Ondas (NASDAQ:ONDS) Trading Up 4.6% Following Analyst Upgrade

Ondas Holdings Inc. (NASDAQ:ONDS) traded up 4.6% on Tuesday after Roth Capital upgraded the stock to a strong-buy rating. The company traded as high as $9.75 and last traded at $9.74. Approximately 73,494,539 shares traded hands during mid-day trading, a decline of 14% from the average daily volume of 85,204,141 shares. The stock had previously closed at $9.31.

A number of other equities research analysts also recently weighed in on ONDS. Zacks Research raised shares of Ondas from a “strong sell” rating to a “hold” rating in a research report on Monday, May 25th. Wall Street Zen cut shares of Ondas from a “hold” rating to a “sell” rating in a report on Sunday, May 24th. Weiss Ratings downgraded Ondas from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Tuesday, August 4th. Needham & Company LLC lowered their target price on Ondas from $23.00 to $19.00 and set a “buy” rating for the company in a report on Tuesday, July 7th. Finally, LADENBURG THALM/SH SH upgraded Ondas to a “strong-buy” rating in a research report on Wednesday, May 6th. Two equities research analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $16.33.

Insider Buying and Selling

In other news, Director Randy Seidl sold 10,000 shares of the firm’s stock in a transaction on Tuesday, May 19th. The stock was sold at an average price of $9.83, for a total value of $98,300.00. Following the transaction, the director directly owned 295,504 shares in the company, valued at $2,904,804.32. This trade represents a 3.27% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Eric A. Brock sold 2,378,245 shares of Ondas stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $13.43, for a total value of $31,939,830.35. Following the sale, the chief executive officer directly owned 3,583,010 shares of the company’s stock, valued at approximately $48,119,824.30. This trade represents a 39.90% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders sold 2,395,745 shares of company stock worth $32,109,380. Corporate insiders own 1.67% of the company’s stock.

Key Ondas News

Here are the key news stories impacting Ondas this week:

• Positive Sentiment: Ondas reported quarterly revenue of $83.77 million, well above the $67.97 million analyst consensus. Management also raised its 2026 revenue outlook to approximately $550 million and said it expects sustained momentum in its drone and counter-drone businesses. ONDS stock drops after earnings – CEO expects sustained momentum, raises 2026 revenue outlook to $550M
• Positive Sentiment: The company won a multi-million-dollar Israeli defense tender for next-generation tactical attack drones. The award expands Ondas’ international defense presence and supports management’s view that global defense priorities are shifting toward autonomous systems. Ondas wins Israeli defense tender for next-generation tactical attack drones
• Positive Sentiment: Roth Capital began coverage with a “strong-buy” rating, adding a bullish analyst view as Ondas benefits from growing defense orders. Roth Capital begins coverage on Ondas
• Neutral Sentiment: High short-interest reports and recent strong gains could increase volatility, potentially creating short-covering support but also leaving the stock vulnerable to profit-taking if results disappoint.
• Negative Sentiment: Ondas reported a quarterly loss of approximately $0.19 per share, wider than the roughly $0.09 consensus loss. The company also posted an adjusted EBITDA loss of $50.6 million, reinforcing concerns about cash usage, operating costs and the path to profitability. Trends making noise on Wall Street today

Institutional Trading of Ondas

Hedge funds and other institutional investors have recently modified their holdings of the stock. Beaird Harris Wealth Management LLC lifted its position in Ondas by 3.8% in the 4th quarter. Beaird Harris Wealth Management LLC now owns 27,250 shares of the company’s stock valued at $266,000 after acquiring an additional 1,000 shares in the last quarter. State of Wyoming increased its holdings in Ondas by 31.5% during the 1st quarter. State of Wyoming now owns 6,809 shares of the company’s stock worth $62,000 after purchasing an additional 1,631 shares in the last quarter. NFSG Corp increased its holdings in Ondas by 200.0% during the 1st quarter. NFSG Corp now owns 3,000 shares of the company’s stock worth $27,000 after purchasing an additional 2,000 shares in the last quarter. Steadtrust LLC raised its stake in shares of Ondas by 10.3% in the second quarter. Steadtrust LLC now owns 21,473 shares of the company’s stock worth $177,000 after purchasing an additional 2,000 shares during the last quarter. Finally, IFP Advisors Inc raised its stake in shares of Ondas by 231.4% in the third 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 last quarter. Institutional investors and hedge funds own 37.73% of the company’s stock.

Ondas Price Performance

The stock has a fifty day moving average price of $8.35 and a two-hundred day moving average price of $9.55. The company has a market cap of $5.08 billion, a P/E ratio of 224.03 and a beta of 2.72.

Ondas (NASDAQ:ONDS) last issued its quarterly earnings data on Thursday, August 13th. The company reported ($0.19) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.09) by ($0.10). Ondas had a negative return on equity of 14.17% and a net margin of 247.85%.The company had revenue of $83.77 million for the quarter, compared to analysts’ expectations of $67.97 million. Equities analysts predict that Ondas Holdings Inc. will post -0.33 earnings per share for the current fiscal year.

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.