Ondas (ONDS) Stock: Sentrycs Partners With Lockheed Martin on Counter-Drone Defense

TLDR

• Ondas subsidiary Sentrycs has entered a collaboration with Lockheed Martin to integrate its Cyber-over-RF counter-drone technology into Lockheed’s Sanctum C-UAS platform.
• Sentrycs’ tech detects, tracks, and takes control of unauthorized drones without jamming or disrupting nearby communications.
• Sanctum uses AI, cloud-based data fusion, and a modular architecture to detect and neutralize aerial threats including drone swarms.
• ONDS stock dropped around 3.70% to approximately $8.56 in premarket trading following the announcement; Lockheed Martin (LMT) edged slightly higher to ~$494.90.
• Ondas has reported over $150 million in Q2 order activity and recently agreed to acquire Cyberhawk for ~$125 million.

Ondas Holdings (ONDS) stock fell roughly 3.70% to around $8.56 in premarket trading on Tuesday, even as the company announced a new counter-drone collaboration with Lockheed Martin (LMT).

Ondas Holdings Inc., ONDS

The deal sees Ondas subsidiary Sentrycs integrate its Cyber-over-RF technology into Lockheed Martin’s Sanctum Counter-UAS platform. Lockheed Martin stock edged slightly higher to around $494.90 in premarket.

Sanctum is designed to protect military forces, homeland security operations, and critical assets from drone threats, including drone swarms. It combines AI, cloud-enabled data fusion, and a modular defense architecture.

Sentrycs’ Cyber-over-RF technology works at the communication protocol layer. It can detect, identify, track, and take control of unauthorized drones — without jamming signals or physically engaging the drone.

That means operators can guide a rogue drone to a safe landing without disrupting nearby communications or infrastructure. It’s a cleaner solution compared to traditional jamming methods.

Matt Bahnemann, Senior Manager of Program Management at Lockheed Martin, said the integration “expands the layered sensing and response options available to operators” and strengthens Sanctum’s ability to handle evolving aerial threats.

Eric Brock, Chairman and CEO of Ondas, said the collaboration combines Lockheed Martin’s modular defense architecture with Sentrycs’ detection and mitigation technology to build real operational capability against aerial threats.

A Busy Quarter for Ondas

The Lockheed deal is one of several moves Ondas has made recently. The company secured over $40 million in new defense orders during June alone, pushing its total Q2 order activity past $150 million.

Those orders include autonomous defense systems such as Counter-UAS solutions and Loitering Munition Systems.

Ondas also announced a definitive agreement to acquire Cyberhawk, a drone inspection services and AI-enabled asset analytics company, for approximately $125 million. The deal is expected to be 95% cash-funded.

Earlier in the year, Ondas acquired Omnisys Ltd. and World View Enterprises Inc., and filed a prospectus supplement with the SEC for the potential resale of over 3.1 million shares tied to those transactions.

Revenue and Valuation

Revenue at Ondas surged 793% year-over-year as of Q1 2026, with the stock up 522% over the past twelve months before Tuesday’s dip.

The stock had traded as high as $9.27 at the previous close before pulling back. The company carries a market cap of around $4.51 billion.

InvestingPro analysis flags the stock as currently overvalued relative to its estimated Fair Value.

The companies said the Sentrycs-Sanctum collaboration supports growing demand for flexible, layered counter-drone systems as unmanned aerial threats continue to develop.

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