Exchange Traded Concepts LLC Buys New Position in Ondas Holdings Inc. $ONDS

Exchange Traded Concepts LLC bought a new stake in shares of Ondas Holdings Inc. (NASDAQ:ONDS) in the fourth quarter, Holdings Channel.com reports. The fund bought 1,999,716 shares of the company’s stock, valued at approximately $19,517,000.

Several other hedge funds have also recently added to or reduced their stakes in ONDS. IFP Advisors Inc lifted its position in shares of Ondas by 231.4% in the 3rd quarter. IFP Advisors Inc now owns 4,142 shares of the company’s stock worth $32,000 after purchasing an additional 2,892 shares during the period. Wexford Capital LP acquired a new stake in shares of Ondas during the third quarter worth $67,000. HBK Sorce Advisory LLC acquired a new stake in shares of Ondas during the third quarter worth $77,000. SG Americas Securities LLC bought a new position in Ondas during the third quarter worth $78,000. Finally, Shikiar Asset Management Inc. bought a new position in Ondas during the third quarter worth $85,000. Institutional investors own 37.73% of the company’s stock.

Ondas News Summary

Here are the key news stories impacting Ondas this week:

• Positive Sentiment: Multiple analyst upgrades and higher price targets. Maxim raised its target to $22 and Northland bumped its target to $18 while Needham reiterated bullish forecasts — these raises signal stronger analyst confidence and provide upside narrative for shareholders. Analysts set Ondas stock price target Benzinga coverage
• Positive Sentiment: Deal/news flow around Mistral and robotics is driving constructive narrative on Ondas’ expanding defense and robotics exposure — analysts and outlets are framing the Mistral arrangement as a strategic growth catalyst. Ondas Mistral Deal Recasts Defense Role
• Neutral Sentiment: Q4 2025 results show strong revenue growth but an EPS miss: revenue beat estimates (~$30.1M vs. ~$27.5M est.) which supports the growth story, while the ($0.39) EPS miss and very negative margins underscore ongoing profitability challenges. Investors are weighing growth vs. near-term losses. Q4 2025 Earnings Call Highlights
• Neutral Sentiment: HC Wainwright trimmed its FY2030 EPS forecast (from $0.38 to $0.28) but maintained a Buy rating and a $17 target — a modest caution on modeled long-term profits while still signaling upside. HC Wainwright note
• Negative Sentiment: Potential near-term selling pressure: the company filed to register up to 1,928,532 shares for possible resale by certain stockholders — market participants often view secondary resale registrations as a source of future dilution or supply. What’s Going On With Ondas Stock Friday?

Insider Activity

In other news, CEO Eric A. Brock sold 475,000 shares of the stock in a transaction dated Wednesday, December 31st. The shares were sold at an average price of $9.71, for a total transaction of $4,612,250.00. Following the transaction, the chief executive officer owned 1,461,255 shares of the company’s stock, valued at $14,188,786.05. This represents a 24.53% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 1.60% of the stock is owned by company insiders.

Ondas Stock Down 6.8%

Ondas stock opened at $8.80 on Friday. The company has a market capitalization of $4.02 billion, a PE ratio of -13.13 and a beta of 2.47. Ondas Holdings Inc. has a 12-month low of $0.66 and a 12-month high of $15.28. The firm’s fifty day moving average is $10.52 and its 200 day moving average is $9.18.

Ondas (NASDAQ:ONDS) last posted its quarterly earnings results on Monday, March 23rd. The company reported ($0.39) EPS for the quarter, missing analysts’ consensus estimates of ($0.06) by ($0.33). Ondas had a negative return on equity of 69.00% and a negative net margin of 270.37%.The company had revenue of $30.11 million during the quarter, compared to analyst estimates of $27.49 million. Sell-side analysts expect that Ondas Holdings Inc. will post -0.53 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of analysts have commented on ONDS shares. Wall Street Zen cut shares of Ondas from a “hold” rating to a “sell” rating in a research report on Saturday. Weiss Ratings reissued a “sell (e+)” rating on shares of Ondas in a research report on Monday, December 29th. Oppenheimer boosted their price objective on Ondas from $12.00 to $16.00 and gave the company an “outperform” rating in a research note on Tuesday, January 20th. Lake Street Capital upped their target price on Ondas from $10.00 to $19.00 and gave the company a “buy” rating in a research report on Tuesday, January 20th. Finally, Needham & Company LLC raised their target price on Ondas from $17.00 to $23.00 and gave the stock a “buy” rating in a research note on Tuesday, March 24th. One equities research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Ondas currently has an average rating of “Moderate Buy” and a consensus price target of $17.25.

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.