Q3 EPS Estimates for Ondas Lowered by Northland Securities

Ondas Holdings Inc. (NASDAQ:ONDS) – Northland Securities dropped their Q3 2026 EPS estimates for Ondas in a report released on Thursday, March 26th. Northland Securities analyst M. Latimore now forecasts that the company will earn ($0.06) per share for the quarter, down from their prior forecast of ($0.04). Northland Securities currently has a “Outperform” rating and a $18.00 target price on the stock. The consensus estimate for Ondas’ current full-year earnings is ($0.53) per share. Northland Securities also issued estimates for Ondas’ Q4 2026 earnings at ($0.03) EPS, FY2026 earnings at ($0.21) EPS, Q1 2027 earnings at ($0.06) EPS, Q2 2027 earnings at ($0.05) EPS, Q3 2027 earnings at ($0.04) EPS, Q4 2027 earnings at ($0.03) EPS and FY2027 earnings at ($0.18) EPS.

Ondas (NASDAQ:ONDS) last issued its earnings results on Monday, March 23rd. The company reported ($0.39) earnings per share for the quarter, missing the consensus estimate 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 firm had revenue of $30.11 million during the quarter, compared to the consensus estimate of $27.49 million.

ONDS has been the subject of several other research reports. Glj Research set a $17.00 target price on Ondas in a research report on Tuesday, March 10th. Wall Street Zen cut Ondas from a “hold” rating to a “sell” rating in a report on Saturday. Lake Street Capital increased their price objective on shares of Ondas from $10.00 to $19.00 and gave the company a “buy” rating in a report on Tuesday, January 20th. LADENBURG THALM/SH SH upgraded shares of Ondas to a “strong-buy” rating in a research report on Thursday, December 18th. Finally, Weiss Ratings reissued a “sell (e+)” rating on shares of Ondas in a report on Monday, December 29th. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Ondas currently has an average rating of “Moderate Buy” and a consensus target price of $17.25.

Ondas Price Performance

NASDAQ:ONDS opened at $8.80 on Monday. The business’s 50-day simple moving average is $10.52 and its two-hundred day simple moving average is $9.21. Ondas has a 52 week low of $0.66 and a 52 week high of $15.28. The stock has a market cap of $4.02 billion, a PE ratio of -13.13 and a beta of 2.47.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of ONDS. JPMorgan Chase & Co. boosted its position in Ondas by 3,558,617.2% in the 3rd quarter. JPMorgan Chase & Co. now owns 2,064,056 shares of the company’s stock valued at $15,935,000 after buying an additional 2,063,998 shares during the period. DNB Asset Management AS increased its position in shares of Ondas by 88.4% during the third quarter. DNB Asset Management AS now owns 329,954 shares of the company’s stock worth $2,547,000 after acquiring an additional 154,792 shares during the period. Ghisallo Capital Management LLC purchased a new position in shares of Ondas during the third quarter worth approximately $7,720,000. Quadrature Capital Ltd bought a new stake in shares of Ondas during the second quarter valued at approximately $705,000. Finally, Sequoia Financial Advisors LLC bought a new stake in shares of Ondas during the third quarter valued at approximately $772,000. 37.73% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Ondas

In other news, CEO Eric A. Brock sold 475,000 shares of Ondas stock in a transaction that occurred on Wednesday, December 31st. The stock was sold at an average price of $9.71, for a total value of $4,612,250.00. Following the completion of the transaction, the chief executive officer owned 1,461,255 shares in the company, valued at approximately $14,188,786.05. The trade was a 24.53% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 1.60% of the stock is currently owned by company insiders.

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?

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.