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奥本海默表示，Ondas预计订单量强劲，反映出下半年及更长期业绩预期上调。

-- 奥本海默周一发布的一份报告指出，Ondas (ONDS) 上周宣布了一些新交易，并预计强劲的订单流将持续，这预示着下半年及更长期业绩的预期将有所上调。 奥本海默补充道，随着Ondas凭借先发优势、稳健的资产负债表和满足不断增长的需求的制造能力，迅速从零发展成为一家市值10亿美元的企业，两年后其估值将显得“极具吸引力”。 报告显示，五角大楼计划在2027年投资546亿美元，以扩展其自主能力。该公司还强调，Ondas正通过与Palantir (PLTR) 的合作以及与Mistral的合并，与美国政府取得进展。 报告指出，此次合作将把Palantir的人工智能平台整合到Ondas的自主无人机和反无人机系统以及World View的Stratollite气球平台中，形成统一的指挥控制基础设施。报告预计，该整合最早将于第四季度完成，并覆盖Ondas的整个产品组合。 该券商补充道，该公司与德国海德堡集团合资成立的 ONBERG 公司可能是其进入乌克兰市场的切入点，由于其在乌克兰的业务占比有限，即使战争结束，其下行风险也可控。 奥本海默维持对 Ondas 的“跑赢大盘”评级，目标价为 16 美元。

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