Ondas (NASDAQ:ONDS) Trading Up 7.9% – Here’s Why

Shares of Ondas Holdings Inc. (NASDAQ:ONDS) shot up 7.9% during trading on Tuesday . The stock traded as high as $10.32 and last traded at $10.05. 74,826,059 shares changed hands during mid-day trading, a decline of 26% from the average session volume of 101,357,148 shares. The stock had previously closed at $9.31.

Ondas News Summary

Here are the key news stories impacting Ondas this week:

• Positive Sentiment: German state police awarded Sentrycs (an Ondas subsidiary) a counter‑drone deployment contract — a high‑visibility European validation for Ondas’ soft‑kill technology. Ondas Jumps on German Police and NATO Wins—Can the Rally Hold Into Earnings?
• Positive Sentiment: Ondas’ Airobotics unit received a multi‑million order from a NATO member for the Iron Drone interceptor, which could open additional allied‑nation contracts. Ondas Jumps on German Police and NATO Wins—Can the Rally Hold Into Earnings?
• Positive Sentiment: Ondas’ 4M Defense secured a $30M multi‑year demining contract in Israel, demonstrating ground‑robotics traction beyond counter‑drone systems. Ondas Expands Counter Drone And Demining Reach With New Global Deals
• Positive Sentiment: Acquisition of Rotron Aero expands Ondas’ long‑range/heavy‑lift UAS capability, filling product portfolio gaps attractive to military customers. Ondas Jumps on German Police and NATO Wins—Can the Rally Hold Into Earnings?
• Positive Sentiment: Strong reported pro‑forma cash (~$840M) and a raised 2026 revenue target (~$110M) reduce dilution risk and give Ondas firepower for growth or acquisitions. Ondas Jumps on German Police and NATO Wins—Can the Rally Hold Into Earnings?
• Positive Sentiment: Unusually heavy call‑option buying (≈236,628 calls) signals bullish speculative positioning that can amplify near‑term upside. Five Top Drone Stocks All Investors Should Know About Today
• Neutral Sentiment: Broader media coverage and inclusion on “top drone stocks” lists are raising visibility among retail and institutional investors. Five Top Drone Stocks All Investors Should Know About Today
• Neutral Sentiment: Analyst/press pieces (e.g., InsiderMonkey) highlight multi‑billion‑dollar European market potential, supporting bullish narratives but not yet proving revenue conversion. Ondas (ONDS) Soars 10.15% as Firm Hints At Multi-Billion-Dollar Market
• Negative Sentiment: A critical report ran shortly before the Israel defense unit’s $30M contract, raising corporate/governance scrutiny that could spark volatility or regulatory questions. Critical Report on Ondas (ONDS) Precedes Defense Unit’s $30M Contract in Israel
• Negative Sentiment: High recent share run‑up and elevated volatility mean the stock is sensitive to execution risk — the market will penalize any failure to recognize contract revenue at the next earnings release. Ondas Jumps on German Police and NATO Wins—Can the Rally Hold Into Earnings?

Analysts Set New Price Targets

ONDS has been the topic of a number of analyst reports. Oppenheimer upped their price objective on shares of Ondas from $12.00 to $16.00 and gave the company an “outperform” rating in a research note on Tuesday, January 20th. LADENBURG THALM/SH SH upgraded shares of Ondas to a “strong-buy” rating in a report on Thursday, December 18th. Needham & Company LLC increased their price target on Ondas from $12.00 to $17.00 and gave the stock a “buy” rating in a report on Tuesday, January 20th. Zacks Research lowered Ondas from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Finally, Weiss Ratings reissued a “sell (e+)” rating on shares of Ondas in a research note on Monday, December 29th. One analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $17.29.

Ondas Stock Up 2.9%

The firm’s 50 day simple moving average is $10.64 and its two-hundred day simple moving average is $8.10. The stock has a market capitalization of $4.81 billion, a P/E ratio of -28.48 and a beta of 2.46.

Insider Buying and Selling at Ondas

In other news, Director Ron Stern sold 850,000 shares of the company’s stock in a transaction that occurred on Wednesday, November 26th. The stock was sold at an average price of $7.91, for a total transaction of $6,723,500.00. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Jaspreet K. Sood sold 29,698 shares of the stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $9.48, for a total value of $281,537.04. Following the completion of the transaction, the director owned 175,631 shares in the company, valued at approximately $1,664,981.88. This represents a 14.46% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 1,406,605 shares of company stock worth $12,109,365 in the last quarter. Company insiders own 1.60% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the business. Avion Wealth grew its holdings in shares of Ondas by 100.0% during the fourth quarter. Avion Wealth now owns 4,000 shares of the company’s stock valued at $39,000 after buying an additional 2,000 shares during the last quarter. IFP Advisors Inc lifted its position in Ondas by 231.4% in the 3rd quarter. IFP Advisors Inc now owns 4,142 shares of the company’s stock valued at $32,000 after acquiring an additional 2,892 shares in the last quarter. Steward Partners Investment Advisory LLC boosted its stake in Ondas by 1,005.0% during the 4th quarter. Steward Partners Investment Advisory LLC now owns 4,398 shares of the company’s stock valued at $43,000 after purchasing an additional 4,000 shares during the last quarter. Federation des caisses Desjardins du Quebec increased its holdings in Ondas by 228.6% during the 4th quarter. Federation des caisses Desjardins du Quebec now owns 4,403 shares of the company’s stock worth $43,000 after purchasing an additional 3,063 shares in the last quarter. Finally, American Capital Advisory LLC increased its holdings in Ondas by 4,600.0% during the 4th quarter. American Capital Advisory LLC now owns 4,700 shares of the company’s stock worth $46,000 after purchasing an additional 4,600 shares in the last quarter. Institutional investors and hedge funds own 37.73% of the company’s stock.

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.