Buying More Ondas Holdings After $875 Million Acquisition News
The small-cap drone firm turned heads on Wall Street with an update on a significant acquisition.
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On Monday morning, portfolio holding Ondas Inc (ONDS) announced that the firm had agreed to acquire DZYNE Technologies in a cash and stock deal valued at roughly $875.8 million.
Under the terms of the transaction, DZYNE shareholders received $200 million in cash and approximately 85 million Ondas shares valued close to $675 million. Greater than 50% of the stock consideration is subject to a six-month lockup.
DZYNE is a developer of unmanned aircraft (drones) for military surveillance, reconnaissance and counter-drone purposes. Ondas expects DZYNE to generate $191 million in revenue this year and $300 million in calendar-year 2027. Following the addition of DZYNE and the completion of the Omnisys acquisition back in May, Ondas is now targeting $525 million in sales this year, which would be a 35% increase from the year prior. This new outlook does not include contributions from Cyberhawk, which is Ondas’ recently announced acquisition, expected to close during the third quarter of 2026.
Ondas emphasizes that this combination of technical depth, mission experience, customer trust and operational execution makes DZYNE a uniquely valuable strategic asset as defense organizations accelerate investment in autonomous systems. The firm has now formed Ondas Sentinel, a dedicated operating division unifying its growing U.S. portfolio of autonomous defense technologies.
Other Portfolio News
Planet Labs (PL)
On Thursday, Planet Labs Germany and Isar Aerospace announced a strategic launch agreement. Under said agreement, Isar Aerospace will launch one of Planet Lab’s next-generation high-resolution Pelican satellites, with additional satellites planned for future launches.
“Planet and Isar Aerospace are responding to the moment and delivering a first for the country: both satellite and rocket built in Germany,” said Martin Polak, managing director of Planet Labs Germany, according to a press release. That first launch is scheduled to occur in less than 12 months from now.
SoFi Technologies (SOFI)
On Thursday, news broke that the Trump administration is now expected to roll out “Trump Accounts” next week without allowing firms to host the children’s savings accounts on their own platforms, according to Semafor. Companies that included Chime (CHYM), Empower, Fidelity and SoFi Technologies had hoped to receive approval to roll over these accounts from the Treasury Department’s app in time for the program’s launch.
These firms are now expecting further guidance by August at the latest, according to that report. Trump Accounts are intended to provide eligible American children with tax-advantaged investment accounts. Eligible children born in the years 2025 through 2028 would qualify for an initial $1,000 contribution from the U.S. Treasury. Family, friends and employers can, in aggregate, contribute up to $5,000 per year. Those contributions would automatically be invested in a default qualifying low-cost index fund designed for long-term growth potential.
Thursday’s Intentions vs Thursday’s Actual Trades
No trades intended.
Monday’s Intentions
Purchase 25 shares of ONDS at or close to the last sale of $7.52.
Purchase 5 shares of (RXT) at or close to the last sale of $5.81.
Current Positions
Long 150 shares of (ALTO) at $5.51. Target price: $8. Last sale: $5.65.
Long 70 shares of (EVLV) at $5.8746. Target price: $8.50. Last sale: $6.20.
Long 200 shares of (OCUL) at $8.271. Target price: $11. Last sale: $9.68.
Short one (OCUL) $11 September 18 call at $1.65. Last sale: $1.30.
Short one OCUL $9 July 17 call at $0.90. Last sale: $0.90.
Long 225 shares of ONDS at $9.1284. Target price: $14. Last sale: $7.52.
Long 30 shares of PL at $30.6067. Target price: $46. Last sale: $31.40.
Long 5 shares of (RKLB) at $89.162. Target price: $131. Last sale: $101.38.
Long 35 shares of (RXT) at $6.4529. Target price: $9. Last sale: $5.81.
Long 175 shares of (SIDU) at $3.0342. Target price: $6. Last sale: $2.65.
Long 135 shares of SOFI at $15.8617. Target price: $24. Last sale: $18.27.
Short one SOFI August 21 $20 call at $1.02. Last sale: $1.14.
Long 30 shares of (SWBI) at $15.74. Target price: $19. Last sale: $15.24.
Long 50 shares of (VELO) at $13.6592. No target price right now. Last sale: $15.83.
Cash: $696.48.
Portfolio Value: $11,021.43, +10.2% from inception on March 24.
At the time of publication, Guilfoyle was long ALTO, EVLV, OCUL, ONDS, PL, RKLB, RXT, SIDU, SOFI, SWBI and VELO.
