Ondas Commentator$Ondas(ONDS.US)2026 Catalyst List:
After February 12, 2026
- February 17, 2026 - Department of Defense Drone Dominance Program (Challenge Phase 1). Last week, the 2500 Wasp order from Rift Power was competitive for ONDS.
- February 2026 - Ukraine/NATO Joint Brave bid deadline (C-UAS innovation, ISR/frontline focus; winners to be announced later in 2026).
- Late February 2026 - Confirm World Cup C-UAS integration.
- March 2, 2026 - NATO NCIA C-UAS framework contract award.
- March 6, 2026 - Should respond to participation in DEVCOM Armaments Center Kinetic C-UAS Industry Day.
- March 2026 - Q4/FY 2025 full financial report release (expected mid-March): backlog/acquisition update, European airport C-UAS progress, pipeline execution.
- March 24, 2026 - DEVCOM Kinetic C-UAS Industry Day (Picatinny Arsenal, New Jersey).
- April 20-22, 2026 - European Counter-UAS Technology Conference (London): networking/introductions with decision-makers; potential new bids/partnerships.
- Throughout 2026 - Roboteam integration ramp-up.
- Throughout 2026 - Deploy recently received funds: $10 million new autonomous systems order (announced December 31, 2025; counter-UAS/UAS/ground platforms, primarily 2026 revenue).
- Throughout 2026 - Scale up European airport C-UAS (e.g., recent two $8.2 million Raider deployments; more orders expected).
- 2026 - Norwegian Defence Materiel Agency C-UAS procurement (Class 1 threat, multi-phase).
- 2026 - Dutch Ministry of Defence made significant investment in C-UAS.
- 2026 - Potential expansion of German Bundeswehr C-UAS via Securiton (framework maintenance/support costs up to approx. $79 million).
- Beyond 2026 - European Drone Defence Initiative (multi-layered, interoperable C-UAS for detection/tracking/neutralization, related to NATO, possible joint EU bids).
- Ongoing 2026 - Broader pipeline execution: ongoing $500+ million sales opportunities; 7 advanced-stage M&A/acquisitions; launch of core + strategic growth initiatives; partnerships (e.g., Norway Rift Power/Nammo, Heidelberg for EU manufacturing).
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