Ondas (NASDAQ:ONDS) Shares Gap Up – What’s Next?

Ondas Holdings Inc. (NASDAQ:ONDS) gapped up before the market opened on Thursday . The stock had previously closed at $10.80, but opened at $11.48. Ondas shares last traded at $12.8260, with a volume of 73,254,379 shares traded.

Trending Headlines about Ondas

Here are the key news stories impacting Ondas this week:

• Positive Sentiment: Ondas said it secured more than $30 million in new orders during May, bringing second-quarter-to-date orders above $110 million across its defense, security and autonomous technology businesses, reinforcing demand and execution. Article link
• Positive Sentiment: Shares are benefiting from a broader drone-sector rally after reports that the Pentagon and Trump administration are considering funding or backing domestic drone makers to accelerate U.S. drone production. Article link
• Positive Sentiment: Oppenheimer reiterated a buy rating, helping extend the recent rally as investors interpreted the analyst support as confirmation of Ondas’ defense-drone opportunity. Article link
• Neutral Sentiment: Trading activity was unusually heavy, including a surge in call option volume, suggesting speculative interest and expectations of continued volatility rather than a fundamental update by itself. Article link
• Neutral Sentiment: Commentary pieces framing Ondas as a beneficiary of a “new era of defense” and the broader drone investment theme have added to investor enthusiasm, but these were mostly interpretive rather than new corporate disclosures. Article link

Wall Street Analyst Weigh In

ONDS has been the topic of several research analyst reports. Glj Research set a $17.00 target price on shares of Ondas in a research report on Tuesday, March 10th. Weiss Ratings upgraded shares of Ondas from a “sell (d-)” rating to a “sell (d+)” rating in a research report on Tuesday. HC Wainwright set a $17.00 target price on shares of Ondas and gave the stock a “buy” rating in a research report on Tuesday, March 10th. Needham & Company LLC restated a “buy” rating and set a $23.00 target price on shares of Ondas in a research report on Tuesday, May 19th. Finally, Zacks Research upgraded shares of Ondas from a “strong sell” rating to a “hold” rating in a research report on Monday, May 25th. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $17.25.

Ondas Stock Performance

The firm’s 50-day moving average is $9.90 and its 200 day moving average is $9.85. The firm has a market capitalization of $6.64 billion, a PE ratio of 330.50 and a beta of 2.56.

Ondas (NASDAQ:ONDS) last released its quarterly earnings data on Monday, March 23rd. The company reported ($0.39) EPS for the quarter, missing the consensus estimate of ($0.06) by ($0.33). Ondas had a negative return on equity of 14.17% and a net margin of 247.85%.The business had revenue of $30.11 million during the quarter, compared to analysts’ expectations of $27.49 million. As a group, equities analysts anticipate that Ondas Holdings Inc. will post -0.28 earnings per share for the current year.

Insider Activity

In related news, Director Randy Seidl sold 10,000 shares of the business’s stock in a transaction dated Tuesday, May 19th. The shares were sold at an average price of $9.83, for a total value of $98,300.00. Following the sale, the director directly owned 295,504 shares in the company, valued at $2,904,804.32. The trade was a 3.27% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Richard M. Cohen sold 7,500 shares of the business’s stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $9.50, for a total transaction of $71,250.00. Following the completion of the sale, the director owned 264,853 shares in the company, valued at $2,516,103.50. This represents a 2.75% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 1.60% of the stock is owned by insiders.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the company. JPMorgan Chase & Co. raised its stake 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 purchasing an additional 2,063,998 shares during the last quarter. DNB Asset Management AS raised its stake in Ondas by 88.4% in the 3rd quarter. DNB Asset Management AS now owns 329,954 shares of the company’s stock valued at $2,547,000 after purchasing an additional 154,792 shares during the last quarter. Ghisallo Capital Management LLC acquired a new position in Ondas in the 3rd quarter valued at about $7,720,000. CloudAlpha Capital Management Limited Hong Kong acquired a new position in Ondas in the 4th quarter valued at about $6,734,000. Finally, Vanguard Group Inc. raised its stake in Ondas by 109.9% in the 3rd quarter. Vanguard Group Inc. now owns 13,415,432 shares of the company’s stock valued at $103,567,000 after purchasing an additional 7,024,549 shares during the last quarter. Institutional investors and hedge funds own 37.73% of the company’s stock.

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.