Bros, $NVIDIA(NVDA.US) is still falling so much today! I get trapped every time I enter. Coming to pick people up (sarcastic)?
" description: "📡⚔️ Is Ondas Reshaping Israel's Drone Landscape? A $400 Million Acquisition That Touches the Core of National Defense According to a report by the Israeli tech media Calcalistech, Ondas Holdings is a" type: "topic" locale: "en" url: "https://longbridge.com/en/topics/38784645.md" published_at: "2026-02-19T13:09:36.000Z" author: "[辰逸](https://longbridge.com/en/profiles/16318663)" --- #Bros, $NVIDIA(NVDA.US) is still falling so much today! I get trapped every time I enter. Coming to pick people up (sarcastic)?
📡⚔️ Is Ondas Reshaping Israel's Drone Landscape? A $400 Million Acquisition That Touches the Core of National Defense According to reports from the Israeli tech media Calcalistech, Ondas Holdings is attempting to acquire Aeronautics, a drone company under Israel's defense giant Rafael Advanced Defense Systems. This is not just an ordinary acquisition negotiation; it more closely resembles a deep infiltration into Israel's defense industrial chain. Since 2025, Ondas has invested approximately $400 million, successively acquiring 9 Israeli defense companies, including: Roboteam Sentrycs These companies are mostly concentrated in the fields of drones, counter-drone systems, and tactical robots, clearly pointing towards a strategic direction—building a complete unmanned combat and defense ecosystem. More crucially, Ondas has not stopped at hardware integration. Reports indicate the company is also in talks to acquire control of mPrest Systems. mPrest is the developer of the control software for the "Iron Dome" system, with its core capability lying in real-time battlefield command and air defense integration. If this deal materializes, Ondas will no longer be just a drone company; it will control the entire chain from airborne platforms to combat control systems. However, what truly raises concerns within Israel's defense circles is not just the capital moves. Reports point out that a significant number of former Rafael executives have successively moved to Ondas, including former CEO Yoav Har-Even, who currently serves as an advisor to Ondas, along with several vice president-level figures responsible for R&D and strategy. In the highly sensitive field of defense technology, the flow of top-level personnel is never as simple as "normal market movement of talent." The core concerns within the industry are: • Whether technical secrets could leak • Whether R&D directions are being replicated in advance • Whether the defense supply chain is being reintegrated under a foreign capital-led structure Especially against the backdrop where drones and counter-drone systems have become core equipment in modern warfare, the strategic impact of technology transfer far outweighs its commercial significance. From Ondas's perspective, this is an extremely ambitious expansion. By acquiring mature defense contractors and absorbing top management, it can quickly gain: • Validated technology platforms • Government and military client relationships • Experience with defense procurement processes This kind of "fast jigsaw puzzle integration" is much faster than independent R&D. But from the perspective of Israel's defense community, this represents a potential shift in power. As a national-level defense pillar, Rafael's core assets are not just technology, but also strategic autonomy. The current large-scale flow of top executives means knowledge and decision-making experience are being redistributed. The core question in this game is not whether a single deal is completed, but: Will control over unmanned combat and air defense systems become more concentrated in the national defense industrial system in the future, or will it shift towards multinational capital integration? If Ondas successfully integrates Aeronautics and mPrest, it will form a complete military technology platform spanning drones, counter-drone systems, tactical robots, and air defense control software. That would no longer be a single company's expansion, but a realignment of Israel's defense industrial landscape. The three signals truly worth observing are: • Whether the Israeli government intervenes with a review • Whether Rafael strengthens non-compete restrictions • Whether Ondas continues to absorb more core talent This is not just business news; it is an ongoing strategic reorganization. ### Related Stocks - [ONDS.US - Ondas](https://longbridge.com/en/quote/ONDS.US.md) --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.