Research Analysts Set Expectations for Ondas Q1 Earnings

Ondas Holdings Inc. (NASDAQ:ONDS) – Research analysts at HC Wainwright lowered their Q1 2026 EPS estimates for shares of Ondas in a report released on Thursday, March 26th. HC Wainwright analyst A. Dayal now forecasts that the company will post earnings per share of ($0.07) for the quarter, down from their previous estimate of ($0.04). HC Wainwright currently has a “Buy” rating and a $17.00 target price on the stock. The consensus estimate for Ondas’ current full-year earnings is ($0.53) per share. HC Wainwright also issued estimates for Ondas’ Q2 2026 earnings at ($0.08) EPS, Q3 2026 earnings at ($0.08) EPS, Q4 2026 earnings at ($0.06) EPS, FY2026 earnings at ($0.29) EPS, FY2027 earnings at ($0.29) EPS, FY2028 earnings at ($0.18) EPS and FY2029 earnings at $0.03 EPS.

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

ONDS has been the topic of a number of other research reports. Stifel Nicolaus increased their price target on Ondas from $17.00 to $18.00 and gave the company a “buy” rating in a research note on Wednesday, January 21st. Oppenheimer upped their price objective on Ondas from $12.00 to $16.00 and gave the company an “outperform” rating in a report on Tuesday, January 20th. Wall Street Zen downgraded Ondas from a “hold” rating to a “sell” rating in a report on Saturday. Glj Research set a $17.00 target price on Ondas in a research note on Tuesday, March 10th. Finally, Northland Securities raised their target price on Ondas from $16.00 to $18.00 and gave the stock an “outperform” rating in a report on Thursday. One research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Ondas currently has a consensus rating of “Moderate Buy” and an average target price of $17.25.

Ondas Stock Performance

ONDS opened at $8.80 on Monday. The company has a fifty day moving average price of $10.52 and a two-hundred day moving average price of $9.21. Ondas has a 52 week low of $0.66 and a 52 week high of $15.28. The firm has a market capitalization of $4.02 billion, a PE ratio of -13.13 and a beta of 2.47.

Institutional Investors Weigh In On Ondas

Hedge funds have recently modified their holdings of the business. Vanguard Group Inc. grew its position in shares of Ondas by 39.9% in the 4th quarter. Vanguard Group Inc. now owns 18,767,157 shares of the company’s stock valued at $183,167,000 after purchasing an additional 5,351,725 shares during the period. Hood River Capital Management LLC acquired a new stake in Ondas during the 2nd quarter worth approximately $14,479,000. Van ECK Associates Corp acquired a new stake in Ondas during the 4th quarter worth approximately $71,202,000. AWM Investment Company Inc. bought a new position in Ondas in the second quarter valued at approximately $11,123,000. Finally, State Street Corp lifted its stake in Ondas by 130.2% in the fourth quarter. State Street Corp now owns 5,162,151 shares of the company’s stock valued at $50,383,000 after buying an additional 2,920,071 shares in the last quarter. Institutional investors and hedge funds own 37.73% of the company’s stock.

Insider Activity

In other news, CEO Eric A. Brock sold 475,000 shares of the business’s stock in a transaction on Wednesday, December 31st. The shares were 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 of the company’s stock, valued at $14,188,786.05. The trade was a 24.53% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 1.60% of the stock is owned by company insiders.

Trending Headlines about Ondas

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?

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.