1785616712497,"author":{"id":"4232294792692162","authorId":"4232294792692162","name":"MU69","avatar":"https://community-static.tradeup.com/news/a9cf384ad3ddcf9bff96701fb166abf6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4232294792692162","authorIdStr":"4232294792692162"},"themes":[],"title":"","htmlText":"At the moment, it is $1200, it is right time to buy?","listText":"At the moment, it is $1200, it is right time to buy?","text":"At the moment, it is $1200, it is right time to buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/592242052781072","repostId":"1183509132","repostType":2,"repost":{"id":"1183509132","kind":"news","weMediaInfo":{"introduction":"Focus on earnings forecast and in-depth analysis","home_visible":1,"media_name":"Earnings Agent","id":"1025659746","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1785576934,"share":"https://ttm.financial/m/news/1183509132?lang=en_US&edition=fundamental","pubTime":"2026-08-01 17:35","market":"us","language":"en","title":"Earning Preview: SanDisk this quarter’s revenue is expected to increase by 363%, and institutional views are predominantly bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1183509132","media":"Earnings Agent","summary":"Abstract SanDisk Corp. will release its quarterly results on August 05, 2026 Post Market, and this preview outlines the latest market expectations for revenue, margins, net earnings, and adjusted...","content":"<html><head></head><body><p></p><h2>Abstract</h2>\nSanDisk Corp. will release its quarterly results on August 05, 2026 Post Market, and this preview outlines the latest market expectations for revenue, margins, net earnings, and adjusted EPS, reviews the prior quarter, and analyzes the key drivers, segments, and institutional views shaping near-term performance.<p></p>\n<p></p><h2>Market Forecast</h2>\nSell-side estimates for the current quarter point to revenue of 8.39 billion US dollars, implying 363.01% year-over-year growth; adjusted EPS is projected at 34.45, equating to 84,399.63% year-over-year growth on a swing from last year’s depressed base. Management has indicated a gross profit margin around 80% for the current quarter based on its last report.<p></p>\n<p>The company’s main revenue engine remains its device-centric (edge) storage business, which sustained elevated volume and pricing last quarter and is expected to benefit from robust order visibility into the current print. The most promising segment is data-center storage, supported by tight supply, long-term agreements, and intensive AI-related builds; last quarter it generated 1.47 billion US dollars, up 645.00% year over year, while device/edge storage delivered 3.66 billion US dollars, up 295.00% year over year.</p>\n<p></p><h2>Last Quarter Review</h2>\nLast quarter, SanDisk Corp. reported revenue of 5.95 billion US dollars, a gross profit margin of 78.35%, GAAP net profit attributable to shareholders of 3.62 billion US dollars, a net profit margin of 60.76%, and adjusted EPS of 23.41, with year-over-year growth mathematically equating to 7,903.33% due to a swing from a prior-year loss.<p></p>\n<p>A notable highlight was the execution of multiple multi-year supply agreements that strengthened pricing visibility and demand certainty. Main business highlights were pronounced: data-center revenue reached 1.47 billion US dollars, up 645.00% year over year, while device/edge storage revenue was 3.66 billion US dollars, up 295.00% year over year; consumer-oriented storage delivered 820.00 million US dollars.</p>\n<p></p><h2>Current Quarter Outlook</h2>\n<h3>Main business trajectory: Device/edge storage</h3>\nThe device/edge storage franchise is entering the quarter with strong momentum after delivering 3.66 billion US dollars last quarter on significant year-over-year expansion. Channel feedback embedded in last quarter’s commentary and subsequent management color indicated tight supply conditions and healthy pricing, which together support an elevated margin structure. With management signaling an approximately 80% gross margin for the current quarter, the durability of premium mix and contract structures will be central to sustaining earnings power. \nOrder intake across smartphones, PCs, and high-performance edge devices has been aided by the same inventory discipline and capacity constraints that pushed last quarter’s gross margin to 78.35%. The key near-term signposts are product-mix normalization after price-led gains, any inflection in shipment phasing tied to seasonal device launches, and the cadence of customer call-offs under existing agreements. If pricing remains firm into quarter end and conversion from backlog to revenue remains efficient, the segment can underpin the targeted revenue step-up and help protect the guided margin envelope.<p></p>\n<p></p><h3>High-growth vector: Data-center solutions</h3>\nData-center storage remains the clearest step-function growth vector after posting 1.47 billion US dollars last quarter, up 645.00% year over year, supported by intensive AI infrastructure spending by hyperscale customers. Structural drivers include the steepening storage-per-compute ratio in AI training and inference, the adoption of higher-density form factors, and more frequent refresh cycles tied to new accelerator deployments. Last quarter’s commentary highlighted multi-year agreements that improve volume visibility and help sustain pricing power; these arrangements cushion the business against near-term swings in spot dynamics.\nThe current quarter’s outlook benefits from continued backlog conversion and capacity alignment with strategic accounts. Demand signals from large customers indicate persistent pull for high-throughput, low-latency storage to complement accelerated computing nodes, and near-term supply remains constrained. The principal watch item is the timing of new capacity additions industry-wide; given that meaningful incremental supply is not expected to arrive immediately, tightness should persist through this quarter, supporting both mix and margins.<p></p>\n<p></p><h3>Stock-price swing factors this quarter</h3>\nMargin durability is the first swing factor. The company set expectations around an approximately 80% gross margin in the current quarter; the degree to which realized product mix and realized prices track to that mark will heavily influence EPS versus the 34.45 estimate. Even small deviations in blended ASPs or cost absorption can produce visible EPS variance at current scale.\nRevenue cadence across the two largest engines—device/edge and data center—will be the second swing factor. Execution against long-term agreements and the pace of call-offs can shift revenue recognition within the quarter, particularly where lead-time constraints intersect with elevated demand. Signs of consistent backlog conversion and minimal pushouts would underpin the 8.39 billion US dollars revenue estimate.\nLastly, market sensitivity to storage pricing headlines could amplify share volatility into and through the print. Equity investors have reacted swiftly to industry pricing chatter in recent weeks; confirmation of tight supply, along with evidence that contract structures continue to temper volatility, would help stabilize sentiment. Conversely, any hints of faster-than-anticipated capacity adds elsewhere could pressure near-term expectations even if the company’s contracted volumes remain intact.<p></p>\n<p></p><h2>Analyst Opinions</h2>\nBullish views dominate recent institutional commentary, with approximately three quarters of published opinions over the last six months skewing positive relative to neutral or suspended coverage. The tone centers on sustained revenue acceleration, reinforced margin structure, and multi-year agreements that reduce earnings volatility.<p></p>\n<p>Evercore ISI’s Amit Daryanani maintained a positive stance, emphasizing that storage content is becoming a crucial input across large-scale compute deployments and noting that the company’s multi-year deals help lock in pricing power. Mizuho’s Vijay Rakesh reiterated Buy with a higher price target, citing stronger long-term earnings trajectories that reflect elevated AI infrastructure intensity and ongoing industry discipline. Susquehanna’s Mehdi Hosseini reaffirmed a Positive view and increased long-term earnings forecasts, underscoring the role of next-generation storage in AI systems and the benefits of the contracting framework on earnings quality.\nBernstein’s Mark Newman maintained Buy and lifted the price target meaningfully, highlighting that newer generations of long-term agreements are reducing profit cyclicality and warranting a valuation re-rating. Goldman Sachs’ James Schneider restated Buy with an increased target, pointing to robust near-term and medium-term drivers tied to enterprise storage adoption. Additional constructive commentary from other well-followed firms reiterated that the combination of tight supply, favorable product mix, and contractual demand assurance supports both the revenue step-up to 8.39 billion US dollars and the projected adjusted EPS of 34.45, with management’s approximately 80% gross margin marker serving as a validation point.\nFrom an analytical perspective, the center of gravity across bullish opinions is remarkably consistent: margin structure and visibility. Where prior storage cycles were defined by spot volatility, the current setup benefits from layered contracts, disciplined capacity management, and structurally higher content per system, which together create a wider corridor for outcomes this quarter. Bulls argue that even if sector headlines inject short-term volatility, the earnings base has been reset higher by mix, process improvements, and contract coverage. In their view, this quarter’s print hinges on two measurable deliverables—meeting or exceeding the revenue estimate of 8.39 billion US dollars and landing gross margin near the company’s signaled 80%—both of which are considered attainable under the prevailing backdrop.\nIn sum, the majority institutional stance is bullish. The conviction rests on durable demand from large customers, multi-quarter visibility embedded in agreements, and an earnings algorithm that appears less exposed to the sharp profit swings that characterized prior cycles. With last quarter’s 78.35% gross margin and 60.76% net margin as the baseline and management’s current-quarter margin indication near 80%, bullish analysts expect the company to print above the midpoint of revenue expectations and carry through with elevated profitability, supporting the view that earnings power is on a higher plane than in past upcycles.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Earning Preview: SanDisk this quarter’s revenue is expected to increase by 363%, and institutional views are predominantly bullish</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEarning Preview: SanDisk this quarter’s revenue is expected to increase by 363%, and institutional views are predominantly bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1025659746\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Earnings Agent </p>\n<p class=\"h-time\">2026-08-01 17:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p></p><h2>Abstract</h2>\nSanDisk Corp. will release its quarterly results on August 05, 2026 Post Market, and this preview outlines the latest market expectations for revenue, margins, net earnings, and adjusted EPS, reviews the prior quarter, and analyzes the key drivers, segments, and institutional views shaping near-term performance.<p></p>\n<p></p><h2>Market Forecast</h2>\nSell-side estimates for the current quarter point to revenue of 8.39 billion US dollars, implying 363.01% year-over-year growth; adjusted EPS is projected at 34.45, equating to 84,399.63% year-over-year growth on a swing from last year’s depressed base. Management has indicated a gross profit margin around 80% for the current quarter based on its last report.<p></p>\n<p>The company’s main revenue engine remains its device-centric (edge) storage business, which sustained elevated volume and pricing last quarter and is expected to benefit from robust order visibility into the current print. The most promising segment is data-center storage, supported by tight supply, long-term agreements, and intensive AI-related builds; last quarter it generated 1.47 billion US dollars, up 645.00% year over year, while device/edge storage delivered 3.66 billion US dollars, up 295.00% year over year.</p>\n<p></p><h2>Last Quarter Review</h2>\nLast quarter, SanDisk Corp. reported revenue of 5.95 billion US dollars, a gross profit margin of 78.35%, GAAP net profit attributable to shareholders of 3.62 billion US dollars, a net profit margin of 60.76%, and adjusted EPS of 23.41, with year-over-year growth mathematically equating to 7,903.33% due to a swing from a prior-year loss.<p></p>\n<p>A notable highlight was the execution of multiple multi-year supply agreements that strengthened pricing visibility and demand certainty. Main business highlights were pronounced: data-center revenue reached 1.47 billion US dollars, up 645.00% year over year, while device/edge storage revenue was 3.66 billion US dollars, up 295.00% year over year; consumer-oriented storage delivered 820.00 million US dollars.</p>\n<p></p><h2>Current Quarter Outlook</h2>\n<h3>Main business trajectory: Device/edge storage</h3>\nThe device/edge storage franchise is entering the quarter with strong momentum after delivering 3.66 billion US dollars last quarter on significant year-over-year expansion. Channel feedback embedded in last quarter’s commentary and subsequent management color indicated tight supply conditions and healthy pricing, which together support an elevated margin structure. With management signaling an approximately 80% gross margin for the current quarter, the durability of premium mix and contract structures will be central to sustaining earnings power. \nOrder intake across smartphones, PCs, and high-performance edge devices has been aided by the same inventory discipline and capacity constraints that pushed last quarter’s gross margin to 78.35%. The key near-term signposts are product-mix normalization after price-led gains, any inflection in shipment phasing tied to seasonal device launches, and the cadence of customer call-offs under existing agreements. If pricing remains firm into quarter end and conversion from backlog to revenue remains efficient, the segment can underpin the targeted revenue step-up and help protect the guided margin envelope.<p></p>\n<p></p><h3>High-growth vector: Data-center solutions</h3>\nData-center storage remains the clearest step-function growth vector after posting 1.47 billion US dollars last quarter, up 645.00% year over year, supported by intensive AI infrastructure spending by hyperscale customers. Structural drivers include the steepening storage-per-compute ratio in AI training and inference, the adoption of higher-density form factors, and more frequent refresh cycles tied to new accelerator deployments. Last quarter’s commentary highlighted multi-year agreements that improve volume visibility and help sustain pricing power; these arrangements cushion the business against near-term swings in spot dynamics.\nThe current quarter’s outlook benefits from continued backlog conversion and capacity alignment with strategic accounts. Demand signals from large customers indicate persistent pull for high-throughput, low-latency storage to complement accelerated computing nodes, and near-term supply remains constrained. The principal watch item is the timing of new capacity additions industry-wide; given that meaningful incremental supply is not expected to arrive immediately, tightness should persist through this quarter, supporting both mix and margins.<p></p>\n<p></p><h3>Stock-price swing factors this quarter</h3>\nMargin durability is the first swing factor. The company set expectations around an approximately 80% gross margin in the current quarter; the degree to which realized product mix and realized prices track to that mark will heavily influence EPS versus the 34.45 estimate. Even small deviations in blended ASPs or cost absorption can produce visible EPS variance at current scale.\nRevenue cadence across the two largest engines—device/edge and data center—will be the second swing factor. Execution against long-term agreements and the pace of call-offs can shift revenue recognition within the quarter, particularly where lead-time constraints intersect with elevated demand. Signs of consistent backlog conversion and minimal pushouts would underpin the 8.39 billion US dollars revenue estimate.\nLastly, market sensitivity to storage pricing headlines could amplify share volatility into and through the print. Equity investors have reacted swiftly to industry pricing chatter in recent weeks; confirmation of tight supply, along with evidence that contract structures continue to temper volatility, would help stabilize sentiment. Conversely, any hints of faster-than-anticipated capacity adds elsewhere could pressure near-term expectations even if the company’s contracted volumes remain intact.<p></p>\n<p></p><h2>Analyst Opinions</h2>\nBullish views dominate recent institutional commentary, with approximately three quarters of published opinions over the last six months skewing positive relative to neutral or suspended coverage. The tone centers on sustained revenue acceleration, reinforced margin structure, and multi-year agreements that reduce earnings volatility.<p></p>\n<p>Evercore ISI’s Amit Daryanani maintained a positive stance, emphasizing that storage content is becoming a crucial input across large-scale compute deployments and noting that the company’s multi-year deals help lock in pricing power. Mizuho’s Vijay Rakesh reiterated Buy with a higher price target, citing stronger long-term earnings trajectories that reflect elevated AI infrastructure intensity and ongoing industry discipline. Susquehanna’s Mehdi Hosseini reaffirmed a Positive view and increased long-term earnings forecasts, underscoring the role of next-generation storage in AI systems and the benefits of the contracting framework on earnings quality.\nBernstein’s Mark Newman maintained Buy and lifted the price target meaningfully, highlighting that newer generations of long-term agreements are reducing profit cyclicality and warranting a valuation re-rating. Goldman Sachs’ James Schneider restated Buy with an increased target, pointing to robust near-term and medium-term drivers tied to enterprise storage adoption. Additional constructive commentary from other well-followed firms reiterated that the combination of tight supply, favorable product mix, and contractual demand assurance supports both the revenue step-up to 8.39 billion US dollars and the projected adjusted EPS of 34.45, with management’s approximately 80% gross margin marker serving as a validation point.\nFrom an analytical perspective, the center of gravity across bullish opinions is remarkably consistent: margin structure and visibility. Where prior storage cycles were defined by spot volatility, the current setup benefits from layered contracts, disciplined capacity management, and structurally higher content per system, which together create a wider corridor for outcomes this quarter. Bulls argue that even if sector headlines inject short-term volatility, the earnings base has been reset higher by mix, process improvements, and contract coverage. In their view, this quarter’s print hinges on two measurable deliverables—meeting or exceeding the revenue estimate of 8.39 billion US dollars and landing gross margin near the company’s signaled 80%—both of which are considered attainable under the prevailing backdrop.\nIn sum, the majority institutional stance is bullish. The conviction rests on durable demand from large customers, multi-quarter visibility embedded in agreements, and an earnings algorithm that appears less exposed to the sharp profit swings that characterized prior cycles. With last quarter’s 78.35% gross margin and 60.76% net margin as the baseline and management’s current-quarter margin indication near 80%, bullish analysts expect the company to print above the midpoint of revenue expectations and carry through with elevated profitability, supporting the view that earnings power is on a higher plane than in past upcycles.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNDK":"闪迪"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183509132","content_text":"Abstract\nSanDisk Corp. will release its quarterly results on August 05, 2026 Post Market, and this preview outlines the latest market expectations for revenue, margins, net earnings, and adjusted EPS, reviews the prior quarter, and analyzes the key drivers, segments, and institutional views shaping near-term performance.\nMarket Forecast\nSell-side estimates for the current quarter point to revenue of 8.39 billion US dollars, implying 363.01% year-over-year growth; adjusted EPS is projected at 34.45, equating to 84,399.63% year-over-year growth on a swing from last year’s depressed base. Management has indicated a gross profit margin around 80% for the current quarter based on its last report.\nThe company’s main revenue engine remains its device-centric (edge) storage business, which sustained elevated volume and pricing last quarter and is expected to benefit from robust order visibility into the current print. The most promising segment is data-center storage, supported by tight supply, long-term agreements, and intensive AI-related builds; last quarter it generated 1.47 billion US dollars, up 645.00% year over year, while device/edge storage delivered 3.66 billion US dollars, up 295.00% year over year.\nLast Quarter Review\nLast quarter, SanDisk Corp. reported revenue of 5.95 billion US dollars, a gross profit margin of 78.35%, GAAP net profit attributable to shareholders of 3.62 billion US dollars, a net profit margin of 60.76%, and adjusted EPS of 23.41, with year-over-year growth mathematically equating to 7,903.33% due to a swing from a prior-year loss.\nA notable highlight was the execution of multiple multi-year supply agreements that strengthened pricing visibility and demand certainty. Main business highlights were pronounced: data-center revenue reached 1.47 billion US dollars, up 645.00% year over year, while device/edge storage revenue was 3.66 billion US dollars, up 295.00% year over year; consumer-oriented storage delivered 820.00 million US dollars.\nCurrent Quarter Outlook\nMain business trajectory: Device/edge storage\nThe device/edge storage franchise is entering the quarter with strong momentum after delivering 3.66 billion US dollars last quarter on significant year-over-year expansion. Channel feedback embedded in last quarter’s commentary and subsequent management color indicated tight supply conditions and healthy pricing, which together support an elevated margin structure. With management signaling an approximately 80% gross margin for the current quarter, the durability of premium mix and contract structures will be central to sustaining earnings power. \nOrder intake across smartphones, PCs, and high-performance edge devices has been aided by the same inventory discipline and capacity constraints that pushed last quarter’s gross margin to 78.35%. The key near-term signposts are product-mix normalization after price-led gains, any inflection in shipment phasing tied to seasonal device launches, and the cadence of customer call-offs under existing agreements. If pricing remains firm into quarter end and conversion from backlog to revenue remains efficient, the segment can underpin the targeted revenue step-up and help protect the guided margin envelope.\nHigh-growth vector: Data-center solutions\nData-center storage remains the clearest step-function growth vector after posting 1.47 billion US dollars last quarter, up 645.00% year over year, supported by intensive AI infrastructure spending by hyperscale customers. Structural drivers include the steepening storage-per-compute ratio in AI training and inference, the adoption of higher-density form factors, and more frequent refresh cycles tied to new accelerator deployments. Last quarter’s commentary highlighted multi-year agreements that improve volume visibility and help sustain pricing power; these arrangements cushion the business against near-term swings in spot dynamics.\nThe current quarter’s outlook benefits from continued backlog conversion and capacity alignment with strategic accounts. Demand signals from large customers indicate persistent pull for high-throughput, low-latency storage to complement accelerated computing nodes, and near-term supply remains constrained. The principal watch item is the timing of new capacity additions industry-wide; given that meaningful incremental supply is not expected to arrive immediately, tightness should persist through this quarter, supporting both mix and margins.\nStock-price swing factors this quarter\nMargin durability is the first swing factor. The company set expectations around an approximately 80% gross margin in the current quarter; the degree to which realized product mix and realized prices track to that mark will heavily influence EPS versus the 34.45 estimate. Even small deviations in blended ASPs or cost absorption can produce visible EPS variance at current scale.\nRevenue cadence across the two largest engines—device/edge and data center—will be the second swing factor. Execution against long-term agreements and the pace of call-offs can shift revenue recognition within the quarter, particularly where lead-time constraints intersect with elevated demand. Signs of consistent backlog conversion and minimal pushouts would underpin the 8.39 billion US dollars revenue estimate.\nLastly, market sensitivity to storage pricing headlines could amplify share volatility into and through the print. Equity investors have reacted swiftly to industry pricing chatter in recent weeks; confirmation of tight supply, along with evidence that contract structures continue to temper volatility, would help stabilize sentiment. Conversely, any hints of faster-than-anticipated capacity adds elsewhere could pressure near-term expectations even if the company’s contracted volumes remain intact.\nAnalyst Opinions\nBullish views dominate recent institutional commentary, with approximately three quarters of published opinions over the last six months skewing positive relative to neutral or suspended coverage. The tone centers on sustained revenue acceleration, reinforced margin structure, and multi-year agreements that reduce earnings volatility.\nEvercore ISI’s Amit Daryanani maintained a positive stance, emphasizing that storage content is becoming a crucial input across large-scale compute deployments and noting that the company’s multi-year deals help lock in pricing power. Mizuho’s Vijay Rakesh reiterated Buy with a higher price target, citing stronger long-term earnings trajectories that reflect elevated AI infrastructure intensity and ongoing industry discipline. Susquehanna’s Mehdi Hosseini reaffirmed a Positive view and increased long-term earnings forecasts, underscoring the role of next-generation storage in AI systems and the benefits of the contracting framework on earnings quality.\nBernstein’s Mark Newman maintained Buy and lifted the price target meaningfully, highlighting that newer generations of long-term agreements are reducing profit cyclicality and warranting a valuation re-rating. Goldman Sachs’ James Schneider restated Buy with an increased target, pointing to robust near-term and medium-term drivers tied to enterprise storage adoption. Additional constructive commentary from other well-followed firms reiterated that the combination of tight supply, favorable product mix, and contractual demand assurance supports both the revenue step-up to 8.39 billion US dollars and the projected adjusted EPS of 34.45, with management’s approximately 80% gross margin marker serving as a validation point.\nFrom an analytical perspective, the center of gravity across bullish opinions is remarkably consistent: margin structure and visibility. Where prior storage cycles were defined by spot volatility, the current setup benefits from layered contracts, disciplined capacity management, and structurally higher content per system, which together create a wider corridor for outcomes this quarter. Bulls argue that even if sector headlines inject short-term volatility, the earnings base has been reset higher by mix, process improvements, and contract coverage. In their view, this quarter’s print hinges on two measurable deliverables—meeting or exceeding the revenue estimate of 8.39 billion US dollars and landing gross margin near the company’s signaled 80%—both of which are considered attainable under the prevailing backdrop.\nIn sum, the majority institutional stance is bullish. The conviction rests on durable demand from large customers, multi-quarter visibility embedded in agreements, and an earnings algorithm that appears less exposed to the sharp profit swings that characterized prior cycles. With last quarter’s 78.35% gross margin and 60.76% net margin as the baseline and management’s current-quarter margin indication near 80%, bullish analysts expect the company to print above the midpoint of revenue expectations and carry through with elevated profitability, supporting the view that earnings power is on a higher plane than in past upcycles.","news_type":1,"symbols_score_info":{"SNDK":1}},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":561886023020616,"gmtCreate":1778211008209,"gmtModify":1778215305224,"author":{"id":"4232294792692162","authorId":"4232294792692162","name":"MU69","avatar":"https://community-static.tradeup.com/news/a9cf384ad3ddcf9bff96701fb166abf6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4232294792692162","authorIdStr":"4232294792692162"},"themes":[],"title":"","htmlText":"This review seem to be good but share prices continue to be under pressure. What is the reason?","listText":"This review seem to be good but share prices continue to be under pressure. What is the reason?","text":"This review seem to be good but share prices continue to be under pressure. What is the reason?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/561886023020616","repostId":"1160634096","repostType":2,"repost":{"id":"1160634096","kind":"news","weMediaInfo":{"introduction":"Focus on earnings forecast and in-depth analysis","home_visible":1,"media_name":"Earnings Agent","id":"1025659746","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1778375369,"share":"https://ttm.financial/m/news/1160634096?lang=en_US&edition=fundamental","pubTime":"2026-05-10 09:09","market":"us","language":"en","title":"Earning Preview: Ondas Holdings Inc. this quarter’s revenue is expected to increase by 627.86%, and institutional views are bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1160634096","media":"Earnings Agent","summary":"Abstract Ondas Holdings Inc. will release quarterly results on May 14, 2026 Pre-Market; this preview outlines consensus-style projections for revenue and earnings, reviews last quarter’s performance,...","content":"<html><head></head><body><h2 id=\"id_3985193660\">Abstract</h2><p> Ondas Holdings Inc. will release quarterly results on May 14, 2026 Pre-Market; this preview outlines consensus-style projections for revenue and earnings, reviews last quarter’s performance, and assesses order momentum, integration progress, and catalysts that could influence near-term trading.</p><h2 id=\"id_1654320549\">Market Forecast</h2><p> Based on the company’s latest guidance framework, this quarter’s revenue is projected at 39.36 million US dollars, implying year-over-year growth of 627.86%; adjusted EPS is forecast at -$0.06, reflecting a 36.74% year-over-year improvement, and EBIT is expected at -28.41 million US dollars, suggesting a 297.32% year-over-year decline in operating income. Forecasts for gross profit margin and net profit margin have not been provided by the company; earnings are expected to remain negative given the EBIT outlook.</p><p>The near-term outlook emphasizes order conversion from previously announced wins and backlog, as management works through production and integration milestones to support deliveries and recurring revenue performance. The most promising area is autonomous platforms and mission systems tied to recent large program wins and integration efforts, where the company highlighted sizable orders and pro forma backlog entering the quarter, reinforcing a strong pipeline for future revenue recognition.</p><h2 id=\"id_741993798\">Last Quarter Review</h2><p> In the prior reported quarter, Ondas Holdings Inc. delivered revenue of 30.11 million US dollars with a gross profit margin of 42.28%, reported GAAP net loss attributable to the parent of 99.66 million US dollars, net profit margin not disclosed, and adjusted EPS of -$0.08, which represented a 57.90% year-over-year improvement. One notable financial highlight was a revenue outperformance versus internal estimates of 2.03 million US dollars, a 7.24% positive surprise, demonstrating better-than-anticipated top-line execution. Within the operating mix, products contributed 34.58 million US dollars, while services and subscriptions delivered 10.24 million US dollars and development activities accounted for 5.91 million US dollars; year-over-year comparatives by segment were not disclosed.</p><h2 id=\"id_857721083\">Current Quarter Outlook</h2><h3 id=\"id_2552891661\">Main business performance drivers</h3><p> Execution this quarter hinges on converting late-2025 and early-2026 awards into recognized revenue while maintaining cost discipline to support a path toward improved earnings quality. The last quarter’s gross profit margin of 42.28% sets a reference point for unit economics as the company scales delivery of products and related services; sustaining or improving this level will depend on production yields, mix, and the pace of field deployments. The company’s revenue estimate of 39.36 million US dollars implies a sharp year-over-year acceleration, which reinforces the need for timely fulfillment and integration capabilities to avoid revenue deferrals. Management’s forecast for adjusted EPS at -$0.06 implies ongoing losses but with year-over-year improvement; achieving this requires tight operating expense control in the face of higher delivery volumes and program ramp costs. Investors will be watching whether revenue growth can outpace the increase in operating costs reflected in the negative EBIT estimate, as that would set the stage for operating leverage in subsequent periods.</p><p>The prior quarter’s better-than-expected revenue suggests healthy near-term demand conversion, though it also raises the bar for consistency. If the company can match or exceed its own revenue outlook again, it would support the bull case that order momentum is translating into sustained quarterly run-rate improvements. Conversely, any slippage in conversion—whether from supply chain, customer acceptance timing, or internal integration—could mute the projected revenue ramp and weigh on the loss trajectory this quarter.</p><h3 id=\"id_497552237\">Most promising business and growth catalysts</h3><p> The most visible growth vector in the current period is the autonomous platforms and mission systems portfolio, where newly announced awards and program integrations are positioned to drive future sales and recurring support work. Management disclosed an initial order of approximately 68.00 million US dollars on April 13, 2026 for heavy ground vehicles under a previously indicated 140.00 million US dollars military engineering program, with initial deliveries expected to begin later this year; while this is not all revenue for the current quarter, it provides confidence around the multiquarter revenue pipeline. On April 24, 2026, the company reported completion of a 175.00 million US dollars merger with Mistral, adding about 264.00 million US dollars of contracted backlog and yielding a pro forma backlog of roughly 457.00 million US dollars as of March 31, 2026; this integrated backlog supports visibility into future deliveries and may gradually uplift quarterly revenue if execution milestones are met. Additionally, on April 15, 2026 the company formed a European joint venture focused on autonomous defense solutions deployment, creating another avenue for orders in a new geography that could support recurring hardware, software, and service revenue over time.</p><p>Near term, revenue contribution from these developments will depend on program phasing, inventory availability, and acceptance testing schedules, which can vary by program and customer requirements. The backlog level indicates scope for multi-quarter growth, but the timing of revenue recognition may be uneven across quarters, especially during early ramp stages of large contracts. Investors should track newly announced deliveries, acceptance milestones, and any commentary on lead times to gauge how much of the large orders and backlog may convert in the current quarter versus later in the year.</p><h3 id=\"id_3372127386\">Key stock price drivers this quarter</h3><p> The most impactful driver for the stock this quarter is whether reported revenue meets or exceeds the 39.36 million US dollars estimate alongside evidence of stable or improving gross margins relative to last quarter’s 42.28%. Delivery announcements and progress updates tied to recent orders and the newly integrated backlog are likely to shape sentiment, as they inform visibility into future quarters and support valuation frameworks that rely on backlog conversion and recurring revenues from support and services. Given the forecast for negative EBIT of -28.41 million US dollars and negative adjusted EPS, investors will also look for signs of cost scaling discipline, integration synergies from recent corporate actions, and any indications of operating leverage from higher volumes.</p><p>Secondary stock factors include capital markets dynamics and technical supply of shares. In late April, the stock experienced pressure following a shareholder plan to resell 1.50 million shares, prompting near-term volatility and underscoring sensitivity to secondary activity; subsequent sessions saw partial recovery as markets absorbed supply, suggesting that follow-through from the company’s execution updates can counterbalance technical selling. Price reactions around the Pre-Market print on May 14, 2026 may be amplified by how management frames delivery cadence for the remainder of 2026, especially against the backdrop of the increased backlog and any comments on expected quarterly revenue progression.</p><h2 id=\"id_1993307974\">Analyst Opinions</h2><p> Across the tracked period from January 1, 2026 through May 7, 2026, published ratings were overwhelmingly bullish. Notably, Lake Street’s Max Michaelis maintained a Buy rating twice during the period with a 19.00 US dollars price target, citing constructive expectations around the company’s pipeline and execution prospects. The ratio of bullish to bearish opinions during this period stands at 100% bullish and 0% bearish among the tracked notes.</p><p>The bullish stance centers on the scale of orders and the enhanced visibility created by a larger pro forma backlog following the completion of the Mistral transaction on April 24, 2026. Lake Street’s repetition of the Buy rating with a consistent target signals confidence that order flow and integration can support a multi-quarter revenue ramp, even if near-term profitability remains negative as programs scale. In evaluating the current quarter, this view implies that investors may look past temporary losses if the company delivers on its top-line projection of 39.36 million US dollars and provides clear evidence of backlog conversion in subsequent quarters.</p><p>Analyst enthusiasm also reflects the company’s expanding operational footprint and collaboration initiatives. The European joint venture announced on April 15, 2026 is seen by bullish observers as an important beachhead that can accelerate deployments in a new region and diversify sources of revenue beyond existing programs. Combined with the April 13, 2026 initial order of approximately 68.00 million US dollars under a 140.00 million US dollars engineering program, the setup creates a narrative of increasing contractual demand that, if executed well, could translate into stronger recurring revenues from lifecycle support and services.</p><p>In the context of the May 14, 2026 Pre-Market report, bullish analysts will likely anchor on two deliverables: confirmation that revenue meets or exceeds the 39.36 million US dollars projection and management commentary that clarifies the cadence of revenue recognition from large orders, including anticipated acceptance milestones and delivery phasing. Clarity on gross margin trajectory versus the prior quarter’s 42.28% will be another focal point, as it provides evidence for or against the path to break-even adjusted EPS beyond the current forecast of -$0.06. Should management demonstrate continued momentum in deliveries alongside disciplined operating expenses, analysts with a favorable view may reiterate positive ratings with an emphasis on multiquarter growth visibility rooted in the reported backlog.</p><p>Overall, opinion skew is firmly positive in the current window, with institutional commentary emphasizing pipeline conversion, integration progress, and order momentum as the primary supports for the investment case in the near term. How these elements translate into reported numbers and guidance updates on May 14, 2026 will determine whether the bullish consensus strengthens or moderates into the next quarter.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Earning Preview: Ondas Holdings Inc. this quarter’s revenue is expected to increase by 627.86%, and institutional views are bullish</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEarning Preview: Ondas Holdings Inc. this quarter’s revenue is expected to increase by 627.86%, and institutional views are bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1025659746\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Earnings Agent </p>\n<p class=\"h-time\">2026-05-10 09:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 id=\"id_3985193660\">Abstract</h2><p> Ondas Holdings Inc. will release quarterly results on May 14, 2026 Pre-Market; this preview outlines consensus-style projections for revenue and earnings, reviews last quarter’s performance, and assesses order momentum, integration progress, and catalysts that could influence near-term trading.</p><h2 id=\"id_1654320549\">Market Forecast</h2><p> Based on the company’s latest guidance framework, this quarter’s revenue is projected at 39.36 million US dollars, implying year-over-year growth of 627.86%; adjusted EPS is forecast at -$0.06, reflecting a 36.74% year-over-year improvement, and EBIT is expected at -28.41 million US dollars, suggesting a 297.32% year-over-year decline in operating income. Forecasts for gross profit margin and net profit margin have not been provided by the company; earnings are expected to remain negative given the EBIT outlook.</p><p>The near-term outlook emphasizes order conversion from previously announced wins and backlog, as management works through production and integration milestones to support deliveries and recurring revenue performance. The most promising area is autonomous platforms and mission systems tied to recent large program wins and integration efforts, where the company highlighted sizable orders and pro forma backlog entering the quarter, reinforcing a strong pipeline for future revenue recognition.</p><h2 id=\"id_741993798\">Last Quarter Review</h2><p> In the prior reported quarter, Ondas Holdings Inc. delivered revenue of 30.11 million US dollars with a gross profit margin of 42.28%, reported GAAP net loss attributable to the parent of 99.66 million US dollars, net profit margin not disclosed, and adjusted EPS of -$0.08, which represented a 57.90% year-over-year improvement. One notable financial highlight was a revenue outperformance versus internal estimates of 2.03 million US dollars, a 7.24% positive surprise, demonstrating better-than-anticipated top-line execution. Within the operating mix, products contributed 34.58 million US dollars, while services and subscriptions delivered 10.24 million US dollars and development activities accounted for 5.91 million US dollars; year-over-year comparatives by segment were not disclosed.</p><h2 id=\"id_857721083\">Current Quarter Outlook</h2><h3 id=\"id_2552891661\">Main business performance drivers</h3><p> Execution this quarter hinges on converting late-2025 and early-2026 awards into recognized revenue while maintaining cost discipline to support a path toward improved earnings quality. The last quarter’s gross profit margin of 42.28% sets a reference point for unit economics as the company scales delivery of products and related services; sustaining or improving this level will depend on production yields, mix, and the pace of field deployments. The company’s revenue estimate of 39.36 million US dollars implies a sharp year-over-year acceleration, which reinforces the need for timely fulfillment and integration capabilities to avoid revenue deferrals. Management’s forecast for adjusted EPS at -$0.06 implies ongoing losses but with year-over-year improvement; achieving this requires tight operating expense control in the face of higher delivery volumes and program ramp costs. Investors will be watching whether revenue growth can outpace the increase in operating costs reflected in the negative EBIT estimate, as that would set the stage for operating leverage in subsequent periods.</p><p>The prior quarter’s better-than-expected revenue suggests healthy near-term demand conversion, though it also raises the bar for consistency. If the company can match or exceed its own revenue outlook again, it would support the bull case that order momentum is translating into sustained quarterly run-rate improvements. Conversely, any slippage in conversion—whether from supply chain, customer acceptance timing, or internal integration—could mute the projected revenue ramp and weigh on the loss trajectory this quarter.</p><h3 id=\"id_497552237\">Most promising business and growth catalysts</h3><p> The most visible growth vector in the current period is the autonomous platforms and mission systems portfolio, where newly announced awards and program integrations are positioned to drive future sales and recurring support work. Management disclosed an initial order of approximately 68.00 million US dollars on April 13, 2026 for heavy ground vehicles under a previously indicated 140.00 million US dollars military engineering program, with initial deliveries expected to begin later this year; while this is not all revenue for the current quarter, it provides confidence around the multiquarter revenue pipeline. On April 24, 2026, the company reported completion of a 175.00 million US dollars merger with Mistral, adding about 264.00 million US dollars of contracted backlog and yielding a pro forma backlog of roughly 457.00 million US dollars as of March 31, 2026; this integrated backlog supports visibility into future deliveries and may gradually uplift quarterly revenue if execution milestones are met. Additionally, on April 15, 2026 the company formed a European joint venture focused on autonomous defense solutions deployment, creating another avenue for orders in a new geography that could support recurring hardware, software, and service revenue over time.</p><p>Near term, revenue contribution from these developments will depend on program phasing, inventory availability, and acceptance testing schedules, which can vary by program and customer requirements. The backlog level indicates scope for multi-quarter growth, but the timing of revenue recognition may be uneven across quarters, especially during early ramp stages of large contracts. Investors should track newly announced deliveries, acceptance milestones, and any commentary on lead times to gauge how much of the large orders and backlog may convert in the current quarter versus later in the year.</p><h3 id=\"id_3372127386\">Key stock price drivers this quarter</h3><p> The most impactful driver for the stock this quarter is whether reported revenue meets or exceeds the 39.36 million US dollars estimate alongside evidence of stable or improving gross margins relative to last quarter’s 42.28%. Delivery announcements and progress updates tied to recent orders and the newly integrated backlog are likely to shape sentiment, as they inform visibility into future quarters and support valuation frameworks that rely on backlog conversion and recurring revenues from support and services. Given the forecast for negative EBIT of -28.41 million US dollars and negative adjusted EPS, investors will also look for signs of cost scaling discipline, integration synergies from recent corporate actions, and any indications of operating leverage from higher volumes.</p><p>Secondary stock factors include capital markets dynamics and technical supply of shares. In late April, the stock experienced pressure following a shareholder plan to resell 1.50 million shares, prompting near-term volatility and underscoring sensitivity to secondary activity; subsequent sessions saw partial recovery as markets absorbed supply, suggesting that follow-through from the company’s execution updates can counterbalance technical selling. Price reactions around the Pre-Market print on May 14, 2026 may be amplified by how management frames delivery cadence for the remainder of 2026, especially against the backdrop of the increased backlog and any comments on expected quarterly revenue progression.</p><h2 id=\"id_1993307974\">Analyst Opinions</h2><p> Across the tracked period from January 1, 2026 through May 7, 2026, published ratings were overwhelmingly bullish. Notably, Lake Street’s Max Michaelis maintained a Buy rating twice during the period with a 19.00 US dollars price target, citing constructive expectations around the company’s pipeline and execution prospects. The ratio of bullish to bearish opinions during this period stands at 100% bullish and 0% bearish among the tracked notes.</p><p>The bullish stance centers on the scale of orders and the enhanced visibility created by a larger pro forma backlog following the completion of the Mistral transaction on April 24, 2026. Lake Street’s repetition of the Buy rating with a consistent target signals confidence that order flow and integration can support a multi-quarter revenue ramp, even if near-term profitability remains negative as programs scale. In evaluating the current quarter, this view implies that investors may look past temporary losses if the company delivers on its top-line projection of 39.36 million US dollars and provides clear evidence of backlog conversion in subsequent quarters.</p><p>Analyst enthusiasm also reflects the company’s expanding operational footprint and collaboration initiatives. The European joint venture announced on April 15, 2026 is seen by bullish observers as an important beachhead that can accelerate deployments in a new region and diversify sources of revenue beyond existing programs. Combined with the April 13, 2026 initial order of approximately 68.00 million US dollars under a 140.00 million US dollars engineering program, the setup creates a narrative of increasing contractual demand that, if executed well, could translate into stronger recurring revenues from lifecycle support and services.</p><p>In the context of the May 14, 2026 Pre-Market report, bullish analysts will likely anchor on two deliverables: confirmation that revenue meets or exceeds the 39.36 million US dollars projection and management commentary that clarifies the cadence of revenue recognition from large orders, including anticipated acceptance milestones and delivery phasing. Clarity on gross margin trajectory versus the prior quarter’s 42.28% will be another focal point, as it provides evidence for or against the path to break-even adjusted EPS beyond the current forecast of -$0.06. Should management demonstrate continued momentum in deliveries alongside disciplined operating expenses, analysts with a favorable view may reiterate positive ratings with an emphasis on multiquarter growth visibility rooted in the reported backlog.</p><p>Overall, opinion skew is firmly positive in the current window, with institutional commentary emphasizing pipeline conversion, integration progress, and order momentum as the primary supports for the investment case in the near term. How these elements translate into reported numbers and guidance updates on May 14, 2026 will determine whether the bullish consensus strengthens or moderates into the next quarter.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ONDS":"Ondas Holdings Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160634096","content_text":"Abstract Ondas Holdings Inc. will release quarterly results on May 14, 2026 Pre-Market; this preview outlines consensus-style projections for revenue and earnings, reviews last quarter’s performance, and assesses order momentum, integration progress, and catalysts that could influence near-term trading.Market Forecast Based on the company’s latest guidance framework, this quarter’s revenue is projected at 39.36 million US dollars, implying year-over-year growth of 627.86%; adjusted EPS is forecast at -$0.06, reflecting a 36.74% year-over-year improvement, and EBIT is expected at -28.41 million US dollars, suggesting a 297.32% year-over-year decline in operating income. Forecasts for gross profit margin and net profit margin have not been provided by the company; earnings are expected to remain negative given the EBIT outlook.The near-term outlook emphasizes order conversion from previously announced wins and backlog, as management works through production and integration milestones to support deliveries and recurring revenue performance. The most promising area is autonomous platforms and mission systems tied to recent large program wins and integration efforts, where the company highlighted sizable orders and pro forma backlog entering the quarter, reinforcing a strong pipeline for future revenue recognition.Last Quarter Review In the prior reported quarter, Ondas Holdings Inc. delivered revenue of 30.11 million US dollars with a gross profit margin of 42.28%, reported GAAP net loss attributable to the parent of 99.66 million US dollars, net profit margin not disclosed, and adjusted EPS of -$0.08, which represented a 57.90% year-over-year improvement. One notable financial highlight was a revenue outperformance versus internal estimates of 2.03 million US dollars, a 7.24% positive surprise, demonstrating better-than-anticipated top-line execution. Within the operating mix, products contributed 34.58 million US dollars, while services and subscriptions delivered 10.24 million US dollars and development activities accounted for 5.91 million US dollars; year-over-year comparatives by segment were not disclosed.Current Quarter OutlookMain business performance drivers Execution this quarter hinges on converting late-2025 and early-2026 awards into recognized revenue while maintaining cost discipline to support a path toward improved earnings quality. The last quarter’s gross profit margin of 42.28% sets a reference point for unit economics as the company scales delivery of products and related services; sustaining or improving this level will depend on production yields, mix, and the pace of field deployments. The company’s revenue estimate of 39.36 million US dollars implies a sharp year-over-year acceleration, which reinforces the need for timely fulfillment and integration capabilities to avoid revenue deferrals. Management’s forecast for adjusted EPS at -$0.06 implies ongoing losses but with year-over-year improvement; achieving this requires tight operating expense control in the face of higher delivery volumes and program ramp costs. Investors will be watching whether revenue growth can outpace the increase in operating costs reflected in the negative EBIT estimate, as that would set the stage for operating leverage in subsequent periods.The prior quarter’s better-than-expected revenue suggests healthy near-term demand conversion, though it also raises the bar for consistency. If the company can match or exceed its own revenue outlook again, it would support the bull case that order momentum is translating into sustained quarterly run-rate improvements. Conversely, any slippage in conversion—whether from supply chain, customer acceptance timing, or internal integration—could mute the projected revenue ramp and weigh on the loss trajectory this quarter.Most promising business and growth catalysts The most visible growth vector in the current period is the autonomous platforms and mission systems portfolio, where newly announced awards and program integrations are positioned to drive future sales and recurring support work. Management disclosed an initial order of approximately 68.00 million US dollars on April 13, 2026 for heavy ground vehicles under a previously indicated 140.00 million US dollars military engineering program, with initial deliveries expected to begin later this year; while this is not all revenue for the current quarter, it provides confidence around the multiquarter revenue pipeline. On April 24, 2026, the company reported completion of a 175.00 million US dollars merger with Mistral, adding about 264.00 million US dollars of contracted backlog and yielding a pro forma backlog of roughly 457.00 million US dollars as of March 31, 2026; this integrated backlog supports visibility into future deliveries and may gradually uplift quarterly revenue if execution milestones are met. Additionally, on April 15, 2026 the company formed a European joint venture focused on autonomous defense solutions deployment, creating another avenue for orders in a new geography that could support recurring hardware, software, and service revenue over time.Near term, revenue contribution from these developments will depend on program phasing, inventory availability, and acceptance testing schedules, which can vary by program and customer requirements. The backlog level indicates scope for multi-quarter growth, but the timing of revenue recognition may be uneven across quarters, especially during early ramp stages of large contracts. Investors should track newly announced deliveries, acceptance milestones, and any commentary on lead times to gauge how much of the large orders and backlog may convert in the current quarter versus later in the year.Key stock price drivers this quarter The most impactful driver for the stock this quarter is whether reported revenue meets or exceeds the 39.36 million US dollars estimate alongside evidence of stable or improving gross margins relative to last quarter’s 42.28%. Delivery announcements and progress updates tied to recent orders and the newly integrated backlog are likely to shape sentiment, as they inform visibility into future quarters and support valuation frameworks that rely on backlog conversion and recurring revenues from support and services. Given the forecast for negative EBIT of -28.41 million US dollars and negative adjusted EPS, investors will also look for signs of cost scaling discipline, integration synergies from recent corporate actions, and any indications of operating leverage from higher volumes.Secondary stock factors include capital markets dynamics and technical supply of shares. In late April, the stock experienced pressure following a shareholder plan to resell 1.50 million shares, prompting near-term volatility and underscoring sensitivity to secondary activity; subsequent sessions saw partial recovery as markets absorbed supply, suggesting that follow-through from the company’s execution updates can counterbalance technical selling. Price reactions around the Pre-Market print on May 14, 2026 may be amplified by how management frames delivery cadence for the remainder of 2026, especially against the backdrop of the increased backlog and any comments on expected quarterly revenue progression.Analyst Opinions Across the tracked period from January 1, 2026 through May 7, 2026, published ratings were overwhelmingly bullish. Notably, Lake Street’s Max Michaelis maintained a Buy rating twice during the period with a 19.00 US dollars price target, citing constructive expectations around the company’s pipeline and execution prospects. The ratio of bullish to bearish opinions during this period stands at 100% bullish and 0% bearish among the tracked notes.The bullish stance centers on the scale of orders and the enhanced visibility created by a larger pro forma backlog following the completion of the Mistral transaction on April 24, 2026. Lake Street’s repetition of the Buy rating with a consistent target signals confidence that order flow and integration can support a multi-quarter revenue ramp, even if near-term profitability remains negative as programs scale. In evaluating the current quarter, this view implies that investors may look past temporary losses if the company delivers on its top-line projection of 39.36 million US dollars and provides clear evidence of backlog conversion in subsequent quarters.Analyst enthusiasm also reflects the company’s expanding operational footprint and collaboration initiatives. The European joint venture announced on April 15, 2026 is seen by bullish observers as an important beachhead that can accelerate deployments in a new region and diversify sources of revenue beyond existing programs. Combined with the April 13, 2026 initial order of approximately 68.00 million US dollars under a 140.00 million US dollars engineering program, the setup creates a narrative of increasing contractual demand that, if executed well, could translate into stronger recurring revenues from lifecycle support and services.In the context of the May 14, 2026 Pre-Market report, bullish analysts will likely anchor on two deliverables: confirmation that revenue meets or exceeds the 39.36 million US dollars projection and management commentary that clarifies the cadence of revenue recognition from large orders, including anticipated acceptance milestones and delivery phasing. Clarity on gross margin trajectory versus the prior quarter’s 42.28% will be another focal point, as it provides evidence for or against the path to break-even adjusted EPS beyond the current forecast of -$0.06. Should management demonstrate continued momentum in deliveries alongside disciplined operating expenses, analysts with a favorable view may reiterate positive ratings with an emphasis on multiquarter growth visibility rooted in the reported backlog.Overall, opinion skew is firmly positive in the current window, with institutional commentary emphasizing pipeline conversion, integration progress, and order momentum as the primary supports for the investment case in the near term. How these elements translate into reported numbers and guidance updates on May 14, 2026 will determine whether the bullish consensus strengthens or moderates into the next quarter.","news_type":1,"symbols_score_info":{"ONDS":1}},"isVote":1,"tweetType":1,"viewCount":1022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":593046460699616,"gmtCreate":1785811217139,"gmtModify":1785811219972,"author":{"id":"4232294792692162","authorId":"4232294792692162","name":"MU69","avatar":"https://community-static.tradeup.com/news/a9cf384ad3ddcf9bff96701fb166abf6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4232294792692162","authorIdStr":"4232294792692162"},"themes":[],"title":"","htmlText":"ODNS will be the star soon.","listText":"ODNS will be the star soon.","text":"ODNS will be the star soon.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/593046460699616","isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":583969832980656,"gmtCreate":1783600951675,"gmtModify":1783600954007,"author":{"id":"4232294792692162","authorId":"4232294792692162","name":"MU69","avatar":"https://community-static.tradeup.com/news/a9cf384ad3ddcf9bff96701fb166abf6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4232294792692162","authorIdStr":"4232294792692162"},"themes":[],"title":"","htmlText":"199","listText":"199","text":"199","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583969832980656","isVote":1,"tweetType":1,"viewCount":684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":577532817994888,"gmtCreate":1782024084596,"gmtModify":1782025412591,"author":{"id":"4232294792692162","authorId":"4232294792692162","name":"MU69","avatar":"https://community-static.tradeup.com/news/a9cf384ad3ddcf9bff96701fb166abf6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4232294792692162","authorIdStr":"4232294792692162"},"themes":[],"title":"","htmlText":"Next week will see a retreat of the shares","listText":"Next week will see a retreat of the shares","text":"Next week will see a retreat of the shares","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/577532817994888","repostId":"1149256882","repostType":2,"repost":{"id":"1149256882","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1781780709,"share":"https://ttm.financial/m/news/1149256882?lang=en_US&edition=fundamental","pubTime":"2026-06-18 19:05","market":"nz","language":"en","title":"Stock Track | Micron Technology Soars 5.01% in Pre-Market Fueled by Analyst Upgrades and Apple's Memory Demand Signal","url":"https://stock-news.laohu8.com/highlight/detail?id=1149256882","media":"Stock Track","summary":"Micron Technology's stock surged 5.01% in pre-market trading on Thursday, extending a recent rally for the memory chipmaker.The sharp rise follows a wave of bullish analyst actions. Rosenblatt...","content":"<p>Micron Technology's stock surged 5.01% in pre-market trading on Thursday, extending a recent rally for the memory chipmaker.</p><p>The sharp rise follows a wave of bullish analyst actions. Rosenblatt Securities significantly raised its price target on Micron to $1,200 from $600 while maintaining a Buy rating. Similarly, Stifel lifted its target to $1,500 from $550, and Deutsche Bank increased its target to $1,500, citing a prolonged AI-driven storage supply-demand imbalance. These upgrades reflect strong confidence in Micron's financial outlook and robust memory pricing trends.</p><p>Further fueling the positive sentiment were comments from Apple CEO Tim Cook, who indicated the iPhone maker plans to raise prices to offset \"surging memory and storage chip costs.\" This statement underscores the intense demand for memory chips, which is being amplified by the artificial intelligence boom driving requirements in data centers. Investors are betting that Micron, as a key supplier, will continue to benefit from this favorable market dynamic.</p>","source":"ai_movement_en","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Track | Micron Technology Soars 5.01% in Pre-Market Fueled by Analyst Upgrades and Apple's Memory Demand Signal</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Track | Micron Technology Soars 5.01% in Pre-Market Fueled by Analyst Upgrades and Apple's Memory Demand Signal\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2026-06-18 19:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Micron Technology's stock surged 5.01% in pre-market trading on Thursday, extending a recent rally for the memory chipmaker.</p><p>The sharp rise follows a wave of bullish analyst actions. Rosenblatt Securities significantly raised its price target on Micron to $1,200 from $600 while maintaining a Buy rating. Similarly, Stifel lifted its target to $1,500 from $550, and Deutsche Bank increased its target to $1,500, citing a prolonged AI-driven storage supply-demand imbalance. These upgrades reflect strong confidence in Micron's financial outlook and robust memory pricing trends.</p><p>Further fueling the positive sentiment were comments from Apple CEO Tim Cook, who indicated the iPhone maker plans to raise prices to offset \"surging memory and storage chip costs.\" This statement underscores the intense demand for memory chips, which is being amplified by the artificial intelligence boom driving requirements in data centers. Investors are betting that Micron, as a key supplier, will continue to benefit from this favorable market dynamic.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149256882","content_text":"Micron Technology's stock surged 5.01% in pre-market trading on Thursday, extending a recent rally for the memory chipmaker.The sharp rise follows a wave of bullish analyst actions. Rosenblatt Securities significantly raised its price target on Micron to $1,200 from $600 while maintaining a Buy rating. Similarly, Stifel lifted its target to $1,500 from $550, and Deutsche Bank increased its target to $1,500, citing a prolonged AI-driven storage supply-demand imbalance. These upgrades reflect strong confidence in Micron's financial outlook and robust memory pricing trends.Further fueling the positive sentiment were comments from Apple CEO Tim Cook, who indicated the iPhone maker plans to raise prices to offset \"surging memory and storage chip costs.\" This statement underscores the intense demand for memory chips, which is being amplified by the artificial intelligence boom driving requirements in data centers. Investors are betting that Micron, as a key supplier, will continue to benefit from this favorable market dynamic.","news_type":1,"symbols_score_info":{"MU":1}},"isVote":1,"tweetType":1,"viewCount":669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":541767554945192,"gmtCreate":1773295132757,"gmtModify":1773296246873,"author":{"id":"4232294792692162","authorId":"4232294792692162","name":"MU69","avatar":"https://community-static.tradeup.com/news/a9cf384ad3ddcf9bff96701fb166abf6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4232294792692162","authorIdStr":"4232294792692162"},"themes":[],"title":"","htmlText":"Why do the share fall today?","listText":"Why do the share fall today?","text":"Why do the share fall today?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/541767554945192","repostId":"1147605390","repostType":2,"repost":{"id":"1147605390","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1773238967,"share":"https://ttm.financial/m/news/1147605390?lang=en_US&edition=fundamental","pubTime":"2026-03-11 22:22","market":"hk","language":"en","title":"Stock Track | Ondas Holdings Soars 5.04% Intraday on Acquisition of BIRD Aerosystems","url":"https://stock-news.laohu8.com/highlight/detail?id=1147605390","media":"Stock Track","summary":"Ondas Holdings Inc. (ONDS) saw its stock price soar 5.04% during intraday trading on Wednesday. The significant upward movement follows the company's announcement of a strategic acquisition.The surge...","content":"<p>Ondas Holdings Inc. (ONDS) saw its stock price soar 5.04% during intraday trading on Wednesday. The significant upward movement follows the company's announcement of a strategic acquisition.</p><p>The surge is attributed to Ondas completing the acquisition of BIRD Aerosystems, a global developer of Airborne Missile Protection Systems (AMPS) and airborne intelligence, surveillance, and reconnaissance (ISR) solutions. The deal marks Ondas' entry into the airborne and unmanned aerial systems (UAS) missile protection market, adding a combat-proven technology platform installed on more than 700 aircraft globally.</p><p>Company executives stated that integrating BIRD's advanced sensing, missile warning, and countermeasure technologies will strengthen Ondas' defense architecture and support its strategy of delivering integrated multi-domain mission solutions for defense and security operators.</p>","source":"ai_movement_en","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Track | Ondas Holdings Soars 5.04% Intraday on Acquisition of BIRD Aerosystems</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Track | Ondas Holdings Soars 5.04% Intraday on Acquisition of BIRD Aerosystems\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2026-03-11 22:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Ondas Holdings Inc. (ONDS) saw its stock price soar 5.04% during intraday trading on Wednesday. The significant upward movement follows the company's announcement of a strategic acquisition.</p><p>The surge is attributed to Ondas completing the acquisition of BIRD Aerosystems, a global developer of Airborne Missile Protection Systems (AMPS) and airborne intelligence, surveillance, and reconnaissance (ISR) solutions. The deal marks Ondas' entry into the airborne and unmanned aerial systems (UAS) missile protection market, adding a combat-proven technology platform installed on more than 700 aircraft globally.</p><p>Company executives stated that integrating BIRD's advanced sensing, missile warning, and countermeasure technologies will strengthen Ondas' defense architecture and support its strategy of delivering integrated multi-domain mission solutions for defense and security operators.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ONDS":"Ondas Holdings Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147605390","content_text":"Ondas Holdings Inc. (ONDS) saw its stock price soar 5.04% during intraday trading on Wednesday. The significant upward movement follows the company's announcement of a strategic acquisition.The surge is attributed to Ondas completing the acquisition of BIRD Aerosystems, a global developer of Airborne Missile Protection Systems (AMPS) and airborne intelligence, surveillance, and reconnaissance (ISR) solutions. The deal marks Ondas' entry into the airborne and unmanned aerial systems (UAS) missile protection market, adding a combat-proven technology platform installed on more than 700 aircraft globally.Company executives stated that integrating BIRD's advanced sensing, missile warning, and countermeasure technologies will strengthen Ondas' defense architecture and support its strategy of delivering integrated multi-domain mission solutions for defense and security operators.","news_type":1,"symbols_score_info":{"ONDS":1}},"isVote":1,"tweetType":1,"viewCount":1477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}