I think $ONDS is starting to look like one of the best risk/reward smid cap opportunities at current prices... the stock just pulled back -60% from the highs and now bouncing off the .618 fibs from 2025 lows... valuation has gotten a big reset... now trading at less than 3x NTM ev/revs... there's been alot of acquisitions (which brings dilution) in the past 6-12 months but that's just made the company stronger and more diversified plus many of those acquisitions are adding to the revenue base. I just updated my 5-year investment model... I'm looking for $2.4B revs in 2030 with 16% net income margins which gets me to $26-30 stock price which is 350% upside from here. I'm hoping $ONDS can be ebitda+ in the next 12 months. Feel free to share your thoughts on $ONDS in the comments. NFA.
View on X ↗