Ondas Holdings Inc. (ONDS) experienced a significant pre-market surge of 7.78% on Thursday, continuing the stock's recent upward momentum.

The rally is primarily driven by the company's recently completed acquisition of Omnisys for approximately $196.6 million. This strategic move fills a critical gap in battlefield command and control software capabilities, effectively completing a full defense business loop for Ondas. The integrated ecosystem now combines its hardware platforms—spanning stratospheric balloons, aerial drones, and ground robotics—with Omnisys's software brain layer.

Additional bullish sentiment stems from reports that the Trump administration is pursuing funding deals with U.S. drone companies as part of an effort to increase domestic production and lower costs of these vital weapons. The acquisition has already contributed to strong financial performance, with first-quarter revenue reaching $50.12 million—a tenfold year-over-year increase—and management setting full-year revenue guidance at $390 million.