Ondas (NASDAQ:ONDS) Downgraded to Sell Rating by Wall Street Zen

Ondas (NASDAQ:ONDS) was downgraded by analysts at Wall Street Zen from a “hold” rating to a “sell” rating in a research note issued on Saturday.

Several other research firms have also weighed in on ONDS. Weiss Ratings reissued a “sell (e+)” rating on shares of Ondas in a research report on Monday, December 29th. Stifel Nicolaus upped their target price on Ondas from $17.00 to $18.00 and gave the company a “buy” rating in a research report on Wednesday, January 21st. 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. Northland Securities lifted their target price on Ondas from $16.00 to $18.00 and gave the stock an “outperform” rating in a report on Thursday. Finally, LADENBURG THALM/SH SH raised Ondas to a “strong-buy” rating in a research note on Thursday, December 18th. 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 stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $17.25.

Ondas Stock Down 6.8%

ONDS opened at $8.80 on Friday. Ondas has a twelve month low of $0.66 and a twelve month high of $15.28. The company has a fifty day moving average of $10.52 and a 200-day moving average of $9.15. The stock has a market cap of $4.02 billion, a PE ratio of -13.13 and a beta of 2.47.

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

Insiders Place Their Bets

In other news, CEO Eric A. Brock sold 475,000 shares of the company’s 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 in the company, valued at approximately $14,188,786.05. This represents a 24.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 1.60% of the company’s stock.

Institutional Trading of Ondas

Several large investors have recently made changes to their positions in ONDS. Hood River Capital Management LLC bought a new stake in Ondas in the 2nd quarter valued at about $14,479,000. Van ECK Associates Corp bought a new position in Ondas in the fourth quarter worth approximately $71,202,000. Vanguard Group Inc. boosted its holdings in Ondas by 109.9% in the third quarter. Vanguard Group Inc. now owns 13,415,432 shares of the company’s stock worth $103,567,000 after acquiring an additional 7,024,549 shares in the last quarter. AWM Investment Company Inc. acquired a new stake in Ondas in the second quarter valued at approximately $11,123,000. Finally, Two Sigma Investments LP grew its stake in Ondas by 1,325.9% in the third quarter. Two Sigma Investments LP now owns 4,568,238 shares of the company’s stock valued at $35,267,000 after acquiring an additional 4,247,859 shares during the period. 37.73% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting 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.