88,572 Shares in Ondas Holdings Inc. $ONDS Purchased by Covestor Ltd

Covestor Ltd acquired a new position in Ondas Holdings Inc. (NASDAQ:ONDS) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 88,572 shares of the company’s stock, valued at approximately $684,000. Ondas accounts for approximately 0.4% of Covestor Ltd’s investment portfolio, making the stock its 25th biggest position.

Several other institutional investors have also added to or reduced their stakes in ONDS. Hood River Capital Management LLC purchased a new position in shares of Ondas during the second quarter valued at approximately $14,479,000. AWM Investment Company Inc. purchased a new position in Ondas during the 2nd quarter valued at $11,123,000. Cresset Asset Management LLC boosted its holdings in Ondas by 263.5% during the 2nd quarter. Cresset Asset Management LLC now owns 4,667,874 shares of the company’s stock valued at $8,962,000 after acquiring an additional 3,383,629 shares during the period. Thames Capital Management LLC bought a new position in Ondas in the 3rd quarter valued at $15,156,000. Finally, Sei Investments Co. purchased a new stake in Ondas in the second quarter worth $3,086,000. Institutional investors own 37.73% of the company’s stock.

Analyst Ratings Changes

A number of analysts have recently issued reports on ONDS shares. LADENBURG THALM/SH SH raised shares of Ondas to a “strong-buy” rating in a research note on Thursday, December 18th. Zacks Research lowered Ondas from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Needham & Company LLC upped their price target on shares of Ondas from $12.00 to $17.00 and gave the stock a “buy” rating in a research report on Tuesday. Loop Capital set a $10.00 price objective on shares of Ondas in a research note on Wednesday, November 26th. Finally, Lake Street Capital upped their target price on Ondas from $10.00 to $19.00 and gave the stock a “buy” rating in a report on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Ondas currently has an average rating of “Moderate Buy” and an average target price of $17.29.

Ondas Stock Down 4.4%

NASDAQ ONDS opened at $12.55 on Thursday. Ondas Holdings Inc. has a 52 week low of $0.57 and a 52 week high of $15.28. The company has a 50 day moving average price of $9.58 and a 200 day moving average price of $6.90. The firm has a market cap of $4.84 billion, a PE ratio of -31.38 and a beta of 2.40.

Ondas (NASDAQ:ONDS) last released its quarterly earnings results on Thursday, November 13th. The company reported ($0.06) earnings per share (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 analysts’ expectations of $7.04 million. On average, equities research analysts anticipate that Ondas Holdings Inc. will post -0.53 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Ondas news, Director Richard M. Cohen sold 25,861 shares of the firm’s stock in a transaction dated Monday, December 22nd. The stock was sold at an average price of $9.48, for a total value of $245,162.28. Following the completion of the sale, the director owned 197,746 shares of the company’s stock, valued at approximately $1,874,632.08. This trade represents a 11.57% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Neil J. Laird sold 4,526 shares of the company’s stock in a transaction dated Monday, December 22nd. The shares were sold at an average price of $9.48, for a total transaction of $42,906.48. Following the transaction, the chief financial officer owned 8,224 shares in the company, valued at approximately $77,963.52. This trade represents a 35.50% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 1,406,605 shares of company stock valued at $12,109,365 in the last 90 days. 1.60% of the stock is owned by insiders.

Key Ondas News

Here are the key news stories impacting Ondas this week:

• Positive Sentiment: Analysts raised targets and flagged a stronger 2026 outlook after Ondas boosted its revenue guidance and reported growing backlog — this outlook helped spark recent rallies and upgraded coverage. Stock Market Today: Ondas’ Strong 2026 Outlook
• Positive Sentiment: HC Wainwright reiterated a Buy stance and set an aggressive $25 price target, citing faster scaling of Ondas’ OAS (drone‑in‑a‑box) platform and improving revenue/earnings trajectory — a clear bullish analyst signal for long‑term upside.
• Positive Sentiment: Sector coverage and thematic stories (frontier robotics/defense exposure) highlight Ondas as a growth play, noting strong revenue growth and institutional interest (unusual call activity). This supports continued investor appetite for the stock. Sea, Space, & Sky: Frontier Robotics
• Neutral Sentiment: Comparisons with peers (e.g., Red Cat) and “is it too late?” pieces have put valuations and momentum under scrutiny — useful for timing decisions but not conclusive on direction. Is It Too Late To Consider Ondas
• Negative Sentiment: Ondas disclosed a large equity offering (reported at around US$1 billion). Even though guidance was raised, the size of the share sale raised dilution fears and sparked profit‑taking, which is the primary reason for the intraday weakness. Why Ondas Is Down After Raising Guidance And Selling Equity
• Negative Sentiment: High volatility, continued operating losses (negative margins and negative ROE) and the potential for future dilution mean near‑term swings are likely to continue; investors should weigh growth vs. capital‑raising risk before adding exposure.

About Ondas

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.