Ondas, Palantir and World View Forge AI-ISR Alliance for Persistent Sensing

Overview

• Palantir’s AI platform, World View’s Stratollite high‑altitude balloons, and Ondas’ autonomous aerial, ground, and counter‑drone systems will be integrated into a unified ISR architecture.
• Three named programs define the workstreams: Palantir Warp Speed for a supply‑chain and manufacturing data layer, AI Flight Director for mission operations, and SkyWeaver for on‑vehicle edge computing.
• World View’s stratospheric integration is already in progress, with portfolio‑wide integration across Ondas planned to start in Q4 2026.
• ONDS rose 2.34% in premarket trading to $10.06 and has gained over 1,310% in 12 months, with Buy ratings from Needham, Stifel, and Lake Street and price targets ranging from $17 to $19 ahead of a March 25 earnings report.
• Ondas reported an initial $15.8 million order for a national demining program in Israel, the first under a potential $60 million initiative, and closed the acquisition of BIRD Aerosystems, whose aircraft protection systems are deployed on 700+ aircraft.