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奧本海默表示，Ondas預計訂單量強勁，反映出下半年及更長期業績預期上調。

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-- 奧本海默週一發布的一份報告指出，Ondas (ONDS) 上週宣布了一些新交易，並預計強勁的訂單流將持續，這預示著下半年及更長期業績的預期將有所上調。 奧本海默補充道，隨著Ondas憑藉先發優勢、穩健的資產負債表和滿足不斷增長的需求的製造能力，迅速從零發展成為一家市值10億美元的企業，兩年後其估值將顯得「極具吸引力」。 報告顯示，五角大廈計劃在2027年投資5,46億美元，以擴展其自主能力。該公司還強調，Ondas正透過與Palantir (PLTR) 的合作以及與Mistral的合併，與美國政府取得進展。 報告指出，此次合作將把Palantir的人工智慧平台整合到Ondas的自主無人機和反無人機系統以及World View的Stratollite氣球平台中，形成統一的指揮控制基礎設施。報告預計，該整合最早將於第四季度完成，並涵蓋Ondas的整個產品組合。 該券商補充道，該公司與德國海德堡集團合資成立的 ONBERG 公司可能是其進入烏克蘭市場的切入點，由於其在烏克蘭的業務佔比有限，即使戰爭結束，其下行風險也可控。 奧本海默維持對 Ondas 的「跑贏大盤」評級，目標價為 16 美元。

Price: $10.65, Change: $+0.65, Percent Change: +6.48%

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