88,572 Shares in Ondas Holdings Inc. $ONDS Bought by Covestor Ltd

Covestor Ltd purchased a new position in shares of Ondas Holdings Inc. (NASDAQ:ONDS) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 88,572 shares of the company’s stock, valued at approximately $684,000. Ondas accounts for about 0.4% of Covestor Ltd’s portfolio, making the stock its 25th biggest holding.

A number of other hedge funds have also modified their holdings of ONDS. Goldman Sachs Group Inc. raised its stake in shares of Ondas by 444.4% in the first quarter. Goldman Sachs Group Inc. now owns 112,373 shares of the company’s stock worth $120,000 after purchasing an additional 91,732 shares during the last quarter. Wealth Enhancement Advisory Services LLC purchased a new position in Ondas during the 2nd quarter worth approximately $151,000. Trivium Point Advisory LLC acquired a new stake in Ondas during the 2nd quarter valued at approximately $38,000. NTV Asset Management LLC purchased a new stake in shares of Ondas in the 2nd quarter valued at $144,000. Finally, Penbrook Management LLC purchased a new stake in shares of Ondas in the 2nd quarter valued at $35,000. 37.73% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Ondas

In other news, Director Randy Seidl sold 21,520 shares of the stock in a transaction dated Monday, December 22nd. The shares were sold at an average price of $9.48, for a total value of $204,009.60. Following the completion of the sale, the director directly owned 212,470 shares in the company, valued at $2,014,215.60. This represents a 9.20% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Eric A. Brock sold 475,000 shares of the business’s stock in a transaction dated Wednesday, December 31st. The stock was 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 $14,188,786.05. The trade was a 24.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 1,406,605 shares of company stock valued at $12,109,365. 1.60% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of research firms recently issued reports on ONDS. Loop Capital set a $10.00 target price on shares of Ondas in a research report on Wednesday, November 26th. Zacks Research lowered Ondas from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Stifel Nicolaus boosted their price objective on Ondas from $17.00 to $18.00 and gave the company a “buy” rating in a report on Wednesday. Needham & Company LLC upped their target price on Ondas from $12.00 to $17.00 and gave the stock a “buy” rating in a research note on Tuesday. Finally, Weiss Ratings reiterated a “sell (e+)” rating on shares of Ondas in a research report on Monday, December 29th. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Ondas currently has an average rating of “Moderate Buy” and a consensus target price of $17.29.

Ondas Stock Performance

NASDAQ:ONDS opened at $12.55 on Thursday. The stock has a market capitalization of $4.84 billion, a PE ratio of -31.38 and a beta of 2.40. Ondas Holdings Inc. has a fifty-two week low of $0.57 and a fifty-two week high of $15.28. The company has a fifty day moving average of $9.58 and a two-hundred day moving average of $6.90.

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

Key Stories Impacting Ondas

Here are the key news stories impacting Ondas this week:

• Positive Sentiment: Analysts raised targets and flagged a stronger 2026 outlook after Ondas boosted its revenue guidance and reported growing backlog — this outlook helped spark recent rallies and upgraded coverage. Stock Market Today: Ondas’ Strong 2026 Outlook
• Positive Sentiment: HC Wainwright reiterated a Buy stance and set an aggressive $25 price target, citing faster scaling of Ondas’ OAS (drone‑in‑a‑box) platform and improving revenue/earnings trajectory — a clear bullish analyst signal for long‑term upside.
• Positive Sentiment: Sector coverage and thematic stories (frontier robotics/defense exposure) highlight Ondas as a growth play, noting strong revenue growth and institutional interest (unusual call activity). This supports continued investor appetite for the stock. Sea, Space, & Sky: Frontier Robotics
• Neutral Sentiment: Comparisons with peers (e.g., Red Cat) and “is it too late?” pieces have put valuations and momentum under scrutiny — useful for timing decisions but not conclusive on direction. Is It Too Late To Consider Ondas
• Negative Sentiment: Ondas disclosed a large equity offering (reported at around US$1 billion). Even though guidance was raised, the size of the share sale raised dilution fears and sparked profit‑taking, which is the primary reason for the intraday weakness. Why Ondas Is Down After Raising Guidance And Selling Equity
• Negative Sentiment: High volatility, continued operating losses (negative margins and negative ROE) and the potential for future dilution mean near‑term swings are likely to continue; investors should weigh growth vs. capital‑raising risk before adding exposure.

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.