Ondas (NASDAQ:ONDS) Shares Up 9% After Analyst Upgrade

Ondas Holdings Inc. (NASDAQ:ONDS)’s stock price traded up 9% on Tuesday after Stifel Nicolaus raised their price target on the stock from $17.00 to $18.00. Stifel Nicolaus currently has a buy rating on the stock. Ondas traded as high as $13.35 and last traded at $13.2540. 35,530,497 shares were traded during mid-day trading, a decline of 68% from the average session volume of 110,741,414 shares. The stock had previously closed at $12.16.

Several other analysts have also recently issued reports on ONDS. Oppenheimer boosted 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. Northland Securities set a $16.00 price target on Ondas in a research report on Tuesday. LADENBURG THALM/SH SH upgraded 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 note on Tuesday, November 18th. Finally, Lake Street Capital boosted 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 assigned a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $17.29.

Insider Activity at Ondas

In related news, Director Jaspreet K. Sood sold 29,698 shares of the firm’s stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $9.48, for a total transaction of $281,537.04. Following the transaction, the director directly owned 175,631 shares in the company, valued at $1,664,981.88. This trade represents a 14.46% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Eric A. Brock sold 475,000 shares of Ondas stock in a transaction on Wednesday, December 31st. The stock was sold at an average price of $9.71, for a total transaction of $4,612,250.00. Following the completion of the transaction, the chief executive officer directly owned 1,461,255 shares of the company’s stock, valued at approximately $14,188,786.05. This represents a 24.53% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,406,605 shares of company stock worth $12,109,365 over the last quarter. 1.60% of the stock is owned by corporate insiders.

Trending Headlines about Ondas

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.

Institutional Investors Weigh In On Ondas

A number of institutional investors have recently modified their holdings of the business. Quadrature Capital Ltd purchased a new position in shares of Ondas during the 2nd quarter valued at $705,000. Arkadios Wealth Advisors purchased a new stake in shares of Ondas during the second quarter worth $144,000. XTX Topco Ltd boosted its position in Ondas by 2,796.2% during the second quarter. XTX Topco Ltd now owns 853,568 shares of the company’s stock valued at $1,639,000 after purchasing an additional 824,096 shares during the last quarter. Goldman Sachs Group Inc. boosted its position in Ondas by 444.4% during the first quarter. Goldman Sachs Group Inc. now owns 112,373 shares of the company’s stock valued at $120,000 after purchasing an additional 91,732 shares during the last quarter. Finally, Thames Capital Management LLC purchased a new position in Ondas in the third quarter valued at about $15,156,000. Institutional investors own 37.73% of the company’s stock.

Ondas Trading Down 4.4%

The firm has a 50-day simple moving average of $9.58 and a two-hundred day simple moving average of $6.90. The company has a market capitalization of $4.84 billion, a price-to-earnings ratio of -31.38 and a beta of 2.40.

Ondas (NASDAQ:ONDS) last announced 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 net margin of 192.60% and a negative return on equity of 35.16%. The firm had revenue of $10.10 million for the quarter, compared to analyst estimates of $7.04 million. On average, sell-side analysts forecast that Ondas Holdings Inc. will post -0.53 earnings per share for the current year.

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.