Ondas Holdings’ Airobotics subsidiary was chosen by Israel’s Ministry of Defense to deploy its autonomous “Drone Hives” system as part of a multibillion-dollar border security modernization program. Under the award, Airobotics will deliver ten drone-hive units over an 18-month period, each capable of conducting around-the-clock surveillance without human intervention. Following the announcement, Ondas stock climbed more than 30% in a single session, reflecting investor enthusiasm for the contract’s backlog contribution and strategic validation of its autonomous robotics technology.

Ondas Networks, the company’s private wireless solutions arm, is positioned to capture growing demand in the U.S. Drone-as-a-Service market, which is forecast to expand from $6.3 billion in 2024 to $8.2 billion by 2026. Globally, the drone services sector is expected to swell to $64.96 billion by 2029 and hit $225.09 billion by 2034, with North America holding roughly 39.65% of market share. Ondas’ secure, low-latency connectivity platform addresses critical needs in agriculture, construction and logistics, and management projects annual revenue growth of over 40% in its wireless business unit through 2026.

Ondas CEO Eric Brock will present at the 28th Annual Needham Growth Conference on January 14, 2026, opening with a fireside chat at 8:45 AM ET alongside Defense Tech analyst Austin Bohlig. The company has scheduled one-on-one meetings with institutional investors throughout the day to discuss recent contract awards, commercial rollout timelines and fiscal fourth quarter performance. Investor relations is coordinating over a dozen meetings, underscoring strong sell-side interest ahead of expected year-end financial disclosures.