What stands out most to me is ONDS’ growing backlog and order momentum. The company recently secured an initial US$68M military engineering order, while the Mistral merger lifted pro forma backlog to roughly US$457M. That provides stronger multi-quarter revenue visibility.
I’ll also be watching management updates on delivery execution, margins, and integration progress. If ONDS can sustain strong revenue growth while maintaining healthy margins, sentiment could continue improving, especially with analysts remaining fully bullish on the stock.
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- OgdenHerbert·05-11TOP628% rev growth is crazy, backlog at 457M is the real tell. You think execution is the only thing that can trip this up?1Report
- JN69·05-12TOPThe stock is yo-yo up and down. Will it expect to move up to $10? 2 weeks ago was $11.80 and last was down to $8.70LikeReport
- icycrystal·05-13TOPthanks for sharing2Report