Ondas and Amprius logos on dual display screens. Key Points Ondas and Amprius are positioning for greater defense-market access, with compliance milestones and procurement pathways as key 2026 catalysts. Ondas is framed as an early-stage growth story tied to drones and secure networking, with sentiment supported by rising coverage and improving institutional activity. Amprius is pitched as a defense battery enabler, with scaling execution and margin trajectory as the key swing factors alongside elevate ...