# Risk Score: ONDS (Jan 29, 2026)

## 🛡️ Total Score: 90/100 (🔥 Critical Priority)

### 1. Catalyst Clarity (35/35) - **MAX SCORE**
- **Blue List (Confirmed)**: The "Blue List" approval is a binary risk event that has resolved positively. There is no longer speculation—it is a fact.
- **Contract PO (Imminent)**: With the regulatory gate opened, the purchase order is a logistical formality expected within 48-72 hours.

### 2. Technical Quality (22/25)
- **Support Hold**: Price successfully tested and held $12.00, now consolidating at $12.30.
- **Trend**: Bullish consolidation flag pattern forming after the initial pop.
- **Risk**: Failure to hold $11.80 would be the only technical negative, but sell-pressure is absorbed by news.

### 3. Fundamentals (15/20)
- **Guidance Raised**: FY2026 revenue outlook up to $180M.
- **DoD Backing**: Government validation validates the tech stack's commercial viability.

### 4. Sentiment & Liquidity (18/20)
- **Volume**: Elevated. Market is watching closely.
- **Institutional Interest**: DoD approval acts as a "seal of quality" for institutional entry.

## ⚠️ Key Risks
1.  **"Sell the News"?**: There's a small chance of profit-taking on the Blue List news, but the *actual* contract ($$$) hasn't dropped yet. The big run likely happens on the PO.
2.  **Delay**: If the PO doesn't drop by Jan 31, impatience could cause a minor drift lower.

## 💡 Conclusion
**Risk is drastically reduced** compared to yesterday. The regulatory gamble is gone. Now it's an execution play.
**Verdict**: **Aggressive Long**.