Ondas (NASDAQ:ONDS) Shares Gap Up on Analyst Upgrade

20 Dec 2025, 10:04 by Amy Steele · The Cerbat Gem

Ondas Holdings Inc. (NASDAQ:ONDS – Get Free Report)’s stock price gapped up before the market opened on Thursday after LADENBURG THALM/SH SH upgraded the stock to a strong-buy rating. The stock had previously closed at $7.37, but opened at $7.79. Ondas shares last traded at $8.1540, with a volume of 14,529,717 shares.

ONDS has been the topic of several other research reports. Lake Street Capital upped their target price on Ondas from $9.00 to $10.00 and gave the stock a “buy” rating in a report on Wednesday, November 26th. HC Wainwright assumed coverage on Ondas in a research report on Monday, October 6th. They set a “buy” rating and a $12.00 price target on the stock. Loop Capital set a $10.00 price objective on Ondas in a report on Wednesday, November 26th. Needham & Company LLC raised their target price on shares of Ondas from $10.00 to $12.00 and gave the company a “buy” rating in a research note on Thursday, December 11th. Finally, Oppenheimer raised shares of Ondas from a “market perform” rating to an “outperform” rating and set a $12.00 price target on the stock in a research report on Friday, November 14th. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Ondas currently has an average rating of “Moderate Buy” and a consensus price target of $10.43.

Get Our Latest Report on Ondas

Insiders Place Their Bets

In other Ondas news, Director Ron Stern sold 850,000 shares of the stock in a transaction dated Wednesday, November 26th. The shares were sold at an average price of $7.91, for a total value of $6,723,500.00. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 1.60% of the stock is currently owned by corporate insiders.

Ondas News Roundup

Here are the key news stories impacting Ondas this week:

Positive Sentiment: Completed acquisition of Roboteam expands Ondas Autonomous Systems into rugged tactical ground robotics, adding field‑proven UGV products, defense customers and revenue channels — a clear strategic growth and capability boost. Ondas Completes Acquisition of Roboteam
Positive Sentiment: Successful eight‑week Middle East pilot with Safe Pro demonstrated AI-powered detection of mines/UXO from aerial imagery — strengthens OAS product credibility for humanitarian, reconstruction and defense contracts. Pilot Program Demonstrating Advanced Demining Capability
Positive Sentiment: Appointment of Brig. Gen. Patrick Huston (Ret.) as COO adds government/defense operational experience to support integration, scale and customer engagement — reduces execution risk on fast expansion. Ondas Appoints General Patrick Huston as COO
Positive Sentiment: Analyst support: Needham raised its growth forecast and lifted its price target after management meetings, signaling institutional confidence in M&A and new contract traction. Needham Raises Ondas Growth Forecast
Positive Sentiment: Unusually large call buying today (141,280 calls, ~24% above typical volume) indicates short‑term bullish positioning and may be amplifying upward price moves through gamma/option market flows.
Negative Sentiment: Recent media/analyst pieces flagged concerns that Ondas’ aggressive defense expansion and potential dilution (capital raises to fund M&A/growth) could hurt near‑term shareholder value — these concerns triggered heavy selling earlier in the week. Ondas Is Down 18.3% After Aggressive Autonomous Defense Expansion And Dilution Risk Moves
Negative Sentiment: Stock also saw a sharp one‑day drop reported by market outlets (down ~8.9% on Dec. 18), reflecting broader market risk‑off moves and investor skepticism about spending and execution risk. Ondas Holdings (ONDS) Sheds 8.9%

Institutional Trading of Ondas

Several hedge funds have recently added to or reduced their stakes in the company. SBI Securities Co. Ltd. boosted its stake in Ondas by 154.9% in the 2nd quarter. SBI Securities Co. Ltd. now owns 16,299 shares of the company’s stock valued at $31,000 after purchasing an additional 9,904 shares during the period. IFP Advisors Inc increased its position in Ondas by 231.4% during the 3rd quarter. IFP Advisors Inc now owns 4,142 shares of the company’s stock worth $32,000 after buying an additional 2,892 shares during the period. Charles Schwab Investment Management Inc. acquired a new stake in shares of Ondas during the first quarter worth $34,000. Penbrook Management LLC bought a new stake in shares of Ondas in the second quarter valued at about $35,000. Finally, Exencial Wealth Advisors LLC acquired a new position in shares of Ondas in the second quarter valued at about $36,000. 37.73% of the stock is owned by institutional investors and hedge funds.

Ondas Price Performance

The business’s 50-day moving average is $7.60 and its 200 day moving average is $5.31. The firm has a market capitalization of $3.45 billion, a P/E ratio of -23.05 and a beta of 2.42.

Ondas (NASDAQ:ONDS – Get Free Report) last posted its quarterly earnings data on Thursday, November 13th. The company reported ($0.06) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.05) by ($0.01). Ondas had a negative net margin of 192.60% and a negative return on equity of 35.16%. The business had revenue of $10.10 million during the quarter, compared to the consensus estimate of $7.04 million. Analysts anticipate that Ondas Holdings Inc. will post -0.53 EPS for the current fiscal year.

Ondas Company Profile

(Get Free Report)

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.