Ondas (NASDAQ:ONDS) Trading Up 6.3% – Here’s What Happened

Ondas Holdings Inc. (NASDAQ:ONDS)’s share price traded up 6.3% during trading on Tuesday . The company traded as high as $9.30 and last traded at $8.99. 56,698,344 shares changed hands during mid-day trading, an increase of 57% from the average session volume of 36,016,383 shares. The stock had previously closed at $8.46.

Key Ondas News

Here are the key news stories impacting Ondas this week:

• Positive Sentiment: Ondas reported roughly $10 million in new purchase orders across its autonomous systems portfolio (counter‑UAS, integrated drone systems and ground robots), a concrete revenue/backlog driver that investors view as validation of demand and a catalyst for near‑term growth. Ondas Secures $10 Million in New Autonomous Systems Orders as Global Demand for Multi-Domain Defense Solutions Accelerates
• Positive Sentiment: Media and market commentary are highlighting Ondas as a beneficiary of elevated defense and space spending, helping lift sentiment and retail attention — coverage includes short videos and news headlines linking the new orders to a stronger 2026 outlook. ONDS Rallies on Defense Spending & New Contracts
• Neutral Sentiment: Defiance launched ONDL, a daily 2x long ETF for ONDS, which can increase short‑term buying demand and volatility but mainly serves active/trading flows rather than long‑term fundamental support. Traders should expect amplified moves while the product attracts volume. Defiance Launches ONDL: The First Daily 2X Long ETF for Ondas Holdings Inc.
• Neutral Sentiment: Analyst and comparison pieces (e.g., drone/defense coverage) are increasing visibility and have produced bullish price targets from several firms; this supports sentiment but does not guarantee execution of future contracts. ONDS vs. AVAV: Which Drone Tech Stock Is the Better Pick Now?
• Negative Sentiment: CEO Eric A. Brock sold 475,000 shares on Dec. 31 at about $9.71 (≈$4.6M), reducing his stake by ~24.5% — a significant insider sale that can spook investors or increase near‑term supply. The sale was disclosed in an SEC filing. Insider Sale SEC Filing
• Negative Sentiment: Data aggregators note a broader pattern of insider selling across company officers and directors in recent months, which some market participants interpret as a cautionary signal despite improving revenue trends. Ondas Holdings Inc. Stock (ONDS) Opinions on Recent Price Surge and Insider Sales

Analysts Set New Price Targets

A number of research firms have issued reports on ONDS. LADENBURG THALM/SH SH raised Ondas to a “strong-buy” rating in a report on Thursday, December 18th. Needham & Company LLC increased their price objective on Ondas from $10.00 to $12.00 and gave the company a “buy” rating in a research report on Thursday, December 11th. Oppenheimer upgraded shares of Ondas from a “market perform” rating to an “outperform” rating and set a $12.00 price objective on the stock in a research note on Friday, November 14th. Lake Street Capital boosted their target price on shares of Ondas from $9.00 to $10.00 and gave the stock a “buy” rating in a research report on Wednesday, November 26th. Finally, HC Wainwright initiated coverage on shares of Ondas in a research note on Monday, October 6th. They set a “buy” rating and a $12.00 target price for the company. One investment analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, one has given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $11.50.

Ondas Trading Up 8.6%

The company has a market cap of $3.65 billion, a price-to-earnings ratio of -24.40 and a beta of 2.42. The company has a fifty day moving average price of $7.68 and a two-hundred day moving average price of $5.75.

Ondas (NASDAQ:ONDS) last issued its earnings results on Thursday, November 13th. The company reported ($0.06) EPS for the quarter, missing the consensus estimate of ($0.05) by ($0.01). Ondas had a negative return on equity of 35.16% and a negative net margin of 192.60%.The firm had revenue of $10.10 million during the quarter, compared to the consensus estimate of $7.04 million. Sell-side analysts anticipate that Ondas Holdings Inc. will post -0.53 EPS for the current fiscal year.

Insider Activity at Ondas

In other news, Director Jaspreet K. Sood sold 29,698 shares of Ondas stock in a transaction dated Monday, December 22nd. The shares were sold at an average price of $9.48, for a total transaction of $281,537.04. Following the sale, the director directly owned 175,631 shares in the company, valued at approximately $1,664,981.88. The trade was a 14.46% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Ron Stern sold 850,000 shares of the company’s stock in a transaction dated Wednesday, November 26th. The shares were sold at an average price of $7.91, for a total transaction of $6,723,500.00. The SEC filing for this sale provides additional information. Insiders sold 1,406,605 shares of company stock worth $12,109,365 in the last ninety days. Company insiders own 1.60% of the company’s stock.

Hedge Funds Weigh In On Ondas

A number of hedge funds have recently modified their holdings of ONDS. Hood River Capital Management LLC acquired a new stake in Ondas in the 2nd quarter valued at $14,479,000. Vanguard Group Inc. raised its stake in Ondas by 109.9% during the third quarter. Vanguard Group Inc. now owns 13,415,432 shares of the company’s stock worth $103,567,000 after acquiring an additional 7,024,549 shares in the last quarter. AWM Investment Company Inc. bought a new position in shares of Ondas during the second quarter valued at $11,123,000. Two Sigma Investments LP lifted its holdings in shares of Ondas by 1,325.9% during the third quarter. Two Sigma Investments LP now owns 4,568,238 shares of the company’s stock valued at $35,267,000 after acquiring an additional 4,247,859 shares during the period. Finally, Cresset Asset Management LLC boosted its stake in shares of Ondas by 263.5% in the 2nd quarter. Cresset Asset Management LLC now owns 4,667,874 shares of the company’s stock valued at $8,962,000 after purchasing an additional 3,383,629 shares in the last quarter. 37.73% of the stock is owned by institutional investors and hedge funds.

Ondas Company Profile

Ondas Holdings, Inc (NASDAQ: ONDS) develops secure private wireless networking solutions and unmanned aircraft systems tailored to mission-critical industrial applications. Its Ondas Networks division offers the proprietary FullMAX platform, a long-range, high-bandwidth broadband network designed to support real-time data transmission, remote monitoring and IoT deployments across rail, maritime and infrastructure environments. The broadband platform integrates edge-to-cloud architecture to ensure operational resilience and regulatory compliance for transportation and utility operators.

The company’s Ondas Autonomous Systems segment builds heavy-lift cargo drones and uncrewed aircraft platforms for logistics, pipeline and infrastructure inspection, emergency response and other government and commercial use cases.