1.1 KiB
1.1 KiB
ONDS Catalyst Timeline (Jan 29, 2026)
🔥 Imminent & High Impact
| Date | Event | Impact | Status |
|---|---|---|---|
| Jan 28 | DoD "Blue List" Approval | 🚀 Extreme | Confirmed. Optimus Drone approved for US Gov use. Unlocks huge TAM. |
| Jan 31 | Border Contract PO | 🚀 High | Pending. Initial PO for border protection system expected within Jan. |
| Mar 11 | Q4 2025 Earnings | 🟡 Medium | Estimated. Revenue guidance raised on Jan 16. |
📅 Summary
- Blue List Confirmed: The biggest regulatory hurdle is cleared. This validates the tech for defense usage.
- Contract Watch: All eyes are now on the Border Protection Contract. With Blue List approval, the PO is likely imminent (days away).
- Revenue Outlook: FY2026 guidance raised to $180M (from $170M).
🚦 Trade Implication
- Bullish Confirmation: The Blue List news is the "smoking gun" for the bull case.
- Next Leg Up: The stock should price in the specific monetary value of the upcoming border contract once announced.